DoorDash (DASH) is benefiting from an expanding partner base that includes the likes of Wegmans Food Markets, Warner Bros. Discovery's (WBD) streaming service Max, JPMorgan Chase & Co.'s (JPM) U.S. consumer and commercial banking division Chase and Academy Sports and Outdoors (ASO) . DASH recently announced an expanded partnership with Wegmans Food Markets, enhancing its grocery delivery offerings across Maryland and soon in several states, including Virginia, North Carolina, New Jersey, Delaware and upstat ...

DoorDash's (DASH) shares have surged 43.7% in the year-to-date period compared with the Zacks Internet - Services industry's growth of 18% and the broader Zacks Computer & Technology sector's appreciation of 23.4%. The outperformance can be attributed to strong performance in total orders and Marketplace Gross Order Value (GOV), alongside enhanced logistics efficiency and an increased contribution from advertising. DoorDash is also gaining momentum in new verticals, particularly in the grocery segment, whic ...

. . DoorDash and MenuSifu Announce Expanded Partnership, Boosting Local Restaurant Success September 26, 2024 3:50 PM EDT | Source: MenuSifu New York, New York--(Newsfile Corp. - September 26, 2024) - MenuSifu, a leading North American SaaS provider, is excited to announce the expansion of its partnership with DoorDash. Through this enhanced collaboration, the MenuSifu Central third-party delivery management platform now seamlessly integrates with DoorDash, providing restaurants with a more efficient soluti ...

DoorDash (DASH) is expanding its footprint in the digital commerce space with the recent launch of products designed to help merchants grow and manage their businesses across their channels, both in-store and online. The new DoorDash Commerce Platform offers merchants tools such as branded mobile apps, AI-powered phone ordering systems and tableside order and pay solutions. The platform will empower them to enhance customer engagement and streamline operations. With features like Drive On-Demand delivery an ...

DoorDash, Inc DASH stock surged Wednesday after KeyBanc analyst Justin Patterson upgraded the stock from Sector Weight to Overweight with a $177 price target. Patterson noted DoorDash as a clear share gainer in a secular growth category with emerging revenue streams from advertising and new verticals like grocery. When Patterson initiated DoorDash before second-quarter earnings, he was constructive on DoorDash's fundamentals and long-term opportunity but cautious on near-term consumer spending data points, ...

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 ...

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]