Core Viewpoint - Uber Technologies and DoorDash are the leading players in the U.S. food delivery market, with DoorDash holding a significant market share, but Uber's diversified revenue streams and growth potential in ridesharing and autonomous driving present compelling investment opportunities [1][2]. Company Analysis Uber Technologies - Uber's revenue in 2024 reached $44 billion, growing by 18% year-over-year, with ridesharing accounting for 57% of its revenue and holding a 76% market share compared to Lyft's 24% [5][3]. - The company is exploring autonomous driving through partnerships with Waymo and GM's Cruise, which could enhance its value proposition [4]. - Uber's operating income increased from $1.1 billion in 2023 to $2.8 billion in 2024, and its forward P/E ratio of 22 suggests it is undervalued, making it an attractive buy [5][10]. DoorDash - DoorDash commands 67% of the food delivery market, significantly ahead of Uber Eats at 25%, and has expanded its services to include deliveries from retailers [6]. - The company's revenue grew by 24% to $10.7 billion in 2024, and it achieved a net income of $123 million, recovering from a $558 million loss in 2023 [7]. - Despite a modest operating loss in 2024, DoorDash's forward P/E ratio of 39 reflects its rapid growth and recent profitability, which may attract investors [8]. Investment Considerations - Both Uber and DoorDash are expected to outperform the market, but Uber may have a growth edge due to its leadership in mobility and potential in autonomous driving [9]. - Uber's lower forward P/E ratio of 23 compared to DoorDash's 39 presents a more attractive valuation for investors [10].

"It's critical that any federal legislation also include Dashers," added Max Rettig, DoorDash's global head of public policy. "Tips are tips — there's no reason to exclude Dashers based on how they work." The Cruz-Buchanan proposal would limit the tax break to a $25,000 income-tax deduction, and would deny the break to anyone making more than $160,000 per year. In addition — and critical for Uber and DoorDash — the legislation would tie eligibility to reports by employers that break out tips and wages. Pres ...

壹览商业 . 消费、零售、商业、财经，深度洞察，数据追踪，在这里看到更多的变与不变。 以下文章来源于壹览商业 ，作者李彦 作者： 李彦 来源： 壹览商业 （ID： yilanshangye ) 10年的盟友，终于彻底"分手"。 2015年8月，京东斥资43.1亿元入股永辉，持有永辉10%的股份，此后不断增持。对于投资永辉，京 东彼时解释，与永辉合作是京东O2O策略的一部分，O2O的重点行业是生鲜，这也是永辉的强项。 2015年12月，双方宣布在O2O领域开展深度合作，永辉接入京东到家。但二者并未成为线上线下融合 的典范。 2024年起，京东已多次减持永辉。3月20日，京东首次通过竞价交易方式减持永辉超市不超过1%的股 份，减持后其持股比例降至12.39%。同年9月，京东世贸与牛奶有限公司、宿迁涵邦投资管理有限公 司联合出售了永辉超市29.40%的股权。 2025年3月11日，永辉超市发布公告称，其股东北京京东世纪贸易有限公司拟减持所持有的永辉超市 股份不超过2.66亿股、占永辉超市总股本的比例不超过2.94%。 这是京东世贸当前所持永辉的全部股份，减持完成后，京东将不再持有永辉股份，也宣告了京东与永 辉10年 ...