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DoorDashのプラットフォーム再構築は順調に進んでおり、実行も問題ない、とRBCが発表

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-- RBCキャピタル・マーケッツは木曜日のレポートで、DoorDash（DASH）のプラットフォーム再構築への投資は今のところ順調に進んでおり、事業運営に影響は出ていないと述べ、Deliverooは主要指標において加速的な成長を示していると指摘した。 同社は第1四半期の業績を堅調で、予想を上回る結果だったと評価し、天候による混乱にもかかわらずGOV（政府系）事業は安定した成長を遂げ、投資サイクルを通じて利益率も維持されたと述べた。 RBCによると、DoorDashの経営陣は四半期決算発表と同時に、第1四半期におけるグローバル・テクノロジー・プラットフォームの大幅な進展を強調した。決済、不正対策、サポート、サブスクリプション、加盟店向けツール、物流といった基盤インフラが整備され、3つのブランドすべてで本番環境のトラフィックが増加しているという。 RBCは、プラットフォーム再構築は依然として投資家の懸念事項ではあるものの、これまでのところ事業運営は順調に進んでおり、事業の勢いを阻害していないと指摘した。 DoorDashは第2四半期のマーケットプレイス総注文額を324億ドルから334億ドルと予想しており、これは中間値でウォール街の予想を約1.5%上回っている。一方、EBITDAは7億7000万ドルから8億7000万ドルと予想しており、これは市場コンセンサスを約1%下回っているとRBCは指摘した。また、2027年まで続く投資は小規模にとどまるとの見解は好材料と見られている。 RBCは目標株価を270ドルに据え置き、「アウトパフォーム」の投資判断を維持した。 DoorDashの株価は木曜日の取引で1%以上下落した。

Price: $165.95, Change: $-2.03, Percent Change: -1.21%

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