食品配送扩大了人们获得膳食、杂货等的机会

The Mobility Stack:Consumer Survey Insights in Please refer to important disclosures on pages 36-38. Analyst certification is on page 36.William Blair or an affiliate does and seeks to do business with companies covered in its research reports. As aresult, investors should be aware that the firm may have a conflict of interest that could affect the objectivity of thisreport. This report is not intended to provide personal investment advice. The opinions and recommendations here- Introduction.......................................................................................................................3Consumer Survey Takeaways on Ridesharing.................................................................4 Over the past year or so, our team has been collecting survey data on usage, pricing, and carriertrends across both the mobility and ridesharing industries. We also began collecting data over thepast quarter on the micromobility industry, which includes electric scooter and bike rental servic-es. The goal of this report is to convey some of the trends illustrated by our consumer survey dataacross these industries. Moreover, we believe our survey findings are thesis-confirming in terms Ridesharing Survey Takeaways 1.Use of rideshare services continues to grow. 2.Uber is the most commonly used rideshare service. 3.Rising costs of rideshare services are causing users to think twice about their usage patterns. Food Delivery Survey Takeaways 1.Use of food delivery services continues to grow. 2.Uber Eats is the most commonly used food delivery service and has a lot of overlap with Door- 3.Basket sizes are growing as food delivery services expand to groceries and consumer goods. Micromobility Survey Takeaways 1.Consumers are familiar with micromobility services (e.g., Lime scooters) and recognize thebenefits as an alternative form of transportation. 2.Brand name and the underlying technology are the main differentiators when choosing be- Coverage List ImplicationsFollowing the presentation of our survey results across each industry, we present some context for investors to relate these findings to companies in our coverage universe. Given that we do notcover any micromobility services, the context that follows the survey results relates to each of the Use of Ridesharing Services Is ClimbingBased on our survey data, ridesharing services like Uber continue to gain adoption, underscoring our long-term thesis. According to our survey, monthly rideshare users are taking roughly 8.5 rides •As shown in exhibit 1, nearly half of all respondents use a ridesharing service approximately 6to 10 times per month and roughly8.5 rides per month on average(assuming “21+” repre-sents around 23 rides per month). We believe that this is an accurate estimate of usage for theaverage rideshare consumer, seeing as Uber’s latest data suggests roughly six rides a monthper monthly active platform consumer (MAPC). However, Uber’s MAPCs and trips metrics in- •We also asked consumers how they believe their usage of ridesharing services may change go-ing forward. As seen in exhibit 2, 78% of respondents conveyed that they believe theiruse ofthese services will increase.The follow-up question for those who believe their use of theseservices will increase was to quantify the number of rides they can expect. According to thedata, those who believe their use of ridesharing services will increaseexpect to take 9.2 rides •We further segmented responses to the first question of our ridesharing survey by the quartereach was recorded (in exhibit 4) and by estimated household income level of the respondent(in exhibit 5). When looking at the responses by quarter, we can distinguish that the use ofridesharing services is greatest during the fourth quarter, at 10.7 monthly trips on average,more than 2 trips greater than the average of responses for the previous two quarters. Thismakes sense to us given that the fourth quarter often requires a lot of travel for work and theholidays; also, inclement weather often deters alternative forms of transportation like walk- Uber Is the Most Commonly Used Rideshare AppUber remains the most used and well-known rideshare brand on the market; the company is said to have a 75% share of this market globally. In addition, Uber’s efforts to convert users to subscrib-ers appear to be paying off—over 95% of respondents who primarily use Uber for ridesharing alsoare Uber One members. However, the prominence of competitors like Curb, Wingz, and Via was •As shown in exhibit 6, when asked which providers our respondents have used, the lion’sshare of respondents indicated that they have used Uber, followed by Curb, Wingz, Lyft, andthen Via. When respondents are asked which service they use most frequently, the distribu-tion is similar as above (exhibit 7). This data indicates a clear “winner” in the space and givesus confidence thatUber is top-of-mindfor most consumers when looking to call a ridesha