异动解读 | DoorDash盘前大涨13.24%,订单增长强劲超预期抵消利润担忧

异动解读
Feb 19

DoorDash, Inc. (DASH) 今日盘前股价大幅上涨13.24%,引起了市场的广泛关注。

消息面上,公司公布了第四季度业绩及第一季度展望。尽管第四季度每股盈利及营收略低于市场预期,且第一季度调整后息税折旧及摊销前利润(EBITDA)指引也略逊预期,但其订单增长数据异常强劲,完全抵消了利润方面的担忧。

具体而言,DoorDash第四季度市场总订单价值(GOV)同比增长39%至297亿美元,订单量增长32%至9.03亿份,均远超市场预期。同时,公司预计第一季度市场总订单价值将在310亿至318亿美元之间,显著高于华尔街此前约296亿美元的预期。这显示出外卖需求保持坚挺,以及公司在食品杂货、零售和国际市场的积极扩张势头,成为推动股价在盘前交易中飙升的主要动力。

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