Asian Equities Analyst, Logistics & Transport, Tracking Traffic

Daniel Hellberg

Asian Equities Analyst, Logistics & Transport

Equity Capital Markets

Uber Technologies  / Equity Capital Markets

<p>In publishing this piece we hope to achieve <strong>four broad objectives</strong>:</p>
<ol>
<li>To define and estimate the size and potential medium-term growth of the on-demand food delivery (FD) sector in the US.</li>
<li>To identify and describe the main players in the US on-demand FD sector and to understand each player’s business model (and the financial results each model generates).</li>
<li>To point out some of the challenges facing incumbents and new market entrants like Uber Eats.</li>
<li>Finally, to show interested readers how Uber Eats fits into parent Uber Technologies, and how it may contribute to the parent company's valuation.</li>
</ol>
<p>This is the second note in a series about the expected 2019 IPO of global ride-hailing giant <a href="https://www.smartkarma.com/entities/430" target="_blank" data-smartkarma-citation="entities:430:1">Uber Technologies (0084207D US)</a>. If you have not done so already, please check out <a href="https://www.smartkarma.com/profiles/803" target="_blank" data-smartkarma-citation="accounts:803">Valerie Law, CFA</a>'s overview, <a href="https://www.smartkarma.com/insights/uber-ipo-preview-its-sprawling-empire-and-battle-lines-part-1" target="_blank" data-smartkarma-citation="insights:25201">Uber IPO Preview: Its Sprawling Empire and Battle Lines (Part 1)</a>. </p>

In publishing this piece we hope to achieve four broad objectives:

To define and estimate the size and potential medium-term growth of the on-demand food delivery (FD) sector in the US.
To identify and describe the main players in the US on-demand FD sector and to understand each player’s business model (and the financial results each model generates).
To point out some of the challenges facing incumbents and new market entrants like Uber Eats.
Finally, to show interested readers how Uber Eats fits into parent Uber Technologies, and how it may contribute to the parent company's valuation.

This is the second note in a series about the expected 2019 IPO of global ride-hailing giant Uber Technologies (0084207D US). If you have not done so already, please check out Valerie Law, CFA's overview, Uber IPO Preview: Its Sprawling Empire and Battle Lines (Part 1). 

Uber IPO Preview: Fast-Growing Uber Eats Has Become a Material Part of Uber (Part 2)

Making sense of the Global Market, Euromonitor International Ltd.

Yu Mitsuhashi

Making sense of the Global Market

Euromonitor International Ltd.

We are a global market research company focused on industries, countries, economies and consumers worldwide. Our cross-country comparable research helps your organisation identify opportunities and develop growth strategies in countries and regions across the globe. With offices around the world, 1,200 analysts in 100 countries and market research on every key trend and driver, we give you powerful access to the real story behind consumer change.

Thematic (Sector/Industry)

<h2>Headlines</h2><ul>
<li>100% home delivery/takeaway grows by 5% in current value terms to reach KRW2.6 trillion while outlet numbers increase by 5% to reach 17,992 and transactions increase by 3% in 2016</li>
<li>The popularity of mobile ordering/delivery services make 100% home delivery/takeaway show a significant performance in 2016</li>
<li>Chained other 100% home delivery/takeaway shows the highest current value growth in 2016 with 8%</li>
<li>Domino’s Pizza from DPK International leads 100% home delivery/takeaway with a 12% value…</li>
</ul>

Headlines
100% home delivery/takeaway grows by 5% in current value terms to reach KRW2.6 trillion while outlet numbers increase by 5% to reach 17,992 and transactions increase by 3% in 2016
The popularity of mobile ordering/delivery services make 100% home delivery/takeaway show a significant performance in 2016
Chained other 100% home delivery/takeaway shows the highest current value growth in 2016 with 8%
Domino’s Pizza from DPK International leads 100% home delivery/takeaway with a 12% value…


Sector Capsule: 100% Home Delivery/Takeaway in South Korea

United States

Domino's Pizza, Inc. operates a network of Company-owned and franchise Domino's Pizza stores, located throughout the United States and in other countries.  The Company also operates regional dough manufacturing and distribution centers in the contiguous United States and outside the United States.

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Domino's Pizza (DPZ US)

Uber IPO Preview: Fast-Growing Uber Eats Has Become a Material Part of Uber (Part 2)

In publishing this piece we hope to achieve four broad objectives: To define and estimate the size and potential medium-term growth of the...

Daniel Hellberg

Sector Capsule: 100% Home Delivery/Takeaway in South Korea

Headlines 100% home delivery/takeaway grows by 5% in current value terms to reach KRW2.6 trillion while outlet numbers increase by 5% to reach...

Euromonitor International Ltd.

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