Posts on LYFT

Latest ideas and analyses related to Lyft Inc. Class A Common Stock

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LYFT , UBER

+34 pts



$LYFT More Confirmation Ridesharing Can Be A Profitable Business

By realjoe on Aug. 5, 2022, 12:30 p.m.
Tagged topics: earnings results

Views: 10, Votes: 4, Responses: 0, Attachments: 4
DASH , LYFT , EXPE , Z , IAS , YELP

+33 pts



Key takes from DASH/LYFT/EXPE/Z/IAS/YELP earnings

By realmomobags on Aug. 5, 2022, 6:38 a.m.
Tagged topics: earnings results , Internet

Views: 10, Votes: 4, Responses: 0, Attachments: 1
UBER , LYFT

+32 pts



$UBER - Wait times and pricing trending better

By rIsILAwr on July 12, 2022, 3:26 p.m.
Tagged topics: wait times

Views: 7, Votes: 3, Responses: 0, Attachments: 1
UBER , LYFT

+33 pts



Rides Recovery Continues w/Increased Focus on Profitability Amidst Macro Concerns

By scorpioduck on June 14, 2022, 12:52 p.m.
Tagged topics: macro pressures

Views: 10, Votes: 3, Responses: 0, Attachments: 1
UBER , LYFT , BKNG , ABNB , H , EXPE , MTN , AAL , V , MA , OMC , RL , M

+36 pts



In Defense of the Services Economy

By cassie on June 13, 2022, 12:21 p.m.
Tagged topics: service economy

Views: 16, Votes: 4, Responses: 0, Attachments: 1
UBER , LYFT

+34 pts



$UBER $LYFT - driver incentive war overdone

By bbern3 on June 3, 2022, 4:41 p.m.
Tagged topics: analyst checks

Views: 134, Votes: 3, Responses: 0, Attachments: 1
AMZN , UBER , GDDY , IAC , LYFT , WIX , SONO , CHGG , UPWK , UDMY , PUBM

+37 pts



Analysts lower estimates and targets across Internet names on deteriorating macro and fundamentals

By josiebe on May 31, 2022, 10:54 a.m.
Tagged topics: macro pressures , analyst lowers estimates , analyst lowers target

Views: 154, Votes: 4, Responses: 0, Attachments: 1
LYFT

+32 pts



$LYFT - J.P. Morgan Conference Takeaways: Focus on Getting to GAAP Profit

By realjoe on May 25, 2022, 12:17 p.m.
Tagged topics: management commentary

Views: 9, Votes: 2, Responses: 0, Attachments: 1
RBLX , LYFT , SNAP , BMBL , ETSY , ABNB , SPOT

+40 pts



$RBLX $LYFT $SNAP $BMBL $ETSY $ABNB may see elevated turnover from plummeting values of their stock-based-comp

By puckerman17 on May 16, 2022, 1:40 p.m.
Tagged topics: stock based compensation , talent retention

Views: 3204, Votes: 6, Responses: 0, Attachments: 1
BKNG , ETSY , EBAY , W , SHOP , AMZN , CHWY , UBER , LYFT , SPOT , WMG , MTCH , BMBL

+35 pts



Need greater visibility to recession risk for online travel and e-commerce stocks to work

By cassie on May 9, 2022, 10:07 a.m.
Tagged topics: investor sentiments

Views: 148, Votes: 3, Responses: 0, Attachments: 1
LYFT

+32 pts



$LYFT Investment Challenges

By labjordan on May 4, 2022, 4:09 p.m.
Tagged topics: earnings results

Views: 12, Votes: 2, Responses: 0, Attachments: 1
NKE , AZEK , UBER , LYFT , AHT , HRI , URI , WM , GO

+42 pts



The evolution towards a Circular Economy

By ethonomics on May 4, 2022, 11:15 a.m.
Tagged topics: deep dive , Circular Economy

Views: 157, Votes: 5, Responses: 0, Attachments: 1
UBER , LYFT

+33 pts



$UBER $LYFT - checks indicate rideshare volumes recovered in Feb & Mar after Omicron, but largely flat in Apr

By underdog on May 2, 2022, 10:53 a.m.
Tagged topics: analyst checks , earnings preview

Views: 152, Votes: 2, Responses: 0, Attachments: 1
ABNB , DKNG , ETSY , EVER , LYFT , MAX , SKLZ , UBER , W , ZG

+37 pts



Internet Earnings Preview for week ahead

By underdog on May 2, 2022, 10:38 a.m.
Tagged topics: earnings preview

Views: 23, Votes: 3, Responses: 1, Attachments: 1
UBER , LYFT

+32 pts



9th Mobility Tracker: Flow Through

By josiebe on April 27, 2022, 1:49 p.m.
Tagged topics: analyst checks

Views: 19, Votes: 2, Responses: 0, Attachments: 1
UBER , LYFT

+34 pts



$UBER $LYFT - latest data indicates demand remains strong, but early Apr driver engagement slightly soft

By puckerman17 on April 13, 2022, 1:28 p.m.
Tagged topics: channel checks

Views: 122, Votes: 3, Responses: 0, Attachments: 1
GOOGL , FB , TWTR , SNAP , AMZN , EBAY , ETSY , CHWY , UBER , LYFT , ABNB , BKNG , EXPE , MTCH , BMBL , SPOT , WMG , RBLX

+48 pts



US Internet Marketing Deck

By phenphen on April 11, 2022, 11:29 a.m.
Tagged topics: deep dive

Views: 66, Votes: 4, Responses: 1, Attachments: 1
UBER , LYFT , DASH , ABNB , AMZN , EBAY , CHWY , W , POSH , JMIA , PTON , DUOL , NFLX , SPOT , FB , TWTR , SNAP , PINS

+42 pts



1Q22 Internet App Data Analysis

By puckerman17 on April 6, 2022, 3:36 p.m.
Tagged topics: analyst checks

Views: 36, Votes: 4, Responses: 0, Attachments: 1
UBER , LYFT

+36 pts



$UBER $LYFT - near term regulatory risks are low in domestic markets; 2022 likely to maintain status quo

By puckerman17 on April 6, 2022, 12:35 p.m.
Tagged topics: regulatory environment , gig workers

Views: 101, Votes: 3, Responses: 0, Attachments: 1
UBER , LYFT

+34 pts



$UBER $LYFT - rise in wait times and pricing are creating a difficult environment for rideshare

By puckerman17 on April 6, 2022, 12:29 p.m.
Tagged topics: ride share , rising gas prices

Views: 105, Votes: 3, Responses: 0, Attachments: 1