CFO of Southeast Asian super app Grab. Discussed Q2 earnings showing resilient ride/delivery demand and 54% grocery transaction growth.
no scored calls yet — needs a stated position or a categorical verdict, with a matured window vs SPY
Rides grew 28% YoY and on-demand GMV up 21% despite fuel price headwinds; GrabMart grocery transactions growing 54% and 1.7x faster than food delivery, showing early but strong consumer adoption in Southeast Asia.