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Small Themes '24: Global Food Delivery
23 tickers · $1.26T total market cap
Group: Small Themes
Small Themes '24: Global Food Delivery tracks 23 publicly listed stocks in this theme. Sample tickers: 2484.T, 3690.HK, 9526.SR, CPNG, DASH, DHER.XETRA, DIDIY, DPZ, GOTO.JK, GRAB, JMIA, JTKWY, and 11 more. Use the table below for the full list.
Constituents
Build 20260520T081747
| Company | Previous Quarter Report Date | Next Expected Report Date | Last Quarter Earnings Move % | Earnings Move % | Intra-Quarter Move % | Since Last Report % | Market cap | Weight |
|---|---|---|---|---|---|---|---|---|
Naspers LimitedNPN.JO | 11/24/2025 (AMC) | 06/24/2026 (AMC) | -1.74% | — | -23.50% | — | $685.58B | 4.3478 |
Uber Technologies, Inc.UBER | 05/06/2026 (BMO) | 05/06/2026 (BMO) | -3.49% | 5.18% | -3.00% | -3.44% | $150.82B | 4.3478 |
Prosus N.V.PRX.AS | 11/24/2025 (AMC) | 06/24/2026 (AMC) | 0.84% | — | -26.67% | — | $101.94B | 4.3478 |
DoorDash, Inc.DASH | 05/06/2026 (AMC) | 05/06/2026 (AMC) | 1.68% | 3.14% | -4.72% | -9.75% | $67.38B | 4.3478 |
Meituan3690.HK | 03/26/2026 (AMC) | 05/22/2026 (AMC) | -1.00% | — | -3.32% | — | $65.48B | 4.3478 |
Sea LimitedSE | 05/12/2026 (BMO) | 05/12/2026 (BMO) | -16.11% | 10.19% | -3.84% | -6.67% | $53.46B | 4.3478 |
Coupang, Inc.CPNG | 05/05/2026 (AMC) | 05/05/2026 (AMC) | 1.98% | -11.70% | 8.81% | -14.70% | $27.90B | 4.3478 |
Zomato LimitedZOMATO.NS | 01/20/2025 | — | -9.72% | — | -2.79% | — | $21.95B | 4.3478 |
DiDi Global Inc.DIDIY | 03/13/2026 | — | 0.00% | — | -5.58% | — | $16.77B | 4.3478 |
Grab Holdings LimitedGRAB | 05/05/2026 | 05/05/2026 | -3.28% | 4.14% | -10.90% | -7.16% | $13.90B | 4.3478 |
Delivery Hero SEDHER.XETRA | 03/26/2026 (AMC) | — | 5.45% | — | 91.33% | — | $10.97B | 4.3478 |
Domino's Pizza, Inc.DPZ | 04/27/2026 (BMO) | 04/27/2026 (BMO) | 7.69% | -7.44% | -11.20% | -8.14% | $10.40B | 4.3478 |
Sodexo S.A.SW.PA | 04/10/2026 (AMC) | 04/10/2026 (AMC) | -0.32% | -10.35% | -18.19% | 15.66% | $7.81B | 4.3478 |
Swiggy LimitedSWIGGY.NS | 05/08/2026 | 05/08/2026 | -5.46% | 0.36% | -11.94% | -11.12% | $7.07B | 4.3478 |
Zabka Group S.A.ZAB.WAR | 04/28/2026 (AMC) | 04/28/2026 (AMC) | 6.00% | -2.97% | 15.60% | -0.41% | $6.49B | 4.3478 |
PT GoTo Gojek Tokopedia TbkGOTO.JK | 04/28/2026 (BMO) | 04/28/2026 (BMO) | -3.51% | 3.77% | -3.64% | -9.09% | $5.31B | 4.3478 |
Just Eat Takeaway.com N.V.JTKWY | 07/30/2025 | — | 0.77% | — | -15.84% | — | $3.79B | 4.3478 |
Olo Inc.OLO | 08/04/2025 (AMC) | — | 0.29% | — | -1.16% | — | $1.74B | 4.3478 |
Magazine Luiza S.A.MGLU3.SA | 05/07/2026 (AMC) | 05/07/2026 (AMC) | -2.15% | -10.39% | -8.06% | -11.01% | $996.2M | 4.3478 |
Jahez International Company for Information Systems Technology9526.SR | 11/04/2024 | — | 7.20% | — | -64.30% | — | $681.7M | 4.3478 |
Jumia Technologies AGJMIA | 05/07/2026 (BMO) | 05/07/2026 (BMO) | -20.21% | 4.16% | -23.80% | -11.33% | $426.7M | 4.3478 |
Demae-Can Co.,Ltd2484.T | 04/14/2026 (BMO) | 04/14/2026 (BMO) | -5.67% | -0.79% | -3.76% | -4.00% | $84.2M | 4.3478 |
Deliveroo plcROO.LSE | 08/07/2025 | — | 0.10% | — | 0.31% | — | $35.5M | 4.3478 |
| Average | -1.77% | -0.98% | -5.66% | -6.24% | $54.83B | 4.3478 | ||
| Median | -0.32% | 0.36% | -4.72% | -8.14% | $10.40B | 4.3478 | ||
| Std Dev | 6.53% | 6.76% | 25.58% | 7.32% | $139.54B | 0.0% | ||
| Min | -20.21% | -11.70% | -64.30% | -14.70% | $35.5M | 4.3478 | ||
| Max | 7.69% | 10.19% | 91.33% | 15.66% | $685.58B | 4.3478 | ||
| % Positive Tickers | 43.48% | 53.85% | 17.39% | 7.69% |
* Provisional value: before LstRpt% reaches its 2-day post-report lock window (BMO/AMC adjusted), EarningsPerf is calculated from current vs pre-report and then locks to final LstRpt%.
