Uber以26.5亿美元的价格收购Postmates

Uber以26.5亿美元的价格收购Postmates

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

Uber将收购送餐应用Postmates，在几乎没有人打车的情况下增加了其食品配送业务。

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.

这项价值26.5亿美元的全股票交易表明，由于消费者在冠状病毒大流行期间呆在家里，Uber的商业模式发生了翻天覆地的变化。

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首席执行官达拉·科斯罗萨希在周一讨论该交易的电话会议上告诉华尔街分析师，今年第二季度，Uber最大的业务——打车服务的需求同比下降了75%。

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

相比之下，Uber Eats 食品配送的订单量在同期三个月内增长了一倍。

"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."

科斯罗萨希说:“在COVID-19出现之前，消费者和餐馆就已经转向送餐了。”“但疫情加速了这一趋势，迅速吸引了新顾客和新餐馆。”

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.

根据爱迪生趋势的数据，虽然Uber Eats已经是美国第二大食品配送服务公司，但Postmates在洛杉矶、凤凰城和拉斯维加斯等西方主要市场占据着重要地位。加起来，Uber Eats和Postates将占据37%的市场份额——虽然份额有所缩小，但仍明显落后于最大的应用DoorDash。它占有美国45%的市场份额。

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.

在一份书面声明中，Uber指出Postmates与中小型餐馆有着密切的关系。该公司表示，即使在收购完成后，Postmates应用程序仍将继续运行。

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.

科斯罗萨希表示，Uber正在寻求利用人们对各种配送服务的激增需求，Postmates还推出了酒类、杂货和药品等递送服务。

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

“我们的愿景是成为一种日常服务，”他说。

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

它和竞争对手的食品配送应用程序在折扣上花了很多钱来吸引顾客。

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.

食品配送市场的严峻形势刺激了规模竞争。上个月，美国第三大配送应用Grubhub被欧洲公司Just Eat Takeaway以73亿美元收购。Uber曾考虑过收购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.

韦德布什证券公司的分析师丹·艾夫斯说:“食品配送行业正在进行一场大战。”他还说，这场战斗对消费者的钱包来说是个好消息，因为这些应用都在竞相提供更低的价格。

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.

但一些餐厅表示，食品配送越来越受欢迎，对他们造成的伤害大于帮助。应用程序对每笔订单收取20%到40%的佣金。为了帮助餐馆，从纽约到西雅图的几个城市都对送餐应用的收费设置了上限。