03-30-2022, 10:29 AM
Doordash has the best app. It will continue to take share
<!-- SC_OFF --><div class="md"><p>Doordash is on a tear. It is crushing Eats/Postmates share. Their apps simply aren't good. If they can't hold onto demand, supply will falter.</p> <p>This space is more differentiated than rideshare, where the service is a larger part, and the app matters less. For rideshare, you need to select 2 locations. For food, there is order and variant complexity. No one can handle this like Doordash.</p> <p>I experienced the same thing with iFood and Rappi in Brazil. Would be very worried about iFood losing all of it's share to a superior app. Rappi is executing better at everything— 15 minute delivery, market, pharmacy, alcohol. As Doordash takes core share, it can expand into more verticals in more categories, as other platforms struggle to get off the ground.</p> <p>Long $DASH.</p> <p><a href="https://secondmeasure.com/datapoints/food-delivery-services-grubhub-uber-eats-doordash-postmates/">https://secondmeasure.com/datapoints/food-delivery-services-grubhub-uber-eats-doordash-postmates/</a></p> <p>​</p> </div><!-- SC_ON --> submitted by <a href="https://www.reddit.com/user/HFwizard"> /u/HFwizard </a> <br/> <span><a href="https://www.reddit.com/r/investing/comments/tru1xi/doordash_has_the_best_app_it_will_continue_to/">[link]</a></span> <span><a href="https://www.reddit.com/r/investing/comments/tru1xi/doordash_has_the_best_app_it_will_continue_to/">[comments]</a></span>Kind Regards R
<!-- SC_OFF --><div class="md"><p>Doordash is on a tear. It is crushing Eats/Postmates share. Their apps simply aren't good. If they can't hold onto demand, supply will falter.</p> <p>This space is more differentiated than rideshare, where the service is a larger part, and the app matters less. For rideshare, you need to select 2 locations. For food, there is order and variant complexity. No one can handle this like Doordash.</p> <p>I experienced the same thing with iFood and Rappi in Brazil. Would be very worried about iFood losing all of it's share to a superior app. Rappi is executing better at everything— 15 minute delivery, market, pharmacy, alcohol. As Doordash takes core share, it can expand into more verticals in more categories, as other platforms struggle to get off the ground.</p> <p>Long $DASH.</p> <p><a href="https://secondmeasure.com/datapoints/food-delivery-services-grubhub-uber-eats-doordash-postmates/">https://secondmeasure.com/datapoints/food-delivery-services-grubhub-uber-eats-doordash-postmates/</a></p> <p>​</p> </div><!-- SC_ON --> submitted by <a href="https://www.reddit.com/user/HFwizard"> /u/HFwizard </a> <br/> <span><a href="https://www.reddit.com/r/investing/comments/tru1xi/doordash_has_the_best_app_it_will_continue_to/">[link]</a></span> <span><a href="https://www.reddit.com/r/investing/comments/tru1xi/doordash_has_the_best_app_it_will_continue_to/">[comments]</a></span>Kind Regards R