DoorDash, Inc.

DASHleader

DoorDash is the dominant US food delivery platform, commanding two-thirds of the US market by GMV. It is expanding into grocery, alcohol, and convenience delivery while growing internationally through its Wolt acquisition.

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Produk & Pendapatan

Pangsa Pendapatan Produk

Komposisi Pendapatan ($10.7B)

Data statis (memuat keuangan langsung…)

US Marketplace (88%)

International (12%)

Komposisi segmen dan pelanggan utama

Detail produk

US Food Delivery Marketplace80%

On-demand restaurant food delivery — #1 in US with ~67% market share. Takes ~15-30% commission from restaurants plus delivery fees.

DashPass Subscription8%

Monthly subscription ($9.99/mo) offering free delivery on eligible orders. ~18M subscribers.

International (Wolt)12%

European and Middle Eastern food delivery through Wolt (acquired 2022).

Hubungan Rantai Pasok

Mitra

McDonald's Corporation

Food delivery

Dampak: major restaurant partner

Pesaing

Uber Technologies

Food delivery (Uber Eats)

Dampak: primary US competitor

Konteks makro dan pasar

소비재 (경기민감)Berita sektor

프리미엄 vs 가성비 양극화 — 고소득 소비 견조, 중간층 압박 심화

미국 소매판매 증감 (MoM)

+0.4%

소비자신뢰지수 (Conference)

98.3

명품 시장 성장률 (글로벌)

+6% YoY

전자상거래 침투율

22%

Katalis mendatang

◆Amazon·Tesla Q1 실적 (2026.04~05)◆중국 5.4월 소매판매 데이터◆미국 4월 CPI·PCE 발표

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Info Perusahaan

Kantor Pusat

San Francisco, CA

Didirikan

2013

Karyawan

8,600

Situs Web

doordash.com

Gambaran umum sektor — 소비재 (경기민감)

Berita sektor