DoorDash, Inc. (DASH)


November 4, 2022

DASH: An Intriguing Print

By Steven Fox

DoorDash (DASH; $47.61; E/W) produced some better than expected Gross Order Value (GOV), revenues, and EBITDA in Q3, including robust local currency growth from recently acquired Wolt Enterprises in Europe, which continues to go against…

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November 3, 2022

DASH: First Look at Q3 Results and Outlook

By Steven Fox

DoorDash (DASH; $47.61; E/W) reported Q3 sales of $1,701mm (+6% QoQ and +33% YoY), which was ahead of our $1,650mm and the Street’s $1,625mm on adjusted EBITDA of $87mm. Gross order value (GOV) was $13,534mm…

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October 17, 2022

Advancing Its Ads Platform

By Steven Fox

This morning, DoorDash (DASH; $45.89; E/W) announced it is expanding its advertising platform by launching a new set of “self-serve” ad solutions that build on an existing suite of marketing solutions for consumer-packaged goods (CPG)…

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October 14, 2022

Folding in Another Non-Restaurant Category Opportunity

By Steven Fox

Yesterday, DoorDash (DASH; $45.91; E/W) announced a tie-up with CleanCloud, which is a point-of-sale (POS) software platform, in order to offer on-demand delivery and pickup services for laundromats and dry cleaners. This announcement is another…

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August 15, 2022

Adds to Grocery Partnerships

By Steven Fox

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