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2021-08-02

Why

Big Apple Takes Bite Out of Food Delivery<blockquote>大苹果从食品配送中获益</blockquote>

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.The conflict heated up last week. On Thursday, the council

Big Apple Takes Bite Out of Food Delivery<blockquote>大苹果从食品配送中获益</blockquote>

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{"i18n":{"language":"zh_CN"},"data":{"magic":2,"id":804086729,"tweetId":"804086729","gmtCreate":1627912358161,"gmtModify":1633755355374,"author":{"id":4087393349522690,"idStr":"4087393349522690","authorId":4087393349522690,"authorIdStr":"4087393349522690","name":"iuhney","avatar":"https://static.tigerbbs.com/90b541176a2e17566df902cd9fe2dfa0","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":11,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":1,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"extraTitle":"","html":"<html><head></head><body>Why</body></html>","htmlText":"<html><head></head><body>Why</body></html>","text":"Why","highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/804086729","repostId":1190890686,"repostType":4,"repost":{"id":"1190890686","kind":"news","pubTimestamp":1627910755,"share":"https://www.laohu8.com/m/news/1190890686?lang=zh_CN&edition=full","pubTime":"2021-08-02 21:25","market":"us","language":"en","title":"Big Apple Takes Bite Out of Food Delivery<blockquote>大苹果从食品配送中获益</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1190890686","media":"The Wall Street Journal","summary":"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.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颇有微词。在疫情期间，随着市场份额趋于平稳，这种敌意似乎延伸到了更广泛的行业。该市拥有约10%的美国市场，也可能是其他地方当地措施的先兆，该市的态度非常重要。</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>冲突上周升温。周四，该委员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，例如向食客提供餐厅的直拨电话号码，以及禁止平台对不会导致交易的电话订单向餐厅收费。</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、可能更重要的规则。其中一项措施，如果按预期实施，将把食品配送平台向餐厅收取的佣金的临时上限至少延长至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的佣金上限法案。</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，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（DAS-2.12%）根据过去四个季度（几乎是整个大流行期间）调整后的息税折旧摊销前利润报告了利润。</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”，因为客户支付的价格上涨以弥补损失的美元，从而减少了需求。</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>食品配送公司通常不会按城市公布其经济状况，但Uber Eats优食的发言人确实表示，由于与大流行相关的佣金上限，仅在纽约市，该公司就损失了超过6000万美元。对于食品配送公司来说，大流行后消费者的价格敏感性可能会增加，因为他们可以亲自用餐，而不是送货。</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，要求送货服务与餐馆分享每月的食客信息。虽然尚不清楚该规则将涵盖哪些数据，但该法案的摘要表明，它可能包括就餐者的姓名、电话号码、电子邮件地址、家庭住址和点的菜。</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，他们可以用来确定订单来自哪里，帮助他们评估送货平台的个人价值。它还可以显著降低平台之间的转换成本，并有助于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>虽然关于食品配送的佣金上限已经说了很多，但决定谁可以访问食客的数据也同样存在争议。食品配送平台认为，这样的法律会使就餐者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。其他人将第三方交付描述为数据的“看门人”，一位消息人士将平台比作最终被捣毁的“餐车卡特尔”。</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Second Measure数据显示，Grubhub和DoorDash在纽约市的市场份额并列领先，分别为35%和29%。在其他地方，全国许多城市和郊区已经实施了临时上限。六月，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，你能在任何地方做吗？</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>大苹果从食品配送中获益</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>大苹果从食品配送中获益</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颇有微词。在疫情期间，随着市场份额趋于平稳，这种敌意似乎延伸到了更广泛的行业。该市拥有约10%的美国市场，也可能是其他地方当地措施的先兆，该市的态度非常重要。</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>冲突上周升温。周四，该委员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，例如向食客提供餐厅的直拨电话号码，以及禁止平台对不会导致交易的电话订单向餐厅收费。</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、可能更重要的规则。其中一项措施，如果按预期实施，将把食品配送平台向餐厅收取的佣金的临时上限至少延长至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的佣金上限法案。</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，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（DAS-2.12%）根据过去四个季度（几乎是整个大流行期间）调整后的息税折旧摊销前利润报告了利润。</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”，因为客户支付的价格上涨以弥补损失的美元，从而减少了需求。</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>食品配送公司通常不会按城市公布其经济状况，但Uber Eats优食的发言人确实表示，由于与大流行相关的佣金上限，仅在纽约市，该公司就损失了超过6000万美元。对于食品配送公司来说，大流行后消费者的价格敏感性可能会增加，因为他们可以亲自用餐，而不是送货。</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，要求送货服务与餐馆分享每月的食客信息。虽然尚不清楚该规则将涵盖哪些数据，但该法案的摘要表明，它可能包括就餐者的姓名、电话号码、电子邮件地址、家庭住址和点的菜。</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，他们可以用来确定订单来自哪里，帮助他们评估送货平台的个人价值。它还可以显著降低平台之间的转换成本，并有助于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>虽然关于食品配送的佣金上限已经说了很多，但决定谁可以访问食客的数据也同样存在争议。食品配送平台认为，这样的法律会使就餐者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。其他人将第三方交付描述为数据的“看门人”，一位消息人士将平台比作最终被捣毁的“餐车卡特尔”。</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Second Measure数据显示，Grubhub和DoorDash在纽约市的市场份额并列领先，分别为35%和29%。在其他地方，全国许多城市和郊区已经实施了临时上限。六月，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，你能在任何地方做吗？</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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