DoorDash Inc Ordinary Shares - Class A

DASH: XNAS (USA)

Morningstar Rating for Stocks	Fair Value	Economic Moat	Capital Allocation
	VB$	LOCK\|@#RJ	LOCK\|^FtygPk

Dash Is Reinforcing Market Leadership Through Network Effects and Innovation

Mark Giarelli

Feb 12, 2025

Business Strategy and Outlook

DoorDash is the premier food and convenience delivery marketplace in North America and commands approximately 60% of the total market share. Its closest competitor, Uber Eats, holds roughly 30%. Dash expanded its global presence with the acquisition of Wolt in 2022, which has successfully penetrated markets in Europe and Asia, diversifying the company geographically. As of December 2024, Dash boasts approximately 42 million monthly active users and recently facilitated 2.5 billion orders for the year, a record level of engagement on the marketplace network.

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DoorDash Inc Ordinary Shares - Class A

Dash Is Reinforcing Market Leadership Through Network Effects and Innovation

Business Strategy and Outlook

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