In this articleUBERDASHA food delivery messenger is seen in Manhattan. Luiz C. Ribeiro | New York Daily News | Tribune News Service | Getty ImagesFood from the restaurant of your choosing, delivered right to your door — at what cost?Third-party food delivery is becoming the norm for American consumers, as delivery apps like Grubhub, DoorDash and Uber Eats take hold in day-to-day dining. It's also presenting customers and restaurants with an increasingly complicated equation of service fees, delivery costs a ...

DoorDash, Inc. (DASH) is expected to deliver a year-over-year increase in earnings on higher revenues when it reports results for the quarter ended June 2024. This widely-known consensus outlook gives a good sense of the company's earnings picture, but how the actual results compare to these estimates is a powerful factor that could impact its near-term stock price.The stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to be released on August 1. ...

文章核心观点 - 餐饮外卖行业自疫情以来增长放缓,导致Deliveroo股价大跌68% [3] - 行业巨头Doordash曾试图收购Deliveroo,但因无法达成估值一致而谈判破裂 [1][2] - 餐饮外卖公司自上市以来累计亏损超过200亿美元 [4][5][6] - 外卖公司正积极拓展到日用品、杂货等更多品类,以提高用户粘性和收入 [7][9][10][11] 行业概况 - Deliveroo拥有18万家餐厅和零售合作伙伴,14万名骑手 [3] - 行业内主要公司包括Doordash、Delivery Hero、Just Eat Takeaway和Deliveroo等 [5] - 这些公司在疫情期间受益于消费者需求增长,但现在面临消费者支出下降的挑战 [6] 公司动态 - Doordash曾考虑收购Deliveroo,但最终未能达成交易 [1][2] - Doordash在2021年收购了其芬兰竞争对手Wolt [3] - Doordash与Aldi合作推出优惠活动,拓展到肉类和海鲜等品类 [8] - Doordash与Forage合作,在其平台上接受SNAP电子福利转账 [9] - Deliveroo正在拓展到电子产品、玩具等零售品类,并计划进一步扩展到药品、家居和宠物等领域 [10][11]

DoorDash, Inc. (DASH) shares ended the last trading session 3.3% higher at $113.88. The jump came on an impressive volume with a higher-than-average number of shares changing hands in the session. This compares to the stock's 0.2% loss over the past four weeks. DoorDash is benefiting from strong order growth and Marketplace GOV, alongside enhanced logistics efficiency and an increasing contribution from advertising. This company is expected to post quarterly loss of $0.10 per share in its upcoming report, w ...

文章核心观点 - 公司在线上食品外卖市场占据主导地位,在美国市场份额达66% [6] - 公司在25个国家拥有业务,但90%收入来自美国市场,未来有望通过国际扩张带来更多收入增长 [3] - 公司财务表现良好,收入快速增长,但EBITDA仍接近于零,主要是因为大量投入营销和研发 [7] - 公司现金储备充足,有足够资金投入未来增长和创新 [8] 行业分析 - 在线食品外卖行业正处于高速增长期,预计未来10年将保持12%的复合年增长率 [5] - 疫情期间外卖需求大增,消费者已习惯外卖服务,行业前景广阔 [5] 公司分析 - 公司主要通过DoorDash和Wolt两大外卖平台开展业务,收入来源包括佣金和会员订阅 [2] - 公司在美国市场占据主导地位,未来有望借此优势实现国际扩张 [3][6] - 公司正大量投入营销和研发,为未来发展奠定基础 [7] - 公司现金储备充足,有足够资金支持未来增长 [8]

DALLAS, Texas, June 21, 2024 (GLOBE NEWSWIRE) -- The North Texas Food Bank (NTFB), U.S. Representative Marc Veasey (TX-33), and DoorDash marked 1.3 million meals delivered to senior North Texans facing hunger. NTFB's partnership with DoorDash's Project DASH powered the deliveries. As part of today's celebration, U.S. Representative Veasey marked the milestone by providing a ceremonial food box to a DoorDash Dasher. This month, DoorDash is celebrating more than 100 million meals delivered through its partner ...

DALLAS, Texas, June 21, 2024 (GLOBE NEWSWIRE) -- The North Texas Food Bank (NTFB), U.S. Representative Marc Veasey (TX-33), and DoorDash marked 1.3 million meals delivered to senior North Texans facing hunger. NTFB's partnership with DoorDash's Project DASH powered the deliveries. As part of today's celebration, U.S. Representative Veasey marked the milestone by providing a ceremonial food box to a DoorDash Dasher. This month, DoorDash is celebrating more than 100 million meals delivered through its partner ...

DoorDash is introducing retail media solutions as it expands its alcohol delivery service. The company is expanding its alcohol delivery partnerships with several retailers, including select Food Lion, Giant Food and Stop & Shop locations, according to a Tuesday (June 11) press release. “In 2023, the total number of liquor stores available on DoorDash in the U.S. increased by more than 60%,” said DoorDash Vice President of New Verticals Fuad Hannon in the release. “Today, DoorDash is the U.S. category share ...

DoorDash (DASH) recently announced its collaboration with Academy Sports and Outdoors (ASO) to enhance the convenience and accessibility of shopping for sports and outdoor essentials. The partnership aims to transform the shopping experience during the upcoming Back-to-School season by offering on-demand delivery from the Academy’s extensive network of 285 stores across 19 states. Through the DoorDash app, customers can seamlessly browse and purchase Academy products, enjoying the convenience of same-day de ...

New partnership offers consumers convenient, on-demand access to apparel, footwear, sporting goods and outdoor recreation equipment, and more KATY, Texas, June 10, 2024 /PRNewswire/ -- Academy Sports + Outdoors ("Academy") (Nasdaq: ASO) today announced a new exclusive partnership with DoorDash (Nasdaq: DASH), the local commerce platform, to offer on-demand delivery from Academy's 285 stores across 19 states during the upcoming Back-to-School season. Academy products can be ordered directly through the DoorD ...