As food delivery has become a more prominent part of many people’s lives throughout the pandemic, the platforms themselves have evolved to address a wider range of customer needs. Platforms like DoorDash, Uber Eats, and Grubhub have prioritized grocery and convenience delivery as a growth driver.

Most restaurant sales happen during Lunch or Dinner but ~11% of sales in 2021 took place after dinner (a larger share than breakfast sales). We call these sales that take place between 9pm-5am, “Late Night” sales and it has seen steady growth over the past 2 years.

In a highly competitive space, like delivery through third-party platforms, it is difficult to convert potential customers where they are spoiled for choice. To reel these customers in, merchants often bet on discounts or offers to be the deciding factor.

With 2021 in the rearview, it’s time to evaluate winners and losers in the food delivery space. From a platform perspective, DoorDash still leads the pack with a wide margin over competitors Uber Eats and Grubhub.