Stock suffering most from reopening and RTO

Uber
Doordasher

Go to company page Uber

Doordasher
Oct 18, 2021 21 Comments

Which one will lose most as business is reopening and people return to office?

#uber #facebook

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TOP 21 Comments
  • Yahoo
    \/

    Go to company page Yahoo

    \/
    To those of you picking DoorDash, think about all of the bulk orders that have been non-existent because people are not in one location. DoorDash will lose individual sales but gain in the group ones.
    Oct 18, 2021 5
    • Also, the reason why DoorDash stock has stayed strong is in part due to DoorDash still growing at a strong pace despite return-to-office and reopening.
      Oct 18, 2021
    • Uber
      Doordasher

      Go to company page Uber

      Doordasher
      OP
      I think office reopening will impact more than general restaurants reopening. It is the difference between dine-in meals vs delivery and free/discounted office cafe with colleagues vs delivery.
      Oct 18, 2021
  • Walmart
    AFamilyMan

    Go to company page Walmart

    BIO
    My Id is my favorite movie, save your lecturing on how to be a good family man 🙂
    AFamilyMan
    It will be little naive to say Zoom stock will suffer from RTO if you understand numbers. Zoom is continuously improving the net and operating margins and it will be rewarding for the future outlook.

    Zoom will loose lots of revenue options in RTO is a myth. In fact lots of discounted pricing models which are not making profit will fade away and certainly it will bring down the operating cost over substantial period.
    Oct 18, 2021 1
  • New
    QIZvebdo

    New

    QIZvebdo
    Individuals are still going to be lazy and get delivery. Boomer corps that force RTO are definitely going to want to renegotiate their contracts with zoom or think about switching to teams if they already pay for office.
    Oct 18, 2021 1
  • Instacart should be on this. I’ll always have a use case for food delivery (albeit less so when things are reopened) but grocery delivery was purely a pandemic use case for me. I like picking stuff out, too often things go wrong with IC and that recipe you were gonna cook is screwed
    Oct 18, 2021 5
  • RTO still might be 2-3 days a week in office and rest wfh. Hard to go back to 5 days in office
    Oct 19, 2021 1
    • Uber
      Doordasher

      Go to company page Uber

      Doordasher
      OP
      But for people who need to order delivery (people without kids or kids go to school), they will likely go office more often.
      Oct 19, 2021