DoorDash 目标是年底前在凤凰城实现 DoorDash Dot 高个位数渗透率，新垂直业务有望在下半年实现毛利转正 (NASDAQ:DASH)
· seekingalpha.com
DoorDash (DASH) 2026 年第二季度财报电话会议亮点：杂货和广告业务强劲，Deliveroo 增长加速，以及新垂直业务在下半年实现毛利转正。
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