Philip Morris International Inc. $PM Position Decreased by Dash Acquisitions Inc.
Dash Acquisitions Inc. reduced its stake in Philip Morris International (NYSE:PM) by 3.5% in the fourth quarter of the prior year, selling 7,482 shares. Despite the reduction, Philip Morris remains Dash Acquisitions' fifth-largest holding, valued at approximately $32.75 million. The article also notes recent insider sales by the CFO and CEO, strong quarterly earnings that beat expectations, increased guidance, and a reaffirmed quarterly dividend.
10 Best Depressed Stocks to Buy in 2026
This article identifies O'Reilly Automotive, Inc. (NASDAQ: ORLY) as one of the best depressed stocks to buy in 2026, highlighting analyst upgrades and strong Q1 2026 performance. The company reported better-than-expected earnings and revenue, driven by robust comparable store sales in both professional and DIY segments. Analysts maintain positive outlooks, citing conservative guidance and market share expansion opportunities.
SERV's Revenue-per-Robot Push Deepens: Can Monetization Improve?
Serve Robotics Inc. (SERV) is focusing on monetizing its existing robot fleet more effectively by prioritizing higher revenue per robot and improved productivity, rather than just expanding its unit count. The company aims to achieve this through increased utilization, partner integrations, and broader merchant coverage, while reiterating its 2026 revenue guidance of $26 million. Despite competition from DoorDash and Uber in autonomy, SERV maintains a narrower focus on sidewalk robot utilization and revenue per supply hour, with its stock currently holding a "Hold" rating from Zacks.
Pizza Hut franchisee says AI caused $100M in damages
A Pizza Hut franchisee, Chaac Pizza Northeast, is suing the franchisor for $100 million in damages, alleging that Pizza Hut's Dragontail AI system caused significant operational issues and a decline in delivery sales. Chaac Pizza claims the AI system disrupted its integration with DoorDash, led to slower order times, and eroded customer satisfaction, despite their prior strong performance. The lawsuit highlights potential difficulties in rolling out large technology solutions across franchises, especially for operators heavily reliant on third-party delivery services.
How Dollar General Charted Its Path in Data
Stephanie Jensen, Dollar General's director of data science, spoke at Progressive Grocer’s GroceryTech event about the retailer's approach to retail media. She emphasized the importance of using first-party data, accepting initial data fragmentation while planning to break down silos, understanding customer differentiation, and building trust with brands through standardized measurement. Dollar General leverages its extensive rural customer base and partnerships like DoorDash to achieve incremental reach for brands.
On-Demand Style Deliveries
Urban Outfitters and DoorDash have partnered to offer on-demand delivery of UO products nationwide, just in time for graduation season. This collaboration allows DoorDash users to quickly shop for fashion, accessories, beauty, gifting, and lifestyle items. To celebrate the launch, they are introducing a "Deliver Joy" program with immersive activations, exclusive offers, and graduation-focused experiences across the US, including a limited-time discount of 30% off orders of $50 or more.
Urban Outfitters Just Launched on DoorDash, and My Last-Minute Shopping Habits Are Thriving
Urban Outfitters and DoorDash have partnered, allowing customers to order fashion, accessories, beauty, gifting, and lifestyle products for same-day delivery through the DoorDash app. This collaboration is ideal for last-minute shoppers and procrastinators. To celebrate the launch, customers can receive 30% off orders of $50 or more from May 13 to May 27 using the promo code URBANSAVE30.
News & Commentary: May 13, 2026
House Republicans are planning a floor vote on the SCORE Act, which aims to codify rules for student-athletes' NIL profits while maintaining their non-employee status. Wells Fargo recently won an appeal regarding its 401(k) forfeiture practices, with the Eighth Circuit affirming the dismissal of a suit challenging their use of forfeitures. Meanwhile, Georgia has enacted a law allowing gig companies like Uber and DoorDash to contribute to workers' portable benefits without classifying them as employees.
Urban Outfitters, DoorDash Target Gen Z and Grads in New Partnership
Urban Outfitters has partnered with DoorDash to target Gen Z consumers and recent graduates through an on-demand retail experience. This collaboration allows DoorDash users to shop UO apparel, accessories, gifts, and beauty products directly through the app, leveraging Gen Z's high engagement with food delivery platforms. The initiative includes immersive activations and exclusive offers throughout May, building on UO's recent efforts to tailor store formats and campaigns specifically for Gen Z.
Amazon Takes On Walmart And Target With Aggressive 30-Minute Delivery Service: Which US Cities Qualify?
Amazon is expanding its "Amazon Now" service to offer 30-minute delivery of groceries and essentials in dozens of U.S. cities, directly competing with Walmart and Target's accelerated delivery initiatives. This move leverages smaller fulfillment centers closer to customers and caters to Prime members with a $3.99 delivery fee. The broader industry shift towards "instant commerce" is increasing pressure on other delivery platforms like DoorDash and Instacart.
Need a last-minute outfit? DoorDash now brings Urban Outfitters
DoorDash and Urban Outfitters have partnered to offer nationwide on-demand delivery of UO's fashion, accessories, and lifestyle products, targeting Gen Z consumers. The collaboration includes a "Deliver Joy" graduation campaign and a limited-time 30% discount for orders over $50. This move continues DoorDash's expansion into non-food retail, aiming to enhance accessibility and convenience for shoppers.
Urban Outfitters and DoorDash Partner to Bring On-Demand Style to Gen Z
Urban Outfitters has partnered with DoorDash to offer on-demand delivery of its fashion, accessories, and lifestyle products, targeting Gen Z consumers. This collaboration expands UO's retail accessibility with greater speed and convenience, especially for occasions like graduation. To mark the launch, they are rolling out a "Deliver Joy" campaign with activations and an exclusive discount offer.
Urban Outfitters Teams With DoorDash for On-demand Style in Gen Z ‘Deliver Joy’ Campaign
Urban Outfitters has partnered with DoorDash to offer on-demand delivery of its fashion, accessories, beauty, gifting, and lifestyle products nationwide, targeting Gen Z shoppers. The collaboration launches with the "Deliver Joy" campaign, coinciding with graduation season, and includes immersive activations and a 30 percent-off promotion for eligible customers. This move expands DoorDash's reach beyond restaurant delivery and aims to make Urban Outfitters more accessible to its digitally native customer base.
Wolt, Deutsche Bank and Miles & More announce new partnership
Wolt, Deutsche Bank, and Miles & More have announced a new partnership in Germany, offering Wolt+ benefits to Lufthansa Miles & More Credit Card holders and Deutsche Bank customers. This collaboration integrates everyday delivery services with loyalty programs and banking, aiming to provide attractive special terms and added value to a broader customer base. The initiative highlights Wolt+'s evolution into an all-encompassing lifestyle membership, enhancing user convenience and expanding its reach.
Papa Johns to deliver sandwiches by air in North Carolina
Papa Johns is partnering with Wing, Alphabet's drone delivery service, to deliver Oven Toasted Sandwiches in parts of Charlotte, North Carolina. This collaboration marks Wing's first direct partnership with a national quick-service restaurant chain and aims to integrate drone delivery with Papa Johns' existing ordering systems for future expansions. While initially limited to sandwiches, the long-term goal is to overcome the challenges of pizza delivery by drone and help Papa Johns acquire new consumers amidst recent struggles in sales growth.
Amazon Takes On Walmart And Target With Aggressive 30-Minute Delivery Service: Which US Cities Qualify?
Amazon is expanding its "Amazon Now" service, offering 30-minute delivery for groceries and other essentials in several US cities, directly competing with Walmart and Target. This move is part of a broader "instant commerce" trend where retailers prioritize fast delivery, though the cost remains a challenge for both companies and consumers. The expansion also intensifies pressure on existing delivery platforms like DoorDash and Uber Eats.
Tyler Technologies (NYSE:TYL) Stock Unloaded Rep. Gilbert Ray Cisneros, Jr.
Rep. Gilbert Ray Cisneros, Jr. sold Tyler Technologies (NYSE:TYL) shares worth between $1,001 and $15,000 on April 14, though TYL recently reported better-than-expected quarterly results. Analysts remain largely positive with 12 Buy ratings and an average target price of $468.53. However, insider sales and the stock trading below key moving averages suggest mixed sentiment among investors.
Yelp Inc. (NYSE:YELP) Q1 2026 Earnings Call Transcript
Yelp Inc. (NYSE:YELP) reported modest Q1 2026 revenue growth of 1% to $361 million amidst a challenging economic environment for local businesses, with adjusted EBITDA decreasing 7% to $79 million. The company is actively pursuing an AI transformation, rolling out new features like Yelp Assistant and expanding AI-driven revenue streams such as Yelp Host and data licensing, targeting $250 million in "other revenue" run rate by the end of 2028. Despite maintaining its full-year outlook due to persistent macroeconomic uncertainty, Yelp expressed optimism about long-term profitable growth driven by AI innovation, strategic acquisitions like Hatch, and increased productivity.
Analysts Offer Insights on Consumer Cyclical Companies: GoodYear Tire (GT), DoorDash (DASH) and Dutch Bros Inc (BROS)
This article provides an overview of analyst ratings for three consumer cyclical companies: GoodYear Tire (GT), DoorDash (DASH), and Dutch Bros Inc (BROS). Morgan Stanley maintained a Sell rating on GoodYear Tire, while Oppenheimer reiterated Buy ratings for both DoorDash and Dutch Bros Inc. The report highlights price targets, analyst success rates, and overall market consensus for these stocks.
Uber and Lyft Stopped Competing and Started Thriving
Uber and Lyft are no longer directly competing but are instead pursuing diverging strategies for growth and profitability. Uber is expanding into a broad mobility and commerce ecosystem driven by AI and autonomous vehicles, aiming to be an "everyday utility." Lyft, conversely, is focusing on a more specialized, premium rideshare experience through customer service and strategic partnerships, particularly with autonomous vehicle providers like Waymo.
Ulta Beauty adds third-party delivery partner
Ulta Beauty has partnered with Uber Eats to offer delivery from over 1,500 of its stores, expanding its omnichannel shopping experience. This collaboration allows customers to receive beauty and wellness products quickly and conveniently. It also marks Uber Eats' continued expansion beyond food delivery into other retail categories, alongside Ulta Beauty's existing partnerships with Instacart and DoorDash.
Analysts Offer Insights on Consumer Cyclical Companies: H&R Block (HRB), DoorDash (DASH) and Reynolds Consumer Products (REYN)
Analysts from RBC Capital and Barrington provided insights on several consumer cyclical companies. H&R Block received a Buy rating, DoorDash a Strong Buy with significant upside, and Reynolds Consumer Products a Hold rating. These analyses include price targets and reflect the current analyst consensus for each stock.
Walmart’s $6.4 Billion Ad Business Is Repricing WMT Stock: Here Is the Math
Walmart's ad business, particularly Walmart Connect, significantly boosted the company's Q4 fiscal 2026 operating income, which grew faster than sales. The retail giant's e-commerce surged globally by 24%, driven by strong U.S. growth and rapid delivery services. With advertising and membership fees now contributing a third of operating income, analysts are re-evaluating WMT's long-term earnings potential, anticipating continued margin expansion despite potential challenges like energy cost inflation.
DoorDash (NASDAQ: DASH) posts 33% revenue jump and $754M Adjusted EBITDA
DoorDash reported strong Q1 2026 financial results with a 33% year-over-year revenue increase to $4.0 billion and a 28% rise in Adjusted EBITDA to $754 million, driven by growth in Total Orders and Marketplace GOV, including contributions from Deliveroo. Despite a 5% dip in GAAP net income, the company generated $420 million in Free Cash Flow. DoorDash provided Q2 2026 guidance for Marketplace GOV between $32.4–$33.4 billion and Adjusted EBITDA between $770–$870 million, while also repurchasing 1.4 million shares for $205 million.
Is Pfizer Stock Worth Buying After a Q1 2026 Beat and Patent Win?
Pfizer (PFE) reported strong Q1 2026 earnings, beating revenue and EPS estimates, driven by growth in new products and effective cost management. A key patent settlement for Vyndamax further strengthens the long-term outlook, reducing downside risk and improving cash flow visibility. While near-term challenges from patent expirations persist, the company's "bridge strategy" of growing new products and pipeline development indicates a potential recovery thesis for investors willing to hold through 2029.
[10-Q] Ibotta, Inc. Quarterly Earnings Report
Ibotta, Inc. (IBTA) has released its quarterly earnings report (Form 10-Q) for the period ending March 31, 2026. The company reported a net loss of $10.3 million for the quarter, compared to a net income of $0.6 million in the prior year, with revenue decreasing slightly to $82.5 million. The report details the company's financial condition, results of operations, and risks, highlighting a share repurchase program and ongoing legal proceedings.
DoorDash Earnings: Flywheel Intact and Reinvestment Fears Subsiding; Shares Are Fairly Valued
DoorDash shares rose following its first-quarter earnings report, driven by record membership sign-ups and management's projection for increasing margins throughout the year, excluding the Deliveroo acquisition. While actual quarterly results were described as "merely fine," the positive market reaction indicates investor confidence in the company's future outlook. The report suggests that DoorDash's core business model remains strong and concerns about reinvestment are diminishing.
Ulta Beauty adds new delivery partner
Ulta Beauty has partnered with Uber Eats to offer on-demand delivery from over 1,500 stores across the U.S., just in time for Mother's Day. This expands Ulta Beauty's omnichannel strategy, providing customers with more flexible ways to shop for beauty and wellness products. The retailer already has an established partnership with DoorDash for same-day delivery.
Uber adds over 1,500 Ulta Beauty stores to Uber Eats marketplace
Uber (UBER) and Ulta Beauty (ULTA) have partnered to add over 1,500 Ulta Beauty stores to the Uber Eats marketplace, allowing customers nationwide to order beauty and wellness products for on-demand or scheduled delivery. This collaboration aims to provide seamless and convenient access to Ulta Beauty's extensive assortment, particularly beneficial for occasions like Mother's Day or restocking daily favorites. Jodi Williams of Ulta Beauty emphasized that this partnership extends their omnichannel experience, delivering products with speed and convenience directly to guests' doors.
No tip required: food-delivery robots to roll on Vancouver sidewalks
Vancouver City Council has approved a six-month pilot project allowing California-based Serve Robotics Inc. to deploy food-delivery robots on city sidewalks. The initiative aims to evaluate the robots' safety and impact on pedestrians and property, despite some councillors raising concerns about sidewalk crowding and privacy. If successful, the project could establish Vancouver as a leader in robotic innovation, with Serve Robotics aiming to reduce delivery costs significantly and potentially expand its operations across the city.
Analysts Are Bullish on These Consumer Cyclical Stocks: thredUP (TDUP), DoorDash (DASH)
Two analysts have issued bullish sentiments on consumer cyclical stocks thredUP (TDUP) and DoorDash (DASH). William Blair maintained a Buy rating on thredUP with a price target implying a 98.6% upside, and KeyBanc maintained a Buy rating on DoorDash with a price target of $280.00, suggesting a 42.1% upside. Both companies are seen as Strong Buys by analyst consensus.
DoorDash (Nasdaq: DASH) posts 2025 profit and closes Deliveroo, SevenRooms deals
DoorDash (DASH) reported a significant financial turnaround in 2025, posting a net income of $935 million and operating income of $723 million, driven by a revenue increase to $13.7 billion. The company expanded its global footprint and technology capabilities through major acquisitions, including Deliveroo for $3.724 billion, SevenRooms for $1.152 billion, and Symbiosys for $121 million. These strategic moves and strong financial performance indicate a shift towards sustained profitability and aggressive growth through M&A.
DoorDash (NYSE: DASH) director’s trust sells 23,125 shares under 10b5-1 plan
DoorDash director Stanley Tang's trust, The ST Trust, sold 23,125 Class A shares on May 4, 2026, through multiple open-market transactions. These sales, executed under a pre-arranged Rule 10b5-1 trading plan adopted on December 3, 2025, occurred at weighted average prices ranging from $172.19 to $176.40 per share. Following these transactions, Tang retains significant direct and indirect holdings in both Class A and Class B shares, with Class B shares being convertible to Class A at a 1:1 ratio.
Rayonier Advanced Materials Q1 2026 Earnings Report
Rayonier Advanced Materials (NYSE: RYAM) announced its Q1 2026 earnings, reporting an actual EPS of -$1.22, significantly missing the consensus EPS of -$0.62. While actual revenue information was not provided, the expected revenue was $302.63 million. The company's Q1 2026 earnings were released after market close on May 5, 2026, and an earnings conference call is scheduled for May 6, 2026, at 9:00 AM ET.
SNAP recipients can buy Kroger groceries from DoorDash. Here's how.
DoorDash has partnered with Kroger to allow SNAP and EBT benefit recipients to order groceries for delivery, specifically aiming to serve communities in food deserts. The service is available at nearly 2,700 Kroger stores and affiliate brands, with DoorDash waiving delivery fees on first EBT orders through June 15. The article also provides instructions on how to add SNAP/EBT cards to the DoorDash app and manage payments.
DoorDash SNAP grocery delivery expands to nearly 2,700 Kroger stores
DoorDash has expanded its SNAP grocery delivery service to nearly 2,700 Kroger-owned stores, allowing millions of recipients nationwide to use their EBT benefits for online grocery purchases. This collaboration aims to improve food access, especially for those in food deserts, and DoorDash is offering a $0 delivery fee on the first EBT purchase from participating Kroger stores through June 15. The article also provides instructions on how SNAP users can order eligible items through the DoorDash app.
Top Tock exec is leaving Amex
Matt Tucker, head of Tock and chief commercial officer for American Express Global Dining, is departing the company on May 22nd. His departure follows American Express's decision to sunset the Tock brand and integrate its technology into Resy, Amex's larger booking platform. Tucker, who led Tock through its acquisition by Squarespace and then by American Express, expressed doubts about the viability of pure-play reservations companies in the current competitive market.
Parafin Expands Warehouse Credit Facility With Silicon Valley Bank, EverBank, and Trinity Capital
Parafin, an embedded financial infrastructure company, announced the renewal and upsizing of its warehouse credit facility with Silicon Valley Bank, EverBank, and Trinity Capital. This expansion increases Parafin's borrowing capacity and reduces its cost of capital, allowing it to offer more flexible financing products to small businesses through platforms like Amazon and DoorDash. Parafin has already funded over $2 billion to small businesses across the U.S., with a majority of fundings going to repeat borrowers.
DoorDash expands SNAP grocery payments to about 2,700 Kroger stores in the U.S.
DoorDash has expanded its SNAP benefit payment options to approximately 2,700 Kroger-operated stores across the U.S., including Ralphs and Harris Teeter. This initiative aims to assist 4.5 million existing SNAP card users on the platform, many of whom face mobility, caregiving, or food-access challenges. The expansion occurs amidst ongoing political discussions regarding potential cuts to SNAP funding and restrictions on purchasing categories in several states.
2026 Cinco de Mayo Deals From Your Favorite Restaurants
This article highlights Cinco de Mayo deals for 2026 from popular restaurants like Chipotle, Moe's Southwest Grill, On the Border, Taco Bell, and Qdoba. Deals include free chips and queso or guac at Chipotle, free queso with entrée at Moe's and Qdoba, and discounted tacos and margaritas at On the Border. Taco Bell offers deals through third-party delivery apps such as Grubhub+, DoorDash, and Uber Eats.
Analysts Have Conflicting Sentiments on These Consumer Cyclical Companies: Patrick Industries (PATK), DoorDash (DASH) and Atmus Filtration Technologies, Inc. (ATMU)
This article examines analyst sentiments on three consumer cyclical companies: Patrick Industries (PATK), DoorDash (DASH), and Atmus Filtration Technologies, Inc. (ATMU). While analysts have a "Moderate Buy" consensus for Patrick Industries with a $121.14 price target, Bank of America Securities reiterated a "Sell" rating. DoorDash holds a "Strong Buy" consensus with a $250.22 average price target, and Atmus Filtration Technologies also has a "Strong Buy" consensus with a target of $68.00, both with significant upside potential.
DoorDash now accepts SNAP, EBT payments for Kroger deliveries
DoorDash has announced that it now accepts SNAP and EBT payments for grocery deliveries from Kroger-family stores, including Kroger, Fred Meyer, Harris Teeter, Ralphs, and Mariano's. This initiative allows over 4.5 million SNAP-eligible shoppers to use their benefits for online grocery orders. To encourage usage, DoorDash is offering no delivery fee on the first order from these brands when paying with an EBT card until June 15.
DoorDash adds SNAP payment options for delivery from Kroger stores
DoorDash has introduced an option to use SNAP (Supplemental Nutrition Assistance Program) benefits for eligible grocery deliveries from Kroger and its subsidiary stores. This expansion of payment methods aims to increase food access for more communities. Customers can now add their SNAP EBT cards to their DoorDash accounts for online grocery purchases.
DoorDash expands SNAP, EBT access to Kroger stores nationwide
DoorDash has expanded its SNAP and EBT payment capabilities to nearly 2,700 Kroger-owned stores across the U.S., allowing millions of Americans to use their food assistance benefits for online grocery delivery. This initiative aims to improve access to affordable food, especially for shoppers in underserved areas. To encourage usage, DoorDash is offering $0 delivery fees on the first order from a Kroger banner when paying with an EBT card for a limited time.
DoorDash expands SNAP, EBT access to Kroger stores nationwide
DoorDash has expanded its SNAP and EBT payment capabilities to nearly 2,700 Kroger-owned stores nationwide, enabling millions of food assistance recipients to order groceries online for delivery. This expansion includes major Kroger banners like Fred Meyer and Ralphs and aims to improve access to affordable food, especially in underserved areas. DoorDash is offering $0 delivery fees on first orders from Kroger stores when paying with EBT to mark the launch.
DoorDash Just Opened Kroger Delivery to SNAP Cards at 2,700 Stores
DoorDash has expanded its grocery delivery service to accept SNAP/EBT payments at nearly 2,700 Kroger-family stores, broadening access for low-income households. This move positions DoorDash deeper into the grocery retail market, rivaling other platforms like Uber Eats and Instacart that also offer EBT SNAP acceptance. The company is waiving delivery fees for first-time Kroger-family SNAP orders through June 15, though other charges still apply.
DoorDash now accepts SNAP, EBT payments for Kroger deliveries
DoorDash has announced that it now accepts SNAP and EBT payments for deliveries from Kroger-family stores, including Kroger, Fred Meyer, Harris Teeter, Ralphs, and Mariano’s. This expands access to groceries for millions of SNAP-eligible shoppers. The company is also offering no delivery fee on the first order from Kroger brands when customers use an EBT card until June 15.
DoorDash now accepts SNAP, EBT payments for Kroger deliveries
DoorDash has announced that it will now accept SNAP and EBT payments for deliveries from Kroger-family stores, including Kroger, Fred Meyer, Harris Teeter, Ralphs, and Mariano’s. This initiative aims to improve access to affordable food for millions of shoppers. Additionally, DoorDash is offering no delivery fee on the first order from Kroger brands when using an EBT card until June 15.
DoorDash now accepts SNAP, EBT payments for Kroger deliveries
DoorDash has announced that it now accepts SNAP and EBT payments for deliveries from Kroger-family stores, including Kroger, Fred Meyer, Harris Teeter, Ralphs, and Mariano’s. This expansion allows SNAP-eligible shoppers to access groceries online from nearly 2,700 stores. DoorDash is also offering a promotion of no delivery fee on the first order from Kroger brands for EBT card users until June 15.
DoorDash now accepts SNAP, EBT payments for Kroger deliveries
DoorDash has announced that it now accepts SNAP and EBT payments for deliveries from Kroger-family stores, including Kroger, Fred Meyer, Harris Teeter, Ralphs, and Mariano’s. This expansion allows SNAP-eligible shoppers to utilize DoorDash's platform for grocery delivery from nearly 2,700 eligible stores. The company is also offering a no-delivery-fee promotion on the first order for EBT users from these Kroger brands until June 15.
