DoorDash CE0 on the Demand For Food Delivery

The transcript discusses DoorDash's performance and strategies amid the pandemic recovery. It highlights the persistence of dining behavior changes, DoorDash's M&A strategy, and its approach to entering the grocery market. The conversation also touches on potential European market expansion and competition with Uber. Additionally, the impact of commission caps on DoorDash's operations is examined.

What dual dining behavior was observed in 2021 according to the transcript?

• Ordering takeout and cooking at home

• Dining in and dining out

• Dining out and cooking at home

• Dining in and ordering takeout

Why did DoorDash not pursue the deal with Instacart?

• The bar for M&A is very high

• DoorDash prefers organic growth

• The valuation was too high

• Instacart was not interested

What is DoorDash's strategy for entering the grocery market?

• Focusing on weekend grocery runs

• Partnering with large grocery chains

• Solving the middle of the week grocery needs

• Offering discounts on grocery items

How does DoorDash view its position in the restaurant industry?

• As a major player with significant market share

• As a niche service provider

• As a small player with room to grow

• As a leader in the global market

What is DoorDash's stance on competition with Uber?

• DoorDash and Uber have equal market share

• Uber is not a significant competitor

• DoorDash is gaining market share despite competition

• DoorDash is losing market share to Uber

What was DoorDash's reaction to commission caps in certain cities?

• They ignored the caps

• They supported the caps

• They found them unconstitutional

• They negotiated lower caps

How has DoorDash's market share changed over the past year?

• It has decreased by 12 points

• It has remained stable

• It has increased by 12 points

• It has increased by 3 points