Your DoorDash deliverer could soon look a little different.DoorDash on Tuesday announced a robot, known as Dot, that navigates busy streets, parking lots and sidewalks to bring customers their food.Dot marks DoorDash's first official standalone push into autonomous vehicle technology. The company previously tested drone delivery and partnered with Sam Altman-backed startup Coco Robotics for sidewalk delivery."The scale and complexity of the business demands something like autonomy, and there isn't anything ...

Core Insights - Kroger has expanded its grocery delivery partnership with DoorDash, enabling delivery from 2,700 Kroger locations across the US starting October 1, 2025 [1] - The collaboration will allow DoorDash customers to access Kroger's full range of grocery items, including fresh produce and private-label goods [1][4] - The companies aim to enhance retail media strategies and explore new delivery models leveraging Kroger's store network and DoorDash's technology [2] Company Strategies - Kroger's chief digital officer emphasized the initiative as a step towards simplifying customer shopping experiences and expanding access to high-quality grocery assortments [2] - DoorDash's president highlighted the convenience of on-demand delivery for millions of customers, providing access to Kroger's full assortment at affordable prices [4] - Kroger has established a dedicated e-commerce division to streamline its digital customer interface [4] Market Performance - DoorDash reported that over 25% of its global monthly active users purchased from new categories, including groceries, in Q2 2025 [3] - Kroger's e-commerce sales reached $13 billion in 2024, indicating a strong digital presence [5] - The partnership is expected to drive more traffic and enhance data utilization for retail media business [3]

DoorDash and Kroger are expanding their grocery delivery partnership. Starting Oct. 1, DoorDash will offer delivery from Kroger’s 2,700 U.S. stores, both companies said Monday. San Francisco-based DoorDash, which is the largest U.S. delivery provider, launched grocery delivery in 2020 with a handful of partners, including Fresh Thyme and Meijer. DoorDash first partnered with Kroger in 2022, when it started delivering flowers, sushi and prepared meals from a limited number of stores. Until now, DoorDash ...

Core Insights - Uber Eats has announced new partnerships with regional grocery stores, enhancing its grocery delivery service and expanding its local offerings [2][5] - The new partners include Citarella, Rouses Markets, Town and Country, Wild Fork, and Rosauers Supermarkets, reflecting Uber Eats' commitment to connecting customers with both national and local grocery options [2][3] Company Developments - The addition of new grocery partners aims to provide customers with convenient access to their favorite local stores, emphasizing the importance of regional partnerships [4][5] - Citarella, known for its gourmet offerings, highlights the quality of its products and the service established over the last century, indicating a focus on customer experience [4][6] - Rouses Markets, a family-owned business, celebrates 65 years of providing fresh local seafood and produce, showcasing its commitment to regional specialties [6] - Town & Country Supermarkets is recognized for its fresh produce and quality meats, reinforcing the importance of local customer service [6] - Wild Fork offers a unique selection of meats and seafood, catering to home chefs with a variety of options [6] - Rosauers Supermarkets is noted for its high-quality meats and natural foods, further diversifying the grocery options available through Uber Eats [6]

Investing in dividend stocks is a great way to generate passive income.Domino's (DPZ 3.08%) is holding up well considering the increase in competition since the rise of food delivery services.*Stock prices used were the afternoon prices of Sept. 23, 2025. The video was published on Sept. 25, 2025. ...

Summary of the Conference Call on China's Food Delivery Industry Regulation Industry Overview - The conference call discusses the food delivery industry in China, particularly focusing on the consultation draft by the State Administration for Market Regulation (SAMR) aimed at regulating delivery platform services [1] Key Points and Arguments Regulatory Framework - SAMR's consultation draft outlines basic requirements for managing delivery platform services to create a healthy, fair, and transparent ecosystem [1] - The draft includes requirements for platform activities, merchant governance, and rider protection [1] Implications for Pricing and Transparency - The draft mandates transparent pricing, requiring platforms to disclose subsidies separately and avoid misleading promotional language [2] - This is expected to lead to clearer pricing for consumers and reduce opaque discounts [2] Impact on Platforms and Merchants - Platforms may face increased pressure on sales and marketing expenses due to the prohibition of sharing marketing costs with merchants [4] - Platforms will either need to absorb more subsidies or reduce them, impacting their monetization strategies [4] - The draft encourages platforms to waive commissions for small merchants, which may lead to lower and more transparent take rates [7] Rider Welfare and Costs - New regulations on working hours and algorithm governance are expected to improve rider welfare and social protection [4] - However, this may increase delivery costs per order as platforms may need to hire more riders to maintain efficiency [4] Financial Implications for Platforms - Compliance with the new regulations will likely lead to increased operational costs for platforms, particularly for those with smaller scales [7] - The anticipated decline in subsidy efficiency and increased rider costs could negatively impact long-term industry monetization and profitability [7] Competitive Dynamics - The current hyper-intensive investment in food delivery is expected to continue until the end of 2025, before the regulations take effect [7] - The new regulations may shift the balance of interests in favor of consumers and riders, potentially leading to a decline in industry take rates [7] Cost Estimates - Using Meituan's 2024 food delivery unit economics as a reference, the additional rider protection costs could add RMB0.3-0.4 to the rider cost per order by 2027 [7] - Lower monetization could impact orders by RMB0.1-0.2 and increase consumer incentives by RMB0.3-0.5 per order due to reduced efficiency and competitive intensity [7] Other Important Considerations - The consultation draft is still in the public comment phase, and it typically takes several months for such drafts to become effective [7] - The long-term implications of these regulations could reshape the competitive landscape of the food delivery industry in China [7]

Market Overview - The stock market experienced a modest rebound after a week of losses, with major indexes finishing only slightly lower despite a retreat from record highs [1] - Growth stocks, particularly speculative ones, faced sharper declines during this period [1] Key Companies and Stocks - Tesla deliveries and the September jobs report are significant events to watch in the upcoming week [1] - Nvidia and other AI-related stocks are highlighted as leading candidates near buy points, indicating strong interest in the artificial intelligence sector [1][4] Economic Indicators - The PCE inflation data was reported to be in line with expectations, which supports the outlook for potential Federal Reserve rate cuts [4] - The market is closely monitoring inflation data as it influences stock performance and investor sentiment [4]

Core Viewpoint - Quhuo Limited continues to implement its dual-track strategy focusing on optimizing on-demand delivery solutions and expanding housekeeping and accommodation services to enhance profitability despite a challenging market environment [2][10]. Financial Performance - Quhuo generated total revenue of RMB1,131.4 million in the first half of 2025, with significant growth in its housekeeping and accommodation businesses, which saw revenue increase by 70.8% year over year and gross profit rise by 63.4% [3][6]. On-Demand Delivery Solutions - The company faced intensified competition in China's food delivery market, leading to increased costs for service providers and strategic adjustments by major clients [3]. - Quhuo focused on workforce management and operational optimization, which resulted in market share gains relative to key competitors since May 2025 [4]. - Management streamlined its structure by exiting underperforming sites and reallocating resources to higher-revenue locations, expecting economies of scale and profitability to materialize in the second half of 2025 [5]. Housekeeping and Accommodation Solutions - The Chengtu homestay business experienced an 83.6% year-over-year revenue growth, with gross profit surging 390.8%, achieving a gross margin of 55.2% [9]. - Lailai, the hotel and home services segment, saw a revenue increase of 63.6% year over year, driven by a partnership with Ke Holdings Inc. [9]. New Business Initiatives - Quhuo entered a partnership with JD.com to provide on-demand delivery services in select cities, which is expected to generate incremental revenue [7]. - The beef supply chain partnership with NIU World generated approximately RMB14.4 million in revenue, marking a significant step in Quhuo's transformation into a supply chain enabler [8]. Future Outlook - The company plans to continue executing its dual-track strategy, focusing on efficiency, structural optimization, and innovation to deliver sustainable long-term returns for shareholders [10].

INVESTING RESOURCES Dow Jones futures tilted higher early Friday, along with S&P 500 futures and Nasdaq futures, with the Fed's favorite inflation report on tap. President Donald Trump signed an order to keep TikTok running in the U.S. and announced several new tariffs. The stock market rally fell solidly at the open, with extended growth plays tumbling. But the major indexes and… Related news Nvidia, These Other AI Plays Lead 5 Stocks Near Buy Points BREAKING: Bullish Rebound Pares Market's Weekly Losses 9 ...

Core Insights - Just Eat Takeaway is cutting approximately 450 jobs as part of its integration of automation and artificial intelligence into operations [1][3] - The job reductions will impact various countries and functions, particularly in customer service and sales administration [1][2] Company Operations - The company operates in 17 countries and employs tens of thousands of part-time couriers [2] - Revenue is primarily generated from commissions charged to restaurant partners based on order values made through its platform [2] Strategic Initiatives - In August, Just Eat Takeaway announced a partnership with Swiss robotics company RIVR to pilot autonomous robot deliveries [3] - The company has faced challenges due to increased competition and rising living costs in key markets following a surge in demand during the COVID pandemic [3] Investment Activity - In February, Dutch investment group Prosus announced plans to acquire Just Eat Takeaway for €4.1 million (approximately $4.8 million) to create a "European technology champion" [4]