DoorDash: Re-Inventing Last-Mile Logistics

First, that the opportunity Postmates saw was Grubhub’s to lose, but Postmates ran at that opportunity too aggressively while Grubhub ran at it too slowly. And second, as DoorDash battles two public company competitors in GrubHub and Uber Eats, staying private is a weapon I suspect they won’t be eager to give up.

DoorDash is building its own network of dark stores (under the DashMart brand). Moreover, DoorDash is collaborating with retailers to help them master this new logistics format. Retailers act as wholesalers providing the products (inc. their private labels) and the delivery to the dark stores while DoorDash operates the dark stores and takes care o

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• DoorDash is partnering with generalist and specialized retailers which are aggregated on the DoorDash marketplace. DoorDash manages the deliveries from the store network of these partners. Retailers can also leverage DoorDash last mile delivery network to sell and deliver their products in less than 30 minutes on their proprietary channels.


• DoorDash

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