Giới thiệu
DoorDash là food delivery #1 US, thành lập 2013. IPO 2020 (NYSE: DASH), 25M+ monthly active users, 60% US market share, $8.6B revenue/năm. Mô hình: commission 15-30% from restaurants, delivery fee $2-8, service fee 10-15%, DashPass subscription $10/month (unlimited $0 delivery). GMV $66B/năm.
Case Study
Restaurant partnership: commission 15-30%, customer orders via DoorDash app, Dasher pickup + deliver 30-45 phút. DashPass: $10/month, $0 delivery on orders $12+, reduce per-order cost 50% for frequent users. DoorDash Drive: white-label delivery for restaurants. Kết quả: 60% US market, $8.6B revenue, GMV $66B.