Research
FORUM TRANSCRIPT

DoorDash – Merchant Strategies Across Restaurant & Non-restaurant Verticals

  • Public Equity
  • TMT
  • North America
PREMIUM

Specialist

Former executive at DoorDash Inc

Agenda

  • DoorDash’s (NYSE: DASH) operating environment – restaurant vs non-restaurant gross order expansion runway over the next year
  • Evolution of merchant priority toward first-party vs third-party channels to attract and retain customers
  • Outlook for 2022 and beyond – merchant take rate evolution, competitive dynamics and DashPass growth prospects

Questions

For access to this and thousands of other Transcripts, request a free trial

Request A Demo