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$Doordash(DASH)$ 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
奇点那瞬间2022-08-04 13:17"what happened in France -- and this applies to the whole sector in France, it's certainly not only on our business, is that, that market has actually shrunk." - Just eat CEO
相信常识。
另类数据，真的能抓住拐点吗？常识能判断的东西，何必要等到高频数据出来？离开高频，就不会投资了吗？奇点那瞬间2022-07-27 01:03我的理解，感觉美国外卖2季度行业增速整体放缓了，活跃用户有短期见顶迹象，gov就主要需要看dash pass转化率和下单频率了。
难的是三季度，也就是业绩指引。7月来，美国一些经济指标开始变差，外卖在美国，配送服务被充分定价了，和国内不太一样，说到底还是可选消费。另外即使dash topline问题不大，参考dpz的er，btm line肯定是有压力的。
但更核心的是grubhub绑定Amazon prime，和当前dash估值下隐含的增长率预期。奇点那瞬间2022-07-26 14:31The number of U.S. restaurant delivery orders dropped 6.3% for the 12 months ending in June to 4.8 billion, the first year-over-year drop the sector has seen since 2016, according to data by The NPD Group/CREST.
yipit的数据，dash好像还是不错的？不过用常识来判断，我对外卖免疫宏观经济还是持谨慎态度的