尽管创纪录的第1季度收益和两次重大收购，但破折号股票下跌了8.62％

Doordash，Inc。（纳斯达克股票代码：DASH）股票在5月6日早期交易中下跌8.62％，至187.69美元，尽管该公司发布了创纪录的第一季度收益

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.

尽管发布了创纪录的第一季度收益并宣布了两次重大收购，但Doordash，Inc。（NASDAQ：DASH）的股价下跌了8.62％。这家食品交付巨头报告了收入和利润的同比增长，但收益公告后股票的急剧下降反映了投资者对公司积极的全球扩张计划的担忧。

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

这是Doordash 2025年第一季度的收益重点的细分：

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

*收入为30亿美元，比去年同期增长了21％。

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

*总订单增长了18％至7.32亿，而市场总订单价值（Gov）上升了20％，达到231亿美元。

* Net revenue margin remained at 13.1%.

*净收入保证金保持在13.1％。

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

* GAAP净收入达到1.93亿美元，这是2024年第一季度报告的2300万美元净亏损的重大转变。

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

*调整后的EBITDA也提高到5.9亿美元，高于去年同期的3.71亿美元。

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

*该公司将这些收益归因于其专注于为消费者，商人和交付驱动程序提供更好的产品。

“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首席执行官Tony Xu说：“我们很高兴地报告出色的第一季度结果，这些结果表明了我们业务的持续势头，因为我们为消费者，商人和司机创造了最佳的Doordash体验。” “我们仍然专注于推动可持续的长期增长，并相信我们在未来几年中有很好的作用。”

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.

除季度业绩外，Doordash宣布将以约38.6亿美元的价格收购英国的Deliveroo（LON：ROO）。该交易将使Doordash进入9个欧洲市场，并在40个国家 /地区将其用户群扩展到5000万。

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面临着激烈的竞争，最近在包括荷兰，葡萄牙和西班牙在内的几个市场中撤出，因为它在通货膨胀和削减消费者支出的情况下努力保持盈利能力。该公司以其标志性的蓝绿色和白色送货袋而闻名，他面临着来自诸如Eat and Uber Eats之类的竞争对手的激烈竞争。

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.

今年早些时候，Deliveroo拒绝了英国超级市场特易购（LON：TSCO）的收购竞标，并从几个欧洲市场中退出，这是削减成本并专注于其核心市场盈利能力的计划的一部分。

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的收购要约之前，Deliveroo的股价已下跌了50％以上。同时，美国公司正在亚太地区迅速扩展，最近在韩国开展业务并计划进入日本。

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

该交易必须获得Deliveroo的股东和相关当局的批准，预计将在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12亿美元的现金收购纽约软件公司Seven Rooms。该公司为酒店和餐馆提供客户关系管理（CRM），预订和客人管理工具，计算万豪（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.

预计此次收购将有助于Doordash在食品交付之外多样化并扩大其B2B商业平台。预计Doordash现有运营和技术的协同作用也有望受益。

“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说：“我们很高兴欢迎七个房间的团队来到Doordash。” “共同体，我们将拥有全面的产品和服务套件，为更广泛的款待行业提供独特的位置，这些产品和服务将有助于各种规模的企业在当今的动态环境中蓬勃发展。”

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

预计该协议将在下半年完成，但要获得监管批准。

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

尽管运营表现出色，但该股票的急剧下降信号表示投资者对这两项收购涉及的成本和风险的警告。

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.

据彭博社称，在过去的六个月中，Doordash的股票下跌了30％以上，目前交易低于其1年目标估计的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.

经过2021年IPO之后的动荡时期，Deliveroo在几个欧洲市场遇到了困难，导致其股价大幅下降。但是，该公司在英国的表现仍然相对稳定。

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.

尽管据报道，第一季度收入增加了7％，调整后的营业利润增加了30％，但周五，送货员的股票下跌了10％。该公司还削减了整整一年的前景，理由是从大流行中消费者支出的回收率较慢。

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.

随着通货膨胀率不断上升，消费者变得更加敏感，他们有望比英国超市链Tesco的Club Essentials拥有标签品牌产品相比更昂贵的品牌。

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

今年早些时候，特易购（Tesco）与英国食品慈善机构Fareshare的合作伙伴关系退出了，超市巨头宣布了专注于减少食品的计划。