In today’s briefing:
- Doordash 3Q22: Is DASH the COVID Winner?
Doordash 3Q22: Is DASH the COVID Winner?
- Strong growth continues….GOV grew 30%, 2% ahead of consensus..no macro headwinds.
- New “disclosures” imply the core business is more profitable then presumed, rationalizing management’s investments in new businesses.
- Beat and Raise…one of the few online platforms to do this in the current environment…in a business (food delivery) that most didn’t think was habitual LT.
💡 Before it’s here, it’s on Smartkarma
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