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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

CompanyPrevious Quarter Report DateNext Expected Report DateLast Quarter Earnings Move %Earnings Move %Intra-Quarter Move %Since Last Report %Market capWeight
Naspers LimitedNPN.JO
11/24/2025 (AMC)06/24/2026 (AMC)-1.74%-23.50%$685.58B4.3478
Uber Technologies, Inc.UBER
05/06/2026 (BMO)05/06/2026 (BMO)-3.49%5.18%-3.00%-3.44%$150.82B4.3478
Prosus N.V.PRX.AS
11/24/2025 (AMC)06/24/2026 (AMC)0.84%-26.67%$101.94B4.3478
DoorDash, Inc.DASH
05/06/2026 (AMC)05/06/2026 (AMC)1.68%3.14%-4.72%-9.75%$67.38B4.3478
Meituan3690.HK
03/26/2026 (AMC)05/22/2026 (AMC)-1.00%-3.32%$65.48B4.3478
Sea LimitedSE
05/12/2026 (BMO)05/12/2026 (BMO)-16.11%10.19%-3.84%-6.67%$53.46B4.3478
Coupang, Inc.CPNG
05/05/2026 (AMC)05/05/2026 (AMC)1.98%-11.70%8.81%-14.70%$27.90B4.3478
Zomato LimitedZOMATO.NS
01/20/2025-9.72%-2.79%$21.95B4.3478
DiDi Global Inc.DIDIY
03/13/20260.00%-5.58%$16.77B4.3478
Grab Holdings LimitedGRAB
05/05/202605/05/2026-3.28%4.14%-10.90%-7.16%$13.90B4.3478
Delivery Hero SEDHER.XETRA
03/26/2026 (AMC)5.45%91.33%$10.97B4.3478
Domino's Pizza, Inc.DPZ
04/27/2026 (BMO)04/27/2026 (BMO)7.69%-7.44%-11.20%-8.14%$10.40B4.3478
Sodexo S.A.SW.PA
04/10/2026 (AMC)04/10/2026 (AMC)-0.32%-10.35%-18.19%15.66%$7.81B4.3478
Swiggy LimitedSWIGGY.NS
05/08/202605/08/2026-5.46%0.36%-11.94%-11.12%$7.07B4.3478
Zabka Group S.A.ZAB.WAR
04/28/2026 (AMC)04/28/2026 (AMC)6.00%-2.97%15.60%-0.41%$6.49B4.3478
PT GoTo Gojek Tokopedia TbkGOTO.JK
04/28/2026 (BMO)04/28/2026 (BMO)-3.51%3.77%-3.64%-9.09%$5.31B4.3478
Just Eat Takeaway.com N.V.JTKWY
07/30/20250.77%-15.84%$3.79B4.3478
Olo Inc.OLO
08/04/2025 (AMC)0.29%-1.16%$1.74B4.3478
Magazine Luiza S.A.MGLU3.SA
05/07/2026 (AMC)05/07/2026 (AMC)-2.15%-10.39%-8.06%-11.01%$996.2M4.3478
Jahez International Company for Information Systems Technology9526.SR
11/04/20247.20%-64.30%$681.7M4.3478
Jumia Technologies AGJMIA
05/07/2026 (BMO)05/07/2026 (BMO)-20.21%4.16%-23.80%-11.33%$426.7M4.3478
Demae-Can Co.,Ltd2484.T
04/14/2026 (BMO)04/14/2026 (BMO)-5.67%-0.79%-3.76%-4.00%$84.2M4.3478
Deliveroo plcROO.LSE
08/07/20250.10%0.31%$35.5M4.3478
Average-1.77%-0.98%-5.66%-6.24%$54.83B4.3478
Median-0.32%0.36%-4.72%-8.14%$10.40B4.3478
Std Dev6.53%6.76%25.58%7.32%$139.54B0.0%
Min-20.21%-11.70%-64.30%-14.70%$35.5M4.3478
Max7.69%10.19%91.33%15.66%$685.58B4.3478
% Positive Tickers43.48%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%.

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