DoorDash, Inc. Class A Common StockDASH
▲ ポジティブ需要関連度
DoorDash now serves 44 of the top 100 U.S. retailers and posted its first GAAP annual profit of $123M on $10.7B revenue as retailers adopt its fulfillment network.
銘柄への影響 6
Consumer Discretionary
DoorDash, Inc. Class A Common Stock
The Home Depot IncHD
▲ ポジティブ需要関連度
Home Depot was added to Uber's Grocery & Retail business for contractors, extending its delivery fulfillment.
Cloud & Digital Infrastructure
Maplebear Inc.CART
▼ ネガティブ規制関連度
Investigation found Instacart used Eversight pricing software for hidden randomized experiments adding up to 23% to item costs, drawing regulatory scrutiny.
Robotics & Physical AI
Uber Technologies IncUBER
▲ ポジティブ需要関連度
Uber Eats recast grocery, alcohol, convenience and general merchandise as a single Grocery & Retail business, adding Home Depot and nearly 9,000 Dollar Tree stores, expanding its retail delivery network.
Consumer Staples
Dollar Tree IncDLTR
▲ ポジティブ需要関連度
Dollar Tree brought almost 9,000 stores onto Uber Eats in an August 2025 partnership, expanding its same-day delivery reach.
Artificial Intelligence
テーマインパクト
カバレッジ外企業 1
Zay-OS (Zayos)非上場± 混在
関連度