Who is the next owner of Korea’s biggest food delivery platform?
In February this year, Korean media reported that Delivery Hero was in contact with potential buyers regarding the sale of Baemin, South Korea's largest...
Grab Q1 2026 earnings call transcript
Grab Holdings announced its Q1 2026 earnings this morning (4 May 2026 ET). After the earnings call, its pre-market share price rose slightly, by...
Chinese regulators calling an end to the food delivery war again....
Fundamental reasons for the war
Our thoughts on Grab’s acquisition of Foodpanda Taiwan
Taking its core food delivery business beyond Southeast Asia
Why Deliveroo’s exit from Singapore isn’t quite a surprise
Given its small market share, Deliveroo’s exit is unlikely to materially affect consumers or riders but it may have strategic implications for F&B businesses
Our thoughts on Deliveroo quitting Singapore market
Yesterday, US food delivery market leader DoorDash announced the winding down of Deliveroo and Wolt operations in four countries: Qatar, Singapore, Japan, and Uzbekistan.
DoorDash...
Why might Delivery Hero sell its best asset?
Baemin is reportedly emerging as a potential divestment target for the German food delivery group.
[New report] Southeast Asia food delivery GMV grew 18% to hit...
As all 6 Southeast Asian markets record double-digit growth, we see affordability-led competition and platform consolidation reshaping Southeast Asia’s food delivery landscape.
China launches investigation into food delivery competition
The strongest signal fired from regulators since the quick commerce war started in 2025.
Alibaba Retires Its Food Delivery Brand
We have been covering the expensive food delivery and quick commerce war in China between major tech companies Alibaba and Meituan.
For a long time,...
