Browsing Tag
Uber Eats
17 posts
Viva Energy (ASX: VEA) 1H26: EBITDA jumps to A$780m as Geelong refining margins surge
Viva Energy's 1H26 EBITDA leaps to A$770-780m as Geelong margins hit US$21.1/bbl, but management flags fading 2H26 hedging tailwinds and refinery risk.
July 28, 2026
Kroger’s first Greg Foran quarter delivers a sales beat, a margin warning, and a forced reset of the equity narrative
Kroger ($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.
June 19, 2026
Uber wants Delivery Hero, but shareholders may be asking for a much bigger cheque
Uber wants Delivery Hero. Shareholders want more. Global food delivery consolidation may now hinge on who controls the next map.
May 24, 2026
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.
May 23, 2026
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.
April 29, 2026
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.
April 27, 2026
How Serve Robotics’ Fort Lauderdale entry signals a shift in last-mile delivery strategy
Serve Robotics launches autonomous delivery in Fort Lauderdale with Uber Eats as part of its 2,000-robot U.S. rollout plan. Learn what this means now.
December 7, 2025
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.
December 5, 2025
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.
November 18, 2025
Serve Robotics just raised $100m — can this bold move finally make robot delivery mainstream?
Serve Robotics raises $100M to expand its autonomous delivery fleet and AI infrastructure — find out how this funding could reshape last-mile logistics.
October 10, 2025