Trading in DoorDash, Inc. (NASDAQ:DASH) is quiet on Monday. But that may not be the case for long. It may be about to refill a gap.This would mean a rapid move higher. It is why DoorDash is our Stock of the Day.One of the main reasons for market resistance is buyer remorse. People buy a stock, and if it goes lower, they vow to sell it on the way back up and get out of their positions at breakeven.This can be seen on DoorDash’s chart around the $280 level.Many of the traders who bought shares around $280 in ...

Our call on Enel SpA ( OTCPK:ENLAY )( OTCPK:ESOCF ) and the decision to overweight EU utilities proved correct. Since the H1 results, Enel is up by an additional 13.5% (Fig. 1). After market close, the company released its nine-month results, and, inBuy-side hedge professionals conducting fundamental, income oriented, long term analysis across sectors globally in developed markets. Please shoot us a message or leave a comment to discuss ideas.DISCLOSURE: All of our articles are a matter of opinion, informed ...

In Brief DoorDash disclosed a data breach that exposed the personal information of an unspecified number of users, which included names, email addresses, phone numbers, and physical addresses.Despite the fact that hackers stole phone numbers and physical addresses, DoorDash said that “no sensitive information was accessed by the unauthorized third party and we have no indication the data has been misused for fraud or identity theft at this time.” DoorDash said in the post that the breach impacted a mix of ...

While Disney stock declined 1.6% at the close on Friday, it was trading higher after hours. Alphabet's stock was up more than 4% after hours.YouTube subscribers received an apology email from the company, clarifying that the media moguls have reached a deal and that subscribers can again access Disney channels, including ABC and ESPN, along with any previous recordings in their library.The earlier dispute between Alphabet's (GOOGL) YouTube TV and Disney (DIS) has finally been resolved, putting YouTube subsc ...

主要股指表现 - 道琼斯工业平均指数下跌0.7%，标准普尔500指数微跌0.1%，纳斯达克综合指数小幅上涨0.1% [2] - 尽管当日涨跌互现，主要股指本周均录得上涨 [2] DoorDash (DASH) - 股价飙升6%，成为标普500指数中表现最佳的成分股，因公司与服装零售商Old Navy建立新的合作伙伴关系 [3] - 此次合作标志着公司业务从核心的餐厅配送扩展到按需服装配送领域 [3] - 此次上涨帮助公司股价收复了部分上周的失地，上周公司因第三季度利润未达预期以及对新举措的巨额支出可能影响未来盈利能力的警告而下跌 [3] 美光科技 (MU) - 股价上涨4.2%，因摩根士丹利将公司股票列为“首选”，并上调了其目标价 [4] - 分析师指出内存芯片价格飙升，特别是公司的DDR5产品，因人工智能数据中心建设带来强劲需求 [4] 华纳兄弟探索 (WBD) - 股价上涨4%，因有报道称派拉蒙Skydance、康卡斯特和Netflix均准备收购该公司 [5] Netflix (NFLX) - 股价在股票分拆前的最后一个交易日下跌3.6% [5] - 公司准备进行10比1的股票分拆，分拆调整后的股票将于下周一开始交易 [5] 百时美施贵宝 (BMY) - 股价下跌4.1%，因公司宣布将终止与强生公司共同开发的心脏病实验性治疗药物milvexian的后期临床试验 [6] 耐克 (NKE) - 股价下跌近3%，因穆迪下调了公司发行的债务评级 [8] - 评级机构指出竞争加剧以及与关税相关的成本压力是导致其对耐克前景转向更谨慎的因素 [8]

Back to market on close. Shares of Door Dash are higher today after NEM cut its price target on shares to 275 from 300, but it kept its buy rating. The firm said the latest quarter continued what looked to be a banner year for the company, showing continued acceleration in orders and gross order value.Shares are down 18% this month, but they are still up 20% on the year. Now, it's time for Options Corner. We're going of course to welcome in Rick Ducat, lead market technician to talk more about Door Dash, wh ...

主要股指表现 - 道琼斯工业平均指数下跌0.3% [1] - 标准普尔500指数上涨0.5% [1] - 纳斯达克指数攀升0.8% [1] 个股显著波动 - 票务转售平台StubHub股价暴跌近25% 创下自9月上市以来最差单日表现 原因是公司拒绝提供当前季度业绩指引 [2] - 制药公司Bristol-Myers Squibb股价下跌3.4% 成为标普500指数中跌幅最大成分股 公司与强生合作开发的一款心脏病药物已停止试验 [2] - 流媒体巨头Netflix股价下跌约3% 此前有报道称公司正准备竞购华纳兄弟探索公司 [3] - 食品配送平台DoorDash股价上涨近7% 重新夺回部分上周财报发布后的跌幅 是标普500指数中涨幅居前股票 [4] - 生物制药公司Cidara Therapeutics股价飙升超一倍 此前默克宣布以每股221.50美元收购该公司 交易估值约92亿美元 [3] 大宗商品及外汇市场 - 比特币价格下跌 一度跌破95000美元 其他主要加密货币也大多下跌 [4] - 原油期货价格上涨2.5% 至每桶60美元上方 [4] - 黄金期货价格下跌约2% [4] - 10年期美国国债收益率基本持平 [4] - 美元对欧元、英镑和日元汇率小幅走低 [4]

Key Takeaways SERV's alliance with DoorDash adds scale to its Uber tie-up, supporting a 10x revenue target for 2026.Delivery volume rose 66% in Q3, while branding revenue jumped 120% as the robot fleet expanded.SERV expects to hit 2,000 deployed robots by mid-December, boosting order capacity across both platforms.Serve Robotics Inc.’s (SERV) partnership with DoorDash (DASH) marks a pivotal turn in the company’s scale-up strategy, coming at a moment when its national footprint and robot deployment curve are ...

文章核心观点 - 美国外卖平台DoorDash与美团虽商业模式相似，但因中美市场环境、竞争格局和社会结构差异，导致二者在商业模式、盈利能力及市值表现上出现显著分化 [5] - DoorDash在北美"错位垄断"市场环境下，通过聚焦郊区高价值用户和灵活用工模式，实现高毛利运营；而美团在国内同质化竞争市场中，被迫陷入规模效应驱动的低利润竞争 [6][23] - 不同市场的DNA决定了平台价值天花板：北美市场允许平台轻资产运营和高收费，而中国市场要求平台承担更重社会责任和配送成本 [24][39] 竞争格局差异 - 北美外卖市场呈现"错位垄断"特征，各平台基于自身特性选择差异化赛道：DoorDash聚焦郊区市场，Uber Eats聚焦品牌餐饮，Grubhub以商家自配送为主 [9] - 美国郊区家庭外卖订单客单价比城市高30%，复购率达65%，且早期竞争渗透率不足10%，为DoorDash提供高价值增长空间 [15] - 国内外卖市场为同质化竞争的"规模卷王"，百团大战等激烈竞争导致利润薄、壁垒低，平台需不断拓展新业务寻求协同效应 [20][22] 商业模式对比 - DoorDash通过DashPass会员服务创造12%营收，广告业务成为增长最快第二曲线，每10美元订单能赚3.2美元高毛利 [18] - 美团外卖UE健康区间每单仅赚1元人民币，2024年上半年配送服务收入441亿元，配送相关成本480亿元，每单约亏0.3元配送费 [20][35] - DoorDash配送成本占配送收入83%，采用几乎100%众包模式；美团以专职骑手为主，需对配送过程进行强控制以保障服务质量 [33][35] 市场环境禀赋 - 美国郊区订单分散且配送距离长，适合"宝妈"、大学生等灵活就业人员骑行配送，兼职收入占美国人收入一半 [15][30] - 美国外卖配送费占商品价格30%，消费者承担主要成本并有小费文化；国内消费者对配送费敏感，平台需通过商家共担或骑手罚款平衡成本 [35][36] - 北美社会崇尚"个人主义"，平台可自由生长；中国企业达一定规模后需承担更多社会责任，影响商业决策空间 [39] 运营数据表现 - 2025年第一季度美团外卖总订单量约为DoorDash的7倍（52亿单 vs 7.32亿单），月活用户数约为11倍（5.24亿 vs 4630万） [5][41] - DoorDash 2024财年平台交易总额802.31亿美元，不到美团外卖+闪购成交额1.31万亿元的一半 [41] - DoorDash从2022年至今股价涨6倍，市值一度达美团的1.5倍，尽管业务规模指标远落后于美团 [5]

You can find original article here Nrn. Subscribe to our free daily Nrn newsletters. Restaurant menu prices are coming back down to Earth, a new State of Local Commerce study published by DoorDash says. According to the report, the delivery app’s Restaurant Price Index shows that menu price inflation started off 2024 at nearly 6% and steadied by Q2 2025. By September 2025, year-over-year inflation had slowed to 3.2%.  DoorDash typically uses the price of a cheeseburger as a micro-indicator of menu p ...