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DASH vs. AMZN: Which Delivery Giant Stock Has the Edge Right Now?
ZACKS· 2025-08-28 16:21
Core Insights - DoorDash (DASH) and Amazon (AMZN) are competing in the on-demand delivery and e-commerce sectors, focusing on food, grocery, and same-day delivery services [1][2] - The global same-day delivery market is projected to grow from $32.44 billion in 2025 to $54.80 billion by 2030, with a CAGR of 11.45% [2] DoorDash (DASH) Overview - DoorDash is expanding its partner base for express grocery delivery, enhancing its position in the on-demand delivery market [3] - In May 2025, DoorDash added nearly 260 grocery stores to its app, resulting in a 20% year-over-year increase in total orders to 761 million and a 23% increase in Marketplace Gross Order Value (GOV) to $24.2 billion [4][10] - Year-to-date, DASH shares have surged 46.5%, significantly outperforming AMZN's 4.5% gain, attributed to strong order growth and rising Marketplace GOV [10][11] Amazon (AMZN) Overview - Amazon's Prime membership is central to its delivery ecosystem, achieving a global speed record with 30% more items delivered same day or next day compared to the previous year [5][10] - Amazon's grocery initiatives include the Perishables Pilot program, which has seen 75% of customers as first-time shoppers for perishables, with 20% returning multiple times within their first month [7] - Amazon is expanding its grocery delivery to over 1,000 cities, with plans to reach over 2,300 by year-end 2025 [8] Financial Performance and Valuation - The Zacks Consensus Estimate for DASH's full-year 2025 earnings is $2.39 per share, reflecting a 724.14% year-over-year increase, while AMZN's estimate is $6.73 per share, indicating a 21.70% increase [17] - DASH's earnings have surpassed estimates in three of the last four quarters, with an average surprise of 35.69%, compared to AMZN's consistent earnings beats with an average surprise of 22.98% [18] - Both DASH and AMZN shares are currently considered overvalued, with DASH trading at a forward Price/Sales ratio of 7.05X, higher than AMZN's 3.24X [15] Conclusion - The e-commerce and delivery market is booming, with DASH showing greater upside potential due to strong order growth and rapid grocery delivery expansion compared to AMZN [19]
Alibaba vs. Amazon: Which E-Commerce Titan is Best Stock Pick?
ZACKS· 2025-04-08 20:00
In the ever-evolving landscape of global e-commerce, Alibaba Group (BABA) and Amazon.com (AMZN) continue to dominate the digital marketplace. Both companies have transformed shopping habits across continents, built massive cloud computing operations, and expanded into various technological frontiers. While Amazon has established itself as the e-commerce leader in Western markets, Alibaba has cemented its position as the undisputed e-commerce powerhouse in China and is rapidly expanding its international pre ...
Amazon's One Medical CEO stepping down after less than two years at helm
CNBC· 2025-03-05 15:58
Core Insights - One Medical CEO Trent Green is stepping down to become CEO of National Research Corporation, effective June 1 [1][2] - Under Green's leadership, One Medical expanded geographically and integrated medical services into Amazon's Prime membership [2] Company Developments - Green's departure comes after nearly three years with Amazon One Medical, where he contributed to significant growth and integration [2] - Neil Lindsay, head of Amazon Health Services, confirmed Green's move back to Nebraska for his new role [2] Leadership Transition - Green's last day at Amazon will be April 4, marking a transition period for One Medical [2] - Amazon expressed gratitude for Green's contributions during his tenure [2]