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Domino’s Shrugs Off Mixed Q2 Results, Promises Better Days Ahead
Franchise Times13d agoneutral
Domino’s Shrugs Off Mixed Q2 Results, Promises Better Days Ahead

Though Domino's Pizza didn't meet its same-store sales estimates in Q2, the company is the dominant legacy pizza brand right now, according to company officials, who said its overall competitive position has never been stronger while its competitors have never…

Bloomberg14d agoneutral
China’s ‘AI for All’ Push Defies US Containment Playbook

(Bloomberg) -- The rapidly increasing global competitiveness of China’s artificial intelligence models is ringing alarm bells in Washington, posing a new test for the standard protectionist playbook.Most Read from BloombergTrump’s 100% Generic Drug Duty Threatens US Low-Cost SupplyApple to Launch ‘Upgrade’ Device Leasing Program With Klarna to Spur SalesTrump Extends Pardons to Companies, Echoing a 17th Century KingSpaceX Set to Unlock $116 Billion in Shares After IPO Restrictions LiftTreasury F

Shopify (SHOP) Gains A New DoorDash Link As Its Valuation Narrative Faces A Test
Simply Wall St.15d agoneutral
Shopify (SHOP) Gains A New DoorDash Link As Its Valuation Narrative Faces A Test

Shopify (NasdaqGS:SHOP) is back in focus after DoorDash introduced a native integration that lets US brick-and-mortar Shopify merchants sell directly on the DoorDash marketplace, with synced inventory and streamlined onboarding. See our latest analysis for Shopify. Against this backdrop, Shopify’s 1 month share price return of 14.36% stands out compared with a year to date share price decline of 20.81%. At the same time, the 3 year total shareholder return of 88.12% contrasts with weaker 1...

Is Shopify (SHOP) Quietly Turning DoorDash Integration Into a Moat for Omnichannel Commerce?
Simply Wall St.15d agoneutral
Is Shopify (SHOP) Quietly Turning DoorDash Integration Into a Moat for Omnichannel Commerce?

Earlier this month, DoorDash announced that its marketplace is now a native sales channel within Shopify’s App Store, allowing US-based brick-and-mortar Shopify merchants to sync catalogs, inventory, and fulfillment directly without separate onboarding or workflow changes. This deeper DoorDash integration strengthens Shopify’s role as core infrastructure for omnichannel and on-demand retail, linking local merchants to new discovery and delivery routes while keeping operations centralized in...

DoorDash (DASH) Stock Looks Fully Valued As Its 124% Run Continues
Simply Wall St.15d agoneutral
DoorDash (DASH) Stock Looks Fully Valued As Its 124% Run Continues

DoorDash stock has delivered a strong 124.2% gain over the past three years, yet recent weakness and a low value score suggest the current price may be rich rather than a clear bargain. The 124.2% return over three years highlights how much optimism is already built into DoorDash, so new buyers need to think carefully about what is now priced in. Efforts to expand autonomous delivery and apply AI across operations can support long term growth expectations. At the same time, higher mandated...

Is DoorDash (DASH) A Bargain Following Its Shopify And Hungry Howie's Deals?
Simply Wall St.15d agoneutral
Is DoorDash (DASH) A Bargain Following Its Shopify And Hungry Howie's Deals?

DoorDash (DASH) is in focus after two commerce announcements: a native integration into Shopify’s sales channels for US brick and mortar merchants, and a broad digital ordering and loyalty partnership with Hungry Howie’s. See our latest analysis for DoorDash. These commerce announcements come as DoorDash’s share price trades at US$189.02, with a 30 day share price return of 8.97% but a year to date decline of 14%. The 3 year total shareholder return of 124.20% contrasts with a 1 year total...

Shopify (SHOP) Opens DoorDash To US Retailers With Direct Selling Integration
Simply Wall St.15d agobearish
Shopify (SHOP) Opens DoorDash To US Retailers With Direct Selling Integration

Shopify (NasdaqGS:SHOP) has launched a direct integration with DoorDash for US brick-and-mortar retailers. The new connection allows merchants to list and sell their in-store products on the DoorDash marketplace through the Shopify platform. Retailers can sync product catalogs and inventory in real time with minimal setup through a self-serve workflow. Shopify has built its business around giving merchants tools to sell across multiple channels, from online stores to social platforms and...

Factbox-How Uber, Delivery Hero and rivals stack up in global food delivery
Reuters20d agoneutral
Factbox-How Uber, Delivery Hero and rivals stack up in global food delivery

July 16 - Uber will buy Delivery Hero in a deal valuing ‌the German firm at $14.8 billion ‌to create the largest food-delivery group outside China ​and stave off intensifying competition. The transaction continues a consolidation spurred by a slowdown in orders from the pandemic peaks as ‌well as ⁠pressure to improve margins. Here are details on how the food-delivery companies ⁠stack up globally: Company Region Revenue Employees Market Notes cap DoorDash USA/Global $13.71 billion 31,400 $82.86 Purchased in fiscal 2025 employees billio Deliveroo for worldwide, n $3.9 billion as of in 2025 December 31, 2025 Meituan China 364.85 billion 111,298 $68.70 About ​3.3% yuan ($53.91 full-time billio o...

Investing.com20d agoneutral
DoorDash to let AI agents place real food orders

DoorDash (NASDAQ: DASH) is the direct beneficiary of this development, as dd-cli creates a new programmatic ordering channel that could meaningfully expand transaction volume beyond the consumer app by embedding DoorDash's marketplace into AI-driven workflows.

Uber bids $15 billion for Delivery Hero to form global takeout giant
Reuters Videos20d agoneutralVIDEO
Uber bids $15 billion for Delivery Hero to form global takeout giant

<body><p>STORY: Uber launched a takeover bid for Delivery Hero on Thursday.</p><p>It gave the German firm a $14.8 billion equity value.</p><p>Were a deal to go ahead it would create the largest food-delivery group outside China.</p><p>And it comes as competition with U.S. and European rivals heats up.</p><p>An acquisition would further the U.S. ride-hailing firm's efforts to build a global food-delivery business.</p><p>It's facing growing competition from Just Eat, which is owned by Dutch group Prosus.</p><p>And its U.S. rival DoorDash, which has expanded aggressively.</p><p>Delivery Hero said Wednesday it would create a platform covering 99 countries</p><p>and would have a combined pro-forma gross merchandise value (or GMV) of $236 billion last year.</p><p>China's giant Meituan recorded a platform GMV of about $246.5 billion last year.</p><p>Uber said the venture could nearly double the number of markets the company offers.</p><p>The transaction is supported by Delivery Hero's management and supervisory board.</p><p>It's&nbsp;expected to be completed in the second half of next year.</p><p>However, analysts believe the transaction would still likely face a complex regulatory process due to overlap in the companies' presence in various markets.</p></body>

Uber to gobble up Delivery Hero in latest food delivery deal
AFP20d agoneutral
Uber to gobble up Delivery Hero in latest food delivery deal

US ride-hailing giant Uber has struck a 12.7-billion-euro ($14.6-billion) deal to take over German food delivery behemoth Delivery Hero, the latest consolidation in the industry, the companies said Thursday.- 'More opportunities' - Uber is offering 41.50 euros per share for Delivery Hero -- above their price on Thursday of nearly 39 euros -- valuing the transaction at 12.7 billion euros.

Bloomberg20d agobullish
Uber Agrees to Buy Delivery Hero in $14.8 Billion Deal

(Bloomberg) -- Uber Technologies Inc. has agreed to buy Delivery Hero SE in a deal that values the German food-delivery company at $14.8 billion.Most Read from BloombergThailand Scraps Plan to End Visa-Free Entry for Indian TouristsOpenAI’s First Device Will Be Movable, Screenless Speaker Built as AI CompanionCIA Says AI Drones Give Russian Troops Only 30 Minutes to LiveOnePlus, Once Popular with Tech Fans, to Pull Out of US and EuropeTrump Drops 20% Fee for Hormuz Cargo After Gulf PressureUber

Uber Reaches Deal for $14.8 Billion Takeover of Delivery Hero
The Wall Street Journal20d agobullish
Uber Reaches Deal for $14.8 Billion Takeover of Delivery Hero

Uber Technologies agreed to acquire Germany’s Delivery Hero in a deal that values the German food-delivery company at $14.8 billion and seeks to strengthen the U.S. tech company’s footprint in international markets. The San Francisco-based company said Thursday that it entered into a combination agreement with Delivery Hero under which it will offer 41.50 euros a share in cash.

Uber launches $14.8 billion offer for Delivery Hero to create global platform
Reuters20d agoneutral
Uber launches $14.8 billion offer for Delivery Hero to create global platform

Uber on Thursday launched a public takeover offer for Delivery Hero that values the German food delivery company at $14.8 billion and would create the world's ‌largest food-delivery firm outside China. The acquisition advances the U.S. ride-hailing firm's efforts to build a global ‌presence in the food-delivery business as it faces intensifying competition from rivals such as DoorDash, which has been expanding aggressively abroad. Uber, which has made the acquisition conditional on a minimum acceptance threshold of 50% plus one share, will offer €41.50 ($47.58) in cash per share.