Financial Performance - GoTo Group achieved a fourth consecutive quarter of adjusted profit [1] Business Strategy - The company is making progress with reining in expenses and boosting revenue [1] Market Dynamics - GoTo Group faces stiff competition in ride-hailing and delivery [1]

Financial Performance - Instacart posted its strongest order growth since 2022 for a second straight quarter [1] - Instacart beat earnings estimates for the current period [1] Business Strategy - Instacart rolled out initiatives to cater to price-conscious consumers [1] Industry Trend - The core delivery business shows resilience [1]

Company Performance & Strategy - DoorDash's quarter was significantly better than expected, with Tony Shu's Q&A highlighting the effectiveness of their app-centric ordering system [1] - The company is drawing parallels to Amazon by generating revenue through advertising, indicating a diversification of income streams [2] - Tony Shu is described as aggressive and innovative, suggesting a proactive approach to market dominance [3] Market Opportunity & User Behavior - The speaker suggests that consumers interact with DoorDash potentially three times a day, seven days a week, highlighting the frequency of use [4] - The repeated mention of ordering "a lot of stuff" implies a high order volume per user, contributing to revenue growth [1] Leadership & Public Image - Tony Shu's leadership is praised, although he is not frequently seen on TV recently [2][4]

As 2Q earning season gets underway, can these names deliver. Our next guest raised his price target on both door and Uber. Two names that our own Jim Kramer, by the way, says are the winners in a winner take all category.With us now is Nick Devani. He's senior US internet analyst at Bernstein. Nikil, did we miss the run or is there still a lot left to go here.Well, first off, thank you for having me. Appreciate it. Um, no, we think there's still more to go here.uh we're relatively constructive as we look at ...

UPS is offering buyouts to delivery drivers for the first time in its 117-year history https://t.co/h6aIoUjTEb ...

Operational Efficiency - UPS plans voluntary buyouts for union-represented delivery truck drivers [1] - The company aims to streamline operations [1]

FedEx's Founder & Vision - Fred Smith, the founder of FedEx, passed away, marking the end of an era for a visionary leader [1] - Smith identified a need for faster mail delivery than the US Postal Service, leading to the creation of overnight mail [2] - Despite an economics professor deeming his overnight delivery thesis impractical, Smith pursued his vision after serving in the Marine Corps [2][3] - Smith's venture faced financial challenges, including burning through inheritance and venture capital, but he managed to save the company with winnings from blackjack [4][5] - Smith was a proponent of global commerce as a uniting force and embraced technological advancements like robots in logistics [5][6] Smith's Character & Legacy - Smith was humble, introducing himself simply as someone from FedEx, not emphasizing his founder or CEO status [10] - He was a dedicated Marine, serving two tours in Vietnam and receiving multiple honors [3] - Smith was charitable, supporting organizations like the American Battle Monuments Foundation [8] - Smith's creation of FedEx was a genuinely useful innovation that changed the world, similar to pioneers in Silicon Valley [9][10] - Smith's legacy extends beyond business, remembered as a good father and husband [7][11]