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EDA","tier":3,"returns_yearly":null}],"analysis":"로컬 커머스 플랫폼. 2026년 -6.5%다. 본주(-6.5%)와 공급단(평균 +10.2%)이 같은 보폭으로 움직인다. 연결 노드 중 가장 앞선 곳은 아마존(+12%), 가장 처진 곳은 알파벳 (구글)(+8.3%)다. 격차가 사슬 논리로 설명되면 후자가 다음 전파 후보이고, 설명되지 않으면 그 연결 자체를 다시 봐야 한다.","analysis_en":"DoorDash, Inc. operates across Local commerce platform. It is -6.5% in 2026. The stock (-6.5%) and its supply side (avg +10.2%) are moving in step. Among connected nodes the furthest ahead is Amazon (+12%) and the furthest behind is Alphabet (Google) (+8.3%). If chain logic explains the gap, the laggard is the next propagation candidate; if not, the link itself deserves a second look. In 2025, it acquired Deliveroo and SevenRooms to expand its international footprint and merchant software offering.","analysis_asof":"2026-09-04"},"edges":[{"direction":"investment","counterparty":"Deliveroo","counterparty_slug":null,"confidence":"high","metric":{"type":"amount","unit":"USD","as_of":"2026-02-18","basis":"Deliveroo 인수 총대가의 취득일 공정가치","value":3724000000,"period":"2025-10-02","basis_en":"Acquisition-date fair value of total consideration for Deliveroo","qualifier":null},"note":"도어대시는 2025년 10월 2일 Deliveroo의 사실상 모든 지분 인수를 마쳤다. FY2025 10-K에 기록된 최종 인수대가의 취득일 공정가치는 37억 2,400만달러다.","note_en":"DoorDash completed its acquisition of substantially all Deliveroo equity on October 2, 2025. The FY2025 10-K records acquisition-date fair value of total consideration at $3.724 billion.","sources":[{"stance":"confirms","publisher":"미국 증권거래위원회 EDGAR","publisher_en":"SEC EDGAR","kind":"filing","lang":"en","published_at":"2026-02-18","url":"https://www.sec.gov/Archives/edgar/data/1792789/000179278926000013/dash-20251231.htm","title":"DoorDash, Inc. 10-K (2026-02-18)","title_en":"DoorDash, Inc. 10-K (2026-02-18)","excerpt":"도어대시는 Deliveroo 인수를 완료했고 총 인수대가를 37억 2,400만달러로 기록했다.","excerpt_en":"completed the acquisition ... of Deliveroo"},{"stance":"mentions","publisher":"지디넷코리아","publisher_en":"ZDNet Korea","kind":"news","lang":"ko","published_at":"2025-05-28","url":"https://zdnet.co.kr/view/?no=20250528091508","title":"도어대시, 20억 달러 전환사채 발행…글로벌 확장 시동","title_en":"DoorDash Issues $2 Billion in Convertible Notes, Setting Global Expansion in Motion","excerpt":"도어대시가 딜리버루를 약 39억달러에 인수하기로 합의했다고 보도했다.","excerpt_en":"DoorDash agreed to acquire Deliveroo for approximately $3.9 billion."}]},{"direction":"cost","counterparty":"달러 제너럴","counterparty_slug":"dollar-general","confidence":"high","metric":{"type":"count","unit":"stores","as_of":"2026-01-22","basis":"도어대시가 서비스하는 달러 제너럴 매장 수 하한","value":18000,"period":"2026-01","basis_en":"Minimum number of Dollar General stores served by DoorDash","qualifier":"more_than"},"note":"도어대시는 달러 제너럴 상품을 판매하는 전국 단위 온라인 유통 채널로서 2026년 1월 기준 1만8000개가 넘는 매장을 연결했으며, SEC 공시는 제3자 배송이 비교매장 매출에 의미 있게 기여한다고 확인했다.","note_en":"DoorDash is a nationwide digital sales channel for Dollar General merchandise that served more than 18,000 stores by January 2026, while the SEC filing confirms that third-party delivery had become a meaningful contributor to comparable-store sales.","sources":[{"stance":"confirms","publisher":"SEC EDGAR","publisher_en":"SEC EDGAR","kind":"filing","lang":"en","published_at":"2026-03-20","url":"https://www.sec.gov/Archives/edgar/data/29534/000110465926032325/dg-20260130x10k.htm","title":"DOLLAR GENERAL CORP 10-K (2026-03-20)","title_en":"DOLLAR GENERAL CORP 10-K (2026-03-20)","excerpt":"제3자 배송과 myDG Delivery는 대부분의 매장에서 제공되며 추가 매출을 만들고 있다.","excerpt_en":"Third-party delivery services and myDG Delivery are available in the majority of our stores."},{"stance":"confirms","publisher":"달러 제너럴 뉴스룸","publisher_en":"Dollar General Newsroom","kind":"ir","lang":"en","published_at":"2026-01-22","url":"https://newscenter.dollargeneral.com/news/dollar-general-brings-faster-easier-shopping-to-customers-nationwide-offers-free-delivery-on-mydg-delivery/567909d0-e26c-48ec-9ce2-deccb6941d66","title":"달러 제너럴, 전국 당일 배송 접근성과 속도 확대","title_en":"Dollar General Brings Faster, Easier Shopping to Customers Nationwide","excerpt":"도어대시 제휴는 1만8000개가 넘는 달러 제너럴 매장에 서비스를 제공한다.","excerpt_en":"DoorDash, serving more than 18,000 Dollar General stores."},{"stance":"mentions","publisher":"한국경제","publisher_en":"The Korea Economic Daily","kind":"analysis","lang":"ko","published_at":"2025-11-22","url":"https://www.hankyung.com/article/202511228924i","title":"'다이소'처럼 싸게 팔아 '주가 대박'…'씁쓸한 현실' 무슨 일?","title_en":"Dollar General Rallies as Demand for Low-priced Goods Grows","excerpt":"소도시와 교외의 높은 접근성이 미국 전역 소비자를 끌어들이고 있으며, 2025 회계연도 2분기 매출은 전년 동기보다 5.1% 늘었다.","excerpt_en":"Its accessibility in small towns and suburbs reaches consumers nationwide; fiscal Q2 2025 sales rose 5.1% year over year."},{"stance":"confirms","publisher":"퍼블리시스 커머스","publisher_en":"Publicis Commerce","kind":"research","lang":"en","published_at":"2025-10-01","url":"https://go.publiciscommerce.com/hubfs/Publicis%20Commerce_Retailer%20Intelligence_Oct2025.pdf","title":"리테일러 인텔리전스: 2025년 10월","title_en":"Retailer Intelligence: October 2025","excerpt":"도어대시는 달러 제너럴 1만7000개 매장에 제공됐고, 도어대시 주문의 평균 장바구니는 19.20달러로 분석됐다.","excerpt_en":"DoorDash's standard service is currently available for 17,000 of Dollar General's stores."},{"stance":"confirms","publisher":"도어대시","publisher_en":"DoorDash","kind":"ir","lang":"en","published_at":"2025-03-18","url":"https://ir.doordash.com/news/news-details/2025/DoorDash-and-Dollar-General-Partner-to-Unlock-Unprecedented-Food-Access-for-SNAP-Customers/default.aspx","title":"도어대시와 달러 제너럴, SNAP 고객의 식품 접근성 확대를 위해 제휴","title_en":"DoorDash and Dollar General Partner to Unlock Unprecedented Food Access for SNAP Customers","excerpt":"1만6000개가 넘는 달러 제너럴 매장의 SNAP 대상 상품을 도어대시 마켓플레이스에서 판매한다고 발표했다.","excerpt_en":"SNAP-eligible products from Dollar General are now available for purchase through the DoorDash Marketplace."}]},{"direction":"revenue","counterparty":"도미노피자","counterparty_slug":"dominos","confidence":"high","metric":{"type":"amount","unit":"USD","as_of":"2026-02-23","basis":"도미노피자 마켓플레이스 주문에서 발생하는 도어대시의 상대별 매출","value":null,"period":"FY2025","basis_en":"DoorDash revenue attributable to Domino's Marketplace orders","qualifier":"confirmed_no_disclosed_value"},"note":"도미노피자는 2025년 도어대시 마켓플레이스에 입점했고 주문은 도미노피자 배달망이 이행한다. 도어대시는 파트너 가맹점 주문에서 수수료를 얻지만 도미노피자 관련 매출액이나 수수료율은 공개하지 않았다.","note_en":"Domino's joined the DoorDash Marketplace in 2025 while retaining fulfillment through its own drivers. DoorDash earns merchant commissions on marketplace orders, but neither the revenue attributable to Domino's nor the commission rate is disclosed.","sources":[{"stance":"confirms","publisher":"미국 증권거래위원회 EDGAR","publisher_en":"SEC EDGAR","kind":"filing","lang":"en","published_at":"2026-02-23","url":"https://www.sec.gov/Archives/edgar/data/1286681/000128668126000014/dpz_ars_2026.pdf","title":"도미노피자 2025 연차보고서 (Form 10-K)","title_en":"Domino's Pizza, Inc. 2025 Annual Report (Form 10-K)","excerpt":"도미노피자는 4월 도어대시와의 제휴를 발표했으며, 2025년 도어대시 출시가 신규 고객과 주문 증가에 기여했다고 밝혔다.","excerpt_en":"Our partnership with DoorDash was announced in April."},{"stance":"confirms","publisher":"도미노피자 투자자관계","publisher_en":"Domino's Pizza Investor Relations","kind":"ir","lang":"en","published_at":"2025-04-02","url":"https://ir.dominos.com/news-releases/news-release-details/dominosr-and-doordash-announce-partnership-worlds-largest-pizza","title":"도미노피자와 도어대시, 북미 마켓플레이스 제휴 발표","title_en":"Domino's and DoorDash Announce Partnership: World's Largest Pizza Company to Join Largest Local Commerce Platform in North America","excerpt":"도미노피자는 도어대시와 제휴해 미국 전역과 캐나다에서 도어대시 마켓플레이스 주문을 받기로 했다.","excerpt_en":"Domino's Pizza Inc. has entered into a partnership with DoorDash."},{"stance":"confirms","publisher":"컨슈머 엣지","publisher_en":"Consumer Edge","kind":"analysis","lang":"en","published_at":"2025-04-02","url":"https://www.consumeredge.com/resources/insights/dominos-dashes-ahead-a-slice-of-the-1b-pie/","title":"도미노피자의 도어대시 진출: 10억달러 기회의 한 조각","title_en":"Domino's Dashes Ahead: A Slice of the $1B Pie","excerpt":"컨슈머 엣지는 도어대시 주문은 도미노피자 기존 배달망이 이행하며, 거래데이터상 채널 잠재력이 크다고 분석했다.","excerpt_en":"Orders can be placed on DoorDash but fulfilled by the existing Domino's delivery network."}]},{"direction":"revenue","counterparty":"크로거","counterparty_slug":"kroger","confidence":"high","metric":{"type":"amount","unit":"USD","as_of":"2025-11-18","basis":"크로거 마켓플레이스 주문에서 발생하는 도어대시의 상대별 매출","value":null,"period":"FY2025","basis_en":"DoorDash revenue attributable to Kroger Marketplace orders","qualifier":"confirmed_no_disclosed_value"},"note":"크로거는 2025년 10월부터 약 2,700개 매장의 전체 식료품 구색을 도어대시에서 판매하도록 관계를 확대했다. 도어대시는 파트너 가맹점 주문 수수료를 매출로 인식하지만 크로거 관련 금액은 공개하지 않았다.","note_en":"Kroger expanded its DoorDash relationship in October 2025 to offer its full grocery assortment from nearly 2,700 stores. DoorDash recognizes commissions on partner-merchant orders, but Kroger-specific revenue is not disclosed.","sources":[{"stance":"confirms","publisher":"미국 증권거래위원회 EDGAR","publisher_en":"SEC EDGAR","kind":"filing","lang":"en","published_at":"2025-11-18","url":"https://www.sec.gov/Archives/edgar/data/56873/000110465925113746/tm2531591d1_ex99-1.htm","title":"크로거, 고객 경험과 수익 성장을 위한 전자상거래 개편 (8-K Exhibit 99.1)","title_en":"Kroger Evolves eCommerce Offerings to Improve the Customer Experience, Drive Profitable Sales Growth (8-K Exhibit 99.1)","excerpt":"크로거는 도어대시와의 관계를 확대해 수천만 고객이 도어대시 마켓플레이스에서 식료품을 주문할 수 있게 했다고 공시했다.","excerpt_en":"Kroger also broadened its relationship with DoorDash."},{"stance":"confirms","publisher":"도어대시 투자자관계","publisher_en":"DoorDash Investor Relations","kind":"ir","lang":"en","published_at":"2025-09-29","url":"https://ir.doordash.com/news/news-details/2025/Kroger-and-DoorDash-to-Bring-Fast-Convenient-Grocery-Delivery-to-Millions-Nationwide/default.aspx","title":"크로거와 도어대시, 미국 전역 수백만 고객에게 빠른 식료품 배송 제공","title_en":"Kroger and DoorDash to Bring Fast, Convenient Grocery Delivery to Millions Nationwide","excerpt":"크로거는 약 2,700개 매장의 전체 식료품 구색을 도어대시에서 제공한다고 발표했다.","excerpt_en":"Kroger will reach incremental new customers through its launch on the DoorDash Marketplace."}]},{"direction":"cost","counterparty":"아마존","counterparty_slug":"amazon","confidence":"high","metric":{"type":"amount","unit":"USD","as_of":"2026-02-18","basis":"AWS 클라우드 및 고객지원 기술 서비스 사용 비용","value":null,"period":"FY2025","basis_en":"Cost of AWS cloud and customer-support technology services","qualifier":"confirmed_no_disclosed_value"},"note":"도어대시는 10-K에서 AWS를 의존하는 제3자 벤더로 직접 명시했다. AWS 공동 기술 문서는 Amazon Connect, Bedrock, Lex 등을 고객지원에 사용한다고 확인하지만 상대별 비용은 공개하지 않는다.","note_en":"DoorDash directly identifies AWS as a third-party vendor it relies on. A co-authored AWS technical article confirms its use of Amazon Connect, Bedrock, and Lex for customer support, but vendor-specific spending is not disclosed.","sources":[{"stance":"confirms","publisher":"미국 증권거래위원회 EDGAR","publisher_en":"SEC EDGAR","kind":"filing","lang":"en","published_at":"2026-02-18","url":"https://www.sec.gov/Archives/edgar/data/1792789/000179278926000013/dash-20251231.htm","title":"DoorDash, Inc. 10-K (2026-02-18)","title_en":"DoorDash, Inc. 10-K (2026-02-18)","excerpt":"도어대시는 AWS를 이용하거나 의존하는 제3자 벤더로 명시했다.","excerpt_en":"utilize or rely on ... Amazon Web Services (AWS)"},{"stance":"confirms","publisher":"아마존웹서비스 블로그","publisher_en":"AWS Blog","kind":"analysis","lang":"en","published_at":"2024-09-24","url":"https://aws.amazon.com/blogs/machine-learning/deploy-generative-ai-agents-in-your-contact-center-for-voice-and-chat-using-amazon-connect-amazon-lex-and-amazon-bedrock-knowledge-bases//","title":"Amazon Connect, Lex, Bedrock 지식 기반으로 고객센터 생성형 AI 에이전트 배포","title_en":"Deploy Generative AI Agents in Your Contact Center for Voice and Chat Using Amazon Connect, Amazon Lex, and Amazon Bedrock Knowledge Bases","excerpt":"도어대시와 AWS 공동 저자는 고객지원 솔루션이 Amazon Lex, Bedrock, Bedrock Knowledge Bases를 사용한다고 설명했다.","excerpt_en":"The solution uses Amazon Lex, Amazon Bedrock, and Amazon Bedrock Knowledge Bases."}]},{"direction":"cost","counterparty":"알파벳 (구글)","counterparty_slug":"alphabet","confidence":"high","metric":{"type":"amount","unit":"USD","as_of":"2026-02-18","basis":"Google Maps Platform 지도·내비게이션 서비스 사용 비용","value":null,"period":"FY2025","basis_en":"Cost of Google Maps Platform mapping and navigation services","qualifier":"confirmed_no_disclosed_value"},"note":"도어대시는 10-K에서 Google Maps를 이용하거나 의존하는 제3자 서비스로 명시했다. Google Maps Platform도 도어대시의 배송 내비게이션 도입과 공동 개선을 확인했지만 사용료는 공개하지 않았다.","note_en":"DoorDash identifies Google Maps as a third-party service it uses or relies on. Google Maps Platform also confirms DoorDash's deployment and joint navigation improvements, but usage fees are not disclosed.","sources":[{"stance":"confirms","publisher":"미국 증권거래위원회 EDGAR","publisher_en":"SEC EDGAR","kind":"filing","lang":"en","published_at":"2026-02-18","url":"https://www.sec.gov/Archives/edgar/data/1792789/000179278926000013/dash-20251231.htm","title":"DoorDash, Inc. 10-K (2026-02-18)","title_en":"DoorDash, Inc. 10-K (2026-02-18)","excerpt":"도어대시는 Google Maps를 이용하거나 의존하는 제3자 서비스로 명시했다.","excerpt_en":"utilize or rely on ... Google Maps"},{"stance":"confirms","publisher":"Google Maps Platform","publisher_en":"Google Maps Platform","kind":"analysis","lang":"en","published_at":"2022-08-22","url":"https://mapsplatform.google.com/resources/blog/improving-navigation-experience-hyperlocal-context/","title":"초지역 맥락으로 내비게이션 경험 개선","title_en":"Improving the Navigation Experience with Hyperlocal Context","excerpt":"Google Maps Platform은 도어대시가 배송 서비스에 자사 솔루션을 도입했고 양사 팀이 배송 문제를 함께 개선했다고 밝혔다.","excerpt_en":"Google Maps Platform is an invaluable part of DoorDash's business."}]},{"direction":"cost","counterparty":"치폴레 멕시칸 그릴","counterparty_slug":"chipotle-mexican-grill","confidence":"high","metric":{"type":"amount","unit":"USD","as_of":"2026-02-04","basis":"도어대시 마켓플레이스 주문에서 치폴레에 귀속되는 상대별 매출","value":null,"period":"FY2025","basis_en":"Chipotle revenue attributable to orders placed through the DoorDash marketplace","qualifier":"confirmed_no_disclosed_value"},"note":"도어대시는 치폴레 주문을 받는 배달 마켓플레이스이자 치폴레 앱 주문의 배송 이행사이며, 치폴레는 마켓플레이스 주문 대금을 배달 파트너에게서 받지만 도어대시 관련 매출액은 공개하지 않았다.","note_en":"DoorDash serves as both a marketplace for Chipotle orders and the fulfillment provider for delivery orders placed through Chipotle's own app and website, while Chipotle receives marketplace-order payments from delivery partners but does not disclose DoorDash-specific revenue.","sources":[{"stance":"confirms","publisher":"미국 증권거래위원회 EDGAR","publisher_en":"SEC EDGAR","kind":"filing","lang":"en","published_at":"2026-02-04","url":"https://www.sec.gov/Archives/edgar/data/1058090/000105809026000009/cmg-20251231.htm","title":"치폴레 멕시칸 그릴 2025 연차보고서 (Form 10-K)","title_en":"Chipotle Mexican Grill, Inc. 2025 Annual Report (Form 10-K)","excerpt":"마켓플레이스 주문에서는 음식이 고객에게 이전된 뒤 배달 파트너에게서 대금을 받는다.","excerpt_en":"payment from the delivery partner"},{"stance":"confirms","publisher":"치폴레 뉴스룸","publisher_en":"Chipotle Newsroom","kind":"ir","lang":"en","published_at":"2018-04-30","url":"https://newsroom.chipotle.com/2018-04-30-Burritos-On-Board-Chipotle-Is-Now-Available-For-DoorDash-Delivery","title":"치폴레, 도어대시 전국 배달 출시","title_en":"Burritos On Board: Chipotle Is Now Available For DoorDash Delivery","excerpt":"치폴레와 도어대시는 전국 단위 배달 제휴를 발표했다.","excerpt_en":"announced a national delivery partnership"}]},{"direction":"cost","counterparty":"케이시스","counterparty_slug":"caseys","confidence":"high","metric":{"type":"amount","unit":"USD","as_of":"2026-03-04","basis":"도어대시 경유 케이시스 매출","value":null,"period":"2026","basis_en":"Casey's revenue generated through DoorDash","qualifier":"confirmed_no_disclosed_value"},"note":"도어대시는 케이시스 상품과 조리식품 주문을 중개하는 주요 배달 채널이다. 2026년에도 케이시스 공식 자료가 도어대시를 통한 주문을 안내하지만 채널별 매출은 공개되지 않았다.","note_en":"DoorDash is a major delivery channel for Casey's merchandise and prepared-food orders. Casey's continued to direct customers to DoorDash ordering in 2026, but channel-specific revenue was not disclosed.","sources":[{"stance":"confirms","publisher":"케이시스","publisher_en":"Casey's","kind":"ir","lang":"en","published_at":"2026-03-04","url":"https://investor.caseys.com/node/17161/pdf","title":"Casey’s Partners with DoorDash to Drive Hunger Relief by Helping Provide 10 Million Meals through Annual Feeding America Campaign","title_en":"Casey’s Partners with DoorDash to Drive Hunger Relief by Helping Provide 10 Million Meals through Annual Feeding America Campaign","excerpt":"고객은 도어대시를 통해 케이시스 상품을 주문할 수 있다.","excerpt_en":"Casey’s guests can ... order delivery through DoorDash."}]},{"direction":"cost","counterparty":"달러 트리","counterparty_slug":"dollar-tree","confidence":"mid","metric":{"type":"count","unit":"stores","as_of":"2026-05-28","basis":"도어대시에서 주문 가능한 미국 달러 트리 매장 수","value":9000,"period":"2026 partnership launch","basis_en":"U.S. Dollar Tree stores available to order from on DoorDash","qualifier":null},"note":"도어대시는 달러 트리의 미국 전체 매장을 연결하는 주문형 판매 채널을 운영해 소비자가 달러 트리 상품을 주문하고 배송받도록 한다.","note_en":"DoorDash, Inc. operates an on-demand sales channel spanning Dollar Tree's full U.S. footprint, allowing consumers to order Dollar Tree merchandise through the marketplace for delivery.","sources":[{"stance":"confirms","publisher":"도어대시","publisher_en":"DoorDash","kind":"ir","lang":"en","published_at":"2026-05-28","url":"https://about.doordash.com/en-us/news/dollar-tree-partnership","title":"도어대시와 달러 트리, 주문형 할인 소매 배송 제휴","title_en":"DoorDash and Dollar Tree Partner to Bring Greater Value and Thrill of the Hunt Discovery On-Demand","excerpt":"미국 48개 주의 9,000개가 넘는 매장에서 10,000개가 넘는 상품을 도어대시로 주문할 수 있다.","excerpt_en":"More than 9,000 stores across 48 states offer over 10,000 Dollar Tree products on DoorDash."}]}]}