DoorDash's expansion into general local commerce logistics creates a massive addressable market supporting strong long-term growth.
BullishHe framed it in years
“Walmart (WMT): From Discount Retailer to eCommerce Powerhouse”
The Intrinsic Value PodcastPublished Oct 4 · 1 passage
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Who wouldn't want a pizza delivered directly to their doorstep, but now that Doish is the clear market leader in the US in meal delivery, they're really trying to expand into being a logistics company to all forms of local commerce.
Basically, the FedEx of not just local restaurant delivery, but groceries, household items like deodorant, toilet paper, flowers, and literally everything in between. They want to enable any local business to be able to deliver their products directly to your door.
And if that vision comes to fruition, you're talking about an absolutely massive addressable market. Door Dash should be able to grow strongly for many, many years.
What this channel has said about $DASH
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2026-10-04BullishThis one
Who wouldn't want a pizza delivered directly to their doorstep, but now that Doish is the clear market leader in the US in meal delivery, they're really trying to expand into being a logistics company to all forms of local commerce. Basically, the FedEx of not just local restaurant delivery, but groceries, household items like deodorant, toilet paper, flowers, and literally everything in between. They want to enable any local business to be able to deliver their products directly to your door. And if that vision comes to fruition, you're talking about an absolutely massive addressable market. Door Dash should be able to grow strongly for many, many years.
2026-08-23Bullish
And you know, you also mentioned the aggregators Uber and Door Dash.
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