Key Takeaways
- Five major retailers are joining Uber Eats: Kiehl’s, FedEx Office, Blick Art Materials, Academy Sports + Outdoors, and Choice Pet.
- Users can access these retailers via Uber Eats, Uber, and Postmates apps with flexible delivery scheduling options.
- UBER shares jumped to approximately $75.70, reflecting an 8.66% gain, after trading near the 52-week low of $67.19 prior to the announcement.
- Analyst sentiment remains positive with Tigress Financial setting a $115 price target (Buy) and Citizens maintaining a $100 target with Market Outperform.
- Uber One subscribers receive complimentary delivery on qualifying retail purchases; the platform currently features retailers like Sephora, Home Depot, and Best Buy.
Uber Technologies is pushing deeper into retail delivery territory. The company revealed on June 24, 2026, that it’s welcoming five additional retail partners to its Uber Eats marketplace: Kiehl’s, FedEx Office, Blick Art Materials, Academy Sports + Outdoors, and Choice Pet.
This strategic expansion bolsters the platform’s non-food delivery offerings as UBER shares climbed above $75.70, marking an impressive 8%+ daily increase. Prior to this rally, the stock was trading dangerously close to its 52-week bottom of $67.19.
Shoppers can access these newly added retail partners directly through Uber Eats, the main Uber app, or Postmates. Delivery options include immediate fulfillment or advance scheduling to fit customer preferences.
Geographic availability varies by retailer. Academy Sports + Outdoors will launch across Southern, Southeastern, and Midwestern U.S. markets. Blick Art Materials starts with New York City coverage. Choice Pet—rolling out shortly—targets New York and Connecticut markets. FedEx Office and Kiehl’s enjoy wider national distribution, delivering everything from shipping materials and office essentials to premium skincare and haircare products.
Subscribers to Uber One enjoy zero delivery fees on qualifying retail purchases, creating an incentive for platform engagement throughout the day beyond traditional meal ordering windows.
“We’re seeing consumers increasingly rely on Uber Eats beyond restaurant delivery,” explained Hashim Amin, North America Retail Lead at Uber. “Adding this varied selection of retail brands means we’re making more products accessible to more people.”
According to Uber, several thousand retail storefronts have been integrated into its platform since early 2026. Current retail offerings include major names like Sephora, The Home Depot, and Best Buy.
Examining the Valuation Landscape
UBER currently trades at a P/E multiple of 17.57 with a market capitalization hovering around $143 billion. GuruFocus assigns it a GF Score of 82/100, featuring a growth ranking of 9/10 and financial strength rating of 7/10. The profitability score stands at 5/10.
InvestingPro data indicates the stock is currently trading beneath its calculated Fair Value. GuruFocus estimates a GF Value of $96.15, categorizing the shares as moderately undervalued.
Analyst coverage remains constructive. Tigress Financial Partners elevated its price objective to $115 while maintaining a Buy recommendation. The firm highlighted Uber’s Q1 2026 performance and characterized it as a “scaled utility platform.” Meanwhile, Citizens retained its Market Outperform stance with a $100 target price.
Additional Strategic Developments
Uber’s recent activity extends beyond retail partnerships. The company secured anchor investor status in Lime’s forthcoming IPO, with the micromobility provider seeking approximately $200 million in capital.
The ride-hailing giant also deepened its collaboration with Life360, enabling families to book rides seamlessly within the Life360 application complete with live location tracking.
Insider transaction patterns reveal 15 stock sales versus only 2 purchases across the trailing twelve months. While not necessarily alarming, this activity warrants monitoring.
Uber’s monthly active user base exceeds 202 million people who request transportation or food delivery, providing substantial reach for promoting retail delivery services.
Within the app, retail shopping options can be found under dedicated “Retail” or “Shops” sections.
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