随着DoorDash Inc.（纳斯达克代码：DASH）的用户基础飙升至4200万月活跃用户，订单频率达到了历史新高，其杂货和零售垂直领域在第四季度也显示出出色的增长。 事件背景：DoorDash的客户在所有类别中都下单，公司首席财务官Ravi Inukonda在财报电话会议上解释道：“我们是美国增长最快的企业，通过这一年我们在新垂直领域中获取了市场份额。”他补充说，“在几个国家中，国际组合中的新垂直领域和杂货渗透率实际上高于我们在美国看到的。” DoorDash突出了其当前的4200万月活跃用户正在以两位数的速度增长，创纪录的订单频率达到“历史新高”表明了强大的用户参与度和平台粘性。 此外，联合创始人兼首席执行官Tony Xu在谈到DashPass订阅时表示，他们拥有超过1亿的年度订单客户，而其DashPass和Wolt+订阅用户仅处于“数千万”之中。 “所以我们有很大一部分客户群在我们自己的生态系统中还不是订阅者，所以这是我们必须去解决的首要问题。”Xu补充道。 重要性：DoorDash的第四季度每股收益符合预期，为0.33美元，而收入则超出预期，达到28.7亿美元。总订单量增加到6.85亿，同比增长19%。市场总货值（GOV，即公司市场中完成订单的总金额）增长了21%，达到213亿美元。 公司预计其调整后的息税折旧及摊销前利润（EBITDA），作为市场总货值的百分比，将在全年中逐步增长，从第一季度到第二季度，再从第二季度到第三季度。首席财务官补充说，DoorDash对全年展望“非常有信心”。 股价变动：DASH股价周二上涨0.24%，达到每股193.09美元，盘后上涨5.71%，而追踪纳斯达克100指数的交易所交易基金Invesco QQQ Trust, Series 1（纳斯达克代码：QQQ）下跌0.24%。 DASH股票今年迄今为止上涨了13.15%，而过去一年则上涨了63.03%。 根据Benzinga追踪的33位分析师的平均目标价为180.94美元，并给予“买入”评级。估值范围在115到225美元之间。最近Benchmark、JMP Securities和UBS的评级建议目标价为206.67美元，暗示了1.25%的潜在上行空间。

以上内容来自Benzinga Earnings专栏，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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