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Very interesting chart showing Uber Eats added 220 cities on a base of 280 in Q3/Q4. Great work compiling all this.
This helps explain 2H 18 P/L. Eats grew bookings triple digits, but Adjusted Revenue growth plummeted to 11% in Q4. The near doubling of Excess Drivers Incentives, which is almost entirely in Eats, was likely used to incentivize driver supply in new cities
Not sure this is a meaningful way to slice the data but can see change in Bookings and Adjusted Revs per city, and big decline in those metrics in 2H 18. Upside is new cities season to look like old ones, downside is why did these cities require so much Excess Drivers Incentives. 
