Shares of online delivery service DoorDash Inc (NYSE:DASH) are 4.4% higher before the bell, following a bull note from BTIG. The Wall Street brokerage upgraded DASH from "neutral" to "buy" with a $155 price target after citing several key factors, including strong third-quarter growth despite consumer weakness. DoorDash stock is on track to open around $138.30, which is right below its closing record of $141.10. The equity got a boost after the Federal Reserve cut interest rates yesterday for the first time ...

Ottawa, Ontario, Sept. 18, 2024 (GLOBE NEWSWIRE) -- Intouch Insight, a leading customer experience (CX) solutions provider, has released its 2024 Third-Party Delivery Study report. This comprehensive study, released in partnership with Informa Connect, offers valuable insights into the performance of third-party delivery services, highlighting the crucial factors that influence customer satisfaction and the effectiveness of delivery operations for orders placed for made-to-order food from both restaurants a ...

This food delivery giant is expanding into other segments, which could be even more lucrative than its core business.DoorDash (DASH -0.76%) is the dominant food delivery company in America with a 67% market share. It expanded into other segments like grocery and retail over the past few years, which could lay the groundwork for significant growth over the long term.DoorDash stock is up 31% in 2024 so far, so it's comfortably beating the S&P 500, which is up 18%. Here are two reasons why I think it's about t ...

文章核心观点 - DoorDash宣布与最大的美国亚洲超市连锁店H Mart建立新的合作关系 [1] - 分析师维持买入评级,认为这一新合作进一步证实了其对行业复苏的预期 [1] 公司概况 - DoorDash是一家科技公司,专注于提供外卖送餐服务 [1] - 分析师具有10年投资银行从业经验,专注于行业和公司研究 [1] 行业分析 - 分析师认为科技行业的指数增长已经达到了颠覆性的高峰,消费者对创新的需求正在飙升 [1] - 这一趋势为投资机会提供了良机,散户投资者也越来越关注这些发展 [1] 投资建议 - 分析师维持对DoorDash的买入评级,认为新的合作关系进一步证实了行业复苏的预期 [1] - 分析师的投资策略是专注于科技行业,注重风险管理,并关注具有良好基本面和创新产品的公司 [1]

文章核心观点 - DoorDash (DASH)股价年初至今上涨26.4%,优于Zacks Computer & Technology板块20.7%的涨幅 [1] - DoorDash的股价表现强劲,得益于其优于预期的财务业绩和令人瞩目的增长前景 [1] - 投资者需要考虑是否是投资DASH股票的合适时机 [1] 根据相关目录分别进行总结 客户群体增长推动DASH股价上涨 - DoorDash的成功源于其不断扩大的客户群体,得益于与Warner Bros. Discovery的Max流媒体服务、JPMorgan Chase & Co.的美国消费者和商业银行部门Chase以及Academy Sports and Outdoors的合作 [2] - 6月,DoorDash与Academy Sports + Outdoors宣布建立独家合作关系,通过DoorDash应用程序提供从Academy的285家门店的同日送货服务,提高了购物者在返校季的便利性 [2] - 8月,DoorDash宣布与Max(Warner Bros. Discovery的流媒体服务)建立合作关系,为DashPass年度计划会员提供免费的广告版Max服务 [2] - DoorDash还扩大了与JPMorgan Chase & Co.美国消费者和商业银行部门Chase的合作,为Sapphire卡会员提供高达每月10美元的优惠,并为Freedom和Slate卡持有人提供新的优惠 [2] 业务表现和财务指标 - 这些合作关系有望提升DoorDash的总订单量,第二季度同比增长19%至635万单 [3] - 市场总订单价值(Marketplace GOV)同比增长20%,达到197亿美元 [3] 第三季度业绩指引 - DoorDash预计第三季度市场总订单价值将在194-198亿美元之间 [4] - 第三季度收入的共识预测为26.6亿美元,同比增长22.81% [4] - 第三季度每股收益的共识预测为19美分,较30天前上升18.75% [4] 投资建议 - 尽管DoorDash拥有强大的业务组合和不断扩大的合作伙伴关系,但它在最大的业务类别-本地食品配送物流领域面临激烈竞争,这一直是一个不利因素 [5] - 从12个月前瞻市盈率来看,DoorDash的估值为5.34倍,高于其中值4.92倍和Zacks互联网服务板块5.31倍,反映出估值偏高 [5] - 因此,投资者应该等待DASH股票的更佳进场时机,目前该股票的评级为持有(Zacks Rank 3) [5]

DoorDash Inc. NASDAQ: DASH is the largest food delivery platform in the United States, with over 550,000 restaurants and grocery stores in its network. Like Uber Technologies Inc. NYSE: UBER, DoorDash plays the role of the middleman connecting local restaurants with customers and Dashers (delivery drivers) to deliver the food. DoorDash has also expanded its deliveries to include groceries, clothing, make-up, mattresses, and more than two million products.DoorDash TodayDASHDoorDash$128.48 -0.14 (-0.11%) 52-W ...

文章核心观点 - DoorDash的DashPass会员计划现在包括华纳兄弟发现频道的Max流媒体服务的优惠[1][2][3] - 这是DashPass会员计划首次提供DoorDash平台之外的福利[4] - 这一新福利为消费者提供了另一种节省开支的方式,让他们可以在家观看电影和节目,同时享用餐厅美食和小吃[6][7] 公司相关 - DoorDash总裁兼首席运营官表示,DashPass的目标一直是为会员提供更多价值和优惠[3] - DoorDash CEO表示,数字订单渠道正在增长,不仅包括DoorDash的市场平台,也包括为餐厅和零售商提供的自有订购和送货渠道[8][9] - DoorDash的DashPass会员人数创下历史新高,反映了对更高性价比的需求[10] 行业相关 - 流媒体和外卖服务相辅相成,这一新福利为消费者带来了便利[6][7] - 行业内聚合平台和餐厅自有数字订购渠道的销售都在上升[8][9]

John M Lund Photography Inc/DigitalVision via Getty Images DoorDash, Inc. (NASDAQ:DASH) announced 2Q24 earnings last Thursday after the bell, confirming my positive outlook on the stock from my initiation article, "Hitting Bottom And Bound To Dash Higher." I think Dash is now better positioned to beat its Marketplace GOV guidance of $19.4 billion - $19.8 billion for next quarter, as I see momentum backed by expansion to international markets and its grocery offering. My positive sentiment back in May was ba ...

2024 年 08 月 05 日 DoorDash（DASH.US） 2 季度业绩超预期；下半年盈利或有望好于上半年 DoorDash 2 季度外卖单量/交易额同比增 19%/20%，略高于指引和市场预期，经调 整 EBITDA 较市场预期高 9%。公司指引 3 季度 GOV 同比增 16-18%，预计下半年盈 利优于上半年，受成本侧持续优化驱动。关注用户规模及订单频次增长。 报告摘要 2 季度业绩超预期：总收入 26.3 亿美元，同比/环比增 23%/5%，较市场预期略高 4%。 归母净亏损 1.6 亿美元，对比 2Q23/1Q24 为亏损 1.7 亿美元/2,300 万美元。行政费 用同比增 45%，其中确认物业租赁减值损失 8,300 万美元，计提罚款准备金 8,500 万 美元。Contribution Profit（经调整经营利润概念）为 8.3 亿美元，同比增 33%，仍维 持快于收入的增速趋势，效率持续优化。经调整 EBITDA 为 4.3 亿美元，高于公司指 引高线（3.25-4.25 亿美元），较市场一致预期高 9%，对应利润率为 16.3%，同比提 升 3 个百分点，占 GOV 的比为 2 ...

Investors are now worried about the market crashing, with the U.S. 10-year treasury bond finally breaking below a 4% yield for the first time since the Federal Reserve (the Fed) started hiking interest rates to combat inflation and a red-hot economy. The S&P 500 is trading lower by up to 1.5% as weak economic data starts coming in for August. The hopes of an interest rate cut, as high as they may be, aren’t enough to keep the market afloat.DoorDash TodayDASHDoorDash$117.23 +9.03 (+8.35%) 52-Week Range$69.90 ...