We're sunsetting PodQuest on 2025-07-28. Thank you for your support!
Export Podcast Subscriptions
cover of episode DoorDash takes a bite out of the U.K. food delivery market

DoorDash takes a bite out of the U.K. food delivery market

2025/5/6
logo of podcast Marketplace Morning Report

Marketplace Morning Report

AI Deep Dive Transcript
People
J
Jessica Parker
L
Leanna Byrne
S
Sean Farrington
W
Will Grant
Topics
Leanna Byrne: 我主持了本期节目,报道了DoorDash以38亿美元收购Deliveroo的新闻,以及其他国际新闻,例如德国政治动荡、新西兰的社交媒体政策和墨西哥雇佣被驱逐出境的美国人的现象。 Sean Farrington: 我解释了Deliveroo是一家类似于DoorDash的英国外卖应用,它在伦敦证券交易所上市时股价表现不如预期,但DoorDash仍然认为收购它是一笔好交易,因为Deliveroo是英国市场的主要参与者,而DoorDash之前并未进入英国市场。DoorDash收购Deliveroo是为了进军英国外卖市场。 Jessica Parker: 我报道了德国保守党领导人默兹未能赢得议会多数席位,成为总理的希望受挫,导致DAX指数下跌2%。这出乎许多人的意料,因为人们普遍预期他会当选。 Will Grant: 我报道了墨西哥的一些企业正在招聘会说英语的被驱逐出境者。例如,Easy Call Centre公司在蒂华纳雇佣被驱逐出境的美国人作为电话接线员,其老板Daniel Ruiz也是被驱逐出境的美国人。American Survey Company (ASC)及其姊妹公司Voxcentrics在蒂华纳拥有约550个呼叫中心座席,也雇佣了许多被驱逐出境的美国人。 Nora Diaz: 作为ASC的首席快乐官,我解释了公司雇佣员工的标准是英语和西班牙语流利,并且愿意学习和承诺工作。我们不关注员工的过去,只关注他们的能力和工作态度。 supporting_evidences Sean Farrington: 'No, it's a food delivery app, so it would be very similar to the DoorDash service that people in the United States will be used to. ... But they will still see it as a good deal. ... What is DoorDash getting from taking over Deliveroo? The UK, for a start, the market in the UK.' Jessica Parker: 'We were not expecting a lot of political drama here today. ... but this is pretty bad and embarrassing news for Friedrich Merz.' Will Grant: 'Over a steady hum of activity, operators at the Easy Call Centre in Tijuana work through long lists of US phone numbers. ... It's one thing for a smaller venture like Easy Call Centre to rely on deportees, but ASC and its sister company Voxcentrics have some 550 call centre stations in Tijuana.' Nora Diaz: 'Whatever happened in the U.S. stays in the U.S. ... We just need people who speak good English, good Spanish, and they're willing to learn and commit to a job.'

Deep Dive

Shownotes Transcript

Translations:
中文

Parents of tweens, if you're familiar with far-off drop-offs, or get DMs about what's for dinner, you may be experiencing tween milestones. For your son or daughter, these can start at age 9. HPV vaccination, a type of cancer prevention against certain HPV-related cancers, can start then too. For most, HPV clears on its own. But for those who don't clear the virus,

It can cause certain cancers later in life. Embrace this phase. Help protect them in the next. Ask their doctor today about HPV vaccination. Brought to you by Merck.

Looking for a one-stop shop for everything from a leaking pipe or air conditioning repair to an EV charger installation for your home or business? Parrish Services, an Ace Hardware company, are your local experts for all your plumbing, heating, cooling, and electrical needs. Trust the pros of Northern Virginia at Parrish Services to keep your home humming and your family comfortable all year long.

DoorDash is buying one of Europe's largest food delivery companies. Good morning. This is the Marketplace Morning Report. And we're live from the BBC World Service. I'm Leanna Byrne.

So the UK-based food delivery app Deliveroo is being taken over by the US giant DoorDash in a $3.8 billion deal. The BBC's Sean Farrington is looking at this one for us. Hello, Sean. Hello. Sean, just explain to us what Deliveroo is because it doesn't operate in the US. No, it's a food delivery app, so it would be very similar to the DoorDash service that people in the United States will be used to. Probably doesn't have quite as many services on it as DoorDash does. It

Primarily, it has been restaurants and takeaways. And then in more recent times, it's moved into the grocery delivery market a little bit. Myself and yourself were actually on the day that it listed on the London Stock Exchange. I was your producer. I was hyped up as this really big deal, but it was a bit of a flop in the end, wasn't it? Yeah, there was a lot of hype behind it because there haven't been so many big businesses that have been choosing the London Stock Exchange yet.

as the place to list and gain investment in recent years, and particularly tech businesses as well, where we know a lot of that has focused on listings in New York. So Deliveroo being on the stock markets in London was a big deal. And yes, the share price did take a bit of a tumble once it listed. And actually, the value of this deal is only around half of where it was at the peak of the heyday of

of the hype behind the business. But they will still see it as a good deal. You know, almost $4 billion this deal is worth. So a lot smaller compared to the whole value of DoorDash, which is worth, I think, upwards of $80 billion. What is DoorDash getting from taking over Deliveroo? The UK, for a start, the market in the UK. So Deliveroo is one of the biggest players here and DoorDash doesn't have a footprint in the UK. So there isn't really an overlap between...

between the businesses. So that's clearly one thing. And it sees the UK, we like our takeaways here, as a place where it can implement some of its successes and maybe grow the business in a bit of a different way to how delivery would have done. Taking a bite out of the market. I had to say it. I'm sorry, Sean. Sean Farrington, thank you so much for joining us on Marketplace. Thanks, Leanna.

Germany's DAX is down 2% after the leader of Germany's Conservative Party, CDU, Friedrich Merz, unexpectedly failed to win the parliamentary majority he needs to become Chancellor. The BBC's Jessica Parker is there. We were not expecting a lot of political drama here today. The expectation was that Friedrich Merz would turn up, the vote would happen, he'd go over to the President's residence, come back and be sworn in.

Important to say, that could all still happen. We think there's going to be further rounds of voting, but this is pretty bad and embarrassing news for Friedrich Merz. That was Jessica Parker with that report. Now, let's do the numbers.

Chinese e-commerce giants Sheen and Timu are boosting their advertising in Europe as they shift away from the US. Spending is up 40% in some markets. That's according to market intelligence firm Sensor Tower. Tesla's new car sales in Britain tumbled by 62% in April compared to last year's lowest point in two years.

Meanwhile, in New Zealand, its Prime Minister wants to keep kids under 16 off social media. Christopher Luxon says his government is working on a new bill that he says will protect them from things like online bullying and harmful content. It's similar to laws passed in Australia last year.

Now, when Donald Trump took office, one of his first moves was to declare a national emergency at the southern border with Mexico. There was a big push on deportations at the start, but since then, the rate has more or less returned to what it was under past presidents. Some businesses in Mexico are now actively recruiting English-speaking deportees. From the border city of Tijuana, here's the BBC's Will Grant.

Over a steady hum of activity, operators at the Easy Call Centre in Tijuana work through long lists of US phone numbers. All the agents speak fluent English, and the people at the other end of the line are none the wiser. They're talking to agents in Mexico rather than the US.

In fact, virtually every phone operator in the company is a deportee, including Easy Call Center's owner, Daniel Ruiz. We all are dealing with culture shock. We have all of our life over there, went to school over there, watched TV over there, you know, like, brought up on American culture. And we have family over there. Born in Mexico, he grew up in the United States before he was deported for low-level drug crime in his early 20s.

Today, he runs the successful telesales company and co-founded a humanitarian organization called the Borderline Crisis Center. The latest U.S. returnee at the company is Alberto Salagan, who was deported to Tijuana in January. I just pretty much landed here.

I'm at the San Isidro border crossing, one of the busiest international border crossings in the world for so many deportees being returned to Tijuana with the United States still visible on the other side of the border.

is a harrowing experience. Some haven't lived in this country since they were children or even babies. Nevertheless, some companies have found distinct advantages to employing deportees as staff members. So we're looking at where our agents work. This is a main area for... In particular, one company, the American Survey Company, or ASC, stands out.

It's one thing for a smaller venture like Easy Call Centre to rely on deportees, but ASC and its sister company Voxcentrics have some 550 call centre stations in Tijuana.

Whatever happened in the U.S. stays in the U.S. Nora Diaz is the chief happiness officer at the company. We understand that everybody has a past. We just need people who speak good English, good Spanish, and they're willing to learn and commit to a job. So far, the Trump administration's threat of mass deportation remains exactly that, a threat.

but it has become a powerful tool in dissuading migrants from even attempting to cross into the US. In Mexico, I'm the BBC's Will Grant for Marketplace. And that's it from the Marketplace Morning Report from the BBC World Service. I'm Leanna Byrne. Have a great day and thanks so much for listening.

This Old House has been America's most trusted source for all things DIY and home improvement for decades. And now we're on the radio and on demand. I think you're breaking into this wall regardless. I was hoping you wouldn't say that. I need to go and get some whiskey, I think. I would get the whiskey for sure. Subscribe to This Old House Radio Hour from LAist Studios, wherever you get your podcasts.