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分析師將Uber Technologies, Inc.（紐交所: UBER）的目標股價上調至95美元（原價90美元），並維持跑贏市場的評級。
The analyst performed a survey that indicates a significant opportunity for restaurant delivery.
分析師進行了一項調查，顯示出餐廳外賣存在重大機會。
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.
儘管經濟壓力不小，71%的非用戶不知道月度訂閱的節省，突顯出通過更好的營銷手段進行新用戶獲取的潛力。
Grocery delivery lags behind restaurant delivery by ten percentage points (57% vs. 67%), with 73% preferring in-person shopping.
雜貨遞送比餐廳外賣落後了10個百分點（57% vs. 67%），有73%的人更喜歡親自去商店購物。
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.
基於良好的餐廳外賣趨勢，分析師將2025年的預計外賣份額增長提高到58個點子，而不是之前的46個點子。
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，分析師將2025年和2026年的Uber Delivery毛交易價值（GTV）增加了2%，以考慮更多的頻率機會，並預期從2025年的預期減息中獲得消費者順勢。
Friday, Uber partnered with Spirit Halloween for on-demand delivery, offering discounts and perks for Uber One members during Halloween season.
週五，Uber與Spirit Halloween合作進行即時配送，在萬聖節季期間爲Uber One會員提供折扣和待遇。
Investors can gain exposure to the stock via iShares Trust iShares U.S. Transportation ETF (BATS:IYT) and Franklin Disruptive Commerce ETF (BATS:BUYZ).
投資者可以通過iShares Trust iShares美國運輸ETF（BATS:IYT）和Franklin Disruptive Commerce ETF（BATS:BUYZ）來獲得該股票的投資機會。
Price Action: UBER shares closed lower by 1.73% to $75.75 on Friday.
價格走勢：UBER股價週五收跌1.73%，報75.75美元。
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Photo by yu_photo via Shutterstock
照片由yu_photo通過Shutterstock提供
譯文內容由第三人軟體翻譯。