In The Mobility Stack: Second Quarter 2026 Consumer Survey Insights in Ridesharing, Food Delivery, and Micromobility Services, William Blair technology, media, and communications analyst Ralph Schackart, CFA, analyzes consumer behavior and trends across key mobility and delivery categories. Throughout the second quarter of 2026, our research analysts have collected survey data across the ridesharing, food delivery, and micromobility industries, focusing on consumer usage patterns, pricing dynamics, and competitive positioning.
Key takeaways include:
- Continued strength in ridesharing adoption
- Growth in food delivery spending, supported by larger order sizes and expanding service offerings
- Increasing consumer awareness of micromobility solutions, though broader adoption remains limited
Together, these insights provide a snapshot of how consumer preferences and industry dynamics are evolving across the mobility ecosystem.
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