2025年的外卖大战，正式进入"三国杀"了。 过去三个月，京东正式入局做外卖，通过"给骑手交五险一金"等话题，和美团外卖互相"喊话"。美团在"打口水仗"的间隙，还正式上线了即时零售品 牌"美团闪购"。 五一节前，阿里派出饿了么和淘宝闪购，下场加入战斗，并迅速登上热搜。 饿了么发放百亿补贴，淘宝则直接在首页增加"闪购 | 外卖"入口，并联合饿了么推出奶茶免单卡和请客卡，消费者只要打开淘宝APP搜索闪购，就有机会 抽到。 "三家争霸赛"拉开帷幕，《DT商业观察》决定梳理一下，这场大战打到什么地步了？为什么大家都要抢外卖这个生意？美团闪购和淘宝闪购又在打什么 算盘？ 截至目前，京东、美团和饿了么都做了啥？ 热搜话题和表情包虽多，但各家到底拿出了多少"诚意"，还得认真盘一盘。 我们根据公开资料分别统计了京东外卖、美团外卖、饿了么和淘宝闪购的"投入"，发现在外卖涉及到的三大方面中——消费者、骑手和商家，各平台的侧 重点各有不同。 京东或许是"初来乍到"，是唯一一个对商家、用户、骑手都有所投入的（至少从宣传侧来看）。 一开始先是通过0佣金策略吸引商家入驻；然后给消费者发券，并逐步扩大发券的对象范围，从面向京东PLUS会员 ...

Group 1 - The article emphasizes the importance of experience in analyzing diverse industries such as airlines, oil, retail, mining, fintech, and ecommerce, highlighting the value of understanding macroeconomic, monetary, and political drivers [1] - The author reflects on their extensive experience through various crises, including the dotcom bubble, 9/11, the great recession, and the Covid-19 pandemic, which enriches their analytical capabilities [1] Group 2 - The article does not provide any specific company or industry analysis, nor does it mention any financial data or performance metrics [2][3]

金十数据5月7日讯，今日午间，京东外卖超时登上微博热搜，有多名网友反映近期订购外卖时出现没有 骑手接单、外卖超时等情况。对此，京东客服表示，高峰期可能确实会出现骑手接单有延迟的情况，外 卖订单配送情况与用户所在城市、订餐时的天气等因素均有关，非特殊情况下一般能准时送达，但高峰 期或天气影响情况下可能会有所延迟，平台目前也有超时20分钟免单的活动。 京东客服回应外卖超时 ...

For the quarter ended March 2025, Revolve Group (RVLV) reported revenue of $296.71 million, up 9.7% over the same period last year. EPS came in at $0.16, compared to $0.15 in the year-ago quarter. The reported revenue represents a surprise of +0.24% over the Zacks Consensus Estimate of $296 million. With the consensus EPS estimate being $0.13, the EPS surprise was +23.08%. While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street ...

PAGE 2 Note on Forward-Looking Statements This presentation contains "forward-looking statements" within the meaning of U.S. federal securities laws. Forward-looking statements include all statements that are not historical facts and can be identified by terms such as "anticipate," "believe," "contemplate," "continue," "could," "estimate," "expect," "intend," "may," "plan," "potential," "predict," "project," "should," "target," "will," "would," or similar expressions and the negatives of those terms. Q1 202 ...

Core Insights - Jeffs' Brands Ltd has announced two significant transactions that collectively value its assets between approximately $23.4 million to $26 million, marking a milestone in its global expansion strategy [1] Group 1: Strategic Transactions - Jeffs' Brands is selling its wholly-owned subsidiary Smart Repair Pro and a 49.1% stake in SciSparc Nutraceutical Inc. to Plantify Foods for an estimated valuation of CAD 17.125 million (approximately $11.8 million) [2] - The company expects to receive an initial 75% equity interest in Plantify Foods, with the potential to increase to 90% based on specific milestones [2] - An independent valuation report for Fort Products Limited estimates its equity interests value at approximately $11.6 million to $14.2 million, which is part of a proposed merger with Impact Acquisitions Corp [3] Group 2: Financial and Strategic Outlook - The transactions are expected to enhance Jeffs' Brands' financial position and align with its focus on high-growth e-commerce opportunities [2][4] - By securing significant equity stakes in Plantify Foods and Impact, the company aims to gain influence in high-potential markets while diversifying its portfolio [4] - The combined proceeds and equity positions are anticipated to improve the company's financial flexibility, enabling further investments in technology and product development [4]

Temu on Friday said it has stopped shipments of cheap goods from China to the US as President Trump axed a trade loophole that allowed the fast-fashion giant to sidestep tariffs and customs checks.Its US website has shifted to offer only what it calls “local” items – or products that were shipped overseas in bulk and stored in US warehouses in a mad dash to beat Trump’s tariffs.“All sales in the US are now handled by locally based sellers, with orders fulfilled from within the country,” a Temu spokesperson ...

Core Insights - US tariff changes have led to significant price increases for products from Chinese e-commerce platforms Temu and Shein, with some items seeing price hikes of up to 377% [1][4][5] - Temu is shifting its business model by no longer shipping products from China to the US, opting for local fulfillment to maintain pricing stability [2] - Shein has implemented notable price adjustments across various categories, with beauty and health products increasing by an average of 51%, home and kitchen goods by 30%, and women's clothing by 8% [4] Company Actions - Temu has announced that all sales to US customers will be managed by locally based sellers, aiming to keep prices unchanged during the transition to a local fulfillment model [2] - The company is actively recruiting US sellers to join its platform to facilitate this new model [2] Industry Trends - The elimination of the "de minimis" exemption and the imposition of higher tariffs have disrupted the business models of fast-fashion retailers, resulting in increased costs for US consumers [5] - The price adjustments reflect a broader trend of rising costs on imported goods faced by US shoppers [5]

Apple CEO Tim Cook, center, watches during the inauguration ceremonies for President Donald Trump, right, and Vice President JD Vance, left, in the rotunda of the U.S. Capitol in Washington, Jan. 20, 2025.A tale of two different technology companies is playing out this earnings season as President Donald Trump's global trade upheaval makes planning nearly impossible.Businesses reliant on advertising appear to be holding on for the near-term as those dependent on consumer spending have started to feel the cr ...

Core Insights - Amazon reported stronger-than-expected first-quarter 2025 results, surpassing earnings and revenue estimates but provided a cautious second-quarter operating income guidance due to tariff uncertainties [1][3][6] Financial Performance - Earnings per share reached $1.59, exceeding the Zacks Consensus Estimate of $1.35 and up from 98 cents a year ago [3] - Revenues grew 10% year over year to $155.7 billion, surpassing the consensus estimate of $154.56 billion [3] - Amazon's advertising business was the fastest-growing division, with ad revenues increasing 19% year over year to $13.9 billion [4] - Online store sales grew 6% to $57.41 billion, while Amazon Web Services (AWS) revenues soared 17% year over year to $29.3 billion [4] Future Outlook - For the second quarter of 2025, Amazon expects revenues in the range of $159-$164 billion, with a consensus estimate of $160.46 billion [6] - Operating income is projected to be between $13 billion and $17.5 billion, with a cautious outlook due to uncertain consumer demand influenced by tariff policies [6] Investment Focus - Several ETFs with significant allocations to Amazon include: - ProShares Online Retail ETF (ONLN) with 23.9% allocation to Amazon and $66.3 million in assets [7] - Fidelity MSCI Consumer Discretionary Index ETF (FDIS) with 22.2% allocation and $1.7 billion in assets [8] - Vanguard Consumer Discretionary ETF (VCR) with 22% allocation and $5.3 billion in assets [9] - Consumer Discretionary Select Sector SPDR Fund (XLY) with 21.9% allocation and nearly $19.5 billion in assets [11] - VanEck Vectors Retail ETF (RTH) with 18.1% allocation and $235.9 million in assets [12]