On Wednesday, Lyft formalized a strategic partnership with United Airlines, allowing its users to earn miles through the MileagePlus program. This partnership comes a few months after the end of the alliance between Lyft and Delta Airlines, now a partner of Uber. Lyft users will now be able to earn between one and four miles per dollar spent, depending on the type of ride and the terms of the trip, particularly for trips to or from an airport. The most advantageous reward is automatically applied, but rewards cannot be combined.
This initiative is part of a shared desire to enhance the customer experience. Brian Irving, Lyft's chief marketing officer, emphasized the user-centric approach, while Richard Nunn, head of MileagePlus, spoke of the beginning of "deep technological integration," anticipating an expansion of services related to the partnership. Starting in early 2026, users will be able to use their miles to pay for Lyft rides, receive notifications related to their United flights, and benefit from better synchronization between ground and air transport.
United Airlines, which already collaborates with other brands such as Ticketmaster (Live Nation), Avis, and Spotify, sees this partnership as a natural extension of its ecosystem. The MileagePlus program saw its revenues grow by 9% in October. To support the launch, a 1,000-mile bonus is being offered to new customers who link their MileagePlus account to Lyft and take two trips within 30 days. This convergence between individual transport and air travel is reigniting competition between Lyft and Uber in the area of customer loyalty.
Lyft, Inc. provides global mobility platform offering a mix of rideshare, taxis, private hire vehicles, executive chauffeur services, car sharing, bikes and scooters. Its Lyft mobile application (the Lyft App) connects riders with drivers for on-demand ride services and supports a variety of other multimodal solutions. The Company is also engaged in licensing and data access agreements, the sale of bikes and bike station software and hardware, advertising services, riders renting through its network of shared bikes and scooters, drivers renting vehicles through Express Drive. Its ridesharing marketplace includes taxis, private hire vehicles, executive chauffeur services and car sharing. Its Express Drive is a car rental program for drivers. Through its Express Drive program, drivers can enter into rental agreements and rental car partners for vehicles that may be used to provide ridesharing services on the Lyft Platform. It owns Freenow, a multimodal app with taxi offering at its core.
This super rating is the result of a weighted average of the rankings based on the following ratings: Valuation (Composite), EPS Revisions (4 months), and Visibility (Composite). We recommend that you carefully review the associated descriptions.
Investor
Investor
This super composite rating is the result of a weighted average of the rankings based on the following ratings: Fundamentals (Composite), Valuation (Composite), EPS Revisions (1 year), and Visibility (Composite). We recommend that you carefully review the associated descriptions.
Global
Global
This composite rating is the result of an average of the rankings based on the following ratings: Fundamentals (Composite), Valuation (Composite), Financial Estimates Revisions (Composite), Consensus (Composite) and Visibility (Composite). The company must be covered by at least 4 of these 5 ratings for the calculation to be carried out. We recommend that you carefully review the associated descriptions.
Quality
Quality
This composite rating is the result of an average of rankings based on the following ratings: Returns (Composite), Profitability (Composite) and Quality of Financial Reporting (Composite), and Financial Health (Composite). The company must be covered by at least 2 of these 3 ratings for the calculation to be performed. We recommend that you carefully read the associated descriptions.
ESG MSCI
ESG MSCI
The MSCI ESG score assesses a company’s environmental, social, and governance practices relative to its industry peers. Companies are rated from CCC (laggard) to AAA (leader). This rating helps investors incorporate sustainability risks and opportunities into their investment decisions.