Research
FORUM TRANSCRIPT

Uber – Post-coronavirus Food Delivery Demand Dynamics & Competitive Landscape

  • Multi Asset
  • Multi Sector
  • Europe
PREMIUM

Specialist

Former product lead at Uber Technologies Inc

Agenda

  • Uber's (NYSE: UBER) operating environment – 2022 vs 2021 growth expectations, highlighting MAPCs (monthly average platform consumers), orders and AOV runway
  • Competitive dynamics vs Grubhub, Doordash (NYSE: DASH) and Lyft (NASDAQ: LYFT) in the US, and international nuances
  • New growth opportunity prospects – international, category expansion and advertising
  • Outlook for 2022 and beyond – dark kitchen opportunity, courier supply and subscription implications

Questions

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