TOTAL VOLUME:
$154.7b
24H VOL:
$279,496,801
24H TRANSACTIONS:
2,984,640,614
OPEN INTEREST:
$1,923,931,766
416,910
Markets across
40,107
events
MATCHED EVENTS:
4,571
PLATFORM COVERAGE:
5
Polymarket:
37%
VS.
Kalshi:
63%
Time left: 12d:01h:04m
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The event tracks the performance of a composite index representing year-over-year changes in app downloads across major food delivery services during a specific month. The index aggregates data from multiple companies, providing a snapshot of industry-wide trends in user adoption and engagement over the previous year.
All markets resolve based on the Carbon Arc Order Delivery Apps Array value for October 2026, published by Carbon Arc and recorded by Kalshi at 11:59 p.m. ET on the 7th calendar day after the end of October 2026 (i.e., November 7, 2026). The array calculates the equally weighted arithmetic mean of year-over-year indices for Uber Eats, DoorDash, Grubhub, and Instacart, with each constituent weighted at 25%. An index value of 100 indicates no change from the same month in the prior year, while values above or below 100 reflect growth or decline respectively. Markets with thresholds from 100 to 150 resolve to "Yes" if the recorded array value exceeds the respective threshold; all markets share identical determination timing, data source, and revision policy, where later corrections do not alter the recorded value used for resolution.
Comparing prediction market odds to analyst forecasts reveals how collective intelligence differs from expert opinions. Often, this market demonstrates a different perspective than traditional polls or analyst reports, potentially incorporating a wider range of factors and real-time information. While analysts may offer specific download projections, the market price reflects the aggregated beliefs of many participants, representing a dynamic consensus view. Discrepancies can highlight areas where the market anticipates unforeseen circumstances or possesses unique insights not captured in standard forecasting models.
On Kalshi, this market is priced using a continuous double auction. Traders buy and sell contracts representing different outcomes for the number of delivery app downloads in October 2026. The price of each contract reflects the probability of that outcome occurring, as determined by supply and demand. On Kalshi, prices reflect that venue's order book, liquidity, and how traders price the outcome right now. As more traders participate, the prices adjust to reflect the evolving consensus view. This means the market price isn’t a prediction in itself, but rather a representation of what market participants believe is the most likely outcome, based on available information and their own analysis.
This market resolves around Nov 15, 2026, with the outcome confirmed once the event is verifiable from credible public reporting. The resolution will be based on the total number of downloads for major delivery applications (DoorDash, Uber Eats, Grubhub) during the month of October 2026. The specific download figures will be sourced from publicly available app store data and industry reports, ensuring a transparent and verifiable result. The final price of contracts will reflect whether the actual download count falls within the ranges defined by the market’s contract specifications.
Several signals and events could significantly impact this market before its resolution. Major shifts in consumer behavior, economic conditions, or regulatory changes affecting the delivery app industry could all influence trading activity. For example, a significant recession could decrease demand for delivery services, while a new technological innovation could boost app usage. Unexpected events like a major outage affecting a leading delivery app, or a large-scale marketing campaign by a competitor, could also cause substantial price movements. Monitoring these factors will be key to understanding how this market evolves.