Latest ideas and analyses related to last mile delivery

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UPS

+30 pts



$UPS - RayJay says UPS is a 'Strong Buy' because of the shift toward ecommerce and solid pricing environment

By cassie on June 10, 2021, 12:04 p.m.
Tagged topics: guidance , analyst day , eCommerce , Raymond James , high expectations , last mile delivery

Views: 83, Votes: 1, Responses: 0, Attachments: 3
UBER

+6 pts





By Noto on May 5, 2021, 9:53 p.m.
Tagged topics: partnership , Morgan Stanley , last mile delivery , Gopuff , asset light solution , Uber subscription , micro-fulfillment

Views: 3, Votes: 2, Responses: 0, Attachments: 0
UBER

+33 pts



$UBER - Morgan Stanley says integrating Gopuff is an asset-light solution to a low-reward problem, and a boost to Uber subscription

By realjoe on May 5, 2021, 11:35 a.m.
Tagged topics: partnership , Morgan Stanley , last mile delivery , Gopuff , asset light solution , Uber subscription , micro-fulfillment

Views: 145, Votes: 1, Responses: 1, Attachments: 3
DASH

+32 pts



$DASH - Deutsche's deep dive bullish initiation report from Jan 2021 (as requested)

By realjoe on March 19, 2021, 11:47 a.m.
Tagged topics: expanding TAM , deep dive , Deutsche Bank , initiation report , last mile delivery

Views: 67, Votes: 2, Responses: 0, Attachments: 77