DoorDash – Outperformance Vs. Grubhub
We follow up on our business model analysis for DoorDash by looking deeper into the company's financials, including a comparison against peer Grubhub.
395 Views
DoorDash IPO – Unprofitable Despite Pandemic Boost
Unlike some "contribution margin" companies DoorDash appears to have a path to profitability. The question is whether valuations will be reasonable...
296 Views
DoorDash IPO Context: What It Is & How It Compares to Online Food Delivery Universe
US-based on-demand food delivery company DoorDash plans to list soon. In this note we show investors how DoorDash differs from some of its peers in...
215 Views
DoorDash Inc IPO Preview - A Big Winner in the U.S. Prepared Food Delivery Services Market
DoorDash IPO is a big winner and it is likely to generate enormous institutional investors' interest. DoorDash has a nearly 50% market share in the...
309 Views
Uber Hails Postmates to Strengthen Eats Business in the U.S.
Uber (UBER US) confirmed that it is buying Postmates for $2.65bn in an all-stock deal. According to news reports, Uber will run the Postmates app...
334 Views