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{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":830036617,"tweetId":"830036617","gmtCreate":1628992869739,"gmtModify":1631892139799,"author":{"id":3578208127574897,"idStr":"3578208127574897","authorId":3578208127574897,"authorIdStr":"3578208127574897","name":"ckpham8122","avatar":"https://static.tigerbbs.com/41496b699f9fc3e0075bbf3f4ba67320","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":12,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":11,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"extraTitle":"","html":"<html><head></head><body>Like</body></html>","htmlText":"<html><head></head><body>Like</body></html>","text":"Like","highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/830036617","repostId":2159215676,"repostType":4,"repost":{"id":"2159215676","kind":"highlight","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1628992609,"share":"https://www.laohu8.com/m/news/2159215676?lang=zh_CN&edition=full","pubTime":"2021-08-15 09:56","market":"us","language":"en","title":"Why 6 DoorDash Analysts Are Raising Price Targets After Q2 Earnings<blockquote>为什么6位DoorDash分析师在第二季度财报公布后提高价格目标</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2159215676","media":"Benzinga","summary":"Analysts share their reactions and new price targets on shares of DoorDash Inc (NYSE: DASH), which reported second-quarter earnings Thursday after market close.","content":"Analysts share their reactions and new price targets on shares of DoorDash Inc (NYSE:DASH), which reported second-quarter earnings Thursday after market close.<blockquote>分析师分享了他们对股票的反应和新的价格目标门达什公司（纽约证券交易所股票代码：DASH）周四收盘后公布了第二季度收益。</blockquote> The DoorDash Analysts: Barclays analyst Ross Sandler had&nbsp;an Equal Weight rating and raised&nbsp;the price target from $160 to $183.<blockquote>DoorDash分析师：巴克莱分析师Ross Sandler给予同等权重评级，并将目标价从160美元上调至183美元。</blockquote> JMP Securities analyst Ronald V. Josey had&nbsp;a Market Outperform rating and raised&nbsp;the price target from $195 to $210.<blockquote>JMP证券分析师Ronald V.Josey给予大市跑赢大盘评级，并将目标价从195美元上调至210美元。</blockquote> Wells Fargo analyst Brian Fitzgerald had&nbsp;an Overweight rating and raised&nbsp;the price target from $215 to $235.<blockquote>富国银行分析师Brian Fitzgerald给予跑赢大盘评级，并将目标价从215美元上调至235美元。</blockquote> RBC Capital analyst Brad Erickson had&nbsp;an Outperform rating and raised&nbsp;the price target from $175 to $210.<blockquote>RBC Capital分析师Brad Erickson给予跑赢大盘评级，并将目标价从175美元上调至210美元。</blockquote> Mizuho Securities analyst James Lee had&nbsp;a Neutral rating and raised&nbsp;the price target from $155 to $175.<blockquote>瑞穗证券分析师James Lee给予中性评级，并将目标价从155美元上调至175美元。</blockquote> Needham analyst Bernie McTernan had&nbsp;a Buy rating and raised&nbsp;the price target from $195 to $230.<blockquote>Needham分析师Bernie McTernan给予买入评级，并将目标价从195美元上调至230美元。</blockquote> The Analyst Takeaways: DoorDash gained three percentage points in market share for the U.S. food delivery share, Josey said. The analyst notes a highly engaged customer based and also highlighted frequency hitting an all-time high in the quarter.<blockquote>分析师要点：乔西说，DoorDash在美国食品配送市场的份额增加了三个百分点。分析师指出，基于高度参与的客户，并强调本季度的频率创下历史新高。</blockquote> “DashPass subscribers grew more than 2x as fast as non-DashPass MAUs year-over-year,” Josey said.<blockquote>“DashPass用户的同比增长速度是非DashPass月活跃用户数的两倍多，”Josey说。</blockquote> DoorDash management said its order frequency has not reached its peak yet, Fitzgerald added.<blockquote>菲茨杰拉德补充说，DoorDash管理层表示，其订单频率尚未达到峰值。</blockquote> A focus on gross profit dollars and reinvestment in growth initiatives was called out by Erickson in the updated note.<blockquote>埃里克森在更新后的报告中呼吁关注毛利润和对增长计划的再投资。</blockquote> “On top of beating gross order volume, revenue and EBITDA and raising its FY guide, specific encouraging demand highlights includes 300 bps of U.S. shares gains year-over-year,” Erickson said.<blockquote>埃里克森表示：“除了超过总订单量、收入和EBITDA并提高财年指引之外，具体令人鼓舞的需求亮点还包括美国股市同比上涨300个基点。”</blockquote> The analyst noted&nbsp;company management mentioned progress in Canada and Australia and other international launches coming.<blockquote>分析师指出，公司管理层提到了加拿大和澳大利亚的进展以及即将推出的其他国际产品。</blockquote> “Volume growth was the highlight of 2Q earnings to us, highlighting consumer delivery habits are still sticky late into the pandemic,” McTernan said. The analyst was surprised by the upside in volume in the late stages of the pandemic.<blockquote>麦克特南表示：“对我们来说，销量增长是第二季度盈利的亮点，突显出消费者的送货习惯在大流行后期仍然很粘。”这位分析师对疫情后期成交量的上涨感到惊讶。</blockquote> Non-Food Delivery Growth: Sandler highlighted the growth of DoorDash in non-restaurant areas like grocery, convenience, pets and alcohol. This segment is helping drive frequency, retention and efficiency for the company with frequency hitting record highs in the quarter.<blockquote>非食品配送增长：桑德勒强调了DoorDash在杂货、便利、宠物和酒类等非餐厅领域的增长。该部门正在帮助提高公司的频率、保留率和效率，本季度频率创下历史新高。</blockquote> DoorDash’s non-restaurant orders could have been placed by 10% of the company’s users in the second quarter, compared to 7% of orders in the first quarter, Josey said.<blockquote>Josey表示，第二季度该公司10%的用户可能会下DoorDash的非餐厅订单，而第一季度这一比例为7%。</blockquote> The analyst also noted&nbsp;the addition of more than 5,000 convenience stores in the second quarter including <a href=\"https://laohu8.com/S/WBA\">Walgreens Boots Alliance</a> Inc (NASDAQ:WBA), Rite Aid Corporation (NYSE:RAD), Albertsons Companies Inc (NYSE:ACI), PetSmart and Bed Bath &amp; Beyond Inc.&nbsp;(NASDAQ:BBBY) locations.<blockquote>该分析师还指出，第二季度新增了5,000多家便利店，其中包括<a href=\"https://laohu8.com/S/WBA\">沃尔格林靴子联盟</a>Inc（纳斯达克：WBA），礼援助公司（纽约证券交易所代码：RAD），艾伯森公司（纽约证券交易所代码：ACI），PetSmart和贝德柏士比昂公司。（纳斯达克：BBBY）地点。</blockquote> “Over 30% of DASH’s business came from orders outside restaurants in Q2, early data suggest that multi-category customers increase both their retention and engagement rates,” Fitzgerald said.<blockquote>菲茨杰拉德表示：“第二季度，DASH超过30%的业务来自餐厅以外的订单，早期数据表明，多类别客户提高了他们的保留率和参与度。”</blockquote> What’s Next: International growth, investments in new categories and a healthy supply of Dashers are highlighted by Josey.<blockquote>下一步是什么：Josey强调了国际增长、新品类投资和Dashers的健康供应。</blockquote> “DASH deserves a premium to the peer set,” Sandler said.<blockquote>“DASH应该比同行群体获得溢价，”桑德勒说。</blockquote> “We expect DASH shares to continue to grind higher as its U.S. market share and momentum continue to resonate,” Fitzgerald said. “If DASH can replicate the operational prowess it has demonstrated in the U.S. as a fast follower in international markets, we think shares have significantly more upside in the coming years.”<blockquote>菲茨杰拉德表示：“随着DASH在美国的市场份额和势头继续产生共鸣，我们预计DASH的股价将继续走高。”“如果DASH能够复制其在美国作为国际市场快速追随者所展示的运营实力，我们认为其股价在未来几年将有更大的上涨空间。”</blockquote> Additional grocery delivery is expected to roll out in the second half of the year “providing opportunities to become a second logistics source for some key accounts,” highlights Fitzgerald.<blockquote>菲茨杰拉德强调说，预计今年下半年将推出额外的杂货配送，“为一些大客户提供成为第二物流来源的机会”。</blockquote> DoorDash has some regulatory headwinds in large cities such as&nbsp;San Francisco and New York City but Lee sees these being less than feared. Management sees momentum carrying into the third quarter, the analyst notes.<blockquote>DoorDash在旧金山和纽约市等大城市面临一些监管阻力，但Lee认为这些阻力并不令人担忧。分析师指出，管理层预计这一势头将持续到第三季度。</blockquote> “Given investments in new categories and international markets we believe the level of incremental investment represents the greatest risk to our forecast,” McTernan said.<blockquote>麦克特南表示：“鉴于对新类别和国际市场的投资，我们认为增量投资水平对我们的预测来说是最大的风险。”</blockquote> DASH Price Action: DoorDash shares rose 3.5% to $194.79&nbsp;on Friday.<blockquote>DASH价格走势：周五，DoorDash股价上涨3.5%，至194.79美元。</blockquote>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why 6 DoorDash Analysts Are Raising Price Targets After Q2 Earnings<blockquote>为什么6位DoorDash分析师在第二季度财报公布后提高价格目标</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy 6 DoorDash Analysts Are Raising Price Targets After Q2 Earnings<blockquote>为什么6位DoorDash分析师在第二季度财报公布后提高价格目标</blockquote>\n</h2>\n<h4 class=\"meta\">\n<div class=\"head\" \">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\nBenzinga \n2021-08-15 09:56\n</div>\n</div>\n</h4>\n</header>\n<article>\nAnalysts share their reactions and new price targets on shares of DoorDash Inc (NYSE:DASH), which reported second-quarter earnings Thursday after market close.<blockquote>分析师分享了他们对股票的反应和新的价格目标门达什公司（纽约证券交易所股票代码：DASH）周四收盘后公布了第二季度收益。</blockquote> The DoorDash Analysts: Barclays analyst Ross Sandler had&nbsp;an Equal Weight rating and raised&nbsp;the price target from $160 to $183.<blockquote>DoorDash分析师：巴克莱分析师Ross Sandler给予同等权重评级，并将目标价从160美元上调至183美元。</blockquote> JMP Securities analyst Ronald V. Josey had&nbsp;a Market Outperform rating and raised&nbsp;the price target from $195 to $210.<blockquote>JMP证券分析师Ronald V.Josey给予大市跑赢大盘评级，并将目标价从195美元上调至210美元。</blockquote> Wells Fargo analyst Brian Fitzgerald had&nbsp;an Overweight rating and raised&nbsp;the price target from $215 to $235.<blockquote>富国银行分析师Brian Fitzgerald给予跑赢大盘评级，并将目标价从215美元上调至235美元。</blockquote> RBC Capital analyst Brad Erickson had&nbsp;an Outperform rating and raised&nbsp;the price target from $175 to $210.<blockquote>RBC Capital分析师Brad Erickson给予跑赢大盘评级，并将目标价从175美元上调至210美元。</blockquote> Mizuho Securities analyst James Lee had&nbsp;a Neutral rating and raised&nbsp;the price target from $155 to $175.<blockquote>瑞穗证券分析师James Lee给予中性评级，并将目标价从155美元上调至175美元。</blockquote> Needham analyst Bernie McTernan had&nbsp;a Buy rating and raised&nbsp;the price target from $195 to $230.<blockquote>Needham分析师Bernie McTernan给予买入评级，并将目标价从195美元上调至230美元。</blockquote> The Analyst Takeaways: DoorDash gained three percentage points in market share for the U.S. food delivery share, Josey said. The analyst notes a highly engaged customer based and also highlighted frequency hitting an all-time high in the quarter.<blockquote>分析师要点：乔西说，DoorDash在美国食品配送市场的份额增加了三个百分点。分析师指出，基于高度参与的客户，并强调本季度的频率创下历史新高。</blockquote> “DashPass subscribers grew more than 2x as fast as non-DashPass MAUs year-over-year,” Josey said.<blockquote>“DashPass用户的同比增长速度是非DashPass月活跃用户数的两倍多，”Josey说。</blockquote> DoorDash management said its order frequency has not reached its peak yet, Fitzgerald added.<blockquote>菲茨杰拉德补充说，DoorDash管理层表示，其订单频率尚未达到峰值。</blockquote> A focus on gross profit dollars and reinvestment in growth initiatives was called out by Erickson in the updated note.<blockquote>埃里克森在更新后的报告中呼吁关注毛利润和对增长计划的再投资。</blockquote> “On top of beating gross order volume, revenue and EBITDA and raising its FY guide, specific encouraging demand highlights includes 300 bps of U.S. shares gains year-over-year,” Erickson said.<blockquote>埃里克森表示：“除了超过总订单量、收入和EBITDA并提高财年指引之外，具体令人鼓舞的需求亮点还包括美国股市同比上涨300个基点。”</blockquote> The analyst noted&nbsp;company management mentioned progress in Canada and Australia and other international launches coming.<blockquote>分析师指出，公司管理层提到了加拿大和澳大利亚的进展以及即将推出的其他国际产品。</blockquote> “Volume growth was the highlight of 2Q earnings to us, highlighting consumer delivery habits are still sticky late into the pandemic,” McTernan said. The analyst was surprised by the upside in volume in the late stages of the pandemic.<blockquote>麦克特南表示：“对我们来说，销量增长是第二季度盈利的亮点，突显出消费者的送货习惯在大流行后期仍然很粘。”这位分析师对疫情后期成交量的上涨感到惊讶。</blockquote> Non-Food Delivery Growth: Sandler highlighted the growth of DoorDash in non-restaurant areas like grocery, convenience, pets and alcohol. This segment is helping drive frequency, retention and efficiency for the company with frequency hitting record highs in the quarter.<blockquote>非食品配送增长：桑德勒强调了DoorDash在杂货、便利、宠物和酒类等非餐厅领域的增长。该部门正在帮助提高公司的频率、保留率和效率，本季度频率创下历史新高。</blockquote> DoorDash’s non-restaurant orders could have been placed by 10% of the company’s users in the second quarter, compared to 7% of orders in the first quarter, Josey said.<blockquote>Josey表示，第二季度该公司10%的用户可能会下DoorDash的非餐厅订单，而第一季度这一比例为7%。</blockquote> The analyst also noted&nbsp;the addition of more than 5,000 convenience stores in the second quarter including <a href=\"https://laohu8.com/S/WBA\">Walgreens Boots Alliance</a> Inc (NASDAQ:WBA), Rite Aid Corporation (NYSE:RAD), Albertsons Companies Inc (NYSE:ACI), PetSmart and Bed Bath &amp; Beyond Inc.&nbsp;(NASDAQ:BBBY) locations.<blockquote>该分析师还指出，第二季度新增了5,000多家便利店，其中包括<a href=\"https://laohu8.com/S/WBA\">沃尔格林靴子联盟</a>Inc（纳斯达克：WBA），礼援助公司（纽约证券交易所代码：RAD），艾伯森公司（纽约证券交易所代码：ACI），PetSmart和贝德柏士比昂公司。（纳斯达克：BBBY）地点。</blockquote> “Over 30% of DASH’s business came from orders outside restaurants in Q2, early data suggest that multi-category customers increase both their retention and engagement rates,” Fitzgerald said.<blockquote>菲茨杰拉德表示：“第二季度，DASH超过30%的业务来自餐厅以外的订单，早期数据表明，多类别客户提高了他们的保留率和参与度。”</blockquote> What’s Next: International growth, investments in new categories and a healthy supply of Dashers are highlighted by Josey.<blockquote>下一步是什么：Josey强调了国际增长、新品类投资和Dashers的健康供应。</blockquote> “DASH deserves a premium to the peer set,” Sandler said.<blockquote>“DASH应该比同行群体获得溢价，”桑德勒说。</blockquote> “We expect DASH shares to continue to grind higher as its U.S. market share and momentum continue to resonate,” Fitzgerald said. “If DASH can replicate the operational prowess it has demonstrated in the U.S. as a fast follower in international markets, we think shares have significantly more upside in the coming years.”<blockquote>菲茨杰拉德表示：“随着DASH在美国的市场份额和势头继续产生共鸣，我们预计DASH的股价将继续走高。”“如果DASH能够复制其在美国作为国际市场快速追随者所展示的运营实力，我们认为其股价在未来几年将有更大的上涨空间。”</blockquote> Additional grocery delivery is expected to roll out in the second half of the year “providing opportunities to become a second logistics source for some key accounts,” highlights Fitzgerald.<blockquote>菲茨杰拉德强调说，预计今年下半年将推出额外的杂货配送，“为一些大客户提供成为第二物流来源的机会”。</blockquote> DoorDash has some regulatory headwinds in large cities such as&nbsp;San Francisco and New York City but Lee sees these being less than feared. Management sees momentum carrying into the third quarter, the analyst notes.<blockquote>DoorDash在旧金山和纽约市等大城市面临一些监管阻力，但Lee认为这些阻力并不令人担忧。分析师指出，管理层预计这一势头将持续到第三季度。</blockquote> “Given investments in new categories and international markets we believe the level of incremental investment represents the greatest risk to our forecast,” McTernan said.<blockquote>麦克特南表示：“鉴于对新类别和国际市场的投资，我们认为增量投资水平对我们的预测来说是最大的风险。”</blockquote> DASH Price Action: DoorDash shares rose 3.5% to $194.79&nbsp;on Friday.<blockquote>DASH价格走势：周五，DoorDash股价上涨3.5%，至194.79美元。</blockquote>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"RAD":"来德爱","ACI":"艾伯森","QTWO":"Q2 Holdings Inc","WBA":"沃尔格林联合博姿","DASH":"DoorDash, Inc.","BBBY":"Bed Bath & Beyond, Inc."},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2159215676","content_text":"Analysts share their reactions and new price targets on shares of DoorDash Inc (NYSE:DASH), which reported second-quarter earnings Thursday after market close.\nThe DoorDash Analysts: Barclays analyst Ross Sandler had an Equal Weight rating and raised the price target from $160 to $183.\nJMP Securities analyst Ronald V. Josey had a Market Outperform rating and raised the price target from $195 to $210.\nWells Fargo analyst Brian Fitzgerald had an Overweight rating and raised the price target from $215 to $235.\nRBC Capital analyst Brad Erickson had an Outperform rating and raised the price target from $175 to $210.\nMizuho Securities analyst James Lee had a Neutral rating and raised the price target from $155 to $175.\nNeedham analyst Bernie McTernan had a Buy rating and raised the price target from $195 to $230.\nThe Analyst Takeaways: DoorDash gained three percentage points in market share for the U.S. food delivery share, Josey said. The analyst notes a highly engaged customer based and also highlighted frequency hitting an all-time high in the quarter.\n“DashPass subscribers grew more than 2x as fast as non-DashPass MAUs year-over-year,” Josey said.\nDoorDash management said its order frequency has not reached its peak yet, Fitzgerald added.\nA focus on gross profit dollars and reinvestment in growth initiatives was called out by Erickson in the updated note.\n“On top of beating gross order volume, revenue and EBITDA and raising its FY guide, specific encouraging demand highlights includes 300 bps of U.S. shares gains year-over-year,” Erickson said.\nThe analyst noted company management mentioned progress in Canada and Australia and other international launches coming.\n“Volume growth was the highlight of 2Q earnings to us, highlighting consumer delivery habits are still sticky late into the pandemic,” McTernan said. The analyst was surprised by the upside in volume in the late stages of the pandemic.\nNon-Food Delivery Growth: Sandler highlighted the growth of DoorDash in non-restaurant areas like grocery, convenience, pets and alcohol. This segment is helping drive frequency, retention and efficiency for the company with frequency hitting record highs in the quarter.\nDoorDash’s non-restaurant orders could have been placed by 10% of the company’s users in the second quarter, compared to 7% of orders in the first quarter, Josey said.\nThe analyst also noted the addition of more than 5,000 convenience stores in the second quarter including Walgreens Boots Alliance Inc (NASDAQ:WBA), Rite Aid Corporation (NYSE:RAD), Albertsons Companies Inc (NYSE:ACI), PetSmart and Bed Bath & Beyond Inc. (NASDAQ:BBBY) locations.\n“Over 30% of DASH’s business came from orders outside restaurants in Q2, early data suggest that multi-category customers increase both their retention and engagement rates,” Fitzgerald said.\nWhat’s Next: International growth, investments in new categories and a healthy supply of Dashers are highlighted by Josey.\n“DASH deserves a premium to the peer set,” Sandler said.\n“We expect DASH shares to continue to grind higher as its U.S. market share and momentum continue to resonate,” Fitzgerald said. “If DASH can replicate the operational prowess it has demonstrated in the U.S. as a fast follower in international markets, we think shares have significantly more upside in the coming years.”\nAdditional grocery delivery is expected to roll out in the second half of the year “providing opportunities to become a second logistics source for some key accounts,” highlights Fitzgerald.\nDoorDash has some regulatory headwinds in large cities such as San Francisco and New York City but Lee sees these being less than feared. Management sees momentum carrying into the third quarter, the analyst notes.\n“Given investments in new categories and international markets we believe the level of incremental investment represents the greatest risk to our forecast,” McTernan said.\nDASH Price Action: DoorDash shares rose 3.5% to $194.79 on Friday.","news_type":1,"symbols_score_info":{"WBA":0.9,"RAD":0.9,"QTWO":0.9,"ACI":0.9,"BBBY":0.9,"DASH":0.9}},"isVote":1,"tweetType":1,"viewCount":346,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":4,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/830036617"}