DoorDash was the best-performing stock in the S&P 500 Friday. Chelsea Guglielmino / Getty Images Morgan Stanley named Micron Technology (MU) stock as a "top pick" and boosted its price target, and shares of the memory chip manufacturer gained 4.2%. Analysts pointed to a surge in pricing for memory chips, especially Micron's Double Data Rate 5 products, which the investment bank noted are seeing strong demand related to the buildout of AI data centers. Shares of Warner Bros. Discovery (WBD) advanced 4% follo ...

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 ...

StubHub shares tumbled Friday after the ticket reseller declined to offer guidance for the current quarter. Michael Nagle / Bloomberg / Getty Images Close DoorDash (DASH) stock was among the biggest S&P gainers with a nearly 7% rise, reclaiming some of the food delivery platform's losses following its earnings report last week. The price of Bitcoin fell, briefly dropping below $95,000 Friday morning. Most other major cryptocurrencies also slid. Oil futures climbed 2.5% to above $60 per barrel, while gold fu ...

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 ...

Key Takeaways DoorDash's Q3 revenue rose 27.3% year over year to $3.45 billion, driven by Marketplace GOV growth. Marketplace GOV surged 25% to $25 billion, supported by new users and category expansion. New partnerships with Waymo, Kroger, McDonald's, and Ace Hardware boosted DoorDash's reach. DoorDash (DASH) is benefiting from the robust growth in its Marketplace GOV, driven by strong demand across platforms. In the third quarter of 2025, Marketplace GOV increased 25% year over year to $25 billion. The fi ...

Presentation Brian NowakMorgan Stanley, Research Division Good afternoon, everyone. Welcome to the final discussion we're going to have here at day 2 of the Morgan Stanley 2025 European TMT Conference, where we're very thrilled to have Ravi from DoorDash here to talk through everything going on in the industry. There's a lot going on with the company and the industry. So thank you so much for that. Ravi InukondaChief Financial Officer Absolutely. I was in the elevator, there was like a couple of investors ...

About this content About Sean Mason Sean Mason is a Senior Journalist at Proactive, having researched and written about Canadian and US equities for 20 years. Sean graduated from the University of Toronto with a BA in history and economics and has also passed the Canadian Securities Course. He previously worked at Investors Digest of Canada, Stockhouse, and SmallCapPower.com. Read more About the publisher Proactive financial news and online broadcast teams provide fast, accessible, informative and action ...

DoorDash (NasdaqGS:DASH) Conference November 13, 2025 11:00 AM ET Speaker1Good afternoon, everyone. Welcome to the final discussion we are going to have here at day two of the Morgan Stanley 2025 European TMT Conference, where we are very thrilled to have Ravi from DoorDash here to talk through everything going on in the industry. There is a lot going on with the company and the industry, so thank you so much for coming.Speaker0Absolutely. I was in the elevator. There was like a couple of investors. They we ...