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巴西外卖市场增长潜力大
Ren Min Ri Bao· 2025-06-17 21:51
Core Insights - The Brazilian food delivery market is rapidly expanding, with iFood being a leading player valued at over $5.4 billion in 2022 and holding an 80% market share [1][2] - The number of food delivery users in Brazil has increased from 41.4 million in 2020 to 84.8 million currently, with projections to reach 90.5 million by 2028 [2] - The entry of Chinese companies like Meituan and Didi into the Brazilian market is expected to invigorate the industry, providing more options for consumers and enhancing the business environment [3][4] Company Overview - iFood, founded in 2011, has over 60 million users and processes approximately 120 million orders monthly, collaborating with over 360,000 delivery personnel and 400,000 restaurants [1] - The company has become a significant player in Brazil's food delivery sector, reflecting the growing trend of convenience in urban lifestyles [2] Market Trends - The Brazilian food delivery market is projected to reach a size of $21.18 billion by 2025, with a compound annual growth rate (CAGR) of 7.04% from 2025 to 2029 [2] - The rise of "dark kitchens," which focus solely on delivery without dine-in options, is becoming prevalent, with nearly 30% of delivery businesses in certain cities adopting this model [2] Competitive Landscape - The introduction of platforms like Keeta and 99Food by Chinese companies is anticipated to enhance competition and service offerings in the Brazilian market [3][4] - Partnerships, such as the one between Uber and iFood, aim to integrate services, allowing users to access both ride-hailing and food delivery without switching applications [3]
Prosus:电商和腾讯有望推动盈利翻倍
news flash· 2025-06-11 18:06
Prosus旗下增长最快的两家电商公司包括:在线市场OLX,其调整后息税前利润增长超过50%,达到约 2.7亿美元;以及iFood,今年利润增长一倍多,超过2亿美元。 6月11日,该公司声明称,截至3月份的12个月内,持续经营业务的每股收益预计将同比增长 91%-100%。 Prosus NV表示,由于其电商业务加速增长以及其持有的中国互联网公司腾讯控股有限公司的股票价值 飙升,其上一财年的每股收益可能几乎翻了一番。 ...
Sadot (SDOT) - 2025 Q1 - Earnings Call Transcript
2025-05-15 16:02
Sadot Group (SDOT) Q1 2025 Earnings Call May 15, 2025 11:00 AM ET Company Participants Aimee Infante - CMOJennifer Black - Chief Financial OfficerDavid Hanna - Interim CEO & EVP Operator Greetings. Welcome to Sadat Group Inc. Q1 twenty twenty five Earnings Conference Call. At this time, all participants are in a listen only mode. Please note this conference is being recorded. I will now turn the conference over to your host, Amy Infante, Chief Marketing Officer. You may begin. Aimee Infante Thanks, operator ...
美团Keeta入局巴西先投10亿美金,部分沙特团队已转战巴西
雷峰网· 2025-05-13 12:24
" 行业共识是,巴西比沙特市场更大,订单量可观。 " 作者丨应梅 编辑丨代聪飞 入局巴西市场,美团打算先砸10亿美金。 此前美团已经为巴西市场做了不少准备。雷峰网了解到,4月初部分沙特Keeta员工就接到调往巴西的通 知,并快速办理签证和接受培训等相关工作事宜。近期,雷峰网独家获悉,美团Keeta总负责人仇广宇也 从沙特转到巴西办公。美团正在加紧开拓巴西市场。了解更多信息欢迎添加微信zymcfip~ 5月12日,美团Keeta与巴西政府签署投资协议,美团计划未来五年内在巴西投资10亿美元,推进其国际 外卖业务Keeta。美团创始人兼CEO王兴和巴西总统卢拉均出席该签约现场。 美团计划在未来几个月内,正式将其旗下外卖服务Keeta引入巴西。 根据巴西媒体报道,美团副总裁徐思嘉公布,未来将在巴西东北部设立一个客服中心,预估招聘过千人, 其中以巴西本地人为主。 美团为何选择巴西市场?多位业内人士均向雷峰网表示,主要原因是巴西市场大,规模比沙特大,订单量 可观。目前,巴西外卖日单量近500万单,第一大外卖平台iFood日单量约360万单。 根据第三方机构Euromonitor(欧睿咨询)数据,2023年全球外卖市场上 ...
Grocery Outlet Enlists iFoodDS for FSMA 204 Traceability Compliance
Prnewswire· 2025-05-07 12:30
EMERYVILLE, Calif. and SEATTLE, May 7, 2025 /PRNewswire/ -- iFoodDS, a leading provider of food traceability software, today announced Grocery Outlet (NASDAQ: GO), a leading extreme-value grocery retailer, will implement its traceability software for FSMA 204 compliance. Grocery Outlet Logo Grocery Outlet Logo The Food Traceability Final Rule, FSMA 204, establishes traceability recordkeeping requirements for businesses that manufacture, process, pack, or hold certain foods to facilitate faster identificatio ...