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2021-10-15

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Lyft Is Losing Ground to Uber, Analyst Says<blockquote>分析师称Lyft正在输给 Uber</blockquote>

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The service edge, is likely helping Uber gain market share from its largest U.S. rival, he wrote.<blockquote>加拿大皇家银行 (RBC) 分析师布拉德·埃里克森 (Brad Erickson) 周四写道，他的最新研究表明，优步（股票代码：UBER）正在以更低的成本更快地将客户送达目的地。他写道，服务优势可能会帮助 Uber 从其最大的美国竞争对手那里获得市场份额。</blockquote> Erickson and his team analyzed “20 geographically distributed sample rides” in the 10 largest U.S. markets as a proxy for Uber and Lyft’s relative performance.<blockquote>埃里克森和他的团队分析了美国 10 个最大市场的 “20 次地理分布的样本乘坐 ”，以此作为 Uber 和Lyft相对表现的代表。</blockquote> Overall, Erickson wrote that wait times for pickups have declined 38% since his last analysis in May, reflecting overall improvement in driver supply. But he also found that Uber is delivering riders to their destinations 13% faster on average than Lyft (LYFT), which compares to an 8% advantage in May.<blockquote>埃里克森写道，总体而言，自他 5 月份的上次分析以来，皮卡车的等待时间减少了 38%，反映出司机供应的整体改善。但他也发现，优步将乘客送到目的地的速度平均比Lyft（Lyft）快13%，而5月份的优势为8%。</blockquote> “Our latest driver supply analysis indicates Uber has created an efficiency gap which is allowing it to price more aggressively while generating more bookings/hour due to faster trip-times and likely share gains,” Erickson wrote.<blockquote>“埃里克森写道：”我们最新的司机供应分析表明，Uber 已经形成了一个效率差距，这使得它能够更积极地定价，同时由于更快的行程时间和可能的份额增长，每小时的预订量也会增加。</blockquote> Uber’s average pricing is now 10% below Lyft’s, according to his analysis. That’s a flip from May, when Uber’s rides were 1% more expensive.<blockquote>根据他的分析，Uber 的平均定价现在比Lyft低 10%。这与 5 月份相比有所不同，当时 Uber 的乘车价格上涨了 1%。</blockquote> His latest survey also found that Uber’s bookings per hour were 3.4% ahead of Lyft’s.<blockquote>他的最新调查还发现，Uber 的每小时预订量比Lyft高出 3.4%。</blockquote> In other words, according to Erickson, Uber riders are paying less for more efficient rides, while Uber drivers are getting more pickups.<blockquote>换句话说，根据埃里克森的说法，优步乘客为更高效的乘车支付的费用更少，而优步司机则获得了更多的皮卡。</blockquote> Lyft did not respond to a request for comment about Erickson’s findings.<blockquote>Lyft没有回应对埃里克森调查结果发表评论的请求。</blockquote> Erickson has Outperform ratings on both Uber and Lyft and notes that Lyft is driving toward sustainable profitability in 2022. But he adds that he has “incremental concerns that postpandemic, Uber’s more proactive investments in driver supply may be bearing fruit,” leading to some market share loss for Lyft.<blockquote>埃里克森对 Uber 和Lyft的评级均跑赢大盘，并指出Lyft正在推动 2022 年实现可持续盈利。但他补充说，他 “越来越担心，在大流行之后，Uber 在司机供应方面更积极的投资可能会取得成效”，导致Lyft失去一些市场份额。</blockquote> Erickson kept his $65 target price on Uber shares, but trimmed his target on Lyft to $65, from $70.<blockquote>埃里克森维持 Uber 股票 65 美元的目标价，但将Lyft的目标价从 70 美元下调至 65 美元。</blockquote> Uber shares closed up 1.9% Thursday, to $47.28, while Lyft fell 5.1% to $50.51.<blockquote>Uber 股价周四收盘上涨 1.9%，至 47.28 美元，而Lyft股价下跌 5.1%，至 50.51 美元。</blockquote>","source":"lsy1601382232898","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>Lyft Is Losing Ground to Uber, Analyst Says<blockquote>分析师称Lyft正在输给 Uber</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\">\nLyft Is Losing Ground to Uber, Analyst Says<blockquote>分析师称Lyft正在输给 Uber</blockquote>\n</h2>\n<h4 class=\"meta\">\n\nBarrons2021-10-15 16:46\n\n</h4>\n</header>\n<article>\n Shares of&nbsp;Lyft&nbsp;fell 5% Thursday, after new Wall Street research indicated the company is losing ground to&nbsp;Uber Technologies&nbsp;in the fiercely competitive ride-hailing business.<blockquote>Lyft股价周四下跌 5%，此前华尔街最新研究表明，该公司在竞争激烈的打车业务中正在输给 Uber Technologies。</blockquote> RBC analyst Brad Erickson wrote Thursday that his latest research suggests Uber (ticker: UBER) is getting its customers to destinations faster and at a lower cost. The service edge, is likely helping Uber gain market share from its largest U.S. rival, he wrote.<blockquote>加拿大皇家银行 (RBC) 分析师布拉德·埃里克森 (Brad Erickson) 周四写道，他的最新研究表明，优步（股票代码：UBER）正在以更低的成本更快地将客户送达目的地。他写道，服务优势可能会帮助 Uber 从其最大的美国竞争对手那里获得市场份额。</blockquote> Erickson and his team analyzed “20 geographically distributed sample rides” in the 10 largest U.S. markets as a proxy for Uber and Lyft’s relative performance.<blockquote>埃里克森和他的团队分析了美国 10 个最大市场的 “20 次地理分布的样本乘坐 ”，以此作为 Uber 和Lyft相对表现的代表。</blockquote> Overall, Erickson wrote that wait times for pickups have declined 38% since his last analysis in May, reflecting overall improvement in driver supply. But he also found that Uber is delivering riders to their destinations 13% faster on average than Lyft (LYFT), which compares to an 8% advantage in May.<blockquote>埃里克森写道，总体而言，自他 5 月份的上次分析以来，皮卡车的等待时间减少了 38%，反映出司机供应的整体改善。但他也发现，优步将乘客送到目的地的速度平均比Lyft（Lyft）快13%，而5月份的优势为8%。</blockquote> “Our latest driver supply analysis indicates Uber has created an efficiency gap which is allowing it to price more aggressively while generating more bookings/hour due to faster trip-times and likely share gains,” Erickson wrote.<blockquote>“埃里克森写道：”我们最新的司机供应分析表明，Uber 已经形成了一个效率差距，这使得它能够更积极地定价，同时由于更快的行程时间和可能的份额增长，每小时的预订量也会增加。</blockquote> Uber’s average pricing is now 10% below Lyft’s, according to his analysis. That’s a flip from May, when Uber’s rides were 1% more expensive.<blockquote>根据他的分析，Uber 的平均定价现在比Lyft低 10%。这与 5 月份相比有所不同，当时 Uber 的乘车价格上涨了 1%。</blockquote> His latest survey also found that Uber’s bookings per hour were 3.4% ahead of Lyft’s.<blockquote>他的最新调查还发现，Uber 的每小时预订量比Lyft高出 3.4%。</blockquote> In other words, according to Erickson, Uber riders are paying less for more efficient rides, while Uber drivers are getting more pickups.<blockquote>换句话说，根据埃里克森的说法，优步乘客为更高效的乘车支付的费用更少，而优步司机则获得了更多的皮卡。</blockquote> Lyft did not respond to a request for comment about Erickson’s findings.<blockquote>Lyft没有回应对埃里克森调查结果发表评论的请求。</blockquote> Erickson has Outperform ratings on both Uber and Lyft and notes that Lyft is driving toward sustainable profitability in 2022. But he adds that he has “incremental concerns that postpandemic, Uber’s more proactive investments in driver supply may be bearing fruit,” leading to some market share loss for Lyft.<blockquote>埃里克森对 Uber 和Lyft的评级均跑赢大盘，并指出Lyft正在推动 2022 年实现可持续盈利。但他补充说，他 “越来越担心，在大流行之后，Uber 在司机供应方面更积极的投资可能会取得成效”，导致Lyft失去一些市场份额。</blockquote> Erickson kept his $65 target price on Uber shares, but trimmed his target on Lyft to $65, from $70.<blockquote>埃里克森维持 Uber 股票 65 美元的目标价，但将Lyft的目标价从 70 美元下调至 65 美元。</blockquote> Uber shares closed up 1.9% Thursday, to $47.28, while Lyft fell 5.1% to $50.51.<blockquote>Uber 股价周四收盘上涨 1.9%，至 47.28 美元，而Lyft股价下跌 5.1%，至 50.51 美元。</blockquote>\n<div class=\"bt-text\">\n\n\n 来源：<a href=\"https://www.barrons.com/articles/uber-lyft-ride-cost-51634252056?mod=hp_LATEST\">Barrons</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":{"LYFT":"Lyft, Inc.","UBER":"优步"},"source_url":"https://www.barrons.com/articles/uber-lyft-ride-cost-51634252056?mod=hp_LATEST","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1128496694","content_text":"Shares of Lyft fell 5% Thursday, after new Wall Street research indicated the company is losing ground to Uber Technologies in the fiercely competitive ride-hailing business.\nRBC analyst Brad Erickson wrote Thursday that his latest research suggests Uber (ticker: UBER) is getting its customers to destinations faster and at a lower cost. The service edge, is likely helping Uber gain market share from its largest U.S. rival, he wrote.\nErickson and his team analyzed “20 geographically distributed sample rides” in the 10 largest U.S. markets as a proxy for Uber and Lyft’s relative performance.\nOverall, Erickson wrote that wait times for pickups have declined 38% since his last analysis in May, reflecting overall improvement in driver supply. But he also found that Uber is delivering riders to their destinations 13% faster on average than Lyft (LYFT), which compares to an 8% advantage in May.\n“Our latest driver supply analysis indicates Uber has created an efficiency gap which is allowing it to price more aggressively while generating more bookings/hour due to faster trip-times and likely share gains,” Erickson wrote.\nUber’s average pricing is now 10% below Lyft’s, according to his analysis. That’s a flip from May, when Uber’s rides were 1% more expensive.\nHis latest survey also found that Uber’s bookings per hour were 3.4% ahead of Lyft’s.\nIn other words, according to Erickson, Uber riders are paying less for more efficient rides, while Uber drivers are getting more pickups.\nLyft did not respond to a request for comment about Erickson’s findings.\nErickson has Outperform ratings on both Uber and Lyft and notes that Lyft is driving toward sustainable profitability in 2022. But he adds that he has “incremental concerns that postpandemic, Uber’s more proactive investments in driver supply may be bearing fruit,” leading to some market share loss for Lyft.\nErickson kept his $65 target price on Uber shares, but trimmed his target on Lyft to $65, from $70.\nUber shares closed up 1.9% Thursday, to $47.28, while Lyft fell 5.1% to $50.51.","news_type":1,"symbols_score_info":{"LYFT":0.9,"UBER":0.9}},"isVote":1,"tweetType":1,"viewCount":3042,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":4,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/824187578"}