Spotlight on Delivery Stocks as Omicron Takes Center Stage (DELHY, TWOH, UBER, GRUB, LYFT, DASH)

As the Omicron variant starts to take over the headline feed around Covid, investors are left with the need to diversify back into stories that work in pandemic restricted world. The data is unclear, but the broad market sell-off has yet to surface into the divide that defines the Covid winners versus the Covid losers. […]

Could this Small Food Delivery Start-Up be Lined up for Acquisition Interest (TWOH, UBER, GRUB, LYFT, DASH, PZZA)

Acquisition potential is a major factor driving capital allocation. One space that has started to show signs of a potential wave of consolidation and dealmaking is the food delivery sector. This was highlighted this week when DoorDash Inc. (NYSE:DASH) announced that it is buying Wolt, a Helsinki-based food delivery startup, in an all-stock transaction valued […]

Food Delivery Businesses Embrace Massive Growth Potential in Post Pandemic Decade (UBER, TWOH, GRUB, LYFT, DASH, PZZA, TKAYF)

The Covid-19 pandemic health crisis has a footprint that will firmly entrench itself in the history of human civilization. The terrain of the future will be forever altered because every single person in the world – over 8 billion individuals – went through a crisis that presented new needs and opportunities for a sustained period. […]