Date: November 12, 2025
Key points
- Colorado lawsuit settled: Uber and the state’s labor department resolved litigation over driver pay disclosures; the case was voluntarily dismissed. Bloomberg Law
- Safety feature expansion: Uber’s Women Preferences option expands to more U.S. cities; select markets now let teen riders request women drivers. Houston Chronicle
- Pricing transparency: New Yorkers now see in‑app notices when algorithms use personal data to set prices under the state’s new law. Business Insider
- Retail tie‑in: Albertsons becomes the first major grocer to extend Uber One perks (free trials) to all 48.7 million loyalty members. Business Wire
- Stock check: UBER traded around $93.88 in the late session (approx. +0.3%).
Colorado pay‑disclosure fight ends in settlement
Uber Technologies and Colorado’s labor department have settled the company’s challenge to a state law requiring detailed driver pay and fare‑split disclosures. Uber moved to voluntarily dismiss the federal case on Tuesday; terms weren’t disclosed. The contested statute compels ride‑hail platforms to show how much of each fare the company keeps, among other information—requirements Uber argued amounted to unconstitutional compelled speech. Bloomberg Law
The settlement closes a dispute that began in January, when Uber sued to block the law ahead of its effective date, calling the mandated post‑trip disclosures misleading without additional cost context. Reuters
Safety & product: ‘Women Preferences’ expands; teens can opt in
Uber widened its Women Preferences feature—originally piloted in a handful of markets—into additional U.S. cities today. Riders in places including Houston and Chicago can now choose to be matched with women drivers (on‑demand, via Reserve, or by setting a persistent preference). Uber notes wait times may be longer when the preference is toggled on; drivers can likewise choose to receive only women rider requests. Houston Chronicle
In a parallel update, teen accounts in participating markets can now request women drivers as well—an option that guardians can also select when arranging rides. Azfamily
What it means: The expansion gives Uber more safety‑oriented controls that many families and women riders have asked for, while potentially nudging driver supply toward times and places where demand for women‑to‑women trips is strongest. Continued rollout and utilization rates will determine the impact on average ETAs and driver earnings mixes. Houston Chronicle
Pricing transparency: New York’s algorithmic pricing labels arrive
New York’s Algorithmic Pricing Disclosure Act is now in effect, requiring businesses to tell customers when algorithms—using personal data—set or adjust prices. New Yorkers began seeing in‑app labels (e.g., ahead of checkout) indicating that prices were “set by an algorithm using your personal data.” The law took effect November 10, and the state attorney general has urged consumers to report non‑compliant disclosures. Business Insider
While much of the early attention has focused on retail, food delivery, and hospitality, the disclosure norm is relevant to dynamic pricing across the on‑demand economy, including Uber’s platforms, and could influence product UI and experimentation in New York. Business Insider
Retail & membership: Albertsons adds Uber One perks
Albertsons Companies (NYSE: ACI) announced a collaboration that extends Uber One benefits via free trials to all 48.7 million of its free for U™ and paid FreshPass® loyalty members—three months for free‑tier members and six months for annual FreshPass members. Uber One perks include $0 delivery fees on eligible orders, up to 10% off eligible Uber Eats deliveries and pickups, and 6% back on eligible Uber rides. Business Wire
Why it matters: Uber has leaned on Uber One to lift cross‑use of rides and delivery. Folding the offer into a national grocer’s massive loyalty base could expand trial funnels and retention, reinforcing guidance that called out membership‑driven demand into the holiday quarter. Reuters
Stock and filings
- UBER stock: Shares recently changed hands near $93.88 (+0.3%) in late trading on Wednesday, November 12 (UTC).
- SEC activity: A Form 144 (notice of proposed sale of securities) dated Nov. 12, 2025 posted today in the SEC’s EDGAR system. These filings are common for planned insider sales and do not necessarily indicate a change in company outlook. SEC
For context, Uber reported Q3 2025 results and Q4 guidance last week, highlighting continued bookings growth and a membership‑aided holiday setup, even as shares wobbled around the print. Uber Investor Relations
Autonomy watch (context)
Autonomous ambitions remain a longer road. A Bloomberg newsletter today framed Uber’s robotaxi timeline as a “long trip” despite technical progress—mirroring broader industry caution even as Uber advances AV partnerships. Bloomberg
Bottom line
On November 12, 2025, Uber’s docket lightened in Colorado, its women‑to‑women ride options and teen safety controls broadened, pricing transparency rules in New York sharpened the disclosure bar, and a new grocery‑loyalty tie‑in widened the Uber One funnel—all while UBER stock hovered near $94. It’s a regulatory‑plus‑product day that leans into trust, safety, and predictable demand—three levers that have underpinned Uber’s recent guidance. Business Wire
Sources
Colorado settlement: Bloomberg Law. Bloomberg Law
Colorado case background: Reuters. Reuters
Women Preferences expansion: Houston Chronicle, ABC7 Chicago. Houston Chronicle
Teens can request women drivers: AZFamily (Arizona’s Family). Azfamily
NY algorithmic pricing disclosures: Business Insider; NY Attorney General notice. Business Insider
Albertsons x Uber One: Business Wire press release. Business Wire
Q3 results & holiday outlook: Uber IR; Reuters. Uber Investor Relations
UBER share price (intraday): market data.
Robotaxi outlook (context): Bloomberg newsletter. Bloomberg
Disclosure: This article is for informational purposes only and does not constitute investment advice.
