Core Local Commerce Earnings StrainOngoing earnings pressure in the core local commerce segment may limit profit recovery and necessitate further efficiency or strategic changes to stabilize results.
Revenue PerformanceReported revenue below analyst forecasts and consensus, driven in part by intensified competition, could erode growth expectations and pressure the stock.
Rising Costs From CompetitionFierce competition in food delivery is elevating promotional and operational spending, keeping adjusted net losses elevated and weighing on margin recovery.