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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製品と売上

製品別売上シェア

売上内訳 ($10.7B)

静的データ（リアルタイム財務ロード中…）

US Marketplace (88%)

International (12%)

セグメント構成と主要顧客

製品詳細

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).

サプライチェーン関係

パートナー

McDonald's Corporation

Food delivery

影響: major restaurant partner

競合他社

Uber Technologies

Food delivery (Uber Eats)

影響: primary US competitor

マクロ・市場概況

소비재 (경기민감)セクターニュース

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%

次の主要イベント

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

AI分析

DoorDash, Inc.のAIサプライチェーン分析を受けるには「AI分析を取得」をクリックしてください。

企業情報

本社所在地

San Francisco, CA

設立

2013

従業員数

8,600

ウェブサイト

doordash.com

セクター概況 — 소비재 (경기민감)

セクターニュース