
Grubhub Eliminates Fees on Orders Above $50 to Drive Bigger Baskets
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New York City forces delivery apps to repay millions after probe into pay and deactivations
New York City officials compelled three app-based delivery firms to refund withheld pay and accept penalties totaling roughly $4.6 million, with Uber Eats responsible for about $3.15 million plus a $350,000 civil fine. The settlements, driven by findings around algorithmic deactivations and pay calculation failures, set a municipal precedent that could prompt similar enforcement elsewhere.

German regulator fines Amazon €70 million and orders end to pricing controls
Germany’s competition authority has concluded that Amazon unlawfully influenced third-party seller pricing and has imposed a roughly €70 million fine while requiring the company to stop its pricing-control practices. The ruling forces Amazon to change contract terms and creates a precedent tightening antitrust scrutiny of dominant online marketplaces across Europe.

Uber acquires Getir’s food-delivery unit, deepening its Turkish foothold
Uber will buy Getir’s food-delivery business for an upfront payment of $335M and invest $100M for a 15% stake in Getir’s grocery and retail operations, folding the assets into its existing Turkish delivery services. The move accelerates Uber’s regional consolidation after prior purchases and follows Getir’s retrenchment and governance turmoil.

Meituan Signals Heavy 2025 Loss as China’s Food-Delivery Price War Deepens
Meituan has warned it will post a sizable loss for 2025 after aggressive price competition in food delivery squeezed margins. The projected shortfall highlights intensifying industry-level margin pressure among China’s largest internet platforms.

Uber posts modest Q4 upside as delivery surges and AV plans expand
Uber slightly beat revenue estimates for the December quarter and reported adjusted EPS in line with expectations, but shares fell as investors weighed profitability and accounting headwinds. Management also signaled a governance and execution push for its robotaxi strategy — appointing a new CFO, striking tranche‑based financing deals with AV suppliers, and moving toward continuous public AV operations in select cities while targeting broader rollouts this year.

China regulator summons Alibaba, Douyin and Meituan over aggressive promotional practices
China's market regulator summoned Alibaba, ByteDance's Douyin and Meituan to curb aggressive discounts and algorithm-driven escalation. Separately, Meituan told investors it expects a substantial loss in 2025 — a sign that prolonged subsidy battles are already weighing on profitability and could amplify the regulator's case.

UPS to Cut About 30,000 Jobs as It Winds Down Major E‑commerce Relationship, Seeks $3B in Savings
United Parcel Service will eliminate roughly 30,000 roles this year as it disentangles from a large e‑commerce customer and advances a multi‑year turnaround. Management says the changes will remove about 25 million operational hours and are expected to yield roughly $3 billion in savings.

Analysts Raise FedEx Forecasts Ahead of U.S. Investor Day
Two Wall Street firms upgraded FedEx, citing improving parcel trends and the value of its freight business, and set substantially higher price targets. The firms flagged next week’s investor presentation and recent European restructuring as catalysts that could reveal stronger profit potential across delivery and LTL operations.