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
Sea group shares dropped 16% – what happened to Shopee?
Our thoughts on Sea group’s Q4 2025 earnings
Sea Limited (SE) Q4 2025 earnings call transcript
Sea Group announced their Q4 2025 earnings yesterday (3 March 2026). After the earnings call, Sea Group’s stock price plunged almost 27%, before closing...
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...
Lazada’s RedMart steps into Singapore’s Quick Commerce competition
Recently, RedMart, a Singapore-based online grocer integrated with ecommerce platform Lazada, launched its own version of quick commerce.Â
Called RedMart Now, the service promises grocery...
[New report] TikTok Shop U.S. GMV grew 68% to reach US$15.1B...
the ecosystem moves into a new phase
Dingdong founder explains the sale to Meituan
On 5 Feb, Meituan announced the acquisition of the Chinese business of dark store operator Dingdong Maicai (NYSE: DDL). You can read our analysis...
Why might Delivery Hero sell its best asset?
Baemin is reportedly emerging as a potential divestment target for the German food delivery group.
