DoorDash, Inc.

DASH

"Unveiled the 'Dot' autonomous delivery robot and the 'SmartScale' for restaurants."

Business Lines

Key Metrics

Marketplace GOV, MAUs, Total Orders

Growth Driver

Expansion into New Verticals (Grocery, Retail)

Advantage

Largest Network of Dashers & Merchants

Use Case Solved

Local On-Demand Logistics & Delivery

Market Position

#1 in US Food Delivery

Quantified Position

~65% market share

Key Metrics

Revenue from platform services

Growth Driver

White-label delivery for merchants (Drive)

Advantage

Leverages existing Dasher network

Use Case Solved

Enabling merchants' own delivery channels

Market Position

B2B logistics service

Quantified Position

Growing segment

Attributes

Fcf Yield Pct

2.3

Next Year Revenue Growth Pct

Subscription Revenue Pct

<5%

Marketing And Sales Pct

~15-20%

Capex Pct

~3-5%

Single Point Of Failure

Increased competition from rivals.

Insider Ownership Pct

5.20%

Gross Margin Pct T T M

51.00%