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DoorDash: Early Innings For This Digital Marketplace Giant
Seeking Alpha· 2025-07-10 15:25
Group 1 - DoorDash has seen a significant performance increase of over 120% over the last year, approaching all-time highs, indicating strong market interest and potential growth [1] - The company is viewed as a compelling platform business with a long runway for growth, suggesting that there are still opportunities for expansion and profitability [1] - The author has a background in equity and real estate markets, emphasizing a focus on identifying long-only investment opportunities that provide safe and growing dividends [1] Group 2 - The author has extensive experience in real estate investment, having sourced over $100 million in commercial real estate investments, which adds credibility to the analysis of DoorDash [1] - The emphasis on correlation across asset classes and sectors, along with a background in economics, supports the analysis of market trends and investment strategies [1] - The article aims to provide timely analyses and strategies for investors looking to enhance their portfolios, reflecting a commitment to sharing insights on market opportunities [1]
Must-Watch Gig Economy Stocks to Rejuvenate Your Portfolio
ZACKS· 2025-06-30 16:51
Industry Overview - The gig economy has gained significant traction since the pandemic, redefining work by offering flexibility in hours, workload, and workspace [1][2] - The global gig economy market is projected to reach $2.15 trillion by 2033, with a compound annual growth rate of 16.2% from 2025 [4] Key Players - Lyft operates in the ride-hailing segment, providing a flexible platform for drivers to earn income through ridesharing, shared rides, and rentals [6][8] - DoorDash holds over 65% market share in the U.S. food delivery market, utilizing independent contractors for deliveries, which allows for reduced operational costs [9][10] - Uber connects passengers with drivers through its app, allowing drivers to work as independent contractors with flexible schedules [12][13] Business Models - Lyft's model allows drivers to choose their working hours and earn income on their terms, emphasizing the potential of gig-based transportation solutions [8][14] - DoorDash's business model leverages a flexible workforce to scale operations quickly, responding to fluctuating demand [11][12] - Uber's gig-based approach enables drivers to earn based on completed rides rather than a fixed salary, providing autonomy and flexibility [13][14] Investment Opportunities - Companies like Lyft, DoorDash, and Uber present compelling investment opportunities within the expanding gig economy [5][12]
在澳洲走路送外卖,能养活自己吗?
Hu Xiu· 2025-06-16 07:40
Core Viewpoint - The article discusses the experience of working as a food delivery rider in Melbourne, highlighting the financial aspects, working conditions, and the overall lifestyle benefits associated with this gig economy job. Group 1: Income and Earnings - In Melbourne, food delivery riders can earn through platforms like Uber Eats, DoorDash, and Panda Delivery, with a focus on starting with Uber Eats [5] - The initial incentive for new riders includes a bonus of 400 AUD for completing 40 deliveries in the first month, which can significantly offset living costs [10] - A delivery rider working part-time can earn between 600 to 700 AUD monthly from deliveries, with additional earnings from platform bonuses and tips, leading to a total income of around 2400 to 2500 AUD when combined with other part-time work [20] Group 2: Working Conditions - The flexibility of working hours allows riders to choose their schedules, with many opting for peak meal times to maximize earnings [17] - Riders report a generally respectful environment from both the platform and customers, with no strict delivery deadlines imposed by Uber Eats [25][26] - The article notes that the working philosophy in Melbourne promotes a relaxed attitude towards time and efficiency, contrasting with faster-paced environments [50] Group 3: Challenges and Safety - Delivery riders face challenges such as navigating busy sidewalks and dealing with unpredictable weather, which can affect delivery times [29][42] - The article mentions safety concerns, particularly for those riding bicycles in mixed traffic, highlighting the need for caution [39] - Riders are provided with some level of protection through insurance for work-related injuries, although it differs from full-time employment benefits [43] Group 4: Lifestyle and Personal Growth - The experience of working as a delivery rider is described as a way to explore the city and engage with different neighborhoods, contributing to personal growth and reducing anxiety [51][53] - The article emphasizes the importance of work-life balance, suggesting that working fewer than 30 hours a week can lead to a fulfilling lifestyle in Melbourne [22][21] - The overall sentiment is that working in the gig economy, particularly in food delivery, can be a valuable and enriching experience despite its challenges [46]
这位35岁的女高管正在规划美国外卖巨头的未来
财富FORTUNE· 2025-06-03 12:16
帕丽萨·萨德扎德的职业生涯以敢于直面严峻挑战为特点,她始终秉持着盲目自信——坚信自己定能寻得应对之 策。图片来源:Courtesy of DoorDash 如今,帕丽萨·萨德扎德 (Parisa Sadrzadeh) 身为这家市值870亿美元的外卖巨头DoorDash的高管,负责 推动旨在助力餐厅与零售商强化现有业务的新举措,还主导了公司近期一项十亿美元的收购决策以推进 相关战略落地。 然而约15年前,她还只是一名英语专业的大学毕业生,怀揣着在新闻领域大放异彩的梦想。直到一次偶 然的机遇,加上对自己的坚定信念,为其在全球最具影响力的科技公司之一中迅速崛起奠定了基础。 2010年,萨德扎德从华盛顿大学毕业,彼时她急需一份工作。她的长期职业目标是从事故事讲述工作, 但她接受了亚马逊的一个临时职位,以赚取一些收入,直到她能找到理想的发展路径。在那里,她以小 时计薪审核自出版书籍,确保内容不违反Kindle政策——这显然与她的宏大抱负相去甚远。 "我甚至不是亚马逊的用户," 她最近在接受《财富》杂志采访时说,"我当时对亚马逊一无所知。" 但萨德扎德自称怀有"求知欲",这一特质被公司一位总监注意到。很快,她就被安排与一 ...
DoorDash CEO Tony Xu is taking on the role of industry consolidator in food delivery
CNBC· 2025-05-31 12:00
In this articleDASHTony Xu, co-founder and CEO of DoorDash Inc., smiles during the Wall Street Journal Tech Live conference in Laguna Beach, California, on Oct. 22, 2019.Martina Albertazzi | Bloomberg | Getty ImagesDuring the depths of the Covid pandemic, with restaurants around the country facing an existential crisis, DoorDash CEO Tony Xu had an unconventional proposal. He wanted to cut commissions.Chief Business Officer Keith Yandell worried that such a move would result in a massive hit to profits ahead ...
42 岁程序员因 AI 失业,送外卖住拖车,投递近 1000 份简历石沉大海。网友:年薪 15 万刀攒不下钱么?
程序员的那些事· 2025-05-16 09:00
作为一名失业的软件工程师,过去一年投递量即将突破 800 份,此时的我已不感到惊讶或失望。 DoorDash 是一家美国知名的在线外卖配送平台,成立于 2013 年,总部位于加利福尼亚州旧金山。 身为有房者却住在小拖车里,这有点奇怪。事实上,我有 3 套房:一套位于纽约州北部铁锈地带大学城的翻新起步房,还有一片美丽的偏远乡村土地,上面有两间 简陋的小木屋,距离城里的房子 1 小时车程。对于一个有工作的专业人士来说,供养这些房产总体上还算容易——所有房产的月供加起来,比加州湾区一套体面的 一居室或两居室公寓租金还低。 起初,我几乎没花什么钱就买下这些房产。城里房子的一位室友每月租金足以覆盖房贷,小木屋的一位租客承担了乡村房产的大部分房贷,我残疾单身母亲微薄的 政府补助刚好够支付剩余部分。 为了照顾家人并通过房地产积累长期资产,我舍弃了西海岸的一切——我认识和爱的所有人。西海岸早已不存在这样的机会,而且已经超过 15 年了。 凭借全职工程师工作带来的约 15 万美元年薪(这是我 20 年里一步步稳步打拼来的),我勉强能覆盖所有开支、维护费用,以及为房产长期规划的翻新工程,还能 保养开了 16 年的日常代步车,每年 ...
DoorDash (DASH) FY Conference Transcript
2025-05-13 22:10
DoorDash (DASH) FY Conference Summary Company Overview - DoorDash is one of the world's largest local e-commerce platforms with an industry-leading food delivery share in the US exceeding 60% [2][6][8] - The company aims to empower and grow local economies, initially focusing on restaurant delivery and expanding into grocery, convenience, and retail sectors [5][6][9] Core Business Strategies - **Marketplace Business**: Focused on demand generation and consumer acquisition, with significant room for growth as daily app usage remains low compared to the total addressable market [7][8][12] - **B2B Services Strategy**: Includes logistics as a service and merchant support through products like Drive and Storefront, with recent acquisition of Seven Rooms to enhance merchant services [10][11][12] Consumer Demand and Resilience - DoorDash has observed strong consumer demand across various income levels and regions, attributing resilience to the food category's consistent demand [13][14][15] - The product has improved significantly over the years, contributing to sustained demand and user engagement [15][18] Financial Performance Insights - Q1 saw a lower net revenue margin take rate due to seasonal factors and strategic fee reductions for grocery consumers, but confidence remains for recovery in Q2 and the second half of the year [30][35][36] - EBITDA dollar growth year-over-year was approximately 60%, indicating strong financial health despite fluctuations in take rates [34][38] Growth in New Verticals - Grocery and new verticals are expected to lead in order volume share, driven by improved selection and quality on the platform [39][41] - Majority of new users in grocery come from existing restaurant customers, enhancing overall retention [44][46] International Expansion - DoorDash is growing faster internationally than in its core restaurant business, with a gross profit-positive portfolio and strong user engagement [52][53][54] - Partnerships, such as with Deliveroo, are aimed at expanding market reach in Europe [55] Advertising and Merchant Services - The advertising business is seen as a service to merchants, with a focus on providing analytics to improve return on advertising spend [65][66][69] - The majority of advertising revenue currently comes from US restaurants, with growth potential in international markets [66][67] Capital Allocation and Future Outlook - DoorDash maintains a healthy cash flow and is open to investments that meet IRR thresholds, including share buybacks and M&A opportunities [72][73] - The company is optimistic about growth in existing businesses and new verticals, with a focus on enhancing user experience and operational efficiency [90][91] Technology and Innovation - DoorDash is exploring AI for internal efficiencies and consumer personalization, as well as autonomous delivery technologies [82][84] - The company is disciplined in its approach to technology investments, focusing on long-term benefits [86] Conclusion - DoorDash's core business remains strong, with significant growth opportunities in new verticals and international markets, supported by strategic partnerships and technological advancements [88][90]
DoorDash Plans to Acquire Hospitality Tech Firm SevenRooms
PYMNTS.com· 2025-05-06 15:01
Core Insights - DoorDash is set to acquire SevenRooms, a hospitality tech company based in New York City, which is seen as a significant expansion of DoorDash's Commerce Platform capabilities [1][7] - The acquisition aims to enhance the DoorDash Commerce Platform, allowing merchants to better serve customers across various channels and improve profitability through smarter marketing [2][5] Group 1: Acquisition Details - The deal is expected to close in the second half of the year, pending regulatory approvals and closing conditions [7] - This announcement coincides with DoorDash's agreement to acquire the U.K.-based food delivery platform Deliveroo for $3.9 billion [7] Group 2: Commerce Platform Enhancement - DoorDash's Commerce Platform, introduced in September, provides tools for merchants to create direct channels for customer engagement, whether online, via phone, or in-store [2][3] - The platform includes features for delivery through merchants' own apps or websites, online ordering, and AI-powered phone ordering systems [3] Group 3: SevenRooms Overview - SevenRooms, launched in 2011, offers integrated tools for marketing, operations, and guest experience, aimed at helping hospitality businesses strengthen guest relationships and drive revenue growth [4] - The combination of DoorDash's scale and digital innovation with SevenRooms's in-store capabilities is expected to enhance merchants' growth across both first-party and third-party channels [5] Group 4: Market Context - The acquisition comes at a time when U.S. consumers are dining out less frequently due to financial pressures, as noted by Wendy's CEO and a report from Fiserv [6]
DoorDash(DASH) - 2025 Q1 - Earnings Call Transcript
2025-05-06 12:00
DoorDash (DASH) Q1 2025 Earnings Call May 06, 2025 08:00 AM ET Company Participants Weston Twigg - Finance and Investor RelationsShweta Khajuria - Managing DirectorTony Xu - Co-Founder, Chair and CEORavi Inukonda - Chief Financial OfficerYoussef Squali - MD & Head of Internet and Digital Media Research GroupAndrew Boone - Managing DirectorMark Mahaney - Senior Managing DirectorBrian Nowak - Managing Director Ron Josey - Managing Director Conference Call Participants Deepak Mathivanan - Senior Equity Researc ...
US food delivery app DoorDash offers to buy UK rival Deliveroo for $3.6bn
The Guardian· 2025-04-25 19:17
DoorDash is offering to buy UK-based rival Deliveroo for $3.6bn (£2.7bn), Deliveroo said Friday.Deliveroo said that its board is currently in talks with DoorDash over the offer and that a firm offer has not been made, according to statement sent to the Guardian. Should a firm offer of £1.80 ($2.40) a share be made, Deliveroo said, “it would be minded to recommend such an offer to Deliveroo shareholders.“There can be no certainty that any firm offer for Deliveroo will be made. At this time, shareholders are ...