• Hibbett, Inc. announced a nationwide partnership with Uber Technologies, Inc., rolling out nearly 900 retail locations for on-demand athletic fashion, footwear, and accessories delivery via the Uber Eats platform across the US.

• This collaboration underlines Uber Eats’ expansion beyond restaurant delivery, reflecting its ambition to become a comprehensive retail destination for lifestyle and sports products.

• We’ll explore how Uber’s foray into broader retail offerings through the Hibbett collaboration could influence its long-term growth outlook.

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To be a shareholder in Uber Technologies, one needs to believe in its evolution from a ride-hailing leader to a diversified platform spanning mobility, retail, and delivery. The recent partnership with Hibbett to deliver athletic wear via Uber Eats strengthens Uber’s shopping category but is unlikely to materially impact the most important short-term earnings catalyst: growth in premium, high-margin delivery segments. Major risks remain, especially as Uber balances capital-intensive bets on autonomous vehicles against competitive pressures and uncertain regulatory environments.

Among recent announcements, Uber’s tie-up with Sephora to offer beauty products through Uber Eats stands out for its relevance to the Hibbett deal. Both partnerships extend Uber Eats’ reach into new retail categories, supporting its push to become a “one-stop” digital mall and deepen customer engagement. Success here could bolster user retention and margins, potentially offsetting pressure from lower-margin services and intensifying competition.

By contrast, investors should be aware that Uber’s push into new business lines could amplify complexity and…

Read the full narrative on Uber Technologies (it’s free!)

Uber Technologies’ outlook anticipates $71.2 billion in revenue and $9.7 billion in earnings by 2028. This is based on a 14.6% yearly revenue growth rate, but represents a $2.9 billion decrease in earnings from the current $12.6 billion.

Uncover how Uber Technologies’ forecasts yield a $108.52 fair value, a 15% upside to its current price.

Simply Wall St Community members posted 56 fair value estimates for Uber, ranging from US$75 to US$171 per share. While some forecasts focus on growth opportunities, Uber’s exposure to capital-intensive autonomous vehicle initiatives could be a key issue shaping future returns, explore these perspectives to compare your view.