Christoph Bast - Head of Investor Relations L. Östberg - Co-Founder, MD, CEO, Chairman of the Management Board & Member of Global Advisory Board Marie-Anne Popp - CFO & Member of Management BoardPresentation Operator Welcome to the Delivery Hero Q4 2025 Trading Update. Today's presentation will be followed by a Q&A session. [Operator Instructions] I will now hand over to Christoph Bast to begin the presentation. Christoph BastHead of Investor Relations Hello, and welcome, everyone. Thank you very much for ...

Core Insights - DoorDash reported its Q4 2025 earnings, experiencing a miss on both revenue and earnings per share, which initially caused a decline in stock price but later rebounded, trading up by as much as 14% post-earnings report, and is currently up about 9% overall [1] Financial Performance - The company reported a top and bottom line miss in its earnings, indicating that actual results fell short of market expectations [1] Market Reaction - Following the earnings report, DoorDash's stock showed significant recovery, indicating investor confidence despite the initial disappointment [1]

骑手"随手拍"的成功，本质上源于治理思维升级。它打破了监管部门"单打独斗"的传统模式，将外卖骑 手这一庞大群体转化为社会共治的力量，让监管从"被动应对"走向"主动发现"。这种转变，契合了数字 经济时代"以网治网"的逻辑——外卖行业本身就是数字技术的产物，其监管也需要借助数字工具和群众 智慧。发动骑手，不仅降低了监管成本，更提升了发现问题的效率与精度。 点外卖需要注意什么？笔者的一个经验是，要么选择去过的实体店铺，要么在详情页仔细看看实拍图。 没有实体店或照片"一眼假"的，都可能是"幽灵外卖"。 随着平台经济快速发展，指尖一点、外卖到家，已成为约6亿网民的生活日常。然而，便捷背后，缺乏 实体门店、证照不全的"幽灵外卖"，既可能对消费者健康造成损害，也会扰乱市场秩序，挤压合规商家 的生存空间。 避雷"幽灵外卖"，消除"舌尖焦虑"，不能光靠消费者的慧眼，必须加强外部监管。然而，外卖生产环节 具有一定隐蔽性，传统市场监管模式还难以完全匹配；外卖平台负有审核责任，但部分商家通过伪造证 照、频繁更换店名等方式"躲猫猫"，也提高了审核难度。 前不久，一些地方的创新实践带来启示。比如，河南郑州推出"郑骑先锋随手拍"平台，外卖 ...

DoorDash said Wednesday that it’s ending operations in Qatar, Singapore, Japan and Uzbekistan. The San Francisco-based delivery company said the decision comes after a monthslong review of country-specific conditions. DoorDash said it wants to focus its investments on places were it can build sustainable scale and long-term market leadership. “Our priority is supporting our teams and partners through an orderly transition as we focus on the geographies where we can offer the best products and build for l ...

Skip to main content Exclusive news, data and analytics for financial market professionalsLearn more aboutRefinitiv Deliveroo's Italian arm placed under supervision over alleged labour exploitation February 25, 202611:35 AM UTCUpdated ago By Emilio Parodi A delivery worker with a backpack of Deliveroo rides a bike in London, Britain, January 16, 2025. REUTERS/Isabel Infantes/File Photo Purchase Licensing Rights, opens new tab MILAN, Feb 25 (Reuters) - Milan prosecutors have placed the Italian arm of food de ...

The delivery giant said it will wind down delivery services across Qatar, Singapore, Japan and Uzbekistan. ...

过去几年，市场对 AI 的看法其实挺一致：AI 来了，效率上去，成本下来，利润变多，股价自然就涨。 这个逻辑几乎没什么争议。 但到了 2026 年，情绪变了。头部 SaaS 公司增速放缓，软件板块集体承压。市场开始意识到：AI 越 强，可能意味着现有的商业壁垒会越快崩塌。 Citrini 这份报告《2028全球智能危机》（THE 2028 GLOBAL INTELLIGENCE CRISIS）正是为了回应 这种焦虑。报告联合作者 Alap Shah 在采访中强调，他们不是在预测未来，而是基于长期模型做了一次 压力测试：如果 AI 真的像大家期待的那样持续变强，哪些商业逻辑会最先行不通？哪些行业会最先被 波及？ 这份报告，就是拆解市场到底在怕什么。 第一节｜白领收入下滑，消费在萎缩 危机从哪里开始？市场最怕的是什么？Shah 在采访中谈得最多的，不是模型参数或技术突破，而是白 领的工资在下滑和岗位在减少，而且幅度惊人。 美国 IT 行业的就业人数，从 2022 年高点到 2026 年初，累计下降了 8%。这是过去十年都没出现过的 跌幅。这个行业，正是 AI 渗透最快的地方。 Shah 直接指出：一个行业越容易把 ...

First, Alap Shah said artificial intelligence will nuke the world economy. Then, the report he co-authored with Citrini Research further inflated AI bubble fears and triggered a mass selloff of everything from delivery to payment stocks — an event that dragged cryptocurrency prices down with it. Now, the Lotus Technology Management chief investment officer says he is surprised by how visceral the reaction to the paper’s vision of the future was. “I thought there was going to be a small reaction, “ Shah ...

近期，话题"夫妻春节不回家送外卖1个月赚4万"登上热搜，引发网友热议。 据大众新闻此前报道，崔渐斌与孙晓慧，夫妻二人曾怀揣创业梦在青岛经营物流站点，失利后背负20万元债务，转行成为外卖骑手。2026年春节，为抓住节 日送单的高收入机会还债，他们将孩子送回河南老家，首次留在青岛过年，凭借四周的高强度跑单，夫妻俩共赚得近4万元。 对于此事，多数网友肯定其为了还债牺牲"团圆"的奋斗精神，但也有一些网友质疑数据的真实性。 一些网友在评论区中说道，"要不是跑过，我就信了，顶多一万多，还是加活动的情况"、"夫妻赚4万，一个人赚2万，我也没有休息怎么就连一万也没赚到 呢？"、"春节哪里有单？只可能是旅游景点附近吧，店家都关门了，送什么单子。" 此外，也有网友认为，即使数据属实，这对夫妻短期的高收入存在一定"幸存者偏差"，受地域、政策、体能等多重因素影响，难以复制。 | 上一篇： 上一篇： 02月23日 20:24 | F | 763 לח | | --- | --- | --- | | 上一 : : 怎么了,倡导不回家过年,送外卖吗 | | | | 02月23日 20:08 | B | 443 לח | | ，那些，因上人 ...

The artificial intelligence “scare trade” erupted again on Monday as growing concerns about the disruptive power of AI dragged down shares of delivery, payments and software companies, and sent International Business Machines Corp. to its worst plunge in 25 years.It began after a bearish report was published over the weekend by a little known firm called Citrini Research.The report, released on social media Sunday, outlined the potential risks to various segments of the global economy, using hypothetical sc ...