DoorDash(DASH) - 2024 Q1 - Earnings Call Transcript

Hi there. Thanks for taking the question. Tony, I wanted to ask about your logistics model versus some of the incumbents in the new verticals. As you build out bigger baskets within grocery, other categories of local commerce, it feels like you're competing more directly with the likes of Walmart and Amazon, which have some integrated models and significant fixed cost leverage at scale. So it seems that there's a chance the 3P model might always be at a somewhat of a disadvantage on a cost to serve basis he ...