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The analyst raised his second-quarter gross bookings forecast to $47.1 billion, 2% above the Street's $46.4 billion. Revenue and adjusted EBITDA projections are at $12.56 billion and $2.12 billion, both slightly above consensus. He expects constant currency (CC) bookings growth of 19% year-over-year, ahead of the 18% consensus, supported by accelerating U.S. consumer spending and stronger international results, which are boosted by FX improvements. In Mobility, Post projects 20% Y/Y CC growth, which is in l ...

HelloFresh is investing $70 million to enhance meal kits, bringing more filet mignon and seafood to customers https://t.co/YCXDUYHxwp ...

As pricing and special offers fluctuate on competing food-delivery apps, vendors are in a bind: they must choose between slashing prices or simply being ignored https://t.co/nJQY4VVOWe ...

Core Viewpoint - Taobao and Ele.me jointly announced their commitment to resist malicious competition and promote ecological win-win cooperation, outlining four key areas of focus for future operations [1] Group 1: Key Initiatives - The companies will plan and distribute subsidies based on consumer and merchant needs [1] - They will actively eliminate unfair competition practices and avoid irrational promotional activities such as large-scale "0 yuan purchase" campaigns [1] - Continuous improvement of service quality will be prioritized, including the provision of diverse consumption scenarios and enhanced delivery network efficiency [1] - A "listening-consulting-optimizing-feedback" system has been established to address core issues such as merchant participation, product quality, and rider rights, with multiple discussion meetings being held across various locations [1]

Core Viewpoint - The article emphasizes the commitment of Taobao and Ele.me to resist malicious competition and promote ecological win-win cooperation, outlining four key areas of focus for future operations [1] Group 1: Key Initiatives - The companies will plan and distribute subsidies based on consumer and merchant needs [1] - There is a strong commitment to resist malicious competition, with a focus on eliminating unfair practices and stimulating consumption potential in emerging markets [1] - Continuous improvement of service quality is a priority, including the enhancement of diverse consumption scenarios and the efficiency of the delivery network [1] - The companies aim to foster ecological win-win cooperation by establishing a feedback system that addresses core issues such as merchant participation, product quality, and rider rights [1]

Innovation and Technology - Domino's partnered with Boston Dynamics to create Dama Dog, a robot pizza delivery dog [1] - Dama Dog uses cameras and sensors to navigate and avoid obstacles like seagulls [2] - The robot is designed to communicate with customers using audio and visual cues [3] Pilot Program and Future Prospects - Dama Dog is currently in a pilot program in the UK [1][3] - Domino's views Dama Dog as a glimpse into the future of pizza delivery innovation [3]

Financial Data and Key Metrics Changes - Grab reported a 21% year-on-year growth in on-demand GMV in U.S. dollars, or 18% on a constant currency basis [6][7] - Adjusted EBITDA growth has been sustained for fourteen consecutive quarters, with trailing twelve months adjusted free cash flow expanding to $229 million [7] - The company achieved a margin of 8.7% for Mobility, nearing its steady state margin target of over 9% [17] Business Line Data and Key Metrics Changes - Mobility transactions grew by 23% year-on-year, with GMV increasing by 19% year-on-year [15] - Delivery GMV accelerated to 19% year-on-year on a constant currency basis, driven by product-led initiatives [22] - GrabFood for One and Saver products contributed significantly to transaction growth, with Saver accounting for 34% of delivery transactions in Q2 [25] Market Data and Key Metrics Changes - The company is actively participating in government initiatives in Indonesia and Thailand to support local economies and tourism [12][13] - Grab's financial services business saw total loan disposals reaching close to $3 billion on an annualized run rate basis in Q2 [7] Company Strategy and Development Direction - Grab is focusing on affordability and product-led innovations to drive user engagement and retention [10][11] - The company aims to sustain growth momentum and accelerate on-demand GMV growth rates relative to 2024 levels [8] - Grab is leaning into the autonomous vehicle opportunity, planning pilots and partnerships to expand its AV services across Southeast Asia [28][32] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in navigating macroeconomic uncertainties through product-led investments and partnerships with governments [10][11] - The outlook for the second half of the year is positive, with expectations for stronger adjusted EBITDA compared to the first half [13] Other Important Information - Grab's advertising revenue reached a run rate of $236 million, growing at 45%, with significant potential for further growth [70] - The company is committed to achieving steady state margins of over 4% in the delivery segment in the long term [27][51] Q&A Session Summary Question: Outlook for Grab in the macro environment and consumption trends - Management is focused on affordability and has launched products to enhance user engagement, positioning the company well amid macro uncertainties [10][11] Question: Strategies driving increase in mobility transaction frequency - The growth in mobility transactions is attributed to reinvestment in scale economies and product-led growth initiatives [14] Question: Impact of new delivery products on margins - Despite the introduction of affordable products, delivery segment margins have expanded, and the company expects to reach steady state margins of over 4% [26][51] Question: Contribution mix between premium and affordable rides - Saver rides now account for one-third of mobility transactions, while premium rides are also growing, indicating a balanced approach to pricing [52] Question: Competition in food delivery and capital allocation - Management acknowledged competitive dynamics but emphasized Grab's scale and reinvestment strategy to maintain growth [40][41] Question: Expectations for advertising revenue growth - The advertising business is expected to continue growing due to increased penetration among merchants and high returns on advertising spend [72] Question: Financial services loan portfolio growth - The loan portfolio is projected to exceed $1 billion by year-end, driven by strong product offerings and risk management strategies [84][86]

Core Insights - Identifying stocks that deliver strong returns can be challenging, and evaluating a company's liquidity serves as a reliable indicator of financial health [1] - High liquidity stocks are in demand due to their potential for maximum returns, but caution is advised as excess liquidity may indicate underutilization of resources [3][4] Stock Recommendations - Four top-ranked stocks recommended for portfolio consideration include Roku, Inc. (ROKU), DoorDash, Inc. (DASH), Meta Platforms, Inc. (META), and Pagaya Technologies Ltd. (PGY) [2] Liquidity Measures - Current Ratio: Measures current assets relative to current liabilities; an ideal range is between 1 and 3 [5] - Quick Ratio: Indicates a company's ability to pay short-term obligations, with a desirable ratio of more than 1 [6] - Cash Ratio: The most conservative measure, focusing on cash and cash equivalents relative to current liabilities; a ratio greater than 1 is desirable but may indicate inefficiency [7] Screening Parameters - Asset Utilization: A measure of efficiency, calculated as total sales over the last 12 months divided by the average total assets; companies with a higher ratio than their industry are considered efficient [8] - Growth Score: A proprietary score added to ensure that liquid and efficient stocks have solid growth potential [9] Stock Performance Highlights - Roku, Inc. (ROKU): Leading TV streaming platform with a 17% year-over-year increase in Platform revenues to $881 million; The Roku Channel streaming hours up 84% year over year [12][13] - DoorDash, Inc. (DASH): Total orders increased 18% year over year to 732 million, with Marketplace GOV rising 20% to $23.1 billion [15][16] - Meta Platforms, Inc. (META): Advertising revenues increased 16.2% year over year to $41.39 billion; expects total revenues between $42.5 billion and $45.5 billion for Q2 2025 [18][19] - Pagaya Technologies Ltd. (PGY): Total revenues of $290 million increased 18% year over year; forecasted revenues between $290 million and $310 million for the current quarter [21][22]

Company Strategy - Prosus 开始减持美团股份，价值超过 40 亿美元 [1] - Prosus 减持的原因是美团计划扩张到 Prosus 的一些业务区域 [1]