Browsing Tag
DoorDash
25 posts
Kroger’s first Greg Foran quarter delivers a sales beat, a margin warning, and a forced reset of the equity narrative
Kroger ($KR) Q1 FY26 revenue beats at $46.1B but margins, identical sales miss the buy side. Full executive analysis on the Greg Foran reset and what comes next.
Why Delivery Hero suddenly looks like the prize Uber and DoorDash cannot ignore
Delivery Hero is now a takeover battleground. Uber and DoorDash may be testing how much global food delivery scale is really worth.
Anthropic moves Claude agents inside the customer perimeter with self-hosted sandboxes and MCP tunnels
Anthropic just separated Claude agent orchestration from execution, and the compliance bottleneck holding back enterprise agent deployment has shifted.
Delivery Hero (DHER) stock up 4% to €29.5 as Aspex forces CEO exit and Korea sale opens
Aspex pushed out the CEO and bought 5% more. Prosus must keep selling. Korea is on the block. Delivery Hero (XETRA: DHER) is being rebuilt in real time.
Claude Security exits preview as Anthropic pushes Opus 4.7 into Falcon, Palo Alto Networks and Microsoft Security stacks
Anthropic says AI is shrinking the gap between flaw discovery and exploit. Claude Security is its bet that defenders, not attackers, win the race.
Uber stock faces a new super-app test as Expedia powers hotel bookings inside Uber
Uber wants more than rides. Expedia gives it hotels, but the real test is whether travelers trust one app to run the whole trip.
DoorDash (NASDAQ: DASH) adds 350-plus regional grocery stores as it tightens hold on U.S. third-party delivery
DoorDash is no longer chasing national grocery chains. It is locking up regional banners Instacart cannot afford to lose. DASH earnings land May 6.
Why did Kroger pay Ocado $350m—and what it means for warehouse robotics in the U.S.
Find out why Ocado is getting $350 million from Kroger—and what the closures of robotic warehouses mean for grocery automation in the U.S.
Kroger (NYSE: KR) resets eCommerce strategy with $400m profitability target and fulfillment center closures
Kroger is closing underperforming fulfillment centers and shifting to a hybrid delivery model, targeting $400M in eCommerce profit by 2026. Find out how.
Coco’s zero-emission robots hit Miami in expanded DoorDash grocery delivery plan
DoorDash and Coco Robotics bring autonomous grocery delivery to Miami via DashMart. Explore how this partnership is shaping the future of last-mile logistics.