AntonyGeorge
2021-10-27
https://www.reddit.com/r/SPACs/comments/ppopbu/agc_grabcom_40_shorted_spac_that_could_present_a/
Grab touts food and grocery deliveries as ride-hailing slows<blockquote>随着网约车业务放缓，Grab推出食品和杂货配送服务</blockquote>
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The app shows a spend of 40 Singapore dollars ($27.73) helped lift sales by SG$440.</p><p><blockquote>新加坡五家连锁咖啡馆Plain Vanilla的营销代表正在检查该公司最新广告的影响时，应用程序中的一条消息写道：“你的收入是支出的10.5倍。”该应用程序显示，40新加坡元（27.73美元）的消费帮助销售额增加了440新加坡元。</blockquote></p><p> The platform also helps companies tailor their adverts to appear high in customer searches. In Plain Vanilla's case, that means including words such as \"coffee\" and \"bakery.\" The app \"does boost our sales and for me as a marketer, I am more confident in the results,\" says the Plain Vanilla official.</p><p><blockquote>该平台还帮助公司定制他们的广告，使其在客户搜索中出现在较高的位置。在普通香草的例子中，这意味着包括像“咖啡”和“面包店”这样的词。这位普通香草官员说，这款应用“确实促进了我们的销售，作为一名营销人员，我对结果更有信心”。</blockquote></p><p> Grab has captured around half the market for food delivery services in Southeast Asia, according to a report by Singaporean consultancy Momentum Works. It offers its sales promotion tool to partner restaurants as an app or online free of charge. The tool lets restaurants access data by smartphone, such as daily menu-based sales and sales trends by time of day.</p><p><blockquote>根据新加坡咨询公司Momentum Works的一份报告，Grab已经占领了东南亚约一半的食品配送服务市场。它以应用程序或在线免费向合作餐厅提供促销工具。该工具允许餐馆通过智能手机访问数据，如每日基于菜单的销售和一天中不同时间的销售趋势。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/29336701dda1145359d692ada34ec55e\" tg-width=\"768\" tg-height=\"432\" width=\"100%\" height=\"auto\"><span>Restaurants are equipped with terminals to receive orders from multiple delivery services. (Photo by Takashi Nakano)</span></p><p><blockquote><p class=\"t-img-caption\"><span>餐馆配备了终端来接收来自多个送货服务的订单。（中野隆摄）</span></p></blockquote></p><p> Before it began using Grab's app, Plain Vanilla could only analyze sales trends based on quarterly figures. Now it can hone in on customer trends through the platform, and has added an option menu that lets people order complementary items such as drinks.</p><p><blockquote>在开始使用Grab的应用程序之前，Plain Vanilla只能根据季度数据分析销售趋势。现在，它可以通过该平台了解客户趋势，并添加了一个选项菜单，让人们可以订购饮料等补充商品。</blockquote></p><p> With the number of COVID-19 infections still high in Singapore, the city-state limits restaurant dining to two people per table. For small and midsize restaurants, food deliveries help make up for sales declines. Grab's app also helps promote the digitization of their operations.</p><p><blockquote>由于新加坡的新冠肺炎感染人数仍然很高，这个城市国家将餐厅用餐限制为每桌两人。对于中小型餐馆来说，送餐有助于弥补销售额的下降。Grab的应用程序也有助于促进他们运营的数字化。</blockquote></p><p> Grab receives commissions of up to 30% on deliveries of restaurant meals. It can earn more fees if the sales promotion app helps partner restaurants generate more orders. By bringing popular restaurants into its network, the app helps Grab maintain its share of the regional market for food deliveries.</p><p><blockquote>Grab从餐厅送餐中收取高达30%的佣金。如果促销应用程序帮助合作餐厅产生更多订单，它可以赚取更多费用。通过将受欢迎的餐厅纳入其网络，该应用程序帮助Grab保持其在区域食品配送市场的份额。</blockquote></p><p> For the business year ended December 2020, Grab had adjusted net revenue of $800 million from the delivery business, a fourfold increase from the previous year, thanks in part to strong stay-at-home demand. By contrast, revenue from its ride-hailing business fell to $500 million from $600 million due to restrictions on movement imposed in response to the pandemic.</p><p><blockquote>截至2020年12月的财年，Grab调整后的配送业务净收入为8亿美元，比上一年增长了四倍，部分原因是强劲的居家需求。相比之下，由于为应对疫情而实施的行动限制，其网约车业务的收入从6亿美元降至5亿美元。</blockquote></p><p> When Grab announced in April that it was going public, it forecast revenue of $1.2 billion from the delivery business in the current business year, up 50% from the preceding year and a swing to earnings before interest, taxes, depreciation and amortization (EBITDA) of $100 million, versus a loss of $200 million in 2020.</p><p><blockquote>当Grab在4月份宣布上市时，它预测本财年送货业务的收入为12亿美元，比上一年增长50%，息税折旧摊销前利润(EBITDA)为1亿美元，而2020年亏损2亿美元。</blockquote></p><p> But Grab is not focused just on food deliveries. In September, it began home deliveries of perishable foods in the Philippines and Thailand, after setting up similar services in Malaysia and Singapore. Through tie-ups with local farmers and suppliers, Grab offers next-day deliveries of fresh food ordered before 5 p.m. Grab already offers 20- to 30-minute delivery of groceries.</p><p><blockquote>但Grab不仅仅专注于食品配送。继在马来西亚和新加坡建立类似服务后，该公司于9月开始在菲律宾和泰国提供易腐食品送货上门服务。通过与当地农民和供应商的合作，Grab为下午5点前订购的新鲜食品提供次日送达服务。Grab已经提供20到30分钟的杂货配送服务。</blockquote></p><p> The market for online home delivery services is expected to keep expanding. Euromonitor International, a London-based market researcher, forecasts the gross merchandise value of online food deliveries in Southeast Asian countries will reach $28.1 billion in 2025, up from $9.4 billion in 2020. Over the same period, the total online grocery retail value is projected to rise to $11.9 billion from $4.1 billion.</p><p><blockquote>在线送货上门服务市场预计将继续扩大。总部位于伦敦的市场研究公司欧睿国际预测，2025年东南亚国家在线食品配送的商品总价值将达到281亿美元，高于2020年的94亿美元。同期，在线杂货零售总额预计将从41亿美元增至119亿美元。</blockquote></p><p> Grab is also counting on synergies between its food delivery business and the one for groceries. According to the company, 85% of people who have used its grocery delivery service also have food delivered. At present, the company has only 5% as many grocery delivery customers as food delivery customers.</p><p><blockquote>Grab还指望其食品配送业务和杂货业务之间的协同效应。据该公司称，85%使用过其杂货配送服务的人也有送餐服务。目前，该公司的杂货配送客户数量仅为食品配送客户的5%。</blockquote></p><p></p><p> Grab plans to hold an initial public offering in the U.S. through a merger with an American special-purpose acquisition company before the end of the year. The merger values Grab at $39.6 billion.</p><p><blockquote>Grab计划在年底前通过与一家美国特殊目的收购公司合并的方式在美国进行首次公开募股。此次合并对Grab的估值为396亿美元。</blockquote></p><p> Grab had grown on the strength of its ride-hailing business in Southeast Asia until the COVID-19 pandemic hit in 2019. In April to June this year, its ride-hailing service saw adjusted net sales fall 13% from the previous quarter to $146 million.</p><p><blockquote>在2019年COVID-19大流行爆发之前，Grab一直凭借其在东南亚的网约车业务不断增长。今年4月至6月，其网约车服务调整后净销售额环比下降13%至1.46亿美元。</blockquote></p><p> But thanks to continued growth in its delivery business, Grab predicts adjusted net revenue of $2.2 billion from deliveries in the 2023 business year, up nearly threefold from 2020, bringing its EBITDA to $500 million. If the delivery service turns profitable this year as planned and continues to grow, Grab will be able tout its improving earnings structure to investors.</p><p><blockquote>但得益于配送业务的持续增长，Grab预计2023财年调整后的配送净收入将达到22亿美元，比2020年增长近三倍，使其EBITDA达到5亿美元。如果送货服务今年按计划实现盈利并继续增长，Grab将能够向投资者宣传其不断改善的盈利结构。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/45087b11dddea02734691f80ac287993\" tg-width=\"768\" tg-height=\"432\" width=\"100%\" height=\"auto\"><span>Foodpanda riders get ready for deliveries outside a restaurant, amid a COVID-19 outbreak in Kuala Lumpur, Malaysia July 8, 2020. © Reuters</span></p><p><blockquote><p class=\"t-img-caption\"><span>2020年7月8日，马来西亚吉隆坡爆发COVID-19疫情，Foodpanda骑手在餐厅外准备送货。©路透社</span></p></blockquote></p><p> However, Grab's rivals in Southeast Asia are also fighting for a bigger slice of the rapidly growing delivery market. They, like Grab, are strengthening their marketing programs. Indonesia's Gojek, for example, is providing advertising tools such as a hyperlocal targeting feature to reach customers within a 4 km radius of partner restaurants.</p><p><blockquote>然而，Grab在东南亚的竞争对手也在争夺快速增长的配送市场的更大份额。他们和Grab一样，正在加强营销计划。例如，印度尼西亚的Gojek正在提供广告工具，如超本地定位功能，以接触到合作餐厅4公里半径范围内的顾客。</blockquote></p><p> Foodpanda, Grab's rival in Singapore and elsewhere, offers a marketplace for merchants to buy affordable ingredients from suppliers. The U.K.'s Deliveroo offers a loyalty program for restaurants that rewards customers if they place multiple orders with the same restaurant, helping clients expand their customer base.</p><p><blockquote>Grab在新加坡和其他地方的竞争对手Foodpanda为商家提供了一个从供应商那里购买价格实惠的食材的市场。英国户户送为餐厅提供忠诚度计划，如果顾客在同一家餐厅下多个订单，该计划就会奖励顾客，帮助顾客扩大客户群。</blockquote></p><p> While two to four companies look set to dominate the food delivery market in Southeast Asia, competition is expected to intensify in ancillary services for restaurants and other clients.</p><p><blockquote>虽然两到四家公司似乎将主导东南亚的食品配送市场，但餐馆和其他客户的辅助服务竞争预计将加剧。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Grab touts food and grocery deliveries as ride-hailing slows<blockquote>随着网约车业务放缓，Grab推出食品和杂货配送服务</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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The app shows a spend of 40 Singapore dollars ($27.73) helped lift sales by SG$440.</p><p><blockquote>新加坡五家连锁咖啡馆Plain Vanilla的营销代表正在检查该公司最新广告的影响时，应用程序中的一条消息写道：“你的收入是支出的10.5倍。”该应用程序显示，40新加坡元（27.73美元）的消费帮助销售额增加了440新加坡元。</blockquote></p><p> The platform also helps companies tailor their adverts to appear high in customer searches. In Plain Vanilla's case, that means including words such as \"coffee\" and \"bakery.\" The app \"does boost our sales and for me as a marketer, I am more confident in the results,\" says the Plain Vanilla official.</p><p><blockquote>该平台还帮助公司定制他们的广告，使其在客户搜索中出现在较高的位置。在普通香草的例子中，这意味着包括像“咖啡”和“面包店”这样的词。这位普通香草官员说，这款应用“确实促进了我们的销售，作为一名营销人员，我对结果更有信心”。</blockquote></p><p> Grab has captured around half the market for food delivery services in Southeast Asia, according to a report by Singaporean consultancy Momentum Works. It offers its sales promotion tool to partner restaurants as an app or online free of charge. The tool lets restaurants access data by smartphone, such as daily menu-based sales and sales trends by time of day.</p><p><blockquote>根据新加坡咨询公司Momentum Works的一份报告，Grab已经占领了东南亚约一半的食品配送服务市场。它以应用程序或在线免费向合作餐厅提供促销工具。该工具允许餐馆通过智能手机访问数据，如每日基于菜单的销售和一天中不同时间的销售趋势。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/29336701dda1145359d692ada34ec55e\" tg-width=\"768\" tg-height=\"432\" width=\"100%\" height=\"auto\"><span>Restaurants are equipped with terminals to receive orders from multiple delivery services. (Photo by Takashi Nakano)</span></p><p><blockquote><p class=\"t-img-caption\"><span>餐馆配备了终端来接收来自多个送货服务的订单。（中野隆摄）</span></p></blockquote></p><p> Before it began using Grab's app, Plain Vanilla could only analyze sales trends based on quarterly figures. Now it can hone in on customer trends through the platform, and has added an option menu that lets people order complementary items such as drinks.</p><p><blockquote>在开始使用Grab的应用程序之前，Plain Vanilla只能根据季度数据分析销售趋势。现在，它可以通过该平台了解客户趋势，并添加了一个选项菜单，让人们可以订购饮料等补充商品。</blockquote></p><p> With the number of COVID-19 infections still high in Singapore, the city-state limits restaurant dining to two people per table. For small and midsize restaurants, food deliveries help make up for sales declines. Grab's app also helps promote the digitization of their operations.</p><p><blockquote>由于新加坡的新冠肺炎感染人数仍然很高，这个城市国家将餐厅用餐限制为每桌两人。对于中小型餐馆来说，送餐有助于弥补销售额的下降。Grab的应用程序也有助于促进他们运营的数字化。</blockquote></p><p> Grab receives commissions of up to 30% on deliveries of restaurant meals. It can earn more fees if the sales promotion app helps partner restaurants generate more orders. By bringing popular restaurants into its network, the app helps Grab maintain its share of the regional market for food deliveries.</p><p><blockquote>Grab从餐厅送餐中收取高达30%的佣金。如果促销应用程序帮助合作餐厅产生更多订单，它可以赚取更多费用。通过将受欢迎的餐厅纳入其网络，该应用程序帮助Grab保持其在区域食品配送市场的份额。</blockquote></p><p> For the business year ended December 2020, Grab had adjusted net revenue of $800 million from the delivery business, a fourfold increase from the previous year, thanks in part to strong stay-at-home demand. By contrast, revenue from its ride-hailing business fell to $500 million from $600 million due to restrictions on movement imposed in response to the pandemic.</p><p><blockquote>截至2020年12月的财年，Grab调整后的配送业务净收入为8亿美元，比上一年增长了四倍，部分原因是强劲的居家需求。相比之下，由于为应对疫情而实施的行动限制，其网约车业务的收入从6亿美元降至5亿美元。</blockquote></p><p> When Grab announced in April that it was going public, it forecast revenue of $1.2 billion from the delivery business in the current business year, up 50% from the preceding year and a swing to earnings before interest, taxes, depreciation and amortization (EBITDA) of $100 million, versus a loss of $200 million in 2020.</p><p><blockquote>当Grab在4月份宣布上市时，它预测本财年送货业务的收入为12亿美元，比上一年增长50%，息税折旧摊销前利润(EBITDA)为1亿美元，而2020年亏损2亿美元。</blockquote></p><p> But Grab is not focused just on food deliveries. In September, it began home deliveries of perishable foods in the Philippines and Thailand, after setting up similar services in Malaysia and Singapore. Through tie-ups with local farmers and suppliers, Grab offers next-day deliveries of fresh food ordered before 5 p.m. Grab already offers 20- to 30-minute delivery of groceries.</p><p><blockquote>但Grab不仅仅专注于食品配送。继在马来西亚和新加坡建立类似服务后，该公司于9月开始在菲律宾和泰国提供易腐食品送货上门服务。通过与当地农民和供应商的合作，Grab为下午5点前订购的新鲜食品提供次日送达服务。Grab已经提供20到30分钟的杂货配送服务。</blockquote></p><p> The market for online home delivery services is expected to keep expanding. Euromonitor International, a London-based market researcher, forecasts the gross merchandise value of online food deliveries in Southeast Asian countries will reach $28.1 billion in 2025, up from $9.4 billion in 2020. Over the same period, the total online grocery retail value is projected to rise to $11.9 billion from $4.1 billion.</p><p><blockquote>在线送货上门服务市场预计将继续扩大。总部位于伦敦的市场研究公司欧睿国际预测，2025年东南亚国家在线食品配送的商品总价值将达到281亿美元，高于2020年的94亿美元。同期，在线杂货零售总额预计将从41亿美元增至119亿美元。</blockquote></p><p> Grab is also counting on synergies between its food delivery business and the one for groceries. According to the company, 85% of people who have used its grocery delivery service also have food delivered. At present, the company has only 5% as many grocery delivery customers as food delivery customers.</p><p><blockquote>Grab还指望其食品配送业务和杂货业务之间的协同效应。据该公司称，85%使用过其杂货配送服务的人也有送餐服务。目前，该公司的杂货配送客户数量仅为食品配送客户的5%。</blockquote></p><p></p><p> Grab plans to hold an initial public offering in the U.S. through a merger with an American special-purpose acquisition company before the end of the year. The merger values Grab at $39.6 billion.</p><p><blockquote>Grab计划在年底前通过与一家美国特殊目的收购公司合并的方式在美国进行首次公开募股。此次合并对Grab的估值为396亿美元。</blockquote></p><p> Grab had grown on the strength of its ride-hailing business in Southeast Asia until the COVID-19 pandemic hit in 2019. In April to June this year, its ride-hailing service saw adjusted net sales fall 13% from the previous quarter to $146 million.</p><p><blockquote>在2019年COVID-19大流行爆发之前，Grab一直凭借其在东南亚的网约车业务不断增长。今年4月至6月，其网约车服务调整后净销售额环比下降13%至1.46亿美元。</blockquote></p><p> But thanks to continued growth in its delivery business, Grab predicts adjusted net revenue of $2.2 billion from deliveries in the 2023 business year, up nearly threefold from 2020, bringing its EBITDA to $500 million. If the delivery service turns profitable this year as planned and continues to grow, Grab will be able tout its improving earnings structure to investors.</p><p><blockquote>但得益于配送业务的持续增长，Grab预计2023财年调整后的配送净收入将达到22亿美元，比2020年增长近三倍，使其EBITDA达到5亿美元。如果送货服务今年按计划实现盈利并继续增长，Grab将能够向投资者宣传其不断改善的盈利结构。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/45087b11dddea02734691f80ac287993\" tg-width=\"768\" tg-height=\"432\" width=\"100%\" height=\"auto\"><span>Foodpanda riders get ready for deliveries outside a restaurant, amid a COVID-19 outbreak in Kuala Lumpur, Malaysia July 8, 2020. © Reuters</span></p><p><blockquote><p class=\"t-img-caption\"><span>2020年7月8日，马来西亚吉隆坡爆发COVID-19疫情，Foodpanda骑手在餐厅外准备送货。©路透社</span></p></blockquote></p><p> However, Grab's rivals in Southeast Asia are also fighting for a bigger slice of the rapidly growing delivery market. They, like Grab, are strengthening their marketing programs. Indonesia's Gojek, for example, is providing advertising tools such as a hyperlocal targeting feature to reach customers within a 4 km radius of partner restaurants.</p><p><blockquote>然而，Grab在东南亚的竞争对手也在争夺快速增长的配送市场的更大份额。他们和Grab一样，正在加强营销计划。例如，印度尼西亚的Gojek正在提供广告工具，如超本地定位功能，以接触到合作餐厅4公里半径范围内的顾客。</blockquote></p><p> Foodpanda, Grab's rival in Singapore and elsewhere, offers a marketplace for merchants to buy affordable ingredients from suppliers. The U.K.'s Deliveroo offers a loyalty program for restaurants that rewards customers if they place multiple orders with the same restaurant, helping clients expand their customer base.</p><p><blockquote>Grab在新加坡和其他地方的竞争对手Foodpanda为商家提供了一个从供应商那里购买价格实惠的食材的市场。英国户户送为餐厅提供忠诚度计划，如果顾客在同一家餐厅下多个订单，该计划就会奖励顾客，帮助顾客扩大客户群。</blockquote></p><p> While two to four companies look set to dominate the food delivery market in Southeast Asia, competition is expected to intensify in ancillary services for restaurants and other clients.</p><p><blockquote>虽然两到四家公司似乎将主导东南亚的食品配送市场，但餐馆和其他客户的辅助服务竞争预计将加剧。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://asia.nikkei.com/Business/Startups/Grab-touts-food-and-grocery-deliveries-as-ride-hailing-slows\">Nikkei Asia</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://asia.nikkei.com/Business/Startups/Grab-touts-food-and-grocery-deliveries-as-ride-hailing-slows","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1130296142","content_text":"Singapore company hopes sales promotion app helps corral new partners\nA Grab delivery person checks his bicycle outside a fast food chain in Singapore: The company is strengthening its home delivery business, which has significant room for growth. © AFP/Jiji\nSINGAPORE -- Singapore-based digital tech unicorn Grab is working to put its home delivery service for food and grocery products in the black by the end of this year as it prepares to offer its shares on the Nasdaq stock market.\nThe Singapore-based company has a sales promotion app for restaurants that lets clients monitor the effectiveness of their advertising and increase their earnings.\n\"You're earning 10.5 times what you spent,\" reads a message in the app as a marketing representative from Plain Vanilla, a chain of five cafes in Singapore, checks up on the impact of the company's latest advertisement. The app shows a spend of 40 Singapore dollars ($27.73) helped lift sales by SG$440.\nThe platform also helps companies tailor their adverts to appear high in customer searches. In Plain Vanilla's case, that means including words such as \"coffee\" and \"bakery.\" The app \"does boost our sales and for me as a marketer, I am more confident in the results,\" says the Plain Vanilla official.\nGrab has captured around half the market for food delivery services in Southeast Asia, according to a report by Singaporean consultancy Momentum Works. It offers its sales promotion tool to partner restaurants as an app or online free of charge. The tool lets restaurants access data by smartphone, such as daily menu-based sales and sales trends by time of day.\nRestaurants are equipped with terminals to receive orders from multiple delivery services. (Photo by Takashi Nakano)\nBefore it began using Grab's app, Plain Vanilla could only analyze sales trends based on quarterly figures. Now it can hone in on customer trends through the platform, and has added an option menu that lets people order complementary items such as drinks.\nWith the number of COVID-19 infections still high in Singapore, the city-state limits restaurant dining to two people per table. For small and midsize restaurants, food deliveries help make up for sales declines. Grab's app also helps promote the digitization of their operations.\nGrab receives commissions of up to 30% on deliveries of restaurant meals. It can earn more fees if the sales promotion app helps partner restaurants generate more orders. By bringing popular restaurants into its network, the app helps Grab maintain its share of the regional market for food deliveries.\nFor the business year ended December 2020, Grab had adjusted net revenue of $800 million from the delivery business, a fourfold increase from the previous year, thanks in part to strong stay-at-home demand. By contrast, revenue from its ride-hailing business fell to $500 million from $600 million due to restrictions on movement imposed in response to the pandemic.\nWhen Grab announced in April that it was going public, it forecast revenue of $1.2 billion from the delivery business in the current business year, up 50% from the preceding year and a swing to earnings before interest, taxes, depreciation and amortization (EBITDA) of $100 million, versus a loss of $200 million in 2020.\nBut Grab is not focused just on food deliveries. In September, it began home deliveries of perishable foods in the Philippines and Thailand, after setting up similar services in Malaysia and Singapore. Through tie-ups with local farmers and suppliers, Grab offers next-day deliveries of fresh food ordered before 5 p.m. Grab already offers 20- to 30-minute delivery of groceries.\nThe market for online home delivery services is expected to keep expanding. Euromonitor International, a London-based market researcher, forecasts the gross merchandise value of online food deliveries in Southeast Asian countries will reach $28.1 billion in 2025, up from $9.4 billion in 2020. Over the same period, the total online grocery retail value is projected to rise to $11.9 billion from $4.1 billion.\nGrab is also counting on synergies between its food delivery business and the one for groceries. According to the company, 85% of people who have used its grocery delivery service also have food delivered. At present, the company has only 5% as many grocery delivery customers as food delivery customers.\nGrab plans to hold an initial public offering in the U.S. through a merger with an American special-purpose acquisition company before the end of the year. The merger values Grab at $39.6 billion.\nGrab had grown on the strength of its ride-hailing business in Southeast Asia until the COVID-19 pandemic hit in 2019. In April to June this year, its ride-hailing service saw adjusted net sales fall 13% from the previous quarter to $146 million.\nBut thanks to continued growth in its delivery business, Grab predicts adjusted net revenue of $2.2 billion from deliveries in the 2023 business year, up nearly threefold from 2020, bringing its EBITDA to $500 million. If the delivery service turns profitable this year as planned and continues to grow, Grab will be able tout its improving earnings structure to investors.\nFoodpanda riders get ready for deliveries outside a restaurant, amid a COVID-19 outbreak in Kuala Lumpur, Malaysia July 8, 2020. © Reuters\nHowever, Grab's rivals in Southeast Asia are also fighting for a bigger slice of the rapidly growing delivery market. They, like Grab, are strengthening their marketing programs. Indonesia's Gojek, for example, is providing advertising tools such as a hyperlocal targeting feature to reach customers within a 4 km radius of partner restaurants.\nFoodpanda, Grab's rival in Singapore and elsewhere, offers a marketplace for merchants to buy affordable ingredients from suppliers. The U.K.'s Deliveroo offers a loyalty program for restaurants that rewards customers if they place multiple orders with the same restaurant, helping clients expand their customer base.\nWhile two to four companies look set to dominate the food delivery market in Southeast Asia, competition is expected to intensify in ancillary services for restaurants and other clients.","news_type":1,"symbols_score_info":{"AGC":0.9}},"isVote":1,"tweetType":1,"viewCount":2381,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":96,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/855335719"}
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