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Uber Eats comes to Turkey via $700M Trendyol Go acquisition

1. Uber acquires 85% of Trendyol Go for $700M to enter Turkey's delivery market. 2. Trendyol Go generated $2B in bookings with 200M orders in 2024. 3. Uber's acquisition could strengthen its growth despite U.S. competition from DoorDash. 4. Consumer spending may decline in 2025 due to tariffs, affecting investor sentiment. 5. Uber has ongoing expansion efforts in autonomous vehicles and delivery partnerships.

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FAQ

Why Bullish?

The acquisition opens a new market for Uber, enhancing its growth prospects despite competitive pressures. Historical examples show how market expansions can lead to significant increases in stock value.

How important is it?

The acquisition directly influences Uber's market position and expansion, impacting future growth and profitability.

Why Long Term?

This acquisition will take time to integrate but provides considerable future revenue potential, similar to Uber's European expansions previously.

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