Analyst Says DoorDash (DASH) ‘Number One’ Consumer Discretionary Stock – Here’s Why

Core Insights - DoorDash Inc (NASDAQ:DASH) is highlighted as a leading food delivery platform in the U.S. with significant market share and strong growth metrics [2] - The company reported a 19% year-over-year increase in orders, with a 14% rise in monthly active users and a 56% increase in adjusted EBITDA [2] - The first-quarter 2025 guidance indicates a projected 20% growth in gross order volume, surpassing consensus expectations [2] Group 1 - Joseph Terranova, a Senior Managing Director at Virtus Investment Partners, identifies DoorDash as his top consumer discretionary holding, correlating its growth to that of Uber [1] - DoorDash's dominant market share is emphasized, showcasing its competitive position in the food delivery sector [1] - The company's ability to fulfill customer needs quickly, as illustrated by a personal anecdote, highlights its operational efficiency [1] Group 2 - Sands Capital Technology Innovators Fund expresses confidence in DoorDash's long-term earnings potential, suggesting that consensus estimates may underestimate its capabilities [2] - Despite recognizing DoorDash's potential, the fund indicates a preference for certain AI stocks that may offer higher returns with lower risk [2]