These food delivery companies are best-positioned in Europe says Morgan Stanley By Investing.com
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Oct 02 2024
0mins
Should l Buy UBER?
Source: Investing.com
Market Position of Just Eat Takeaway and Deliveroo: Morgan Stanley reports that Just Eat Takeaway (JET) holds a leading market share of approximately 43% across 11 European countries, with strong positions in Germany, the Netherlands, and the UK. Deliveroo ranks as the second-largest player in four out of five key markets, maintaining an average market share of 29%.
Potential for Market Consolidation: The report indicates that Europe's food delivery market is likely to see further consolidation, as many countries are dominated by two or three major players, which may lead to companies exiting less profitable markets to improve profitability and cash generation.
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Analyst Views on UBER
Wall Street analysts forecast UBER stock price to rise
32 Analyst Rating
28 Buy
3 Hold
1 Sell
Strong Buy
Current: 74.610
Low
72.00
Averages
107.10
High
150.00
Current: 74.610
Low
72.00
Averages
107.10
High
150.00
About UBER
Uber Technologies, Inc. operates a technology platform that uses network and technology to power movement from point A to point B. It develops and operates technology applications supporting a variety of offerings on its platform (platform(s)). Its segments include Mobility, Delivery and Freight. Mobility products connect consumers with drivers who provide rides in a variety of vehicles, such as cars, auto rickshaws, motorbikes, minibuses, or taxis. Delivery offerings allow consumers to search for and discover local restaurants, order a meal, and either pick-up at the restaurant or have the meal delivered. In certain markets, the Delivery segment provides offerings for grocery, alcohol, and convenience store delivery as well as select other goods. The Freight segment connects carriers with shippers on its platform, and gives carriers upfront, pricing and the ability to book a shipment. The Freight segment also includes transportation management and other logistics service offerings.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Future Development Plans: Vacation rental options from Expedia-owned Vrbo are expected to be added by 2026, further enriching Uber's service offerings, enhancing user retention, and boosting competitive strength in the market.
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- Macro Economic Data: The market will focus on Friday's jobs report, forecasting only 60,000 new jobs added in April, with the unemployment rate steady at 4.3%, which may influence the Federal Reserve's future monetary policy direction.
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- Unemployment Rate Stability: The unemployment rate is anticipated to remain steady at 4.3%, suggesting that despite the decrease in job additions, the labor market remains relatively stable, potentially alleviating fears of an economic downturn.
- GDP Growth Situation: The U.S. GDP grew at a seasonally adjusted annualized rate of 2% in the first quarter, higher than the fourth quarter's 0.5% but below the 2.2% estimate, reflecting economic sluggishness that may influence future monetary policy decisions.
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