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.
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.
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.
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.
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.
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
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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.