DoorDash

Articles on doordash.

  1. Channel: Delivery
Alternative data can help investors increase conviction around unit economics, competition, and strategic initiatives for their long term holdings. Our Instacart (CART) research is a perfect example of differentiated granularity into fees, competition and SNAP benefit usage on the platform. Average Discount as % of AOV (pre-discount) Average Fees as % of AOV (pre-discount) Our […]
  1. Channel: Delivery
The Register reports that “DoorDash will cough up $375,000 to settle claims it trampled California’s privacy laws by giving away customers’ info without their consent nor giving them the opportunity to opt out. “In addition to that paltry sum – for context, DoorDash’s annual revenue in 2023 was nearly $9 billion – the San Francisco-based […]
  1. Channel: Delivery
Instacart has laid off 250 employees in a move to “reshape” the newly public company, as it looks to “focus on our most promising initiatives and execute more efficiently to a flatter organization,” said CEO Fidji Simo on a call detailing the grocery tech company’s Q4 and full year 2023 results. Simo also shared that […]
  1. Channel: Grocery
Ahold Delhaize USA yesterday announced “a new agreement with local commerce platform DoorDash to make an additional on-demand grocery delivery marketplace available to customers at each of its local omnichannel brands – Food Lion, Hannaford, Giant Food, The GIANT Company and Stop & Shop. Delivery from DoorDash is expected to be available to customers of […]
  1. Technology & Innovation
  The restaurant industry is facing many challenges in the post-pandemic world, such as labor shortages, rising costs, and changing customer preferences. To survive and thrive in this competitive market, restaurants need to adopt innovative solutions that can enhance their efficiency, quality, and customer satisfaction. One of these solutions is robotic food delivery, which is […]
  1. Channel: Specialty & Other
Even in the face of an 8.6% net sales decline in Q4 2023, Tractor Supply still plans to open up to 95 brick-and-mortar stores in 2024, as well as complete its 10th distribution center. Comp store sales in Q4 dipped 4.2%; for the full year of 2023, Tractor Supply’s net sales increased 2.5%, while comp […]
  1. Department: Food
  Regular readers of this blog know that legacy grocery stores have lost market share to non-traditional formats including restaurants, convenience stores, dollar stores and fresh food delivery services that provide grocerant niche Ready-2-Eat and Heat-N-Eat fresh prepared food according to Steven Johnson Grocerant Guru® at Tacoma, WA based Foodservice Solutions®.   One bright spot […]
  1. Channel: Ecommerce & Digital
The Atlantic has a piece by Michael Graff, who writes about how he worked as a pizza delivery driver a quarter-century ago while in college, and how that experience seems to compare with that of current DoorDash and Uber Eats drivers. An excerpt: “Today, drivers deliver not just pizza but basically anything you want. Such […]
  1. Department & Category
  Driving top-line sales and bottom-line profits is important for anyone in business today.  However, with competition increasing and electric vehicles garnering share of market convenience stores must now focus more on foodservice as a way to increase customer frequency than gasoline. According to Steven Johnson Grocerant Guru® at Tacoma, WA based Foodservice Solutions® “Grocerant […]
  1. Channel: Mass
Year-over-year increase was also ahead of competitors like Instacart and DoorDash. Walmart+ has dramatically increased its ad spending when compared to the same period in 2022. According to Insider Intelligence, Walmart+ increased its advertising budget by 87% from January through September, compared to the same time frame last year. Instacart had a 69% year-over-year bump in […]
  1. Department: Food
  Regular readers of this blog know that Winsight grocery magazine is being rolled into Supermarket News.  Last week Russell Redman wrote another very good article for about grocery stores that are offering mix and match bundled grocerant niche Ready-2-Eat and Heat-N-Eat meal deals that save the consumer both time and money.  According to Steven […]
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  1. Media & Marketing
  2. Channel: Restaurants
  3. Department & Category
  4. Department: Consumer Durables
  5. Department: Food
  6. Department: Nonfood
  7. ESG
  8. Media & Marketing
  9. Data & Insights
  10. Shopper & Customer
  11. Technology & Innovation
  12. Trends & External Forces
  13. Merchandising
  Don’t want to cook, don’t want to do dishes, well according to Steven Johnson Grocerant Guru® at Tacoma, WA based Foodservice Solutions® your kids don’t want you hear you complain about cooking dinner either. Chuck E. Cheese has a new program for that has a great chance to make the entire family happy according […]
  1. Channel: Mass
  2. Corporate Finance
  3. Media & Marketing
  4. Agencies & Vendors
  5. Data & Insights
  6. Trends & External Forces
Target reported Q4 and 2023 financial results at its annual investor day on March 5, 2024. Quarterly comp performance improved sequentially from Q2 to Q4, but 2023 ended with comps down -3.7%. Profitability outperformed expectations as the company realized $2B of operating income growth in 2023 and reported notable gross margin improvements. The stock was […]
  1. Trends & External Forces
  2. CPG: Food
  3. Channel: Ecommerce & Digital
  4. Channel: Grocery
  5. Channel: Mass
  6. Department & Category
  7. Department: Beverage
  8. Department: Food
  9. Department: HBC
  10. Acquisitions, Divestitures & Mergers
  11. Corporate Strategy
  12. Corporate Finance
  13. ESG
  14. Partnerships & Alt Profit
  15. Media & Marketing
  16. Data & Insights
  17. Shopper & Customer
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  20. Retail Operations
  21. Associates & Employees
  22. Operations & Supply Chain
  23. Owned Brands (Private Label)
  24. Stores & Formats
Comments from Chairman and CEO Rodney McMullen. "Kroger achieved strong 2023 results, in line with our long-term growth model and built upon three consecutive years of historic growth.

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