How Startup Robomart Is Planning to Challenge Uber Eats and DoorDash (DASH) in 2025

Robomart's autonomous store-on-wheels just parked in Uber Eats' backyard—and they're not asking for delivery fees.

The On-Demand Revolution Gets a Driverless Upgrade

Forget waiting for couriers. Robomart's fleet of self-driving mini-markets roll directly to customers, cutting out the middleman entirely. No more algorithm-dependent delivery delays. No more surge pricing during peak hours. Just tap an app and a rolling convenience store arrives at your curb within minutes.

Why This Hits Delivery Giants Where It Hurts

DoorDash built an empire on transaction fees. Robomart bypasses them completely. Their model slashes operational overhead by eliminating human drivers while maintaining fresh inventory through smart refrigeration tech. It's not just food—these mobile units stock everything from groceries to electronics.

The Ironic Twist for Investors

While DoorDash shareholders fret over unit economics, Robomart's playing 4D chess with physical infrastructure. They're not disrupting delivery—they're making delivery obsolete. One might call it poetic justice for an industry that promised profitability 'next quarter' for eight consecutive years.

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Notably, CEO and co-founder Ali Ahmed told TechCrunch that Robomart wants to build its own version of a delivery app, similar to Uber Eats (UBER) or DoorDash (DASH), where retailers can open storefronts on the Robomart app. But unlike those platforms, Robomart offers a flat $3 delivery fee, with no extra charges like service fees or tips. Ahmed believes that this lower-cost structure will appeal to both customers and retailers. In addition, he described the platform as an “autonomous marketplace” built specifically for on-demand delivery using robots, a concept that he says is new in the delivery space.

Moreover, Robomart plans to launch its service in Austin, Texas, later this year and will begin working with local retailers in the coming months. It is worth noting that the company started in 2017 and first tested a “store on wheels” concept in 2020 that brought products like snacks and pharmacy items directly to customers. Ahmed said moving into full delivery was always the plan. Interestingly, his earlier company, Dispatch Messenger, couldn’t stay profitable due to the high cost of paying human drivers. Now, he says Robomart’s robots reduce delivery costs by up to 70%.

Which Delivery Stock Is the Better Buy?

Turning to Wall Street, out of the two stocks mentioned above, analysts think that DASH stock has more room to run than UBER. In fact, DASH’s price target of $1303.61 per share implies almost 23% upside versus UBER’s 14.7%.