Uber以26.5億美元的價(jià)格收購(gòu)Postmates

Uber以26.5億美元的價(jià)格收購(gòu)Postmates

Uber is buying the delivery app Postmates, adding its food-delivery business at a time when few people are hailing rides.

Uber將收購(gòu)送餐應(yīng)用Postmates，在幾乎沒(méi)有人打車(chē)的情況下增加了其食品配送業(yè)務(wù)。

The $2.65 billion all-stock deal is a sign of how Uber's business model has been turned upside down as customers have stayed home during the coronavirus pandemic.

這項(xiàng)價(jià)值26.5億美元的全股票交易表明，由于消費(fèi)者在冠狀病毒大流行期間呆在家里，Uber的商業(yè)模式發(fā)生了翻天覆地的變化。

Demand for rides — by far Uber's biggest business — plunged 75% in the second quarter from a year ago, CEO Dara Khosrowshahi told Wall Street analysts in a conference call on Monday discussing the deal.

Uber首席執(zhí)行官達(dá)拉·科斯羅薩希在周一討論該交易的電話會(huì)議上告訴華爾街分析師，今年第二季度，Uber最大的業(yè)務(wù)——打車(chē)服務(wù)的需求同比下降了75%。

In contrast, orders for its Uber Eats food delivery service doubled during the same three-month period.

相比之下，Uber Eats 食品配送的訂單量在同期三個(gè)月內(nèi)增長(zhǎng)了一倍。

"Consumers and restaurants have been shifting towards delivery before COVID-19," Khosrowshahi said. "But the pandemic has accelerated these trends, rapidly attracting new customers and restaurants."

科斯羅薩希說(shuō):“在COVID-19出現(xiàn)之前，消費(fèi)者和餐館就已經(jīng)轉(zhuǎn)向送餐了。”“但疫情加速了這一趨勢(shì)，迅速吸引了新顧客和新餐館。”

While Uber Eats is already the second-largest food delivery service in the US, according to data from Edison Trends, Postmates has a strong hold in major Western markets, including Los Angeles, Phoenix and Las Vegas. Combined, Uber Eats and Postmates will have a 37% market share — narrowing in but still clearly behind the biggest app, DoorDash. It has 45% of the U.S. market.

根據(jù)愛(ài)迪生趨勢(shì)的數(shù)據(jù)，雖然Uber Eats已經(jīng)是美國(guó)第二大食品配送服務(wù)公司，但Postmates在洛杉磯、鳳凰城和拉斯維加斯等西方主要市場(chǎng)占據(jù)著重要地位。加起來(lái)，Uber Eats和Postates將占據(jù)37%的市場(chǎng)份額——雖然份額有所縮小，但仍明顯落后于最大的應(yīng)用DoorDash。它占有美國(guó)45%的市場(chǎng)份額。

In a written announcement, Uber noted Postmates had strong relationships with small- and medium-sized restaurants. It said it will keep the Postmates app running even after the purchase is finalized.

在一份書(shū)面聲明中，Uber指出Postmates與中小型餐館有著密切的關(guān)系。該公司表示，即使在收購(gòu)?fù)瓿珊螅琍ostmates應(yīng)用程序仍將繼續(xù)運(yùn)行。

Khosrowshahi said Uber is looking to capitalize on surging demand for delivery of all kinds, noting that Postmates has pushed into delivering items such as alcohol, groceries and pharmacy items.

科斯羅薩希表示，Uber正在尋求利用人們對(duì)各種配送服務(wù)的激增需求，Postmates還推出了酒類、雜貨和藥品等遞送服務(wù)。

"The vision for us is to become an everyday service," he said.

“我們的愿景是成為一種日常服務(wù)，”他說(shuō)。

It and rival food-delivery apps spend a lot on discounts to attract customers.

它和競(jìng)爭(zhēng)對(duì)手的食品配送應(yīng)用程序在折扣上花了很多錢(qián)來(lái)吸引顧客。

The tough conditions in the food-delivery market have spurred a race for scale. Last month, Grubhub, the U.S.'s third-largest delivery app, was snapped up by Just Eat Takeaway, a European company, for $7.3 billion. Uber had considered buying Grubhub itself.

食品配送市場(chǎng)的嚴(yán)峻形勢(shì)刺激了規(guī)模競(jìng)爭(zhēng)。上個(gè)月，美國(guó)第三大配送應(yīng)用Grubhub被歐洲公司Just Eat Takeaway以73億美元收購(gòu)。Uber曾考慮過(guò)收購(gòu)Grubhub。

"There's a battle royale going on in food delivery," said Dan Ives, an analyst at Wedbush Securities. That battle, he added, is good news for customers' wallets, as the apps compete to offer lower prices.

韋德布什證券公司的分析師丹·艾夫斯說(shuō):“食品配送行業(yè)正在進(jìn)行一場(chǎng)大戰(zhàn)。”他還說(shuō)，這場(chǎng)戰(zhàn)斗對(duì)消費(fèi)者的錢(qián)包來(lái)說(shuō)是個(gè)好消息，因?yàn)檫@些應(yīng)用都在競(jìng)相提供更低的價(jià)格。

But some restaurants say they have been more hurt than helped by the growing popularity of delivery. Apps charge between 20% to 40% in commission per order. To help restaurants, several cities, from New York to Seattle, have set caps on how much the apps can charge to deliver meals.

但一些餐廳表示，食品配送越來(lái)越受歡迎，對(duì)他們?cè)斐傻膫Υ笥趲椭?。?yīng)用程序?qū)γ抗P訂單收取20%到40%的傭金。為了幫助餐館，從紐約到西雅圖的幾個(gè)城市都對(duì)送餐應(yīng)用的收費(fèi)設(shè)置了上限。