Doordash said the all-cash acquisition of SevenRooms, a New York City-based data platform for restaurants and hotels to manage booking information, will close in the second half of 2025. British food delivery service Deliveroo said Tuesday that they have agreed to a deal with Doordash worth $3.9 billion. "We believe both SevenRooms and Deliveroo will expand our ability to build world class services that increase our potential to grow local commerce and support our financial goals," Doordash said in a releas ...

Group 1 - U.S. Treasury Secretary Bessent anticipates progress in U.S.-China trade negotiations in the coming weeks and states that the 145% tariffs imposed on China cannot be sustained long-term [2] - Tesla reports that over 95% of parts for each Model 3 and refreshed Model Y are sourced from China [2] - Elon Musk reveals that Tesla will launch unsupervised Full Self-Driving (FSD) technology in a few months, starting in Austin, Texas, and emphasizes the diminishing presence of manually driven cars in the future [2] Group 2 - CATL is reportedly seeking a $1 billion loan for its expansion in Indonesia, with a loan term of 5 to 7 years to support its joint venture in West Java [2] - WeRide and Uber announce an expansion of their strategic partnership, planning to deploy Robotaxi services in 15 new international cities over the next five years [4] - Pony.ai and Uber have reached a global strategic cooperation agreement, with Pony.ai's Robotaxi services set to integrate into the Uber platform later this year, starting in the Middle East [4] Group 3 - Ant Group plans to separately list its overseas unit Ant International in Hong Kong, currently in discussions with regulators, with no policy barriers reported [4] - DoorDash announces a £2.9 billion acquisition of Deliveroo, marking its expansion into international markets [6] - Sanhua Intelligent Controls states that by 2024, less than 20% of its business will be exported to the U.S., with direct exports from China accounting for less than 5% [6] Group 4 - Apple is expected to enable some AI features in mainland China with support from Alibaba and Baidu, with Baidu's model serving as the core engine [7] - Warren Buffett announces his plan to retire by the end of the year, recommending Greg Abel as his successor [7] - Fujian Zhongwei Semiconductor completes its angel round financing and plans to introduce foreign technology teams for further development [8]

Deliveroo's shares have struggled since their trading debut in 2021, when it was sold at 390 pence while meal delivery services were bolstered by the COVID-19 pandemic. The company then saw its shares dip by as much as 30% shortly after its trading began, marking one of the worst trading debuts on the London Stock Exchange, and its shares have since continued to drop. DoorDash will purchase British rival Deliveroo for $3.85 billion, the companies announced on Tuesday after resuming negotiations last month. ...

Group 1: Legal and Corporate Developments - Elon Musk plans to continue litigation against OpenAI despite the company's decision to maintain its non-profit status while controlling its for-profit operations [1] - PwC is set to lay off approximately 1,500 employees in the U.S., representing 2% of its total workforce of 75,000 [2] - Maserati (China) has undergone a leadership change, with Santo Ficili replacing Davide Grasso as the legal representative and chairman [4] Group 2: Financial Performance and Market Movements - Coforge's fourth-quarter profit was below expectations, with a net profit of 2.61 billion rupees (approximately $31 million), a 16.8% increase but lower than the anticipated 2.81 billion rupees due to a 49% rise in total expenses [3] - DoorDash announced plans to acquire Deliveroo for £2.9 billion (approximately $3.85 billion) as part of its international expansion strategy [9] - eToro aims for a target valuation of $4 billion in its upcoming IPO in the U.S., planning to raise up to $500 million by offering 10 million shares at a price range of $46 to $50 per share [10] Group 3: Operational Changes and Innovations - Waymo is collaborating with Magna to build a new autonomous vehicle factory in the Phoenix metropolitan area, with plans to expand its self-driving taxi service to Atlanta, Miami, and Washington D.C. by 2026 [6] - Volvo's NOVO Energy announced a significant restructuring, including layoffs affecting about 50% of its workforce, following the bankruptcy of its technology partner Northvolt [7] - BabyTree launched an upgraded version of its BabyTree Pregnancy App, introducing the AI Agent product "Mika AI" Beta [8] Group 4: Industry Trends and Insights - Tesla reported that over 95% of the parts used in its Model 3 and refreshed Model Y vehicles are sourced from China [5] - The EU plans to prohibit new natural gas transactions with Russia by the end of this year and gradually eliminate existing contracts by the end of 2027 [14]

DoorDash said on Tuesday it has agreed to buy its U.K. rival Deliveroo for about £2.9 billion (around $3.29 billion), as the U.S. food delivery company seeks to expand into new markets. DoorDash will pay Deliveroo shareholders 180 pence per share, which represents a premium of 44% over the latter's share price on 4 April, when the U.S. firm approached with its acquisition offer, the companies said. The deal would give DoorDash access to nine new markets in Europe, where Deliveroo operates in primarily. The ...

LONDON — British food delivery firm Deliveroo on Monday said it has agreed to a takeover offer from American rival DoorDash that values the company at £2.9 billion ($3.9 billion).Deliveroo, which lets users order hot meals and groceries via an app, said its board agreed to an offer from DoorDash to acquire all issued and to be issued shares in the company for 180 pence a share.That marks a 44% premium to Deliveroo's closing price on April 4, the last business day prior to DoorDash's initial offer letter.Del ...

本文解析了数家全球头部外卖平台，来看看外卖行业的盈利能力到底如何 文|李莹 随着国内外卖平台之间较量的不断升级，外卖行业的利润率开始备受关注。外卖究竟是不是一个赚钱的行业？在国内市场很多商家和骑手的认知里， 平台从消费者、商家两边收费，必然是赚钱的。 但是，根据一些行业研究报告和相关公司的公开财务信息，就外卖平台从每单位交易中获取利润的整体水平而言，外卖很难称得上是一个高利润的行 业。 过去十几年中，全球范围内各个国家和地区的上百家外卖企业快速成长。在中国市场有美团和饿了么，欧美市场有DoorDash、Uber Eats、Just Eat Takeaway，东南亚市场有GrabFood、印度、中东市场有Zomato，还有广泛覆盖中东、欧美、亚非地区的Dilevry Hero等。 各平台从事着类似的服务，但商业模式却有所差异。通过向商家收取订单佣金和向用户收取配送费来获取收入，是行业最普遍的商业模式。订单佣金 通常在订单金额的6%-30%。在此基础上，各平台还会基于自身定位和所在市场的情况，建立更多元的营利体系。 例如，美团是外卖+即时零售，依托庞大的配送网络和商家规模实现效率的逐步提升，向规模和效率要收益；U ...

Core Viewpoint - DoorDash is proposing to acquire UK-based Deliveroo for $3.6 billion (£2.7 billion), with discussions ongoing between the two companies regarding the offer [1][2] Group 1: Company Profiles - DoorDash is the largest food delivery app in the United States, boasting 42 million monthly active users and generating $10.7 billion in revenue in 2024 [3] - Deliveroo, founded in 2013, is the second largest food delivery app in the UK, averaging 7.1 million active users and reporting £2.07 billion in revenue in 2024 [4] Group 2: Acquisition Details - Deliveroo's board is in discussions with DoorDash, and if a firm offer of £1.80 ($2.40) per share is made, Deliveroo would likely recommend it to shareholders [1] - DoorDash has until May 23 to submit a firm offer for Deliveroo, and shareholders are advised to take no action regarding the potential offer at this time [2] Group 3: Market Strategies - Both DoorDash and Deliveroo have been expanding their user bases by venturing into grocery deliveries and non-food deliveries [4] - DoorDash's CEO emphasized the need for the company to evolve beyond first-party delivery and ordering to become a digital powerhouse [5]

British meal delivery company Deliveroo said on Friday it received a proposal from US peer DoorDash on April 5 to buy all of its shares for 2.7 billion pounds ($3.60 billion).DoorDash will need to make a firm offer by May 23. The company did not immediately respond to a Reuters request for comment.Deliveroo’s shares have weakened nearly 50% since their 2021 debut as demand for online food delivery stagnated after the pandemic and investors shifted toward more profitable companies.DoorDash had shown interest ...

2025.04. 23 本文字数：3140，阅读时长大约4分钟 作者 | 第一财 经 陆涵之 "我们计划从明天开始多做些投入。 "4月23日，在接受第一财经采访时，一位已入驻京东外卖的独 立咖啡店负责人表示，观望一段时间后他计划在京东外卖平台投入更多试水。 近段时间，美团和京东两家平台针对外卖业务的竞争已白热化，京东放出了用户补贴、商家优惠、骑 手争夺多个大招。 面对大额优惠券，消费者纷纷下单。据京东披露，京东外卖日订单量在一个月不到的时间内，从100 万单增至500万单。对于商家和平台而言，这一激烈的竞争能带来什么？ "商家亏本做外卖"一直是网上热议的话题，吴经理表示不会亏本做外卖，"我们确实会保本完成部分 订单，相当于提高营业额，也会提升平台的数据。但保本订单只是少数，大部分订单都有不错的利 润。"他表示较高的利润和品类、门店运营效率等有关。例如，消费者对饭团这类快餐更倾向于外卖 或者外带。对于坚持做外卖业务的原因，吴经理表示，外卖与堂食对营收的贡献占比目前为7比3， 因此格外重视外卖渠道，在京东推出外卖平台后也选择第一时间试水。 陈飞也对第一财经表示，"我们在美团这类平台上没有投流，目前每天的单量也比较 ...