As DoorDash (DASH) cut headcount, CFO Prabir Adarkar hosted an analyst call to provide some context. DASH is one of the ‘haves’ and executes very well; Adarkar delivered clear and concise context, high quality – as is the DASH norm. Time will tell if the Wolt deal was the wrong asset at the wrong time and at the wrong price. For now, DASH continues to execute impeccably.
Davy research
Davy ResearchMarket comment - Irish consumer spending holding up better than expected
Davy ResearchDisruptive technology - Week 3 – US Bellwether Blast: MSFT’s Q223 earnings
Davy ResearchPaper & packaging - Weak box demand, but cost tailwind and resilient pricing
Davy ResearchRyanair Holdings - Delivers in line with January 4th statement
Davy ResearchTreatt plc - AGM trading update
Davy ResearchMarket comment - Irish housing completions grow close to 30,000 in 2022
Davy ResearchGreencoat Renewables - 2022 performance confirms positive outlook
Davy ResearchEntain - BetMGM – 2023 guidance implies upside to revenue forecast