UBER Uber Technologies Inc. Loading... : Bullish and Bearish Analyst Opinions
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08:30
Jun 25
Jun 25
Uber Direct is Darden's first-party delivery partner; the relationship is steady but not growing significantly, indicating stable demand for Uber's white-label delivery service from a large casual-dining operator.
HIGH
08:30
Mar 19
Mar 19
Uber delivery mix for Olive Garden is growing (4.7% of sales) with management noting they may continue to market delivery as a secondary message, indicating a deepening partnership and incremental revenue for Uber.
HIGH
08:30
Dec 18
Dec 18
Olive Garden's first-party delivery via Uber Direct generated 4% of total sales, with ~50% incremental, indicating strong growth potential for Uber's last-mile platform in casual dining. — Uber's B2B delivery service is penetrating large restaurant chains, providing a new, high-quality revenue stream beyond its core marketplace.
HIGH
08:30
Sep 18
Sep 18
Darden's delivery partnership with Uber is driving incremental sales, especially among younger, higher-check guests, and the pilot is being expanded to other brands.
HIGH
About UBER Analyst Coverage
Buzzberg tracks UBER (Uber Technologies Inc.) across 1 sources. 0 bullish vs 0 bearish calls from 2 analysts. Sentiment: evenly split. 4 total trade ideas tracked. Latest voices: Rick Cardenas, Rajesh Vennam.