DoorDash might have executed one of the most underrated market takeovers in history. In a little over 3 years, they shot up from 16% to a crazy 53% share of the US delivery app market. Here's 3 tactics they used to outplay (or honestly crush) Uber Eats, GrubHub, and Postmates: 1. Avoiding crowded spaces Instead of battling for trendy restaurants, DoorDash targeted established spots without delivery, winning over loyal customer bases and avoiding unnecessary fights. 2. Being a restaurant’s best friend They didn’t just deliver food—they delivered insights. By sharing data on top dishes, customer trends, and delivery times, DoorDash became an essential partner for restaurants. 3. Owning the suburbs While others fought over cities, DoorDash focused on suburban families, a higher-order-value goldmine that competitors overlooked. They had a mission to accomplish and delivered it.
impressive growth! i wouldn't say doordash is any restaurant owners best friend. they steal tons of margin from the operators so they make less than they already do
Great insights!
Turning complex into simple | ex-Google, LinkedIn
1moAnd they keep going: https://ir.doordash.com/financials/quarterly-results/default.aspx