Uber Eats is expanding beyond food delivery. On June 24, 2026, Uber Technologies announced it is bringing five new retailers onto the Uber Eats platform: Kiehl’s, FedEx Office, Blick Art Materials, Academy Sports + Outdoors, and Choice Pet.
The move grows the app’s retail footprint as UBER stock trades around $75.70, up more than 8% on the day. The stock had been hovering near its 52-week low of $67.19 before today’s move.
Customers can order from the new retailers through the Uber Eats, Uber, and Postmates apps. Both on-demand and scheduled delivery are available.
Each retailer has a defined regional rollout. Academy Sports + Outdoors will serve customers in the U.S. South, Southeast, and Midwest. Blick Art Materials is available in New York City. Choice Pet — coming soon — will cover New York and Connecticut. FedEx Office and Kiehl’s will be available more broadly, offering packing supplies, office products, skincare, and haircare.
Uber One members get no delivery fee on eligible retail orders, which is a direct nudge to keep subscribers active on the platform outside of meal times.
“Consumers are increasingly turning to Uber Eats for more than meals,” said Hashim Amin, Head of Retail for North America at Uber. “By welcoming a diverse group of retailers, we’re expanding access to a broader range of products.”
Uber says it has added thousands of retail locations across the U.S. since the start of 2026. The existing retail lineup already includes Sephora, The Home Depot, and Best Buy.
UBER carries a P/E ratio of 17.57 and a market cap of around $143 billion. GuruFocus gives it a GF Score of 82 out of 100, with a growth rank of 9/10 and financial strength of 7/10. Profitability sits at 5/10.
InvestingPro flags the stock as trading below its Fair Value. GuruFocus puts its GF Value at $96.15, describing the stock as modestly undervalued.
On the analyst side, Tigress Financial Partners raised its price target to $115, keeping a Buy rating. The firm pointed to Uber’s first-quarter 2026 results and described the company as a “scaled utility platform.” Citizens kept its Market Outperform rating with a $100 price target.
Uber has been busy on multiple fronts. It was named as an anchor investor in Lime’s upcoming IPO, with the EV scooter company targeting a raise of around $200 million.
It also expanded its partnership with Life360, letting families request rides directly through the Life360 app with real-time location coordination.
Insider activity over the past 12 months shows 15 sales and just 2 buys, which is worth keeping an eye on. It doesn’t tell the whole story, but it’s a data point.
Over 202 million users order rides or food through Uber at least once a month, giving the company a wide base to sell retail delivery into.
The Uber Eats retail section is accessible in the app under “Retail” or “Shops.”
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