DOORDASH增长持续兑现 利润释放上升期

华泰证券
13 Feb

Dash 公布4Q24 业绩:实现总交易额213 亿美元,yoy+20.6%,超VA 预期(简称预期)1.7%;收入29 亿美元,yoy+24.8%,超预期1.1%;经调整EBITDA5.7 亿美元,基本符合预期。公司4Q 业绩及1Q 指引在交易额增长层面均超预期,利润基本符合预期。公司一直保持着长期清晰的增长逻辑,核心驱动来自于用户粘性的增强、美国本土渗透率的提升、新垂直市场和国际业务的高增长,...

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