发布于: iPhone转发：0回复：2喜欢：0
回复@奇点那瞬间: dash很好啊//@奇点那瞬间:回复@奇点那瞬间:$Doordash(DASH)$ 

short doordash

1.美国外卖月度负增长了：可选消费，外卖费太贵了，虽然doordash还是正的
2.grubhub和amazon的合作，grubhub未来1年会gain market share，narratives变了
3.欧洲外卖Deliveroo and Delivery Hero both cut sales forecasts last week
4. doordash我看估值，有比较大的下跌空间, PT 40-45USD，现价71usd
引用：
2022-05-06 21:27
$Doordash(DASH)$ 22q1
Order 23%， GOV 25%， Revenue 35%.
Q1 2022 was our largest quarter for new consumer acquisition since Q1 2021, and Dasher supply remained healthy throughout the quarter.
指引：
营收如果take rate 12%，就是6b，22% yoy。
业务分析：

全部讨论

NeoKJ
2022-08-05 09:10

It's pretty hard to be objective in this market

NeoKJ
2022-08-05 09:09

Like what i said, this is top notch execution here. This is their edge.