DoorDash: Delivering Both Food And Shareholder Value

My thesis DoorDash's primary offerings are the DoorDash Marketplace and the Wolt Marketplace. Both marketplaces together operate across 25 countries, according to the company's 10-K. DASH generates revenue from commissions charged from both merchants and consumers, as well as premium subscriptions like Wolt+ and DashPass. The company's geographic presence is wide based on the number of countries, but the company still generates about 90% of revenue within the United States. The United States market is highl ...