儘管創紀錄的第1季度收益和兩次重大收購，但破折號股票下跌了8.62％

Doordash，Inc。 （納斯達克股票代碼：DASH）股票在5月6日早期交易中下跌8.62％，至187.69美元，儘管該公司發布了創紀錄的第一季度收益

Despite posting record first-quarter earnings and announcing two major acquisitions, DoorDash, Inc. (NASDAQ:DASH) saw its stock drop by 8.62% early Friday. The food delivery giant reported strong year-over-year gains in revenue and profit, but the sharp decline in shares after the earnings announcement reflects investor concerns about the company’s aggressive global expansion plans.

儘管發布了創紀錄的第一季度收益並宣布了兩次重大收購，但Doordash，Inc。 （NASDAQ：DASH）的股價下跌了8.62％。這家食品交付巨頭報告了收入和利潤的同比增長，但收益公告後股票的急劇下降反映了投資者對公司積極的全球擴張計劃的擔憂。

Here's a breakdown of DoorDash's earnings highlights for the first quarter of 2025:

這是Doordash 2025年第一季度的收益重點的細分：

* Revenue came in at $3 billion, a 21% increase from the same period last year.

*收入為30億美元，比去年同期增長了21％。

* Total orders grew 18% to 732 million, while Marketplace Gross Order Value (GOV) rose 20% to $23.1 billion.

*總訂單增長了18％至7.32億，而市場總訂單價值（Gov）上升了20％，達到231億美元。

* Net revenue margin remained at 13.1%.

*淨收入保證金保持在13.1％。

* GAAP net income reached $193 million, a significant turnaround from the $23 million net loss reported in Q1 2024.

* GAAP淨收入達到1.93億美元，這是2024年第一季度報告的2300萬美元淨虧損的重大轉變。

* Adjusted EBITDA also improved to $590 million, up from $371 million a year earlier.

*調整後的EBITDA也提高到5.9億美元，高於去年同期的3.71億美元。

* The company attributed these gains to its focus on delivering better products for consumers, merchants, and delivery drivers.

*該公司將這些收益歸因於其專注於為消費者，商人和交付驅動程序提供更好的產品。

“We are pleased to report strong first-quarter results that demonstrate the continued momentum of our business as we create the best possible DoorDash experience for consumers, merchants, and drivers,” said Tony Xu, CEO of DoorDash. “We remain focused on driving sustainable long-term growth and believe that we are well-positioned to do so in the years ahead.”

Doordash首席執行官Tony Xu說：“我們很高興地報告出色的第一季度結果，這些結果表明了我們業務的持續勢頭，因為我們為消費者，商人和司機創造了最佳的Doordash體驗。” “我們仍然專注於推動可持續的長期增長，並相信我們在未來幾年中有很好的作用。”

In addition to its quarterly results, DoorDash announced that it will acquire U.K.-based Deliveroo (LON:ROO) for about $3.86 billion. The deal will give DoorDash access to nine European markets and expand its user base to 50 million across 40 countries.

除季度業績外，Doordash宣布將以約38.6億美元的價格收購英國的Deliveroo（LON：ROO）。該交易將使Doordash進入9個歐洲市場，並在40個國家 /地區將其用戶群擴展到5000萬。

Deliveroo has faced tough competition and recently pulled out of several markets, including the Netherlands, Portugal, and Spain, as it struggled to maintain profitability amid rising inflation and consumer spending cuts. The company, known for its signature teal and white delivery bags, has faced stiff competition from rivals such as Just Eat and Uber Eats.

Deliveroo面臨著激烈的競爭，最近在包括荷蘭，葡萄牙和西班牙在內的幾個市場中撤出，因為它在通貨膨脹和削減消費者支出的情況下努力保持盈利能力。該公司以其標誌性的藍綠色和白色送貨袋而聞名，他面臨著來自諸如Eat and Uber Eats之類的競爭對手的激烈競爭。

Earlier this year, Deliveroo rejected a takeover bid from British supermarket chain Tesco (LON:TSCO) and pulled out of several European markets as part of a plan to cut costs and focus on profitability in its core markets.

今年早些時候，Deliveroo拒絕了英國超級市場特易購（LON：TSCO）的收購競標，並從幾個歐洲市場中退出，這是削減成本並專注於其核心市場盈利能力的計劃的一部分。

However, Deliveroo’s share price has since dropped over 50% until DoorDash’s takeover offer. Meanwhile, the U.S. firm is expanding rapidly in the Asia-Pacific region, recently launching operations in South Korea and planning to enter Japan.

但是，直到Doordash的收購要約之前，Deliveroo的股價已下跌了50％以上。同時，美國公司正在亞太地區迅速擴展，最近在韓國開展業務併計劃進入日本。

The deal, which is subject to approval by Deliveroo’s shareholders and relevant authorities, is expected to close in the fourth quarter of 2025.

該交易必須獲得Deliveroo的股東和相關當局的批准，預計將在2025年第四季度完成。

Moreover, DoorDash is acquiring New York software firm SevenRooms for $1.2 billion in cash. The company provides customer relationship management (CRM), reservations, and guest management tools for hotels and restaurants, counting brands like Marriott (NASDAQ:MAR), MGM (NYSE:MGM), and Hyatt (NYSE:HPH) among its clients.

此外，Doordash正在以12億美元的現金收購紐約軟件公司Seven Rooms。該公司為酒店和餐館提供客戶關係管理（CRM），預訂和客人管理工具，計算萬豪（NASDAQ：MAR），MGM（NYSE：MGM）和HYATT（NYSE：HPH）等品牌。

The acquisition is expected to help DoorDash diversify beyond food delivery and expand its B2B commerce platform. SevenRooms is also expected to benefit from synergies with DoorDash’s existing operations and technology.

預計此次收購將有助於Doordash在食品交付之外多樣化並擴大其B2B商業平台。預計Doordash現有運營和技術的協同作用也有望受益。

“We are excited to welcome the SevenRooms team to DoorDash,” said Xu. “Together, we will be uniquely positioned to serve the broader hospitality industry with a comprehensive suite of products and services that will help businesses of all sizes thrive in today’s dynamic environment.”

Xu說：“我們很高興歡迎七個房間的團隊來到Doordash。” “共同體，我們將擁有全面的產品和服務套件，為更廣泛的款待行業提供獨特的位置，這些產品和服務將有助於各種規模的企業在當今的動態環境中蓬勃發展。”

The deal is expected to close in the second half of the year, subject to regulatory approval.

預計該協議將在下半年完成，但要獲得監管批准。

Despite strong operational performance, the stock’s sharp drop signals caution among investors about the costs and risks involved in both acquisitions.

儘管運營表現出色，但該股票的急劇下降信號表示投資者對這兩項收購涉及的成本和風險的警告。

Shares of DoorDash are down more than 30% over the past six months and currently trade below their 1-year target estimate of $218.84, according to Bloomberg.

據彭博社稱，在過去的六個月中，Doordash的股票下跌了30％以上，目前交易低於其1年目標估計的218.84美元。

After a turbulent period following its 2021 IPO, Deliveroo encountered difficulties in several European markets, leading to a significant decline in its share price. However, the company’s performance in the United Kingdom has remained relatively stable.

經過2021年IPO之後的動盪時期，Deliveroo在幾個歐洲市場遇到了困難，導致其股價大幅下降。但是，該公司在英國的表現仍然相對穩定。

Despite reporting a 7% increase in first-quarter revenue and a 30% surge in adjusted operating profit, Deliveroo’s stock slid 10% on Friday. The company also cut its outlook for the full year, citing a slower-than-expected recovery in consumer spending from the pandemic.

儘管據報導，第一季度收入增加了7％，調整後的營業利潤增加了30％，但周五，送貨員的股票下跌了10％。該公司還削減了整整一年的前景，理由是從大流行中消費者支出的回收率較慢。

As inflation continues to rise and consumers become more price-sensitive, they are expected to favor British supermarket chain Tesco’s Club Essentials own-label brand products over more expensive brands.

隨著通貨膨脹率不斷上升，消費者變得更加敏感，他們有望比英國超市鏈Tesco的Club Essentials擁有標籤品牌產品相比更昂貴的品牌。

Earlier this year, Tesco pulled out of a partnership with British food charity FareShare after the supermarket giant announced plans to focus on reducing food

今年早些時候，特易購（Tesco）與英國食品慈善機構Fareshare的合作夥伴關係退出了，超市巨頭宣布了專注於減少食品的計劃。