<p><strong>DoorDash Inc. NASDAQ: DASH</strong> 是美国最大的食品外卖平台，在其网络中拥有超过 55 万家餐厅和杂货店。与 <strong>Uber Technologies Inc. NYSE: UBER</strong> 类似，DoorDash 充当中间商的角色，连接当地餐厅与顾客以及 Dashers（送餐司机）以送达食物。DoorDash 还扩大了其送货范围，包括杂货、服装、化妆品、床垫等两百多万种产品。</p>
<p>DoorDash 已经掌握了引人入胜的艺术。他们说服新餐厅加入他们不断增长的网络。他们说服 DashPass 订阅用户增加订单频率，以最大化他们在送货费上的节省。即使在疫情之后，DoorDash 仍在创纪录，继续吸引投资者重新关注该公司。</p>
<p>DoorDash 在计算机和技术领域运营，与 Uber Eats、<strong>Maplebear Inc. NASDAQ: CART</strong>、Instacart Inc. 和 <strong>Amazon.com Inc. NASDAQ: AMZN</strong> 竞争。</p>
<h2><strong>利用人工智能数据击败竞争对手</strong></h2>
<p>作为最大的送货网络，DoorDash 拥有规模和数据优势。该公司使用人工智能（AI）和机器学习模型。DoorDash 利用其基于 AI 的预测服务 Sybil，生成关于餐厅需求的大规模预测，并帮助分配 Dashers，以确保顾客等待时间更短、送货更快。</p>
<p>他们利用人工智能优化 Dashers 的送货路线，考虑距离、交通和订单复杂性，预测送货时间，确保效率。DoorDash 利用人工智能分析顾客数据，包括偏好和订单历史，提供个性化推荐，增强顾客体验。人工智能还支持欺诈检测和语音下单。</p>
<h2><strong>DoorDash 正在孵化一个必不可少的网络</strong></h2>
<p>DoorDash 已经发展得如此庞大和主导，以至于餐厅感到被迫加入该网络以竞争，并为他们的顾客提供送货选项。DoorDash 已经从一个附加便利选项发展成为一个必备服务，不仅为顾客提供送货选项，还通过 DoorDash 应用程序吸引公众关注和认知。</p>
<h2><strong>DoorDash 是市场创造者</strong></h2>
<p>这是一个竞争对手都在 DoorDash 网络中的情况，因此新餐厅被迫加入该网络，以平衡竞争并保持相关性。DoorDash 还有额外的能力从市场创造者中获得广告收入，提供类似股票市场电子经纪人的 “订单流” 协议。DoorDash 宣称可以帮助餐厅扩大业务，并从其网络中实现更多销售。</p>
<h2><strong>建立多个收入渠道</strong></h2>
<p>DoorDash 从三个主要渠道获得收入。市场费用占总收入的 80%，包括每笔订单的服务费和送货费。来自其 DashPass 服务的订阅费占总收入的近 13%，提供免费送货、促销和降低服务费。值得注意的是，DashPass 每年不到 100 美元，但可以为每笔订单节省高达 5 美元。顾客倾向于增加订单量，以最大化他们的订阅价值。广告和促销占总收入的约 7%。</p>
<p><img src="https://imageproxy.pbkrs.com/https://www.marketbeat.com/logos/articles/med_20240825173929_chartq-dash.jpg?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://www.marketbeat.com/logos/articles/med_20240825173929_chartq-dash.jpg"/></p>
<h2><strong>DASH 股票形成了一个旗形图案</strong></h2>
<p>DASH 的日线蜡烛图显示了一个旗形图案。与旗形图案类似，旗帜是在经历了被称为旗杆的急剧上涨后形成的。旗杆的顶点为 130.58 美元，这是阻力水平和突破触发器。126.95 美元是上方缺口填补。日线相对强度指数（RSI）跌破了 70 线，但继续在 66 线左右横向移动。回撤支撑水平为 126.95 美元缺口填补、121.44 美元、117.78 美元下方缺口填补和 112.89 美元。</p>
<h2><strong>稳健的调整后 EBITDA 增长</strong></h2>
<p>DoorDash 报告的 2024 年第二季度调整后 EBITDA 同比增长 54%，达到 4.3 亿美元，超过了此前 3.25 亿美元至 4.25 亿美元的指导范围。虽然其每股亏损为 38 美分，可能低于每股亏损 9 美分的共识预期，但市场更关注其调整后 EBITDA。该季度总订单量同比增长 19%，达到 6.35 亿。市场总订单交易额（GOV）同比增长 20%，达到 197 亿美元，远远超过之前的 190 亿至 194 亿美元的估计。DoorDash 在该季度新增了数万家新企业，并降低了平均订单缺陷率。</p>
<h2><strong>提高 GOV 预期</strong></h2>
<p>DoorDash 预计 2024 年第三季度 GOV 在 194 亿美元至 198 亿美元之间。预计调整后 EBITDA 将从 4.7 亿美元增长至 5.4 亿美元。</p>
<p>DoorDash CEO Tony Xu 在电话会议中表示：“我们继续看到巨大的增长，比行业快得多，我是说，无论是在美国还是全球的餐厅，还是在餐厅之外。越来越多的顾客首次实际上是因为非餐厅用途而来找我们。”</p>
<p><strong>DoorDash 分析师评级和价格目标</strong> 可在 MarketBeat 上查看。DASH 股票有 29 位分析师评级，包括 18 位买入和 11 位持有。共识分析师平均价格目标为 141.93 美元。</p>
<p>→ 前 CIA 顾问：&#34;这可能比特朗普的暗杀尝试更糟糕&#34;（来自 Paradigm Press）（广告）</p>
<p><img src="https://imageproxy.pbkrs.com/https://www.marketbeat.com/scripts/TriggeredCampaignPixel.ashx/query-UGxhY2VtZW50PU5hdGl2ZURpc3BsYXkmU291cmNlPU5hdGl2ZURpc3BsYXkmVHJpZ2dlcmVkQ2FtcGFpZ25JRD05MzUx?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://www.marketbeat.com/scripts/TriggeredCampaignPixel.ashx/query-UGxhY2VtZW50PU5hdGl2ZURpc3BsYXkmU291cmNlPU5hdGl2ZURpc3BsYXkmVHJpZ2dlcmVkQ2FtcGFpZ25JRD05MzUx"/></p>
<h2>现在是否值得投资 1000 美元在 DoorDash？</h2>
<p>在考虑 DoorDash 之前，您会想听听这个。</p>
<p>MarketBeat 每天跟踪华尔街评级最高、表现最佳的研究分析师以及他们推荐给客户的股票。MarketBeat 已经确定了五只顶级分析师悄悄告诉客户在更广泛市场注意之前购买的股票... DoorDash 不在名单上。</p>
<p>虽然目前分析师对 Doordash 的评级为&#34;中等买入&#34;，但顶级分析师认为以下五只股票更值得购买。</p>
<p>查看这五只股票</p>

DASH

<p>DoorDash Inc.（纳斯达克股票代码：DASH），美国领先的食品外卖平台，报告称 2024 年第二季度调整后的 EBITDA 增长了 54%，超过先前的指导。尽管每股收益亏损 38 美分，但重点仍放在强劲增长上，总订单同比增长 19% 至 6.35 亿，市场总订单金额增长 20% 至 27 亿美元。公司已将 2024 年第三季度的总订单金额指导提高至 24 亿美元至 28 亿美元，表明市场定位强劲，服务范围不断扩大，利用人工智能提升运营效率和客户体验。
![]</p>

<p><strong>DoorDash Inc. NASDAQ: DASH</strong> is the largest food delivery platform in the United States, with over 550,000 restaurants and grocery stores in its network. Like <strong>Uber Technologies Inc. NYSE: UBER</strong>, DoorDash plays the role of the middleman connecting local restaurants with customers and Dashers (delivery drivers) to deliver the food. DoorDash has also expanded its deliveries to include groceries, clothing, make-up, mattresses, and more than two million products.</p>
<div class="lb-trans"><p><strong>DoorDash Inc. NASDAQ: DASH</strong> 是美国最大的食品外卖平台，在其网络中拥有超过 55 万家餐厅和杂货店。与 <strong>Uber Technologies Inc. NYSE: UBER</strong> 类似，DoorDash 充当中间商的角色，连接当地餐厅与顾客以及 Dashers（送餐司机）以送达食物。DoorDash 还扩大了其送货范围，包括杂货、服装、化妆品、床垫等两百多万种产品。</p>
</div><p>DoorDash has mastered the art of compelling. They compel new restaurants to join their growing network. They compel DashPass subscribers to increase the frequency of their orders to maximize their savings on delivery charges. They are compelling investors to take a second look at the company as it continues to set records even after the pandemic.</p>
<div class="lb-trans"><p>DoorDash 已经掌握了引人入胜的艺术。他们说服新餐厅加入他们不断增长的网络。他们说服 DashPass 订阅用户增加订单频率，以最大化他们在送货费上的节省。即使在疫情之后，DoorDash 仍在创纪录，继续吸引投资者重新关注该公司。</p>
</div><p>DoorDash operates in the computer and technology sector, competing with Uber Eats, <strong>Maplebear Inc. NASDAQ: CART</strong>, Instacart Inc., and <strong>Amazon.com Inc. NASDAQ: AMZN</strong>.</p>
<div class="lb-trans"><p>DoorDash 在计算机和技术领域运营，与 Uber Eats、<strong>Maplebear Inc. NASDAQ: CART</strong>、Instacart Inc. 和 <strong>Amazon.com Inc. NASDAQ: AMZN</strong> 竞争。</p>
</div><h2><strong>Leveraging AI Data to Edge Out Competitors</strong></h2>
<div class="lb-trans"><h2><strong>利用人工智能数据击败竞争对手</strong></h2>
</div><p>As the largest delivery network, DoorDash has the advantage of scale and data. The company uses artificial intelligence (AI) and machine learning models. DoorDash has been using its AI-powered prediction service, Sybil, to generate large-scale predictions about restaurant demand and help allocate Dashers to ensure lower wait times and faster delivery for customers.</p>
<div class="lb-trans"><p>作为最大的送货网络，DoorDash 拥有规模和数据优势。该公司使用人工智能（AI）和机器学习模型。DoorDash 利用其基于 AI 的预测服务 Sybil，生成关于餐厅需求的大规模预测，并帮助分配 Dashers，以确保顾客等待时间更短、送货更快。</p>
</div><p>They use AI to optimize delivery routes for their Dashers, considering distance, traffic and order complexity to predict delivery times and ensure efficiency. DoorDash uses AI to analyze customer data, including preferences and order history, to offer personalized recommendations to enhance customer experience. AI also powers fraud detection and voice ordering.</p>
<div class="lb-trans"><p>他们利用人工智能优化 Dashers 的送货路线，考虑距离、交通和订单复杂性，预测送货时间，确保效率。DoorDash 利用人工智能分析顾客数据，包括偏好和订单历史，提供个性化推荐，增强顾客体验。人工智能还支持欺诈检测和语音下单。</p>
</div><h2><strong>DoorDash Is Spawning a Must-Have Network</strong></h2>
<div class="lb-trans"><h2><strong>DoorDash 正在孵化一个必不可少的网络</strong></h2>
</div><p>DoorDash has grown so large and dominant that restaurants feel compelled to join the network to compete and have delivery options available for their customers. DoorDash has evolved from being an add-on convenience option to a must-have service to not only provide delivery options to customers but also to gain publicity and awareness with customers using the DoorDash app.</p>
<div class="lb-trans"><p>DoorDash 已经发展得如此庞大和主导，以至于餐厅感到被迫加入该网络以竞争，并为他们的顾客提供送货选项。DoorDash 已经从一个附加便利选项发展成为一个必备服务，不仅为顾客提供送货选项，还通过 DoorDash 应用程序吸引公众关注和认知。</p>
</div><h2><strong>DoorDash Is a Market Maker</strong></h2>
<div class="lb-trans"><h2><strong>DoorDash 是市场创造者</strong></h2>
</div><p>It’s a case where competitors are in the DoorDash network, so new restaurants are compelled to join the network just to even the playing field and compete to stay relevant. DoorDash has the additional ability to derive advertising revenues as the market maker middleman to provide the equivalent of “order flow” agreements like the electronic brokers on the stock market. DoorDash pitches that it can help restaurants grow their business and make more sales from its network.</p>
<div class="lb-trans"><p>这是一个竞争对手都在 DoorDash 网络中的情况，因此新餐厅被迫加入该网络，以平衡竞争并保持相关性。DoorDash 还有额外的能力从市场创造者中获得广告收入，提供类似股票市场电子经纪人的 “订单流” 协议。DoorDash 宣称可以帮助餐厅扩大业务，并从其网络中实现更多销售。</p>
</div><h2><strong>Building Several Revenue Funnels</strong></h2>
<div class="lb-trans"><h2><strong>建立多个收入渠道</strong></h2>
</div><p>DoorDash derives revenues from three main funnels. The marketplace fees comprise 80% of total revenues, including the service and delivery fees for each order. Subscription fees from its DashPass service, offering free delivery, promotion, and reduced service fees, generated nearly 13% of total revenues. It’s worth noting that DashPass costs less than $100 a year but can generate savings of up to $5 per order. Customers tend to order more to maximize the value of their money with the subscription. Advertising and promotions generate around 7% of total revenues.</p>
<div class="lb-trans"><p>DoorDash 从三个主要渠道获得收入。市场费用占总收入的 80%，包括每笔订单的服务费和送货费。来自其 DashPass 服务的订阅费占总收入的近 13%，提供免费送货、促销和降低服务费。值得注意的是，DashPass 每年不到 100 美元，但可以为每笔订单节省高达 5 美元。顾客倾向于增加订单量，以最大化他们的订阅价值。广告和促销占总收入的约 7%。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://www.marketbeat.com/logos/articles/med_20240825173929_chartq-dash.jpg" alt="" original-src="https://www.marketbeat.com/logos/articles/med_20240825173929_chartq-dash.jpg"/></p>
<h2><strong>DASH Stock Forms a Pennant Pattern</strong></h2>
<div class="lb-trans"><h2><strong>DASH 股票形成了一个旗形图案</strong></h2>
</div><p>The daily candlestick chart for DASH illustrates a pennant pattern. Like a flag pattern, a pennant forms following a sharp run-up called a flagpole. The flagpole peaked at $130.58, which is the resistance level and breakout trigger. The $126.95 is the upper gap fill. The daily relative strength index (RSI) fell under the 70-band but has continued to move sideways around the 66-band. Pullback support levels are at $126.95 gap fill, $121.44, $117.78 lower gap fill, and $112.89.</p>
<div class="lb-trans"><p>DASH 的日线蜡烛图显示了一个旗形图案。与旗形图案类似，旗帜是在经历了被称为旗杆的急剧上涨后形成的。旗杆的顶点为 130.58 美元，这是阻力水平和突破触发器。126.95 美元是上方缺口填补。日线相对强度指数（RSI）跌破了 70 线，但继续在 66 线左右横向移动。回撤支撑水平为 126.95 美元缺口填补、121.44 美元、117.78 美元下方缺口填补和 112.89 美元。</p>
</div><h2><strong>Solid Adjusted EBITDA Growth</strong></h2>
<div class="lb-trans"><h2><strong>稳健的调整后 EBITDA 增长</strong></h2>
</div><p>DoorDash reported Q2 2024 adjusted EBITDA growth of 54% YoY to $430 million, coming in above the $325 million to $425 million earlier guidance. While its EPS loss was 38 cents and may have missed consensus estimates for a loss of 9 cents, the market is more focused on its adjusted EBITDA. Total orders for the quarter rose 19% YoY to 635 million. Marketplace gross order volume (GOV) jumped 20% YoY to $19.7 billion, comfortably beating previous estimates of $19 billion to $19.4 billion. DoorDash added tens of thousands of new businesses in the quarter and reduced the average order defect rate.</p>
<div class="lb-trans"><p>DoorDash 报告的 2024 年第二季度调整后 EBITDA 同比增长 54%，达到 4.3 亿美元，超过了此前 3.25 亿美元至 4.25 亿美元的指导范围。虽然其每股亏损为 38 美分，可能低于每股亏损 9 美分的共识预期，但市场更关注其调整后 EBITDA。该季度总订单量同比增长 19%，达到 6.35 亿。市场总订单交易额（GOV）同比增长 20%，达到 197 亿美元，远远超过之前的 190 亿至 194 亿美元的估计。DoorDash 在该季度新增了数万家新企业，并降低了平均订单缺陷率。</p>
</div><h2><strong>Raising GOV Guidance</strong></h2>
<div class="lb-trans"><h2><strong>提高 GOV 预期</strong></h2>
</div><p>DoorDash expects Q3 2024 GOV to be between $19.4 billion and $19.8 billion. Adjusted EBITDA is expected to grow from $470 million to $540 million.</p>
<div class="lb-trans"><p>DoorDash 预计 2024 年第三季度 GOV 在 194 亿美元至 198 亿美元之间。预计调整后 EBITDA 将从 4.7 亿美元增长至 5.4 亿美元。</p>
</div><p>DoorDash CEO Tony Xu commented during the conference call, “We continue to see just tremendous growth, much faster than the industry, I mean, many, many, many fold faster than anyone else, both in the U.S. as well as globally in restaurants, but also outside of restaurants. And increasingly, we’re seeing customers come to us for the first time actually for non-restaurant use cases.”</p>
<div class="lb-trans"><p>DoorDash CEO Tony Xu 在电话会议中表示：“我们继续看到巨大的增长，比行业快得多，我是说，无论是在美国还是全球的餐厅，还是在餐厅之外。越来越多的顾客首次实际上是因为非餐厅用途而来找我们。”</p>
</div><p><strong>DoorDash analyst ratings and price targets</strong> are at MarketBeat. There are 29 analyst ratings on DASH stock, comprised of 18 Buys and 11 Holds. Consensus analyst average price targets point to $141.93.</p>
<div class="lb-trans"><p><strong>DoorDash 分析师评级和价格目标</strong> 可在 MarketBeat 上查看。DASH 股票有 29 位分析师评级，包括 18 位买入和 11 位持有。共识分析师平均价格目标为 141.93 美元。</p>
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<div class="lb-trans"><p>→ 前 CIA 顾问：&#34;这可能比特朗普的暗杀尝试更糟糕&#34;（来自 Paradigm Press）（广告）</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://www.marketbeat.com/scripts/TriggeredCampaignPixel.ashx/query-UGxhY2VtZW50PU5hdGl2ZURpc3BsYXkmU291cmNlPU5hdGl2ZURpc3BsYXkmVHJpZ2dlcmVkQ2FtcGFpZ25JRD05MzUx" alt="" original-src="https://www.marketbeat.com/scripts/TriggeredCampaignPixel.ashx?TriggeredCampaignID=9351&amp;Placement=NativeDisplay&amp;Source=NativeDisplay"/></p>
<h2>Should you invest $1,000 in DoorDash right now?</h2>
<div class="lb-trans"><h2>现在是否值得投资 1000 美元在 DoorDash？</h2>
</div><p>Before you consider DoorDash, you'll want to hear this.</p>
<div class="lb-trans"><p>在考虑 DoorDash 之前，您会想听听这个。</p>
</div><p>MarketBeat keeps track of Wall Street's top-rated and best performing research analysts and the stocks they recommend to their clients on a daily basis. MarketBeat has identified the five stocks that top analysts are quietly whispering to their clients to buy now before the broader market catches on... and DoorDash wasn't on the list.</p>
<div class="lb-trans"><p>MarketBeat 每天跟踪华尔街评级最高、表现最佳的研究分析师以及他们推荐给客户的股票。MarketBeat 已经确定了五只顶级分析师悄悄告诉客户在更广泛市场注意之前购买的股票... DoorDash 不在名单上。</p>
</div><p>While DoorDash currently has a &#34;Moderate Buy&#34; rating among analysts, top-rated analysts believe these five stocks are better buys.</p>
<div class="lb-trans"><p>虽然目前分析师对 Doordash 的评级为&#34;中等买入&#34;，但顶级分析师认为以下五只股票更值得购买。</p>
</div><p>View The Five Stocks Here</p>
<div class="lb-trans"><p>查看这五只股票</p>
</div>

DoorDash 股票因每股收益超预期和上调业绩指引而大幅上涨