异动解读 | DoorDash盘后大涨8.15%,订单增长强劲抵消利润预期担忧

异动解读
Feb 19

DoorDash, Inc. (DASH) 今日盘后股价大涨8.15%,引起了市场的广泛关注。

消息面上,DoorDash预计第一季度调整后利润将低于华尔街预期,主要原因是公司正在进行大规模的技术平台改造,支出增加影响了利润表现。此外,Deliveroo贡献减少、美国严重的暴风雨以及监管成本也对利润构成了压力。

然而,公司同时公布了强劲的订单增长数据。DoorDash预计第一季度市场总订单价值(GOV)将达到310亿至318亿美元,高于市场预期的296.1亿美元。此外,公司第四季度市场销售收入(GOV)同比增长39%,达到296.8亿美元,远超预期;订单量增长32%,达到9.03亿份。这些积极的增长指标似乎抵消了利润预期不佳的负面影响,推动了股价在盘后交易中大幅上涨。

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