Uber to Acquire ezCater for $2.3 Billion

Uber's move into corporate catering signals that the delivery giant sees business-to-business food services as a durable adjacency to its consumer base, not a side bet. The deal concentrates more of the fragmented food logistics chain under one platform, which matters for corporate clients and competing catering marketplaces alike. Whether Uber folds ezCater into its existing delivery infrastructure or runs it separately is the open question, and how rivals in workplace food respond will shape the segment's competitive map.