{"id":617252,"date":"2026-06-12T01:20:00","date_gmt":"2026-06-12T01:20:00","guid":{"rendered":"https:\/\/buglecall.org\/?p=617252"},"modified":"2026-06-12T01:20:00","modified_gmt":"2026-06-12T01:20:00","slug":"fed-up-with-food-delivery-app-fees-tips-barclays-has-terrific-news-3","status":"publish","type":"post","link":"https:\/\/buglecall.org\/?p=617252","title":{"rendered":"Fed Up With Food Delivery App Fees &amp; Tips? Barclays Has Terrific News"},"content":{"rendered":"<p><span class=\"field field--name-title field--type-string field--label-hidden\">Fed Up With Food Delivery App Fees &amp; Tips? Barclays Has Terrific News<\/span><\/p>\n<div class=\"clearfix text-formatted field field--name-body field--type-text-with-summary field--label-hidden field__item\">\n<p>Whether consumers are ordering from Uber Eats or DoorDash, delivery costs before tips now average roughly $8 to $10 per order. Add in the tip, and the basic meal for one at Chipotle, such as a burrito bowl, moves into unaffordable territory for many working-class folks. The result is that food delivery, once pitched as a mass-market convenience, is increasingly looking like a discretionary luxury.<\/p>\n<p>Barclays internet equity analyst Ross Sandler penned a note on Wednesday titled &#8220;Autonomous Food Delivery Likely Hits Critical Mass By 2030,&#8221; covering how automation in last-mile delivery could push delivery costs down to as little as $1 per order.<\/p>\n<p>&#8220;The promise of autonomous food delivery is still a few years out, but showing very positive signals in markets that have been quick to embrace it. AVs should reduce 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,&#8221; Sandler wrote in the note.<\/p>\n<p>He continued, &#8220;As witnessed already in select APAC geos with low delivery costs, when this kind of improvement happens to the cost curve, consumer adoption should go through the roof. China&#8217;s online food delivery penetration is 40% of orders in tier one cities, well ahead of the US, with cost being the biggest delta.<\/p>\n<p>&#8220;UBER and DASH have a number of strategies in place in both SDR (sidewalk delivery robotics) and drones, but claim that these efforts are not likely to hit a material percentage of orders until 2030 and beyond.&#8221;<\/p>\n<p>The analyst sees &#8220;sidewalk delivery robots as the nearer-term opportunity. Current costs are around $5 to $7 per drop, but could fall toward $1 over time as utilization improves. Drones offer faster delivery and a larger &#8220;wow&#8221; factor, but regulatory hurdles, battery limitations and airspace approvals make the path more complicated.&#8221;<\/p>\n<p><a data-image-external-href=\"\" data-image-href=\"\/s3\/files\/inline-images\/2026-06-11_11-53-24.png?itok=QE4KXMMU\" data-link-option=\"0\" href=\"https:\/\/cms.zerohedge.com\/s3\/files\/inline-images\/2026-06-11_11-53-24.png?itok=QE4KXMMU\"><img fetchpriority=\"high\" decoding=\"async\" data-entity-type=\"file\" data-entity-uuid=\"5b95d411-063d-4309-a981-d0a02bbe8126\" data-responsive-image-style=\"inline_images\" height=\"288\" width=\"500\" class=\"inline-images image-style-inline-images\" src=\"https:\/\/assets.zerohedge.com\/s3fs-public\/styles\/inline_image_mobile\/public\/inline-images\/2026-06-11_11-53-24.png?itok=QE4KXMMU\" alt=\"\" \/><\/a><\/p>\n<p>Automated last-mile food delivery will certaintly improve the economics, and the added benefit is no tip.<\/p>\n<p><a data-image-external-href=\"\" data-image-href=\"\/s3\/files\/inline-images\/2026-06-11_11-52-43.png?itok=r739Eiy2\" data-link-option=\"0\" href=\"https:\/\/cms.zerohedge.com\/s3\/files\/inline-images\/2026-06-11_11-52-43.png?itok=r739Eiy2\"><img decoding=\"async\" data-entity-type=\"file\" data-entity-uuid=\"5d37f667-cccc-495d-b0ea-4ce92619080d\" data-responsive-image-style=\"inline_images\" height=\"397\" width=\"500\" class=\"inline-images image-style-inline-images\" src=\"https:\/\/assets.zerohedge.com\/s3fs-public\/styles\/inline_image_mobile\/public\/inline-images\/2026-06-11_11-52-43.png?itok=r739Eiy2\" alt=\"\" \/><\/a><\/p>\n<p>Once delivery costs plummet, likely by the end of the decade, improved affordability should drive more people to order restaurant meals at home.<\/p>\n<p><a data-image-external-href=\"\" data-image-href=\"\/s3\/files\/inline-images\/2026-06-11_11-55-50.png?itok=QQUzZ5iE\" data-link-option=\"0\" href=\"https:\/\/cms.zerohedge.com\/s3\/files\/inline-images\/2026-06-11_11-55-50.png?itok=QQUzZ5iE\"><img decoding=\"async\" data-entity-type=\"file\" data-entity-uuid=\"5b2401e8-cdfc-46e7-9c61-8e95d9721b6f\" data-responsive-image-style=\"inline_images\" height=\"289\" width=\"500\" class=\"inline-images image-style-inline-images\" src=\"https:\/\/assets.zerohedge.com\/s3fs-public\/styles\/inline_image_mobile\/public\/inline-images\/2026-06-11_11-55-50.png?itok=QQUzZ5iE\" alt=\"\" \/><\/a><\/p>\n<p>All of this is welcome news from Sandler&#8217;s team at Barclays, but delivery costs are unlikely to decline meaningfully until automation is added to the last-mile process. Even then, the path to $1 delivery fees with no tip won&#8217;t be frictionless. Local politicians and regulators could slow the adoption of automation with policies because voters will revolt over job displacement. Still, the benefit is obvious: cheaper delivery and no tip required, something almost everyone can agree on.<\/p>\n<p><em>Guy breaks down how ridiculous food delivery app fees have gotten&#8230;\u00a0<\/em><\/p>\n<blockquote class=\"twitter-tweet\">\n<p dir=\"ltr\" lang=\"en\" xml:lang=\"en\">This guy breaks down how ridiculous food delivery app fees have gotten.<\/p>\n<p>He shows how a $4.99 iced coffee can easily turn into $19+ once you add the service fee, delivery fee, tip, and priority fee. Even if you subscribe to the app to \u201csave money,\u201d you\u2019re still hit with multiple\u2026 <a href=\"https:\/\/t.co\/CLGsCeW3jr\">pic.twitter.com\/CLGsCeW3jr<\/a><\/p>\n<p>\u2014 End3of6Days9 (Helen) \ud83c\uddfa\ud83c\uddf8 (@end3of6days9) <a href=\"https:\/\/x.com\/end3of6days9\/status\/2064210928652951600?ref_src=twsrc%5Etfw\">June 9, 2026<\/a><\/p><\/blockquote>\n<p>Kevin O&#8217;Leary says Gen Z is financially cooked&#8230;\u00a0<\/p>\n<blockquote class=\"twitter-tweet\">\n<p dir=\"ltr\" lang=\"en\" xml:lang=\"en\">Kevin O\u2019Leary says Gen Z is financially cooked when people making $70K a year are spending $28 on lunch <a href=\"https:\/\/t.co\/7s820Xnhg9\">pic.twitter.com\/7s820Xnhg9<\/a><\/p>\n<p>\u2014 Mikli (@CryptoMikli) <a href=\"https:\/\/x.com\/CryptoMikli\/status\/2056365855508693008?ref_src=twsrc%5Etfw\">May 18, 2026<\/a><\/p><\/blockquote>\n<p><em><a href=\"https:\/\/www.zerohedge.com\/signup\/professional-membership-year\">Professional subscribers<\/a>\u00a0can read more about automation and AI\u00a0at our new <\/em><a href=\"https:\/\/marketdesk.ai\/\"><em>Marketdesk.ai<\/em><\/a><em> portal.\u00a0<\/em><\/p>\n<\/div>\n<p>      <span class=\"field field--name-uid field--type-entity-reference field--label-hidden\"><a title=\"View user profile.\" href=\"https:\/\/cms.zerohedge.com\/users\/tyler-durden\" lang=\"\" class=\"username\" xml:lang=\"\">Tyler Durden<\/a><\/span><br \/>\n<span class=\"field field--name-created field--type-created field--label-hidden\">Thu, 06\/11\/2026 &#8211; 21:20<\/span><img decoding=\"async\" src=\"https:\/\/assets.zerohedge.com\/s3fs-public\/styles\/inline_image_mobile\/public\/inline-images\/2026-06-11_11-53-24.png?itok=QE4KXMMU\" title=\"Fed Up With Food Delivery App Fees &amp; Tips? Barclays Has Terrific News\" \/><\/p>","protected":false},"excerpt":{"rendered":"<p>Fed Up With Food Delivery App Fees &amp; Tips? Barclays Has Terrific News Whether consumers are ordering from Uber Eats or DoorDash, delivery costs before tips now average roughly $8 to $10 per order. Add in the tip, and the basic meal for one at Chipotle, such as a burrito bowl, moves into unaffordable territory&hellip; <a class=\"more-link\" href=\"https:\/\/buglecall.org\/?p=617252\">Continue reading <span class=\"screen-reader-text\">Fed Up With Food Delivery App Fees &amp; Tips? Barclays Has Terrific News<\/span><\/a><\/p>\n","protected":false},"author":1,"featured_media":617241,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"rop_custom_images_group":[],"rop_custom_messages_group":[],"rop_publish_now":"initial","rop_publish_now_accounts":[],"rop_publish_now_history":[],"rop_publish_now_status":"pending","footnotes":""},"categories":[20,23],"tags":[],"class_list":["post-617252","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-economic-empowerment","category-national-security","entry"],"_links":{"self":[{"href":"https:\/\/buglecall.org\/index.php?rest_route=\/wp\/v2\/posts\/617252","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/buglecall.org\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/buglecall.org\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/buglecall.org\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/buglecall.org\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=617252"}],"version-history":[{"count":0,"href":"https:\/\/buglecall.org\/index.php?rest_route=\/wp\/v2\/posts\/617252\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/buglecall.org\/index.php?rest_route=\/wp\/v2\/media\/617241"}],"wp:attachment":[{"href":"https:\/\/buglecall.org\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=617252"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/buglecall.org\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=617252"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/buglecall.org\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=617252"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}