DoorDash (NYSE: DASH)

Latest

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  General

  Rideshare & Delivery Nov '23: Profitability and Strong Growth (for some)

  This article takes a deep dive on the world of rideshare and food delivery. For a long time all of these businesses - Uber, Lyft, Doordash, Deliveroo etc. - were very popular, fast growing businesses.

  29th Nov, 2023

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  General

  The Unwind of the Hamilton Helmer Growth Bubble

  This article takes a look at the evolution of the food delivery space to ask this very question. Uber, Delivery Hero, Doordash, Deliveroo, Just Eat - they’re all down more than 60% from their all time highs. But has the market overreacted on the downside? Are there real profitable businesses underneath the hype or are these businesses where the unit economics just don’t work? This article goes deep on one of the hottest industries of the 2010's to answer these questions.

  28th Jun, 2022

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  What's the deal with the gig economy?

  The gig economy! It's not just for musicians anymore... all you need is your smartphone and an app, and within minutes you could be driving people around, delivering food, or walking dogs, in exchange for cash. It's thanks to companies like Uber, Doordash, and Wag that built marketplaces that facilitated work easily. That's the gig economy. This way of working is a two way street - while there’s no commitment from the company, there’s also no commitment from the worker either. But just like dating - working under a ‘no commitments’ structure is great in theory, but often becomes a little more complicated in practice. This week, Australia’s Transport Workers Unions has made a deal with gig economy giant DoorDash, a sign that things might be about to change. Today Darcy and Sascha talk about the significance of this move, what's going on globally, and what the future looks like for the companies and workers who make up the gig economy.

  14 May

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  General

  For food delivery apps, private label is the next battleground

  Food delivery apps have been one of the biggest winners from the pandemic, as people around the world were locked down and ordering food from our phones become a staple of day-to-day life. Now it seems some of these food delivery apps are following a path well-worn by food retailers before them, moving into private label.

  21st Sep, 2021

• General

  From Ghost Kitchens to Ghost Franchises

  Ghost kitchens are restaurants that have no dine-in and no customer pick-up. They are built exclusively for the food delivery apps - UberEATS, Deliveroo, DoorDash - and are able to achieve lower costs by occupying non-desirable locations and able to create multiple restaurants in one location (i.e. list a Mexican, Chinese and Burger restaurant on the apps, but cook it all out of the same kitchen).

  8th Mar, 2021

• General

  How an army of ghost kitchens are challenging traditional restaurants

  UberEATS, DoorDash and GrubHub have ushered in a new era in restaurants. The past few years have seen a rise of ‘ghost kitchens’ (aka cloud kitchens), restaurants with no in-person ordering or in-person dining. These kitchens are set up never to see a customer. Rather, they are optimised for the food delivery platforms.

  22nd Feb, 2021