“There is a tale of two companies inside of Uber Technologies (UBER), which gives it a portfolio of ride-hailing and food delivery. Right now, the ride-hailing segment is performing better according to social media mentions. People are traveling more for work, but are not talking about food delivery. Uber is currently outperforming LYFT (LYFT). Also, DoorDash (DASH) year-over-year purchase intent mentions are flat, which indicates that they are ahead versus Uber Eats,” says LikeFolio’s Andy Swan. Kevin Hincks and Shawn Cruz discuss the upcoming UBER earnings report.
31 Oct 2022