Doordash’s value is $ 100 billion thanks to the control of US restaurants. There is a much greater chance to appear

This market alone encouraged investors to raise the price of shares to more than $ 250 per share, and the market ceiling in the north worth $ 108 billion until Tuesday. All in, DooRdash shares have multiplied more than twice the past year.

Given that Doordash ended in 2024 with the first annual profit ever, the company that is based in San Francisco is its leadership. Founder of Tony Show It appears to be in a good position to continue prosperity in American food delivery work.

But if you look at DOORDASH and the activity of integration and purchases this year, you will see the signs of the company that was quietly placed for a much larger ambition behind the connection of restaurants in the United States, and if it is successful – it is great if it is once known to be known to Oddash as more central in the technological fabric of restaurants and other local retailers around the world.

In May, the company announced a double sensation of two suggested acquisitions: one, a deal of approximately $ 4 billion for Deliveroo, which would give Doordash the best 3 UK meal delivery work, and a common presence in more than 40 countries-with the intention of operating Doordash Core Restaurant worldwide.

The other acquisition was a $ 1.2 billion deal for the SEVROOOOMS software, which makes software products aim to help restaurants, hotels and other hospitality companies to manage reservations, reservations and their customer relationships. She led the decision to purchase seven rooms with seven rooms Amazon What was his mandate when he was appointed to Doordash last year was to expand the company’s software tool set, called Doordash Commerce Platform, which helps restaurants and retailers of bricks and visit to develop and manage their businesses inside their material locations in addition to any delivery operations.

“While Dordsh has a huge problem for merchants during the epidemic … entering the ability to hand over to many who have not thought about doing it before,”, ” The box said luck in May“Another (another) has ended with a challenge to what is how my actual folder grows in my material store because these are the most profitable consumers.”

Weeks after the announcement of the acquisitions Gain 175 million dollars From Symbiosys to start the advertising technology, which is designed to help brands and retail dealers who also announce the Doordash app on Doordash clients on other platforms around the web. Doordash said that its advertising business crossed one billion dollars of annual revenue in 2024. Online advertising companies became major profit engines for retailers and online markets. Although Doordash does not explode the financial results of its advertising work, analysts have estimated that it carries a much larger profit margin than the basic delivery work.

In the background, Doordash continued to follow other types of consumer spending as well, as delivery partnerships with adult and young retailers via grocery, pharmacy, pets, sports commodities and alcohol as well.

Combated, Doordash puts an ambitious vision-it will take time to judge if it is very ambitious, distracted or buying like a suburbing step-to become a more comprehensive technology player for restaurants and other bricks from brick and raging all over the world. At the same time, even with the maximum market of $ 100 billion, the company still has the possibility to achieve significant growth in its basic business to deliver restaurants in the markets around the world.

“If you take our oldest field of exploration, American restaurants … We are still percentage of two number of sales of the American restaurant industry,” CEO Shaw said in a profit call Earlier this year. “If I look at my world, this number will be smaller.”