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2021-08-02

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Big Apple Takes Bite Out of Food Delivery<blockquote>大苹果削弱了食品配送</blockquote>

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Home to about 10% of the U.S. market, and a possible harbinger of local measures elsewhere, the city’s attitude matters a great deal.The conflict heated up last week. On Thursday, the council ","content":" New bills passed in New York City could curb some appeal of companies like Grubhub, DoorDash and Uber Eats. The New York City Council has long had a bone to pick with food delivery platform Grubhub.During the pandemic, that animus seems to extend to reach the sector more broadly as market share has leveled. Home to about 10% of the U.S. market, and a possible harbinger of local measures elsewhere, the city’s attitude matters a great deal.<blockquote>纽约市通过的新法案可能会抑制 Grubhub、DoorDash 和 Uber Eats 等公司的一些吸引力。纽约市议会长期以来一直对食品配送平台Grubhub有意见。在疫情期间，随着市场份额趋于平稳，这种敌意似乎扩展到了更广泛的行业。该市拥有美国市场约 10% 的份额，也可能是其他地方采取地方措施的先兆，因此该市的态度至关重要。</blockquote> The conflict heated up last week. On Thursday, the council said it passed five bills meant to shift some of the balance of power away from food delivery platforms toward “struggling mom and pop shops.” The bills include some straightforward legislation like providing a restaurants’ direct telephone number to eaters and prohibiting platforms from charging restaurants for phone orders that don’t result in transactions.<blockquote>上周冲突升温。周四，议会表示通过了五项法案，旨在将部分权力平衡从食品配送平台转移到 “陷入困境的夫妻店”。这些法案包括一些简单的立法，如向食客提供餐馆的直接电话号码，以及禁止平台向餐馆收取不会促成交易的电话订单费用。</blockquote> But they also include more controversial and likely more consequential rules. One, if put into effect as anticipated, wouldextend temporary capsplaced on the commissions food-delivery platforms can charge restaurants at least until mid-February, 2022. Beyond what was decided last week, the city council says it is also scheduled to review a permanent commission cap bill this month.<blockquote>但它们也包括更有争议、可能更有影响的规则。其中之一，如果按预期生效，将延长送餐平台向餐馆收取的佣金临时上限，至少到 2022 年 2 月中旬。除了上周的决定，市议会表示，它还计划在本月审查一项永久委员会上限法案。</blockquote> <img src=\"https://static.tigerbbs.com/b0376f43b736ee504664bb031aae5fdd\" tg-width=\"742\" tg-height=\"510\" width=\"100%\" height=\"auto\">Long-term caps sound ominous for food delivery companies, but the true extent of their effects isn’t fully known. U.S. market leaderDoorDash,DASH-2.12%for example, has reported profits on the basis of adjusted earnings before interest, tax, depreciation and amortization for the last four quarters—pretty much the entirety of the pandemic.<blockquote>长期上限对食品配送公司来说听起来不祥之兆，但其影响的真实程度尚不完全清楚。例如，美国市场领导者 DoorDash（DASH-2.12%）公布的利润是根据过去四个季度（几乎是整个疫情期间）调整后的息税折旧摊销前利润计算的。</blockquote> At the same time, the company said in an April blog post that commission caps have caused a “tangible impact” to its business in terms of lessening demand as prices paid by customers have risen to recoup lost dollars.<blockquote>与此同时，该公司在 4 月份的一篇博客文章中表示，佣金上限对其业务产生了 “切实影响”，因为客户为弥补损失而支付的价格上涨，导致需求减少。</blockquote> Food delivery companies don’t typically break out their economics by city, but a spokesperson for Uber Eats did say it had lost more than $60 million in New York City alone due to pandemic-related commission caps. For food delivery companies, consumers’ price sensitivity is likely to increase post-pandemic as they gain access to in-person dining andrely less on delivery.<blockquote>送餐公司通常不会按城市细分其经济状况，但 Uber Eats 的一位发言人确实表示，由于与大流行病相关的佣金上限，该公司仅在纽约市就损失了 6000 多万美元。对于送餐公司来说，大流行后，消费者的价格敏感度可能会增加，因为他们可以亲自用餐，而且送餐的机会也会减少。</blockquote> There are also other threats. The council also voted to require delivery services to share monthly eater information with restaurants if restaurants request it. While it remains unclear as to exactly what data this rule will cover, a summary of the bill suggests it could include eaters’ names, phone numbers, email addresses, home addresses and what is ordered.<blockquote>还有其他威胁。该委员会还投票决定，如果餐馆提出要求，外卖服务必须与餐馆分享每月食客信息。虽然目前还不清楚这项规定将涵盖哪些数据，但法案摘要显示，它可能包括食客的姓名、电话号码、电子邮件地址、家庭住址和订购的物品。</blockquote> <img src=\"https://static.tigerbbs.com/10e85c5617a7edb8cfa051b68e6b7240\" tg-width=\"727\" tg-height=\"508\" width=\"100%\" height=\"auto\">That would arm restaurants with information they could use to determine where their orders are coming from, helping them to assess delivery platforms’ individual worth. It could also significantly lower switching costs between platforms and help enable restaurants to better access customers themselves.<blockquote>这将为餐馆提供信息，让他们可以用来确定订单的来源，帮助他们评估外卖平台的个人价值。它还可以显着降低平台之间的转换成本，并帮助餐厅更好地接触顾客。</blockquote> While a lot has been said of commission caps in food delivery, deciding who has access to eaters’ data is no less controversial. Food-delivery platforms have argued such a law would put eaters’ personal information at risk, noting consumers should be able to opt-in to data sharing rather than opt-out. Others have described third-party delivery as a “gatekeeper” of data with one source likening platforms to a “diner cartel” that is finally being busted.<blockquote>虽然人们对送餐服务的佣金上限议论纷纷，但决定谁有权访问食客的数据同样备受争议。送餐平台认为，这样的法律会使食客的个人信息面临风险，并指出消费者应该能够选择加入数据共享，而不是选择退出。还有人将第三方配送描述为数据的 “看门人”，有一位消息人士将平台比作终于被捣毁的 “餐馆卡特尔”。</blockquote> New York’s move is of particular importance to Grubhub since the city is its largest U.S. market. As of June, Bloomberg Second Measure data show Grubhub and DoorDash were tied with the market share lead in New York City with 35% a piece to Uber Eats’ 29%. Elsewhere, temporary caps have been put into place across many cities and suburbs nationwide. In June, San Francisco became the first city in the U.S. to pass a permanent fee cap.<blockquote>纽约的举动对 Grubhub 来说尤为重要，因为纽约是其在美国最大的市场。截至 6 月，彭博社第二次测量数据显示，Grubhub 和 DoorDash 在纽约市的市场份额分别为 35%，Uber Eats 的市场份额为 29%。在其他地方，全国许多城市和郊区都实施了临时上限。6月，旧金山成为美国第一个通过永久费用上限的城市。</blockquote> New York looms large for food delivery. If you can’t make it there, can you make it anywhere?<blockquote>纽约在食品配送方面显得尤为重要。如果你在那里做不到，你能在哪里做吗？</blockquote>","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>Big Apple Takes Bite Out of Food Delivery<blockquote>大苹果削弱了食品配送</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; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBig Apple Takes Bite Out of Food Delivery<blockquote>大苹果削弱了食品配送</blockquote>\n</h2>\n<h4 class=\"meta\">\n\nThe Wall Street Journal2021-08-02 21:25\n\n</h4>\n</header>\n<article>\n New bills passed in New York City could curb some appeal of companies like Grubhub, DoorDash and Uber Eats. The New York City Council has long had a bone to pick with food delivery platform Grubhub.During the pandemic, that animus seems to extend to reach the sector more broadly as market share has leveled. Home to about 10% of the U.S. market, and a possible harbinger of local measures elsewhere, the city’s attitude matters a great deal.<blockquote>纽约市通过的新法案可能会抑制 Grubhub、DoorDash 和 Uber Eats 等公司的一些吸引力。纽约市议会长期以来一直对食品配送平台Grubhub有意见。在疫情期间，随着市场份额趋于平稳，这种敌意似乎扩展到了更广泛的行业。该市拥有美国市场约 10% 的份额，也可能是其他地方采取地方措施的先兆，因此该市的态度至关重要。</blockquote> The conflict heated up last week. On Thursday, the council said it passed five bills meant to shift some of the balance of power away from food delivery platforms toward “struggling mom and pop shops.” The bills include some straightforward legislation like providing a restaurants’ direct telephone number to eaters and prohibiting platforms from charging restaurants for phone orders that don’t result in transactions.<blockquote>上周冲突升温。周四，议会表示通过了五项法案，旨在将部分权力平衡从食品配送平台转移到 “陷入困境的夫妻店”。这些法案包括一些简单的立法，如向食客提供餐馆的直接电话号码，以及禁止平台向餐馆收取不会促成交易的电话订单费用。</blockquote> But they also include more controversial and likely more consequential rules. One, if put into effect as anticipated, wouldextend temporary capsplaced on the commissions food-delivery platforms can charge restaurants at least until mid-February, 2022. Beyond what was decided last week, the city council says it is also scheduled to review a permanent commission cap bill this month.<blockquote>但它们也包括更有争议、可能更有影响的规则。其中之一，如果按预期生效，将延长送餐平台向餐馆收取的佣金临时上限，至少到 2022 年 2 月中旬。除了上周的决定，市议会表示，它还计划在本月审查一项永久委员会上限法案。</blockquote> <img src=\"https://static.tigerbbs.com/b0376f43b736ee504664bb031aae5fdd\" tg-width=\"742\" tg-height=\"510\" width=\"100%\" height=\"auto\">Long-term caps sound ominous for food delivery companies, but the true extent of their effects isn’t fully known. U.S. market leaderDoorDash,DASH-2.12%for example, has reported profits on the basis of adjusted earnings before interest, tax, depreciation and amortization for the last four quarters—pretty much the entirety of the pandemic.<blockquote>长期上限对食品配送公司来说听起来不祥之兆，但其影响的真实程度尚不完全清楚。例如，美国市场领导者 DoorDash（DASH-2.12%）公布的利润是根据过去四个季度（几乎是整个疫情期间）调整后的息税折旧摊销前利润计算的。</blockquote> At the same time, the company said in an April blog post that commission caps have caused a “tangible impact” to its business in terms of lessening demand as prices paid by customers have risen to recoup lost dollars.<blockquote>与此同时，该公司在 4 月份的一篇博客文章中表示，佣金上限对其业务产生了 “切实影响”，因为客户为弥补损失而支付的价格上涨，导致需求减少。</blockquote> Food delivery companies don’t typically break out their economics by city, but a spokesperson for Uber Eats did say it had lost more than $60 million in New York City alone due to pandemic-related commission caps. For food delivery companies, consumers’ price sensitivity is likely to increase post-pandemic as they gain access to in-person dining andrely less on delivery.<blockquote>送餐公司通常不会按城市细分其经济状况，但 Uber Eats 的一位发言人确实表示，由于与大流行病相关的佣金上限，该公司仅在纽约市就损失了 6000 多万美元。对于送餐公司来说，大流行后，消费者的价格敏感度可能会增加，因为他们可以亲自用餐，而且送餐的机会也会减少。</blockquote> There are also other threats. The council also voted to require delivery services to share monthly eater information with restaurants if restaurants request it. While it remains unclear as to exactly what data this rule will cover, a summary of the bill suggests it could include eaters’ names, phone numbers, email addresses, home addresses and what is ordered.<blockquote>还有其他威胁。该委员会还投票决定，如果餐馆提出要求，外卖服务必须与餐馆分享每月食客信息。虽然目前还不清楚这项规定将涵盖哪些数据，但法案摘要显示，它可能包括食客的姓名、电话号码、电子邮件地址、家庭住址和订购的物品。</blockquote> <img src=\"https://static.tigerbbs.com/10e85c5617a7edb8cfa051b68e6b7240\" tg-width=\"727\" tg-height=\"508\" width=\"100%\" height=\"auto\">That would arm restaurants with information they could use to determine where their orders are coming from, helping them to assess delivery platforms’ individual worth. It could also significantly lower switching costs between platforms and help enable restaurants to better access customers themselves.<blockquote>这将为餐馆提供信息，让他们可以用来确定订单的来源，帮助他们评估外卖平台的个人价值。它还可以显着降低平台之间的转换成本，并帮助餐厅更好地接触顾客。</blockquote> While a lot has been said of commission caps in food delivery, deciding who has access to eaters’ data is no less controversial. Food-delivery platforms have argued such a law would put eaters’ personal information at risk, noting consumers should be able to opt-in to data sharing rather than opt-out. Others have described third-party delivery as a “gatekeeper” of data with one source likening platforms to a “diner cartel” that is finally being busted.<blockquote>虽然人们对送餐服务的佣金上限议论纷纷，但决定谁有权访问食客的数据同样备受争议。送餐平台认为，这样的法律会使食客的个人信息面临风险，并指出消费者应该能够选择加入数据共享，而不是选择退出。还有人将第三方配送描述为数据的 “看门人”，有一位消息人士将平台比作终于被捣毁的 “餐馆卡特尔”。</blockquote> New York’s move is of particular importance to Grubhub since the city is its largest U.S. market. As of June, Bloomberg Second Measure data show Grubhub and DoorDash were tied with the market share lead in New York City with 35% a piece to Uber Eats’ 29%. Elsewhere, temporary caps have been put into place across many cities and suburbs nationwide. In June, San Francisco became the first city in the U.S. to pass a permanent fee cap.<blockquote>纽约的举动对 Grubhub 来说尤为重要，因为纽约是其在美国最大的市场。截至 6 月，彭博社第二次测量数据显示，Grubhub 和 DoorDash 在纽约市的市场份额分别为 35%，Uber Eats 的市场份额为 29%。在其他地方，全国许多城市和郊区都实施了临时上限。6月，旧金山成为美国第一个通过永久费用上限的城市。</blockquote> New York looms large for food delivery. If you can’t make it there, can you make it anywhere?<blockquote>纽约在食品配送方面显得尤为重要。如果你在那里做不到，你能在哪里做吗？</blockquote>\n<div class=\"bt-text\">\n\n\n 来源：<a href=\"https://www.wsj.com/articles/big-apple-takes-bite-out-of-food-delivery-11627910300?mod=rss_markets_main\">The Wall Street Journal</a>\n为提升您的阅读体验，我们对本页面进行了排版优化\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.wsj.com/articles/big-apple-takes-bite-out-of-food-delivery-11627910300?mod=rss_markets_main","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1190890686","content_text":"New bills passed in New York City could curb some appeal of companies like Grubhub, DoorDash and Uber Eats.\n\nThe New York City Council has long had a bone to pick with food delivery platform Grubhub.During the pandemic, that animus seems to extend to reach the sector more broadly as market share has leveled. Home to about 10% of the U.S. market, and a possible harbinger of local measures elsewhere, the city’s attitude matters a great deal.\nThe conflict heated up last week. On Thursday, the council said it passed five bills meant to shift some of the balance of power away from food delivery platforms toward “struggling mom and pop shops.” The bills include some straightforward legislation like providing a restaurants’ direct telephone number to eaters and prohibiting platforms from charging restaurants for phone orders that don’t result in transactions.\nBut they also include more controversial and likely more consequential rules. One, if put into effect as anticipated, wouldextend temporary capsplaced on the commissions food-delivery platforms can charge restaurants at least until mid-February, 2022. Beyond what was decided last week, the city council says it is also scheduled to review a permanent commission cap bill this month.\nLong-term caps sound ominous for food delivery companies, but the true extent of their effects isn’t fully known. U.S. market leaderDoorDash,DASH-2.12%for example, has reported profits on the basis of adjusted earnings before interest, tax, depreciation and amortization for the last four quarters—pretty much the entirety of the pandemic.\nAt the same time, the company said in an April blog post that commission caps have caused a “tangible impact” to its business in terms of lessening demand as prices paid by customers have risen to recoup lost dollars.\nFood delivery companies don’t typically break out their economics by city, but a spokesperson for Uber Eats did say it had lost more than $60 million in New York City alone due to pandemic-related commission caps. For food delivery companies, consumers’ price sensitivity is likely to increase post-pandemic as they gain access to in-person dining andrely less on delivery.\nThere are also other threats. The council also voted to require delivery services to share monthly eater information with restaurants if restaurants request it. While it remains unclear as to exactly what data this rule will cover, a summary of the bill suggests it could include eaters’ names, phone numbers, email addresses, home addresses and what is ordered.\nThat would arm restaurants with information they could use to determine where their orders are coming from, helping them to assess delivery platforms’ individual worth. It could also significantly lower switching costs between platforms and help enable restaurants to better access customers themselves.\nWhile a lot has been said of commission caps in food delivery, deciding who has access to eaters’ data is no less controversial. Food-delivery platforms have argued such a law would put eaters’ personal information at risk, noting consumers should be able to opt-in to data sharing rather than opt-out. Others have described third-party delivery as a “gatekeeper” of data with one source likening platforms to a “diner cartel” that is finally being busted.\nNew York’s move is of particular importance to Grubhub since the city is its largest U.S. market. As of June, Bloomberg Second Measure data show Grubhub and DoorDash were tied with the market share lead in New York City with 35% a piece to Uber Eats’ 29%. Elsewhere, temporary caps have been put into place across many cities and suburbs nationwide. In June, San Francisco became the first city in the U.S. to pass a permanent fee cap.\nNew York looms large for food delivery. 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