TLDRs;
- Uber’s stock dips slightly following $335M Getir food delivery acquisition in Türkiye.
- Deal integrates Getir with Trendyol Go, expanding Uber’s restaurant and grocery reach.
- Türkiye’s delivery market projected to hit $31 billion by 2031, driving strategic moves.
- Analysts warn consolidation benefits Uber but adds execution and cost-integration challenges.
Shares of Uber (NYSE: UBER) edged lower on Monday after the company announced its planned acquisition of Turkish startup Getir’s food delivery operations for $335 million, pending regulatory approval. Alongside the acquisition, Uber revealed a separate $100 million investment to secure a 15% stake in Getir’s grocery, retail, and water delivery units in Türkiye.
The move represents a calculated push into Türkiye’s rapidly expanding delivery market. Analysts note that this sector is projected to grow from $16.5 billion in 2026 to more than $31 billion by 2031, signaling lucrative long-term potential for global players like Uber.
Integration With Trendyol Go
Uber’s acquisition is part of a broader strategy to merge Getir’s operations with its existing Trendyol Go platform, a Türkiye-based delivery network in which Uber holds a majority stake. Post-acquisition, Getir users will continue to use their current app but gain access to Trendyol Go’s extensive restaurant network. Similarly, Trendyol Go users will be able to order from Getir’s services directly through the Trendyol Go app.
The combined platform aims to offer consumers a seamless experience, covering food, grocery, retail, and water delivery. However, analysts caution that integrating operations and technology across the two platforms will be a critical test for Uber’s operational efficiency.
Market Consolidation and Strategic Implications
Uber’s acquisition underscores a growing trend of consolidation in Türkiye’s delivery space. By acquiring a proven player like Getir, Uber bypasses the need to build a large-scale operation from scratch, leveraging an existing customer base and established logistics network.
Uber reaches agreement to acquire Turkish delivery platform Getir’s food delivery operations for $335M, expanding its presence in Türkiye pic.twitter.com/0ut65LzigW
— TRT World Now (@TRTWorldNow) February 10, 2026
Getir’s food delivery business alone generated over $1 billion in gross bookings in 2025, reflecting more than a 50% growth from the previous year on a constant currency basis. The deal follows Uber’s previous $700 million acquisition of an 85% stake in Trendyol Go, signaling a deliberate strategy to roll up a fragmented delivery market in Türkiye.
For investors, the slight decline in Uber’s stock reflects short-term market caution over acquisition costs and integration risks, rather than doubts about long-term growth prospects.
Challenges Ahead for Uber
While the acquisition positions Uber to capture a larger share of Türkiye’s booming delivery market, the company faces significant operational challenges. Integrating Getir and Trendyol Go requires careful cost management to avoid erasing anticipated scale advantages.
Additionally, regulatory approvals remain a hurdle, and performance conditions must be met before the deal is finalized. Analysts note that this transaction highlights the broader risks and rewards of consolidation strategies, where mature tech firms use cash and borrowing capacity to expand rapidly in high-growth regions, potentially outpacing smaller startups.
Despite these challenges, the strategic rationale is clear: Uber gains a scaled operation in Türkiye, strengthens its presence in multiple delivery verticals, and positions itself as a dominant player in a market projected to more than double in size over the next five years.
Bottom Line
Uber’s stock may have dipped modestly after the Getir announcement, but the acquisition signals a clear strategy of market expansion and consolidation. Investors will be watching closely to see how Uber manages the integration with Trendyol Go and whether the combined platform can deliver on growth and efficiency promises. Türkiye’s delivery market offers substantial upside, but execution will determine whether Uber fully captures the opportunity.
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