快速物流跑腿公司doordash市场前景及投资研究报告-培训课件外文版2024.6

COMPANIES

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PRODUCTSDoorDashCHAPTER

01OverviewRevenueoftheonlinefooddeliverymarketworldwidefrom2017to2028,bysegment(intrillionU.S.dollars)Marketsizeoftheglobalonlinefooddeliverysector2017-2028,bysegmentMealdeliveryGrocerydelivery2.01.81.61.41.21.00.80.60.40.20.01.271.171.060.950.790.640.520.450.320.20.1720190.520.510.470.490.160.140.440.390.130.110.350.320.25201720182020202120222023202420252026202720283Description:ThemarketsizeoftheglobalonlinefooddeliverysectorwasestimatedatoveronetrillionU.S.dollarsin2023,ofwhich640billiondollarsweregeneratedinthegrocerydeliverysegment,and390billiondollarsinthemealdeliverysegment.By2028,theonlinefooddeliverymarketisforecasttogeneraterevenuesreaching1.8trillionU.S.dollars.ReadmoreNote(s):Worldwide;2017to2028;estimatesSource(s):DigitalMarketInsightsRevenueoftheleadingonlinefooddeliverymarketsworldwidein2024(inbillionU.S.dollars)Revenueoftheonlinefooddeliverymarketinselectedcountries2024RevenueinbillionU.S.dollars200

250050100150300350400450500ChinaUnitedStatesUnitedKingdomSouthKoreaIndia448.9353.348.244.4243.7838.33JapanIndonesia

20.59Germany

17.6France

14.774Description:In2024,Chinawasforecasttobethebiggestmarketforonlinefooddeliveryworldwide,generatingaround449billionU.S.dollarsinrevenue.TheUnitedStatesrankedsecond,withtheonlinefooddeliveryrevenuereachingapproximately353billionU.S.dollarsthatyear.ReadmoreNote(s):UnitedStates;2024Source(s):DigitalMarketInsightsRevenueoftheonlinefooddeliverymarketintheUnitedStatesfrom2017to2028(inbillionU.S.dollars)RevenueoftheonlinefooddeliverymarketU.S.2017-2028GrocerydeliveryMealdelivery60050040030020010002017201820192020202120222023202420252026202720285Description:In2023,thetotalmarketsizeoftheonlinefooddeliveryindustryintheUnitedStateswasestimatedatapproximately287.5billionU.S.dollars,withthegrocerydeliverysegmentgeneratinganestimated200billionU.S.dollarsinrevenue,andthemealdeliverysegmentaround86.9billiondollars.ReadmoreNote(s):UnitedStates;2017-2028Source(s):DigitalMarketInsightsMarketcapofleadingonlinemarketplacesworldwideasofJune2023(inbillionU.S.dollars)Leadingonlinemarketplacesworldwide2023,bymarketcapMarketcapinbillionU.S.dollars30

40010205060708090100Uber(UnitedStates)MercadoLibre(Uruguay)DoorDash(UnitedStates)DeliveryHero(Germany)Etsy(UnitedStates)87.3759.4829.4811.4210.44Allegro(Poland)Zomato(India)8.327.64Lyft(UnitedStates)JustEatT(Netherlands)Kakaku(Japan)3.633.372.872.752.612.562.542.39Carvana(UnitedStates)Opendoor(UnitedStates)CarGurus(UnitedStates)Deliveroo(UnitedKingdom)Farfetch(UnitedKingdom)6Description:Withamarketcapofover87billionU.S.dollars,Uberranksfirstamongtheworld'sleadingonlinemarketplaces.AccordingtoJune2023data,theU.S.-basedcompanystandsaheadofothermarketplaceheavyweightssuchasMercadoLibreandDoorDash.Second-rankedMercadoLibre'smarketcapamountedtoroughly59.5billiondollars.ReadmoreNote(s):Worldwide;June30,2023Source(s):GPBullhound;S&PCapitalIQValueoftheleadinge-commercestartupacquisitionsworldwideasofJanuary2024(inbillionU.S.dollars)Valueofleadinge-commercestartupacquisitions2024AcquisitionvalueinbillionU.S.dollars02468101214161618Flipkart(Walmart)Wolt(DoorDash)8.1Ancestry(BlackstoneGroup)BirkenstockGroup(LCatterton)Jet(Walmart)4.74.53Postmates(Uber)2.72.7Mobike(Meituan-Dianping)Magento(Adobe)1.71.6Depop(Etsy)Gorillas(Getir)1.27Description:Thee-commerceM&Alandscapewasrelativelyquietin2023.Theacquisitionsmadeinthatyeardidnotmakeitintotheall-timetop10basedondealvalue.ThepurchaseofFlipkart,anIndianonlineshoppingplatformbasedinBengaluru,byWalmartin2018ranksasoneofthelargeste-commercestartupacquisitionstodate,withavalueof16billionU.S.dollars.OnlinefooddeliverycompanyWoltwasboughtbyDoorDashin2018,anoperationwhichcosttheacquiringcompanysome[...]

ReadmoreNote(s):Worldwide;asofJanuary2024;excludesacquisitionswithundisclosedvalue;excludespubliclylistedcompaniesSource(s):Bloomberg;Index.co;CHAPTER

02CompanyfiguresAnnualrevenueofDoorDashfrom2019to2023(inmillionU.S.dollars)AnnualrevenueofDoorDash2019-202310,0009,0008,0007,0006,0005,0004,0003,0002,0001,00008,6356,5834,8882,886202088520192021202220239Description:In2023,DoorDashgeneratedapproximately8.6billionU.S.dollarsinrevenues,anincreaseof31percentcomparedtothepreviousyear'sresults.Thefooddeliverycompanywasfoundedin2013inPaloAlto,California.

ReadmoreNote(s):Worldwide;2019to2023;includesdomesticandinternationalsalesSource(s):DoorDashTotalordervolumeonDoorDashmarketplacesfrom2019to2023(inmillions)NumberofordersmadeonDoorDashmarketplaces2019-20232,5002,0001,5001,0002,1611,7361,39081650002632019202020212022202310Description:In2023,totalorderscompletedonDoorDashmarketplaces(includingtheWoltmarketplace)reached2.16billion,anincreasefromthepreviousyear'sordervolumeof1.74billion.

ReadmoreNote(s):Worldwide;2019to2023Source(s):DoorDashTotalsalesvalueofordersmadeonDoorDashmarketplacesfrom2019to2023(inbillionU.S.dollars)TotaldollarvalueofordersmadeonDoorDashmarketplaces2019-202380706050403066.7753.4141.9424.662020201008.04201920212022202311Description:In2023,thetotaldollarvalueofordersmadeonDoorDash'smarketplacesreachedapproximately66.8billionU.S.dollars,atremendousincreasecomparedtopre-pandemiclevelswhenthesalesvalueofallordersmadeonDoorDashwasaroundeightbillionU.S.dollars.TheincreaseisalsodrivenbytheacquisitionofWoltin2022.ReadmoreNote(s):Worldwide;2019to2023Source(s):DoorDashAdjustedEBITDAofDoorDashworldwidefrom2019to2023(inmillionU.S.dollars)DoorDashadjustedEBITDA2019-20231,4001,2001,0008001,1906003614002891892000-200-400-600-4752019202020212022202312/statistics/1374272/doordash-adjusted-ebitdaIn2023,DoorDash'sadjustedearningsbeforeinterest,taxes,depreciation,andamortization(EBITDA)amountedtoapproximately1.2billionU.S.dollars,athreefoldincreasecomparedtothepreviousyear'sadjustedEBITDAof361milliondollars.

ReadmoreNote(s):Worldwide;2019to2023Source(s):DoorDashNetlossofDoorDashworldwidefrom2019to2023(inmillionU.S.dollars)DoorDashnetloss2019-20230-200-400-461-468-600-800-558-667-1,000-1,200-1,400-1,600-1,3652022201920202021202313Description:In2023,DoorDashincurredanetlossamountingtoapproximately558millionU.S.dollars,asubstantialdecreasefromthepreviousyear'snetlossofapproximately1.4billionU.S.dollars.

ReadmoreNote(s):Worldwide;2019to2023Source(s):DoorDashSalesandmarketingexpensesofDoorDashworldwidefrom2019to2023(inmillionU.S.dollars)DoorDashsalesandmarketingexpense2019-20232,0001,8001,6001,4001,2001,0001,8761,6821,61995780059460040020002019202020212022202314Description:In2023,DoorDashspentapproximately1.9billionU.S.dollarsonsalesandmarketing,threetimesthemarketingexpenseof594milliondollarsincurredthreeyearspriorin2019.Atthesametime,DoorDashsawitsannualrevenuesincreasesignificantlyduringthistimeperiod.ReadmoreNote(s):Worldwide;2019to2023Source(s):DoorDashResearchanddevelopmentexpensesofDoorDashworldwidefrom2019to2023(inmillionU.S.dollars)DoorDashR&Dexpense2019-20231,2001,0008001,00382960043040032120001072019202020212022202315Description:In2023,DoorDashspentjustoveronebillionU.S.dollarsonresearchanddevelopment,atenfoldincreaseintheR&Dbudgetthecompanyhadin2019.

ReadmoreNote(s):Worldwide;2019to2023Source(s):DoorDashNumberofemployeesofDoorDashworldwidefrom2020to2023DoorDashheadcountworldwide2020-202325,00019,30020,00015,00010,0005,000016,8008,60020213,88620202022202316Description:AsofDecember31,2023,DoorDashhadaround19,300employeesworldwide,anincreasefromthepreviousyear'sheadcountof16,800employees.DoorDashisanonlinefooddeliverycompanyheadquarteredinSanFrancisco,UnitedStates.

ReadmoreNote(s):Worldwide;2020to2023Source(s):DoorDashCHAPTER

03CompetitorAnalysisRevenuesofselectedonlinefooddeliverycompaniesworldwidein2022(inbillionU.S.dollars)Revenuesofleadingonlinefooddeliveryoperatorsworldwide20221210.9109.2864206.585.962.4UberEatsDeliveryHeroDoorDashJustEatTDeliveroo18/statistics/1360183/revenue-leading-online-food-delivery-companies-worldwideIn2022,UberEatsgeneratedapproximately10.9billionU.S.dollarsinglobalrevenues,surpassingfooddeliverycompetitorsDeliveryHeroandDoorDash,whoseworldwiderevenuesamountedtoabout9.2billionand6.6billionU.S.dollars,respectively.ReadmoreNote(s):Worldwide;2022Source(s):Varioussources(Companydata)Numberofdownloadsofleadingonlinefooddeliveryandtakeoutappsworldwidein2023(inmillions)Mostdownloadedfooddeliveryappsworldwide2023Numberofdownloadsinmillions0102030405060Zomato:FoodDelivery&DiningUberEats:FoodDelivery52.2241.3SwiggyFood&GroceryDeliveryDoorDash-FoodDeliveryEle.me36.8426.4624.91foodpandalocalfooddeliveryPyaterochka:GroceryDeliveryiFoodcomidaemercadoemcasabigbasket&bbnow:GroceryAppRappi:FoodDelivery,Grocery21.2418.317.5917.2815.4519Description:Withover52milliondownloads,Zomatowasthemostpopularonlinefooddeliveryapplicationworldwidein2023.UberEatsrankedsecond,withglobalconsumersdownloadingtheappjustover41milliontimesthatyear.

ReadmoreNote(s):Worldwide;2023Source(s):AppMagicNumberofdownloadsofleadingonlinefooddeliveryandtakeoutappsintheUnitedStatesin2023(inmillions)MostdownloadedfooddeliveryappsU.S.2023Numberofdownloadsinmillions1005152025DoorDash-FoodDeliveryUberEats:FoodDeliveryInstacart:GrocerydeliveryGrubhub:FoodDelivery7-Eleven:Rewards&ShoppingHelloFresh:MealKitDeliveryGopuff-Food&DrinkDeliveryFactor_PreparedMealDeliveryToastTakeout&DeliveryPostmates-FoodDeliverySheetz21.1111.228.846.333.693.012.942.872.842.241.79IHOPTotalWine&MoreSmoothieKingBobbyApproved-FoodScanner1.721.631.591.4720Description:In2023,DoorDashwasthemostdownloadedonlinefooddeliveryandtakeoutappintheUnitedStates,overtakingcompetitorslikeUberEatsbyasignificantmargin.WhileDoorDashappwasdownloadedover21milliontimesbyU.S.usersin2023,UberEatstrailedbehindwith11.2milliondownloads.ReadmoreNote(s):UnitedStates;2023Source(s):AppMagicMarketshareofleadingonlinemealdeliverycompaniesintheUnitedStatesasofJanuary2024MarketshareoftheleadingonlinefooddeliverycompaniesU.S.2024Other*1%Postmates2%Grubhub8%UberEats23%DoorDash66%21Description:Withamarketshareof66percent,DoorDashdominatedtheonlinefooddeliverymarketintheUnitedStatesasofJanuary2024.Meanwhile,UberEatsheldthesecondhighestsharewith23percent.

ReadmoreNote(s):UnitedStates;December2023;*ASAP,ArrowheadDelivery,BiteSquad,andDeliveryDudes.ReadmoreSource(s):SecondMeasureMarketshareofmajorfooddeliveryplatformsinAustraliaasatfourthquarterof2022MajorfooddeliveryplatformmarketshareAustraliaQ42022DoorDash27.9%UberEats38.2%Menulog34%22Description:AfterDeliveroo'sexitfromtheAustralianfooddeliverymarketinNovember2022,threemajorfooddeliveryplatformsremain,withUberEatsleadingwiththehighestshareofthemarketat38.2percent.SinceDeliverooexitedthemarket,theplayingfieldhasleveled,withMenulogandDoorDashfirmlyholdingtheirpositionswithinthemarket.ReadmoreNote(s):Australia;2022Source(s):DashmoteWebtrafficofUberEatsandDoorDashworldwidefromNovember2023toJanuary2024,bymonthlyvisits(inmillions)WebtrafficofUberEatsvsDoorDashworldwide2024UberEats52.9DoorDash807060504030201006866.160.951.148.9Nov2023Dec2023Jan202423Description:InJanuary2024,DoorDashrecordedapproximately66millionvisitorstoitswebsiteworldwide,surpassingthewebtrafficofitscompetitorUberEatsbyasignificantmargin.BothcompaniesarebasedintheUnitedStatesandareleadingplayersintheglobalonlinefooddeliverymarket.ReadmoreNote(s):Canada;November2023toJanuary2024;visitsondesktopandmobileSource(s):SimilarWebCHAPTER

04ConsumersNumberofmonthlyactiveusersofDoorDashworldwidefrom2021to2023(inmillions)DoorDash:monthlyactiveusersworldwide2021-2023403537323025252015105020212022202325Description:AsofDecember31,2023,DoorDashhadaround37millionmonthlyactiveusersonitsplatforms(includingtheWoltmarketplace).DoorDashisanonlinefooddeliverycompanyheadquarteredinSanFrancisco,UnitedStates.InMay2022,DoorDashcompleteditsacquisitionofFinnishonlinefooddeliverycompanyWolt.ReadmoreNote(s):Worldwide;2021to2023Source(s):DoorDashOnlinefooddeliverybookingsbybrandintheU.S.asofDecember2023OnlinefooddeliverybookingsbybrandintheU.S.2023Shareofrespondents0%10%20%30%40%50%60%70%DoorDashDomino'sUberEatsGrubHubPizzaHutPapaJohn'sPizzaKFC70%47%47%37%32%24%18%DPostmatesCaviar14%12%9%9%ChowNowEatStreetSeamlessSlice7%6%5%6%Other26Description:In2023,asurveyconductedamongU.S.consumersaboutonlinefooddeliverybookingsbybrandfoundthat70percentofrespondentshadusedDoorDashinthepast12monthstoorderfood.Domino'stooksecondplace,with47percentofthosesurveyedusingthefooddeliveryplatform.Theseresultsarebasedonarepresentativeonlinesurveyconductedin2023among3,403consumersintheUnitedStates.

ReadmoreNote(s):UnitedStates;JanuarytoDecember2023;3403respondents;18-64years;respondentswhoorderedrestaurantandfooddeliveryonline(Marketing&socialmedia,Services&eServices)Source(s):ConsumerInsightsOnlinefooddeliverybookingsbybrandinAustraliaasofDecember2023OnlinefooddeliverybookingsbybrandinAustralia2023Shareofrespondents0%10%20%30%40%50%60%70%67%UberEatsMenulog47%Domino'sDoorDashDeliverooPizzaHutRedRoosterDelivr42%40%25%21%12%7%Easi5%4%4%OzFoodHunterOther27Description:In2023,asurveyconductedamongAustralianconsumersaboutonlinefooddeliverybookingsbybrandfoundthat67percentofrespondentshadusedUberEatsinthepast12monthstoorderfood.Menulogtooksecondplace,with47percentofthosesurveyedusingthefooddeliveryplatform.Theseresultsarebasedonarepresentativeonlinesurveyconductedin2023among786consumersinAustralia.

ReadmoreNote(s):Australia;JanuarytoDecember2023;786respondents;18-64years;respondentswhoorderedrestaurantandfooddeliveryonline(Marketing&socialmedia,Services&eServices)Source(s):ConsumerInsightsAverageweeklyspendontakeawayfoodinAustraliaasatMay2023,byapporservice(inAustraliandollars)AverageweeklyspendontakeoutAustralia2023,byapporservice706059605040302010053DoorDashUberEatsMenulog28Description:AsurveyconductedinMay2023amongAustralianconsumersrevealedthatDoorDashattractedthehighestaverageweeklyspendontakeoutinAustralia,withanaveragespendof60Australiandollarsperweek.Followingclosely,UberEatsattractedanaverageweeklyspendof59Australiandollars.ReadmoreNote(s):Australia;May2023;1200respondentsSource(s):CanstarBlueAveragespendperorderonselectedonlinefooddeliveryservicesintheUnitedStatesin2022AveragespendperonlinefooddeliveryorderintheU.S.2022,byappAveragespentperorderinU.S.dollars15

20051025303540InstacartDoorDashGrubhubUberEatsPostmates35.6434.8534.3733.9431.7829Description:ConsumersintheUnitedStatesspentanaverageof33.94U.S.dollarsperfooddeliveryorderonUberEats.Incontrast,peoplespentthemostmoneyonInstacart,averagingapproximately35.64dollarsperorder,whiletheaveragevalueperorderwasthelowestonPostmates.ReadmoreNote(s):UnitedStates;2022;1,021respondentsSource(s):CircuitAverageshareofordercomposedofhiddenfeesamongselectedonlinefooddeliveryservicesintheUnitedStatesin2022ShareofonlinefoodorderingcomprisedofhiddenfeesintheU.S.2022,byappPercentoforder0%5%10%15%20%25%30%35%40%45%50%PostmatesGrubhubInstacartUberEatsDoorDash46.4%35.7%28.4%28.1%27.5%30Description:Onaverage,PostmateshadthehighestrateofhiddenfeesperfooddeliveryorderintheUnitedStates,withservicefees,deliveryfees,andtipsmakingupapproximately46.4percentoftheaverageordervalueontheapp.Incomparison,hiddencostsmadeuparound27.5percentoftheaverageordervalueonDoorDash.ReadmoreNote(s):UnitedStates;2022;1,021respondentsSource(s):CircuitCHAPTER

05Traffic&ReachOverviewofDoorDwebtrafficworldwideinJanuary2024DoorD:webtrafficworldwide2024Indicator66.1Numberofvisits(inmillions)Averagelengthofvisit(inminutes.seconds)AveragenumberofpagespervisitBouncerate(inpercent)7.465.9138.8832/statistics/1452396/doordash-web-traffic-worldwideInJanuary2024,DoorDash'swebsite,,hadjustover66millionvisitorsglobally,recordingabouncerateofnearly39percent.Forcomparison,webtrafficfiguresofUberEatsshowlowermonthlyvisitsbutaslightlybetterbouncerate.

ReadmoreNote(s):Worldwide;January2024Source(s):SimilarWebNumberoftotalappdownloadsofDoorDashworldwidefrom2018to2023(inmillions)DoorDashtotalappdownloadsworldwide2018-20234034.053531.129.333025201510526.8726.4612.55201802019202020212022202333Description:DoorDashwitnessedasignificantincreaseinitsmobiletrafficandreachbetween2018and2023.WhiletheU.S.-basedonlinefooddeliverycompanyhadaround12.5millionglobalappdownloadsin2018,thatfigureincreasedtoapeakofapproximately34milliondownloadsin2020,beforedec