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← @pascualinvest

$UBER

BEARISH2026-10-06
Price around the call
↓ 2026-10-06
By horizonMaturing · ~6 trading days to go
1d
✗ +3.0%
5d
✗ +2.2%
21d
…
Original post
Facundo Pascual · 2026-10-06

En 2020 $UBER compró Postmates por unos US$2.650M en acciones para ganar en delivery de consumo. Ahora paga US$2.300M en efectivo por algo distinto: la comida que pagan las empresas. ezCater, el catering para oficinas: 🔹 Más de 140.000 restaurantes asociados. 🔹Más de US$2.500M de ventas brutas en los últimos doce meses. 🔹Crecimiento cerca de 20% interanual. 🔹Pedido promedio de más de US$400. 🔹Rentable a nivel operativo ajustado. Uber espera que la compra mejore su margen y la va a integrar con Uber Eats y Uber for Business. Lo que vale es el ticket. Un pedido de US$400 no se parece a uno de delivery de consumo, y el cliente es la empresa que ya usa Uber para viajes. Pero ventas brutas no son ingresos, y falta saber cuánto de cada pedido le queda a Uber.

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