DASH DoorDash, Inc. Loading... : Bullish and Bearish Analyst Opinions
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08:00
Jun 18
Jun 18
Kroger's e-commerce business turned profitable this quarter ahead of schedule, driven by store-based fulfillment and media growth, signaling a shift that may pressure pure-play grocery delivery models. — Improving e-commerce economics at a major grocer could intensify competition for third-party delivery platforms and reduce their long-term growth prospects.
HIGH
08:00
Mar 05
Mar 05
DoorDash is gaining incremental, profitable order volume from Kroger, indicating strong partnership momentum and revenue growth.
HIGH
10:00
Dec 04
Dec 04
Kroger's shift from automated fulfillment centers to store-based delivery plus third-party partners (Instacart, DoorDash, Uber Eats) reduces its own capex but increases delivery volumes for these partners. — Kroger's strategy shift will funnel more grocery delivery volume to third-party platforms, benefiting their top-line growth and grocery category penetration.
HIGH
About DASH Analyst Coverage
Buzzberg tracks DASH (DoorDash, Inc.) across 1 sources. 0 bullish vs 0 bearish calls from 2 analysts. Sentiment: evenly split. 3 total trade ideas tracked. Latest voices: David Kennerly, Ron Sargent.