DoorDash财务表现 - DoorDash在2023年实现了财务成果，运营费用仅增长了19.5%，销售和营销费用仅增长了11.5%，使净亏损减少了59%至5.58亿美元[8][9] - DoorDash报告称，调整后的EBITDA达到12亿美元，较2022年增长了三倍，这是朝着真正盈利的重要一步[10] - DoorDash认为2024年调整后的EBITDA可能达到19亿美元，这将是去年惊人成绩的进一步增长60%[12] DoorDash市场地位 - DoorDash是美国最受欢迎的食品送货平台，市场份额达到66%，远远领先于第二名的Uber Technologies的23%[3] - DoorDash在2023年结束时拥有创纪录的3700万月活跃用户，客户继续增加订单频率，随着平台的扩大，将吸引更多用户，推动公司取得更多创纪录的成绩[13] DoorDash未来展望 - DoorDash股价仍然低于历史最高价50%，这可能是长期投资的绝佳机会[14]

DoorDash被指控收取虚假送货费用 - DoorDash被指控向一家纽约市餐厅收取近14,000美元的虚假送货费用，并只提出偿还一半金额的和解[1] - Harlem Shake自2019年11月以来已支付13,932美元的虚假佣金，DoorDash承认错误收取了13,932美元的佣金，但只愿意偿还7,259美元[2] - Harlem Shake起诉DoorDash违反纽约市送货费用上限法，指控该科技公司的过度收费行为“普遍存在”，影响“数千家”餐厅，并违反了纽约市2020年限制送货应用程序费用的法律[4]

SAN FRANCISCO--(BUSINESS WIRE)--DoorDash (NASDAQ: DASH), the local commerce platform, today announced a new partnership with Pet Supplies Plus, the largest and most trusted pet retail franchise, to offer on-demand delivery of pet essentials from 720 locations. Whether it’s restocking food for their furry, feathery, or scaly friends, or indulging their pet with a new treat, pet parents can now enjoy the convenience of same-day delivery on DoorDash. “ Innovation continues to be a top priority for our brand a ...

Uber现金流表现 - Uber在2023年实现了近34亿美元的自由现金流，表现出色[2] - Uber通过改变管理方式和削减不必要的投资，成功实现了现金流的正向发展[6] DoorDash现金流潜力 - DoorDash在2023年实现了13亿美元的自由现金流，展现出与Uber相似的潜力[10] - DoorDash正在学习运营纪律，发展高利润的收入来源，有望成为未来的现金流机器[14]

DoorDash (NASDAQ:DASH) stock is a hot topic on Thursday after Morgan Stanley updated its coverage of the food-delivery company’s shares.Morgan Stanley analyst Brian Nowak upgraded shares of DASH stock from an “equal weight” rating to an “overweight” rating today. That’s bullish next to the analysts’ consensus rating of hold based on 22 opinions.In addition to that upgrade, the Morgan Stanley analyst also increased his price target for DASH stock from $135 per share to $145 per share. That represents a poten ...

Subscribers to our monthly Option Advisor service doubled their investments with our DoorDash Inc (NASDAQ:DASH) April 100 call recommendation, made on Jan. 26. At the time, the food delivery name had cleared its $102 initial public offering (IPO) price, following a run up to it in mid-December, and a positive earnings surprise in November. Plus, Uber (UBER) was set to report results before DoorDash, which we noted could provide a potential halo lift that indeed happened, with DASH adding 1.8% on Feb. 7. Fur ...

外卖订单数量下降 - DoorDash的数据显示，西雅图市议会的最低支付法案实施后，该市的外卖订单数量急剧下降[1] - DoorDash称，自西雅图法案实施以来，其数据显示订单数量出现了“前所未有的下降”[4] 法案规定 - 根据西雅图市议会的法令，雇佣“零工”作为独立承包商的应用公司必须支付每分钟最低金额为0.44美元和每英里最低金额为0.74美元，或每份最低金额为5美元[2] DoorDash回应 - DoorDash对法案做出回应，将每单订单附加了5美元的固定服务费，以确保外卖员在送货时的每小时报酬达到26.40美元，超过西雅图的最低工资标准19.97美元/小时。然而，DoorDash表示，订单数量的减少是以此为代价的[3]

DoorDash业绩表现 - DoorDash在2024年第四季度交付了扎实的业绩，并提供了强劲的2024年展望[2] - DoorDash在2023年第四季度实现了27%的营收增长，订单量增长23%[16] - DoorDash在2023年结束时拥有3700万总月活跃用户，同比增长16%[17] DoorDash增长潜力 - DoorDash在餐馆以外的机会仍然巨大，只有20%的月活跃用户使用非食品服务[3] - DoorDash具有多个增长杠杆，如订阅计划、合作伙伴关系和有利的利润率[6][7][8] DoorDash财务状况 - DoorDash的调整后EBITDA在2023年第四季度达到3.63亿美元，较去年同期增长三倍[21] - DoorDash的自由现金流在2023年同比增长54%，达到13.5亿美元[22]

New Data and Key Takeaways Show Dashers Prize Flexibility of Work, Merchants Value Partnerships, and Customers Save Millions of Hours when DoorDash is in their Communities. (Graphic: Business Wire)New Data and Key Takeaways Show Dashers Prize Flexibility of Work, Merchants Value Partnerships, and Customers Save Millions of Hours when DoorDash is in their Communities. (Graphic: Business Wire)SAN FRANCISCO--(BUSINESS WIRE)--DoorDash (NASDAQ: DASH) today released its 2023 Community Impact Report, which demonst ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 _____________________________________ FORM 10-K _____________________________________ (Mark One) ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2023 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 001-39759 ________________________________ ...