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RBC稱DoorDash平台遷移進展順利，執行無誤

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-- 加拿大皇家銀行資本市場（RBC Capital Markets）週四發布的一份報告指出，DoorDash (DASH) 的平台重構投資目前進展順利，並未影響業務運營，而 Deliveroo 的關鍵指標也呈現加速成長。 該機構稱，DoorDash 第一季業績穩健，優於預期，儘管受到天氣因素影響，但其政府營運收入（GOV）保持穩定成長，且在整個投資週期內利潤率保持穩定。 RBC 表示，除了季度收益外，DoorDash 管理層還強調了其全球技術平台在第一季度取得的顯著進展，包括支付、反詐欺、客戶支援、訂閱、商家工具和物流等方面的基礎架構已搭建完畢，旗下三大品牌的即時流量也在逐步提升。 該券商指出，平台重構仍是投資人關注的重點，但目前來看，執行情況良好，並未影響公司的基本業務發展動能。 加拿大皇家銀行(RBC)表示，DoorDash預計第二季平台總訂單額將在324億美元至334億美元之間，較華爾街預期中位數高出約1.5%；同時，其EBITDA預期為7.7億美元至8.7億美元，較市場普遍預期低約1%。 RBC也指出，DoorDash方面表示，其投資計畫僅會小幅延續至2027年，這一觀點似乎較為樂觀。 RBC維持對DoorDash 270美元的目標價，並給予「跑贏大盤」評級。 週四，DoorDash股價下跌超過1%。

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

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