Advertising ExpansionDASH disclosed that it crossed an annualized Ad revenue run rate of over $1bn, representing the fastest growing retail media network in history.
Growth OpportunitiesThe synergy potential with Deliveroo is underappreciated, suggesting significant growth opportunities for Doordash.
Market LeadershipDoorDash is currently the market leader in restaurant delivery and continues to expand into adjacent categories and markets such as grocery, convenience, alcohol, general retail, and home improvement.