Doordash is clearly dominating the domestic delivery aggregator market, taking up the largest market share and steadily growing with the highest retention rates across its competitors. With fears of a recession and inflation squeezing discretionary spending, after DoorDash’s 2Q22 earnings call Earnest Analytics clients wanted to know:
- Where are DoorDash’s market share gains coming from and what is driving the shift
- How are higher and lower income customers diverging as economic uncertainty looms
- What is the impact of customer loyalty program DashPass on customer spending
- How concentrated is DoorDash’s business across major restaurants