隨着DoorDash Inc.（納斯達克代碼：DASH）的用戶基礎飆升至4200萬月活躍用戶，訂單頻率達到了歷史新高，其雜貨和零售垂直領域在第四季度也顯示出出色的增長。 事件背景：DoorDash的客戶在所有類別中都下單，公司首席財務官Ravi Inukonda在財報電話會議上解釋道：“我們是美國增長最快的企業，通過這一年我們在新垂直領域中獲取了市場份額。”他補充說，“在幾個國家中，國際組合中的新垂直領域和雜貨滲透率實際上高於我們在美國看到的。” DoorDash突出了其當前的4200萬月活躍用戶正在以兩位數的速度增長，創紀錄的訂單頻率達到“歷史新高”表明了強大的用戶參與度和平臺粘性。 此外，聯合創始人兼首席執行官Tony Xu在談到DashPass訂閱時表示，他們擁有超過1億的年度訂單客戶，而其DashPass和Wolt+訂閱用戶僅處於“數千萬”之中。 “所以我們有很大一部分客戶羣在我們自己的生態系統中還不是訂閱者，所以這是我們必須去解決的首要問題。”Xu補充道。 重要性：DoorDash的第四季度每股收益符合預期，爲0.33美元，而收入則超出預期，達到28.7億美元。總訂單量增加到6.85億，同比增長19%。市場總貨值（GOV，即公司市場中完成訂單的總金額）增長了21%，達到213億美元。 公司預計其調整後的息稅折舊及攤銷前利潤（EBITDA），作爲市場總貨值的百分比，將在全年中逐步增長，從第一季度到第二季度，再從第二季度到第三季度。首席財務官補充說，DoorDash對全年展望“非常有信心”。 股價變動：DASH股價週二上漲0.24%，達到每股193.09美元，盤後上漲5.71%，而追蹤納斯達克100指數的交易所交易基金Invesco QQQ Trust, Series 1（納斯達克代碼：QQQ）下跌0.24%。 DASH股票今年迄今爲止上漲了13.15%，而過去一年則上漲了63.03%。 根據Benzinga追蹤的33位分析師的平均目標價爲180.94美元，並給予“買入”評級。估值範圍在115到225美元之間。最近Benchmark、JMP Securities和UBS的評級建議目標價爲206.67美元，暗示了1.25%的潛在上行空間。

以上內容來自Benzinga Earnings專欄，原文如下：

As DoorDash Inc.‘s (NASDAQ:DASH) user base exploded to 42 million monthly active users with order frequency at an all-time high, its grocery and retail vertical saw stellar growth along with the aforementioned metrics in the fourth quarter.

What Happened: DoorDash’s customers were ordering from all categories, explained the company CFO Ravi Inukonda during its earnings call. “We are the fastest growing in the U.S., we’ve gained share in new verticals through the year,” he said.

Emphasizing the grocery segment penetration Inukonda added “There are several countries where new verticals and grocery penetration in the international portfolio is actually higher than what we’re seeing in the U.S.”

DoorDash highlighted its current 42 million monthly active users are growing in double-digits and the record order frequency at an “all-time high” indicates strong user engagement and platform stickiness.

Furthermore, talking about DashPass subscriptions co-founder and CEO, Tony Xu said that they have over 100 million customers, who order with the brand annually and its DashPass and Wolt+ subscribers were only in “the tens of millions.”

“So we have a large fraction of our customer base within our own ecosystem that are not subscribers. So that’s the first thing we have to go and solve,” added Xu.

See Also: Warren Buffett’s Berkshire Hathaway Loads Up On Sirius XM Amid Price Target Cuts: Company Pays Dividend ‘But Better Off In T-Bills,’ Says Expert

Why It Matters: DoorDash’s fourth-quarter earnings per share met expectations at $0.33, while revenue beat estimates at $2.87 billion. Total orders rose to 685 million, up 19% year-over-year. Marketplace GOV, which stands total dollar value of orders completed in the company’s marketplaces, increased by 21% to $21.3 billion.

The company anticipates its adjusted EBITDA, as a percentage of Marketplace GOV, will grow sequentially throughout the year, increasing from the first quarter to the second quarter, and again from the second quarter to the third quarter. CFO added that DoorDash was “very confident with the outlook for the full-year.”

Price Action: The shares rose by 0.24% to $193.09 apiece on Tuesday and advanced by 5.71% in after-hours, whereas the exchange-traded fun tracking Nasdaq 100 index, Invesco QQQ Trust, Series 1 (NASDAQ:QQQ) fell 0.24%.

DASH shares have gained 13.15% on a year-to-date basis, whereas it was up by 63.03% over the last year.

The average price target among 33 analysts tracked by Benzinga is $180.94 with a ‘buy' rating. The estimates range from $115 to $225 apiece. Recent ratings from Benchmark, JMP Securities, and UBS suggest a $206.67 target, implying a potential upside of 1.25%.

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