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Uber bid for Delivery Hero would be an odd route to superapp status
收购Delivery Hero,未必是优步通往“超级应用”的捷径

Food delivery group’s taxed operating profit this year is only about 2.4 per cent of its enterprise value
这家外卖集团今年税后营业利润仅约为其企业价值的2.4%。

It isn’t hard to see why Uber wants to be “one app for everything.” Piling everything from hotels and cars to shopping and finance on to a single “super app” is tantamount to a giant cross-selling opportunity, and a rich seam of customer behavioural data. But buying Delivery Hero, the food delivery business that Uber has been circling, would be a complicated and expensive way to get closer to boss Dara Khosrowshahi’s dream. 

不难看出为什么优步(Uber)想要成为一个“万能一站式应用”。把酒店、用车、购物和金融等服务统统装进一个“超级应用”,无异于创造了一个巨大的交叉销售机会,以及一座蕴藏客户行为数据的金矿。但收购Delivery Hero——这家优步一直有意收购的外卖业务公司——将是一条接近其首席执行官达拉•科斯罗沙希这一梦想的复杂且代价高昂的途径。

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