Geopolitics Alpha

FTC orders Delta, Uber and others to hand over data on algorithmic pricing

Published . Updated .

FTC orders Delta, Uber and others to hand over data on algorithmic pricing

Regulator demands companies explain how and why they charge different prices for the same product or service

Directly affected

  • UBER Uber Technologies-7.9% 30d

    Named in this report.

  • LYFT Lyft-2.0% 8d

    Named in this report.

  • DASH DoorDash-7.5% 30d

    Named in this report.

  • WMT Walmart+14.9% 30d

    Named in this report.

Indirectly affected

  • XLY Consumer Discretionary Select Sector SPDR+2.3% 30d

    Consumer Discretionary Select Sector SPDR holds the consumer sector that DoorDash belongs to, so it often moves with news about it.

  • V Visa+11.8% 30d

    Visa is a peer of DoorDash in business services; rivals often move on the same news.

  • MA Mastercard+12.3% 30d

    Mastercard is a peer of DoorDash in business services; rivals often move on the same news.

  • MELI MercadoLibre-11.4% 11d

    MercadoLibre is a peer of DoorDash in business services; rivals often move on the same news.

  • EBAY eBay+11.4% 30d

    eBay is a peer of DoorDash in business services; rivals often move on the same news.

  • PYPL PayPal Holdings+5.5% 6d

    PayPal Holdings is a peer of DoorDash in business services; rivals often move on the same news.

  • MSCI Msci

    Msci is a peer of Lyft in business services; rivals often move on the same news.

  • CPAY Corpay

    Corpay is a peer of Lyft in business services; rivals often move on the same news.

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
UBERNo price data for this ticker———————
LYFT+6.77%+4.50%base+0.52%-0.95%after closeafter close
DASH+9.75%-0.59%base+5.69%+5.71%after closeafter close
WMT+1.94%+1.22%base+2.03%+3.93%after closeafter close
XLY-0.25%-0.90%base+0.75%+0.06%after closeafter close
VNo price data for this ticker———————
MANo price data for this ticker———————
MELINo price data for this ticker———————
EBAYNo price data for this ticker———————
PYPLNo price data for this ticker———————
MSCINo price data for this ticker———————
CPAYNo price data for this ticker———————

Closing-price change versus T-1, the last close before the story. T0 to T+3 fill in after each market close. Prices: Alpaca IEX.

Market Call

Think this story will push the stock up or down over the next three trading days? Make a free call and see what other readers think. Points are play money with no cash value.

Regulator demands companies explain how and why they charge different prices for the same product or service The Federal Trade Commission (FTC) is demanding some of the US’s biggest airlines, ride-share companies and retailers divulge how…

Source: The Guardian

Spdr Series Trust (XRT) since this story, compared with the market

CompanyWhenMoveStatus
DASHthat day+5.69%final price
DASHthe next day+5.71%final price
DASHthree days earlier-0.59%final price
DASHfive days earlier+9.75%final price
LYFTthat day+0.52%final price
LYFTthe next day-0.95%final price
LYFTthree days earlier+4.50%final price
LYFTfive days earlier+6.77%final price
Walmart (WMT)that day+2.03%final price
Walmart (WMT)the next day+3.93%final price
Walmart (WMT)three days earlier+1.22%final price
Walmart (WMT)five days earlier+1.94%final price
Select Sector Spdr Tr (XLY)that day+0.75%final price
Select Sector Spdr Tr (XLY)the next day+0.06%final price
Select Sector Spdr Tr (XLY)three days earlier-0.90%final price
Select Sector Spdr Tr (XLY)five days earlier-0.25%final price

Trades by members of Congress and officials in the stocks in this story

Public disclosure filings, not a recommendation. The filing link is the source document. News use of these reports still sits under 5 U.S.C. § 13107(c).

Who gains and who loses around Spdr Series Trust (XRT)

Companies tied to this story

  • XRT Spdr Series Trust

    For “FTC orders Delta, Uber and others to hand over data on algorithmic pricing,” Spdr Series Trust (XRT) is linked, with no stored direction, medium confidence. Reason on file: SPDR S&P Retail ETF: it holds retailers. Linked by “retailer” (retail and consumer goods) in this story

  • XLY Select Sector Spdr Tr

    Select Sector Spdr Tr (XLY) is linked, with no stored direction, medium confidence in the 29 Oct 2026 story “FTC orders Delta, Uber and others to hand over data on algorithmic pricing.” Reason on file: Consumer Discretionary Select Sector SPDR: it holds retailers. Linked by “retailer” (retail and consumer goods) in this story

  • JETS U.S. Global Jets Etf

    U.S. Global Jets Etf (JETS) is linked, with no stored direction, medium confidence in the 29 Oct 2026 story “FTC orders Delta, Uber and others to hand over data on algorithmic pricing.” Reason on file: U.S. Global Jets ETF: it holds airlines. Linked by “airline” (airlines) in this story

  • DAL Delta Air Lines

    In “FTC orders Delta, Uber and others to hand over data on algorithmic pricing,” Delta Air Lines (DAL) is linked, with no stored direction, medium confidence. Reason on file: Delta Air Lines (air transportation, scheduled): airlines' costs move with jet fuel and travel demand. Linked by “airline” (airlines) in this story

  • UAL United Airlines Holdings

    In “FTC orders Delta, Uber and others to hand over data on algorithmic pricing,” United Airlines Holdings (UAL) is linked, with no stored direction, medium confidence. Reason on file: United Airlines Holdings (air transportation, scheduled): airlines' costs move with jet fuel and travel demand. Linked by “airline” (airlines) in this story

  • WMT Walmart

    In “FTC orders Delta, Uber and others to hand over data on algorithmic pricing,” Walmart (WMT) is linked, with no stored direction, medium confidence. Reason on file: Walmart (variety stores): retailers move with shopper spending and import costs. Linked by “retailer” (retail and consumer goods) in this story

  • AMZN Amazon Com

    Amazon Com (AMZN) is linked, with no stored direction, medium confidence in the 29 Oct 2026 story “FTC orders Delta, Uber and others to hand over data on algorithmic pricing.” Reason on file: Amazon.com (catalog and mail-order houses): retailers move with shopper spending and import costs. Linked by “retailer” (retail and consumer goods) in this story

  • TGT Target

    In “FTC orders Delta, Uber and others to hand over data on algorithmic pricing,” Target (TGT) is linked, with no stored direction, medium confidence. Reason on file: Target (variety stores): retailers move with shopper spending and import costs. Linked by “retailer” (retail and consumer goods) in this story

Spdr Series Trust (XRT)

On 29 Oct 2026, “FTC orders Delta, Uber and others to hand over data on algorithmic pricing” is the story that connects Spdr Series Trust (XRT) to this story.

For Spdr Series Trust (XRT), the reason on file says SPDR S&P Retail ETF: it holds retailers. Linked by “retailer” (retail and consumer goods) in this story

Select Sector Spdr Tr (XLY) is here too. Its reason reads: Consumer Discretionary Select Sector SPDR: it holds retailers. Linked by “retailer” (retail and consumer goods) in this story

Dates and price levels for Spdr Series Trust (XRT)

JETS traded between 25.57 and 28.64 across 20 sessions. The latest close on file is 27.04. XLY traded between 110.56 and 116.77 across 20 sessions. The latest close on file is 115.38. XRT traded between 83.12 and 85.33 across 1 sessions. The latest close on file is 83.23.

A simple score for Spdr Series Trust (XRT)

46 out of 100

“FTC orders Delta, Uber and others to hand over data on algorithmic pricing” scores 46 out of 100. The score uses 1 sources, and 8 linked companies.