U.S. Internet: Autonomous Food Delivery Likely Hits Critical Mass By 2030

Research evidence excerpt

U.S. Internet: Autonomous Food Delivery Likely Hits Critical Mass By 2030

Equity Research

U.S. Internet

10 June 2026

Autonomous Food Delivery Likely

Hits Critical Mass By 2030

UBER’s CEO recently commented that AV delivery at scale is U.S. Internet

still 5-10 yrs out and could reduce delivery times to 10-15 POSITIVE

mins, greatly expanding the TAM in western markets. U.S. Internet

Ross Sandler

Starship SDRs are already delivering 25% of grocery orders in +1 415 263 4470

Finland, so we think the future may arrive quicker than ross.sandler@barclays.com

BCI, US

expected. Alex Hughes

+1 212 526 3069

We appreciate your 5-star vote in the 2026 Extel All-America Research Survey in the Internet alexander.hughes@barclays.com

Large-Cap and Internet Mid- & Small-Cap categories (Search "Sandler Barclays"). View our BCI, US

analysts » Vote 5 Stars for Barclays » Michael DiSanto

+1 212 526 1054

The following company is privately held and not under coverage by Barclays Research: Starship michael.disanto@barclays.com

Technologies. Information about this company is being provided for information purposes only BCI, US

and is not an investment recommendation by Barclays Research.

Owen Clendenin

+1 212 526 7518

The Key Take-Away: The promise of autonomous food delivery is still a few years out, but

owen.clendenin@barclays.com

showing very positive signals in markets that have been quick to embrace it. AVs should reduce BCI, US

the cost of delivery for both marketplaces (currently $8-$10 per order) and for consumers

(tipping, $5 per order) down to as low as $1 per order. As witnessed already in select APAC geos Alexander Kessinger

+1 212 526 1324

with low delivery costs, when this kind of improvement happens to the cost curve, consumer

alexander.kessinger@barclays.com