Core Viewpoint - Grab Holdings Limited is poised for a significant turnaround with an expected earnings per share (EPS) of $0.01 and projected revenue of approximately $940.6 million for the upcoming quarterly earnings report on February 11, 2026, reflecting a positive shift in financial outlook [1][2][6] Revenue Growth - The anticipated revenue growth is driven by a 22.2% increase in sales compared to the same period last year, with delivery services expected to rise by 20.8%, mobility services by 21.1%, and financial services by 33.6% [2][3][6] Financial Metrics - Grab's price-to-earnings (P/E) ratio stands at approximately 144.16, while the price-to-sales ratio is about 5.29, indicating that investors are willing to pay over five times the company's sales per share [4] - The enterprise value to sales ratio is approximately 4.94, reflecting the company's total valuation in relation to its sales [4] Financial Health - The company maintains a debt-to-equity ratio of about 0.33, indicating a relatively low level of debt compared to its equity, and a current ratio of approximately 1.83, suggesting good liquidity to cover short-term liabilities [5][6] - These financial metrics showcase Grab's potential for growth and stability as it approaches the earnings report [6]

Core Viewpoint - The new round of instant retail competition has been accelerated by the AI assistant battle, with Alibaba's Taobao Flash Purchase aiming to increase its market share significantly in 2026, particularly in the food delivery sector [2][3][5]. Group 1: Strategic Initiatives - Alibaba's core management has encouraged bold investments in flash purchases, with a focus on high-value orders above 30 yuan and improving delivery operations [3][5]. - Taobao Flash Purchase plans to invest over 30 billion yuan in 2026, with a goal to surpass Meituan's market share [5][6]. - The company aims to increase the proportion of high-quality orders (30 yuan and above) to 60% while controlling subsidies to maintain profitability [6][10]. Group 2: Competitive Landscape - The current market share for Meituan and Taobao Flash Purchase stands at over 50% and 40%, respectively, with JD.com below 5% [6]. - Meituan has a competitive advantage in the winter due to its established rider network, while Taobao Flash Purchase is focusing on improving delivery efficiency in southern regions [6][10]. - Both companies are enhancing their delivery capabilities, with Taobao Flash Purchase implementing a more precise rider allocation system and various acceleration products [9][10]. Group 3: Infrastructure Development - Instant retail requires long-term investment, with a focus on building warehouses and optimizing supply chains for categories like pharmaceuticals, alcohol, and fresh produce [11][12]. - Taobao Flash Purchase is expanding its logistics infrastructure, including the establishment of front warehouses and partnerships with various suppliers [12][13]. - The integration of Taobao's main site with instant retail services is underway, aiming to drive traffic and enhance user experience [11][12]. Group 4: AI and User Engagement - The competition for AI entry points is intensifying, with Alibaba investing in its AI assistant, Qianwen, to cultivate consumer habits in online shopping [15][16]. - The rapid growth of Qianwen's daily active users indicates a successful engagement strategy, despite challenges in system capacity during peak times [16][17]. - The potential for AI to reshape consumer behavior raises concerns about the sustainability of traditional business models and competitive advantages [17].

Core Viewpoint - DoorDash, Inc. (NASDAQ:DASH) is considered a strong e-commerce stock with multiple analysts maintaining positive ratings and price targets, indicating confidence in its growth potential through 2026 [1][2]. Analyst Ratings and Price Targets - UBS revised the price target for DoorDash to $245 from $241 while maintaining a Neutral rating on February 2 [1]. - Goldman Sachs added DoorDash to its US Conviction List, assigning a Buy rating with a price target of $267, citing the company's favorable position for revenue growth due to a healthy consumer environment [1]. - Guggenheim adjusted its price target to $275 from $280, reaffirming a Buy rating ahead of the fiscal Q4 earnings announcement scheduled for February 18 [2]. Company Overview - DoorDash, Inc. is engaged in the design, operation, and development of a food delivery and logistics platform, operating in the United States, Canada, and Australia [3].

Group 1 - Uber Technologies has agreed to purchase Getir's food delivery business in Türkiye for $335 million in cash, along with a separate investment of $100 million for a 15% stake in Getir's grocery, retail, and water delivery operations [1][2] - The acquisition of grocery, retail, and water delivery assets will occur over the coming years, contingent on specific operational and financial performance targets, with the food delivery transaction expected to complete in the second half of 2026 [2] - This deal will consolidate Getir and Trendyol Go delivery operations under Uber's ownership, enhancing consumer choice and creating more delivery work for couriers [3][4] Group 2 - Uber's CEO emphasized the company's commitment to investing in Türkiye's digital economy and consumer base, aiming to support the growth of a competitive ecosystem that benefits consumers, couriers, and merchants [3] - Getir's CEO highlighted the agreement as a significant milestone, showcasing the strong operating model and brand built in Türkiye, and expressed excitement about integrating Getir's delivery expertise into Uber's global ecosystem [5]

This story was originally published on Restaurant Dive. To receive daily news and insights, subscribe to our free daily Restaurant Dive newsletter. Instacart and Toast are launching a new strategic partnership that will let restaurants sync their inventory to Instacart’s service and offer a “just-in-time” supply solution for stockouts of critical ingredients, the companies said Tuesday. The companies will test the partnership in early 2026 and then expand it nationally later in the year, the press release ...

Core Viewpoint - Coupang Inc. is currently viewed as a less favorable investment option, with recent downgrades and price target reductions from major firms indicating concerns over growth potential and regulatory risks [1][3]. Group 1: Analyst Ratings and Price Targets - Bernstein initiated coverage of Coupang with an Underperform rating and a price target of $17, reflecting a cautious outlook on the company's performance in the South Korean internet sector [1]. - Nomura downgraded Coupang from Buy to Neutral, lowering its price target from $30 to $22, citing increased regulatory risks following a data breach [3]. Group 2: Market and Sector Insights - The South Korean digital advertising market is expected to continue shifting towards online channels, with a preference for companies demonstrating high growth potential linked to online penetration and AI leadership [2]. - Despite the overall growth in digital advertising, the e-commerce and food delivery sectors are perceived to have limited growth opportunities at this time [2]. Group 3: Company Overview - Coupang Inc. operates a retail business through mobile applications and internet websites, both in South Korea and internationally, indicating its broad market presence [4].

Access Power & Co., Inc. Outlines 2026 Expansion of Food Delivery Brands with Launch of Big Papa's Pizza and Wicked Wild Wings Ghost Kitchens ELEMENT--[Back to the Newsroom]# Access Power & Co., Inc. Outlines 2026 Expansion of Food Delivery Brands with Launch of Big Papa's Pizza and Wicked Wild Wings Ghost KitchensSANFORD, FLORIDA / [ACCESS Newswire]/ February 9, 2026 / Access Power & Co., Inc. (OTCID:ACCR), a publicly traded company focused on growth through strategic operating subsidiaries, today announce ...

Italian prosecutors have placed Delivery Hero’s Italian food-delivery unit under judicial control as part of a criminal investigation into alleged labor exploitation https://t.co/UamRqlV1ld ...

Group 1: OpenAI and AI Sector - OpenAI is nearing a monumental $100 billion funding round, which would value the company at approximately $830 billion, driven by a resurgence in growth with ChatGPT exceeding 10% monthly growth [3][7] - Nvidia is reportedly close to investing about $20 billion in OpenAI as part of this funding initiative, highlighting strong investor confidence in the AI sector [3] Group 2: Alphabet's Financial Moves - Alphabet (GOOGL) plans to raise approximately $15 billion through a new US bond sale, aimed at general corporate purposes including debt repayment and investments in AI [4][7] Group 3: Uber's Strategic Acquisition - Uber Technologies Inc. (UBER) is acquiring Getir's food delivery business for $335 million and will invest an additional $100 million for a 15% stake in Getir's broader operations in Türkiye [5][7] Group 4: Offshore Drilling Consolidation - Transocean (RIG) announced its intention to acquire Valaris (VAL) in an all-stock transaction valued at approximately $5.8 billion, creating a combined entity with a pro forma enterprise value of around $17 billion [6][7] Group 5: Ferrari's Electric Vehicle Launch - Ferrari (RACE) has introduced "Ferrari Luce," its new full-electric sports car, with plans for its debut in October 2026, marking a significant entry into the electric vehicle market [8][7] Group 6: MicroStrategy's Bitcoin Strategy - MicroStrategy (MSTR) purchased an additional 1,142 Bitcoin for approximately $90 million, reinforcing its position as a leading corporate holder of Bitcoin [9] Group 7: Currency and Economic Insights - The IMF Chief has downplayed concerns regarding the dollar's short-term fluctuations, noting a 1.2% decline in January 2026, while contextualizing it within a broader historical perspective [10]

Core Insights - DoorDash, Inc. (DASH) is expanding its platform in the delivery and convenience sector, showing significant growth in subscribers for its DashPass and Wolt+ services [1] Company Performance - The company has experienced rapid growth in its subscriber base, indicating a successful strategy in enhancing its delivery services [1] Market Position - DoorDash continues to solidify its position in the competitive delivery market, leveraging its growing subscriber base to enhance service offerings [1]