Is online food delivery a safe place to hide? Or will investors eventually dash for the door?March 16, 2020
Amid the emergence of a global pandemic, online food delivery companies might attract elevated demand from investors, particularly as cities increasingly go under lockdown in order to protect citizens.
In this context, we analyze the investment case for DoorDash and peers, discussing:
- Material ESG issues for DoorDash revealed by Dynamic Materiality
- Fundamental considerations including margin progression and revenue growth
- Outlook for DoorDash and online food delivery peers
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