DASH leads US meal delivery; expansion into general local commerce logistics supports strong long-term growth.
BullishHe framed it in years
“Domino's Pizza (DPZ): Is the Royalty Engine Still Running?”
The Intrinsic Value PodcastPublished Aug 23 · 2 passages
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And you know, you also mentioned the aggregators Uber and Door Dash.
But now that Doish is the clear market leader in the US in meal delivery, they're really trying to expand into being a logistics company to all forms of local commerce. Basically, the FedEx of not just local restaurant delivery, but groceries, household items like deodorant, toilet paper, flowers, and literally everything in between.
They want to enable any local business to be able to deliver their products directly to your door. And if that vision comes to fruition, we're talking about an absolutely massive addressable market.
Door Dash should be able to grow strongly for many, many years.
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2026-08-23BullishThis one
And you know, you also mentioned the aggregators Uber and Door Dash.