Bernstein·2026-05-25SectorUS Emerging Internet UBER and DASH: Delivery Hero is on the menu — a pro forma P&L
Bernstein·2026-05-22CompanyOutperform$270DoorDash Inc (DASH.US) DASH: Massively under-earning. A deep dive on segment profits
Bernstein·2026-10-27ThematicOutperformUS Emerging Internet: DoorDash and Instacart,Could a deal face antitrust scrutiny? Four ways to define a market..
Bernstein·2026-10-26SectorOutperform$270US Emerging Internet CART, DASH, UBER: Instacart puts itself on the shopping list? Our take on the M&A chatter
Bernstein·2026-10-26SectorOutperform$270US Retailing, Internet & Restaurants Walmart, DoorDash, Uber, Restaurants: Walmart enters Restaurant Delivery...can it deliver the economics
BofA Securities·2026-10-12SectorInternet e-Commerce: Thoughts from the Road: Uphill battle for Internet sector sentiment
Bernstein·2026-10-12SectorOutperform$270US Emerging Internet: Can Consumer Internet stocks outperform in 2027? Three paths...