This Analyst Sees More Than 25% Upside In Uber Thanks To Increased Food Delivery Penetration
This Analyst Sees More Than 25% Upside In Uber Thanks To Increased Food Delivery Penetration
Grocery delivery lags behind restaurant delivery by ten percentage points (57% vs. 67%), with 73% preferring in-person shopping.Oppenheimer analyst raised the price target at Uber Technologies, Inc. (NYSE:UBER) to $95 (from $90) and maintained an Outperform rating.
Oppenheimer分析师将Uber Technologies, Inc. (纽交所:UBER)的目标股价上调至95美元(原价90美元)，并保持跑赢市场的评级。
The analyst performed a survey that indicates a significant opportunity for restaurant delivery.
分析师进行了一项调查，显示出餐厅外卖存在重大机会。
The analyst writes that despite economic pressures, 71% of non-users are unaware of savings from monthly subscriptions, highlighting the potential for new user acquisition through better marketing.
分析师写道，尽管经济压力重重，71%的非用户不知道月度订阅的节省，凸显了通过更好的营销实现新用户获取的潜力。
Grocery delivery lags behind restaurant delivery by ten percentage points (57% vs. 67%), with 73% preferring in-person shopping.
杂货外卖落后于餐厅外卖十个百分点(57% vs. 67%)，73%的人更喜欢亲自去购物。
Based on favorable restaurant delivery trends, the analyst raised the 2025 estimated delivery share gains to 58 basis points, up from the previous 46 basis points.
基于有利的餐厅外卖趋势，分析师将2025年估计的外卖份额提高到58个基点，高于之前的46个基点。
Consequently, the analyst increased Uber Delivery gross transaction value (GTV) by 2% for 2025 and 2026 to account for greater frequency opportunities and anticipated consumer tailwinds from expected rate cuts in 2025.
因此，分析师将Uber外卖的2025年和2026年的交易总价值(GTV)提高了2%，以应对更多的频率机会，以及预期2025年降息带来的消费者顺风。
Friday, Uber partnered with Spirit Halloween for on-demand delivery, offering discounts and perks for Uber One members during Halloween season.
周五，Uber与Spirit Halloween合作推出即时配送服务，为Uber One会员在万圣节季期间提供折扣和福利。
Investors can gain exposure to the stock via iShares Trust iShares U.S. Transportation ETF (BATS:IYT) and Franklin Disruptive Commerce ETF (BATS:BUYZ).
投资者可以通过iShares Trust iShares美国运输ETF（BATS:IYT）和Franklin Disruptive Commerce ETF（BATS:BUYZ）来获得该股票的投资机会。
Price Action: UBER shares closed lower by 1.73% to $75.75 on Friday.
股价走势：UBER股票周五收跌1.73%，报75.75美元。
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