DoorDash 向本地商业物流领域的扩张开辟了巨大的可触达市场，支撑强劲的长期增长。
逐段跳播
谁不想让披萨直接送到家门口呢，但如今DoorDash已是美国餐饮配送市场明确的领导者，他们正真正努力扩张成为服务各种本地商业的物流公司。基本上，不只是本地餐厅配送领域的FedEx，还包括杂货、除臭剂、卫生纸、鲜花等家居用品，以及其间的一切。
他们想让任何本地企业都能把产品直接送到你家门口。如果这一愿景得以实现，那将是一个极其庞大的可触达市场。DoorDash应该能够强劲增长很多很多年。
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.
这个频道对 $DASH 的历次判断
The Intrinsic Value Podcast 在这只股票上共 2 条判断，这里只列相邻的几条。