Uber sign is seen on a car in Warsaw, Poland on August 24, 2025 (Photo by Jakub Porzycki/NurPhoto via Getty Images)NurPhoto via Getty ImagesUber Technologies (NYSE:UBER) has experienced significant growth recently thanks to its primary ridesharing, delivery, and freight sectors capitalizing on recovering demand, as well as a renewed focus on improving margins and returning value to shareholders. With gross bookings rising 17-18% year over year in the recent quarters, and a strong increase in adjusted EBITDA ...

**行业与公司** * 行业为互联网与食品配送 公司为Talabat Holding PLC (TALABATDU TALABAT UH) 是一家位于阿联酋的互联网公司 专注于食品配送服务[7] * 纪要核心事件涉及中国公司美团(Meituan)及其配送服务Keeta进入海湾合作委员会(GCC)市场[1] **核心观点与论据** * 美团Keeta已进入阿联酋市场 应用程式已可用 并在9月15日开始提供优惠 此次为软启动或逐步启动 并非所有城市区域都覆盖[1] * 阿联酋外卖市场竞争格局为 talabat占据约50%市场份额 Deliveroo份额约为14% Noon和Careem合计份额约30%[1] * 阿联酋市场对talabat集团总商品交易额(GMV)贡献极大 占比近半 对Deliveroo集团GMV贡献约8%[1] * 美团此次进入阿联酋是其GCC市场扩张的收官之举 此前一个月已进入卡塔尔和科威特 近一年前已在沙特阿拉伯软启动[1] * 摩根斯坦利对talabat的估值为12个月目标价2.40阿联酋迪拉姆 当前股价1.17阿联酋迪拉姆 评级为超配(Overweight) 行业观点为同步(In-Line)[7] * 公司估值方法采用贴现现金流(DCF)和自由现金流(FCF)收益率的平均值 DCF假设加权平均资本成本(WACC)为10% 终端增长率3.5% 10年收入复合年增长率(CAGR)12% EBITDA对GMV利润率8.9% FCF收益率基于2025年预期为3.8%[9] **其他重要内容** * 摩根斯坦利披露其与多家被覆盖公司存在业务关系 截至2025年8月29日 摩根斯坦利受益性持有talabat等公司1%或以上的普通股[18] * 在过去12个月内 摩根斯坦利曾为talabat的证券公开发行(或144A发行)提供承销或联合承销服务[19] * 报告列出了影响公司评级的上行与下行风险 上行风险包括更快的总目标市场(TAM)增长 更高的市场份额 杂货业务更快扩张以及更低的竞争强度 下行风险包括更高的竞争强度 市场增长放缓 市场份额流失以及杂货业务扩张放缓[10][11]

Uber is back to exploring drone delivery again for its Uber Eats service, and this time, the company is doing so via a new partnership with Israeli startup Flytrex to deliver food via air in the United States.The latest partnership between Uber and Flytrex also comes with a small investment in the startup company, with both companies looking to restart Uber Eats's drone delivery experiences in the country.Uber, Flytrex to Bring Back Drone Delivery in the USUber shared their latest venture, which would bring ...

Deliveroo founder and CEO, Will Shu, has decided to step down following the company's takeover by US competitor DoorDash. This takeover, which values Deliveroo at approximately £2.9bn ($3.9bn), was announced in May and is expected to be finalised on 2 October. The deal terms offer a significant premium on Deliveroo’s shares, with a 29% increase over the closing price on 24 April 2025, and a 40% premium on the three-month volume-weighted average price. A court hearing to approve the acquisition is antici ...

来源：吴晓波频道CHANNELWU 美联储如期降息25个基点 美东时间9月17日周三，美联储在货币政策委员会FOMC会后宣布，联邦基金利率的目标区间从4.25%至 4.5%降至4.00%至4.25%，降幅25个基点。这是美联储今年开年以来九个月内首次决定降息。联储自去 年9月到12月连续三次会议降息，本周再度行动后，本轮宽松周期的合计降息降幅达125个基点。 本次降息决议只有一名FOMC投票委员——特朗普"钦点"的理事米兰反对（主张降息50基点），至少目 前看来，联储内部的降息分歧还没有出现两票反对的上次会议时大。本次的会后决议声明增加了就业增 长放缓和失业率略升的表述：就业增长已放缓，失业率略有攀升但仍处低位。通胀率有所上升，依旧略 为高企。美联储主席鲍威尔表示，总的来看，当前就业市场的供需双方都在放慢，这种情况并不常见。 （华尔街见闻） ｜点评｜明年春季即将卸任的鲍威尔正面临着艰难的抉择，是维持相对较高的利率，彻底平抑通胀，还 是降息维护美国就业市场。偏偏这时候，美联储的独立性还遭到了来自特朗普的挑战，让问题更加复杂 化。本次降息25个基点完全符合市场预期，美联储承认美国经济已经亮起红灯，这次降息决定更像 ...

Key Takeaways Uber partnered with Flytrex to bring autonomous drone delivery to Uber Eats by 2025.The deal combines Flytrex's drone expertise with Uber's global logistics platform.This marks Uber's return to drone delivery after earlier trials ended without launch.Uber Technologies (UBER) entered into a partnership with drone operator Flytrex. The partnership aims to launch drone delivery on the Uber Eats platform. The service is expected to begin with Uber Eats pilot markets in the United States by the end ...

Deliveroo CEO Will Shu went from grinding 100-hour weeks on Wall Street to creating a solution to London’s lack of late-night food delivery. More than a decade later, he’s walking away with nearly $250 million after turning his midnight cravings into a $4 billion DoorDash acquisition. From biking orders himself to battling a rocky IPO, Shu’s all-in approach has helped fuel his entrepreneurial mission. For Will Shu, food delivery is personal. As a former investment banker at JPMorgan in London, he was d ...

This article has been reviewed according to Science X's editorial process and policies . Editors have highlighted the following attributes while ensuring the content's credibility: Deliveroo founder Will Shu said he wanted to 'contemplate my next challenge' as he steps down as CEO after 13 years. Will Shu, founder of food delivery app Deliveroo, will step down as its chief executive once US rival DoorDash completes a takeover of the British group, a statement said Thursday. DoorDash in May agreed to buy ...

股价表现与驱动因素 - 自1月初以来股价上涨近48% 主要受强劲财务表现推动[1] - 第二季度收入增长18% 营业利润大幅增长82%[1] - 投资者对自动驾驶战略持乐观态度 包括与Waymo的合作关系[1] 财务与运营数据 - 公司市值达1940亿美元 年收入规模为470亿美元[7] - 过去12个月收入增长18.2% 营业利润率为9.5%[7] - 债务权益比为0.06 现金资产比为0.13 显示良好流动性[7] 估值与股东回报 - 当前交易价格为92.95美元 市盈率为15.4倍[7] - 宣布200亿美元股票回购计划 体现管理层信心[1] - 市现率(EBIT倍数)为27.6倍[7] 历史波动特征 - 在2021年2月至2022年6月期间 股价从63.18美元跌至20.46美元 跌幅67.6%[8] - 同期标普500指数跌幅为25.4%[8] - 2020年疫情期间从41.27美元跌至14.82美元 跌幅64.1%[10] - 标普500同期跌幅为33.9%[10] 复苏表现 - 2023年12月27日完全收复2021-2022年跌幅[8] - 2020年11月5日完全收复疫情期间跌幅[10] - 2025年9月15日创98.85美元新高[8] - 历史数据显示暴跌后一年内中位数回报率达118%[7] 业务模式 - 运营连接消费者与独立服务提供者的技术平台[5] - 业务覆盖网约车、食品配送和货运服务[5] - 在全球多个地区开展业务[5]

DoorDash TodayDASHDoorDash$259.25 -3.84 (-1.46%) 52-Week Range$130.32▼$278.15P/E Ratio144.03Price Target$268.76Add to WatchlistOver the past several years, consumer discretionary stock DoorDash NASDAQ: DASH has undoubtedly been one of the most impressive stories in the market. As of the Sept. 16 close, shares have achieved a staggering three-year return of approximately 308%. In a key development, DoorDash just recently extended its footprint further outside the United States. On Sept. 9, Reuters reported ...