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Ma\u6c0f\u306eDoorDash\u682a\u306b\u5bfe\u3059\u308b\u898b\u89e3\u306f\u3001\u5e73\u5747\u7684\u306a\u30a2\u30ca\u30ea\u30b9\u30c8\u306e\u4e88\u60f3\u3088\u308a\u3082\u308f\u305a\u304b\u306b\u697d\u89b3\u7684\u3067\u3001\u4eca\u5f8c12\u30f6\u6708\u3067\u682a\u4fa1\u304c17%\u4e0a\u6607\u3059\u308b\u53ef\u80fd\u6027\u304c\u3042\u308b\u3068\u3055\u308c\u3066\u3044\u307e\u3059\u3002Instacart\u306b\u3064\u3044\u3066\u306f\u3001\u30a2\u30ca\u30ea\u30b9\u30c8\u305f\u3061\u306f\u682a\u4fa1\u304c\u5e73\u5747\u3067\u7d0434%\u4e0a\u6607\u3059\u308b\u53ef\u80fd\u6027\u304c\u3042\u308b\u3068\u4e88\u6e2c\u3057\u3066\u3044\u307e\u3059\u3002Ma\u6c0f\u306e63\u30c9\u30eb\u306e\u4fa1\u683c\u76ee\u6a19\u306f\u3001\u73fe\u72b6\u304b\u308943%\u306e\u4e0a\u6607\u3092\u793a\u5506\u3057\u3066\u3044\u307e\u3059\u3002Instacart\u306e\u682a\u306f\u5e74\u521d\u67656%\u4e0a\u6607\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n
Deutsche Bank\u306e\u30a2\u30ca\u30ea\u30b9\u30c8Lee Horowitz\u6c0f\u306f\u3001\u4e00\u65b9\u3067Instacart\u3068DoorDash\u304c\u8cea\u3068\u4f9b\u7d66\u306e\u8a8d\u8b58\u3092\u5229\u7528\u3057\u3066\u7af6\u4e89\u529b\u3092\u4fdd\u3064\u3053\u3068\u304c\u3067\u304d\u308b\u3068\u4e88\u6e2c\u3057\u3066\u3044\u307e\u3059\u3002\u9867\u5ba2\u304c\u3053\u308c\u3089\u306e\u30b5\u30fc\u30d3\u30b9\u3092\u4f7f\u7528\u3059\u308b\u3053\u3068\u3067\u304a\u6c17\u306b\u5165\u308a\u306e\u98df\u6599\u54c1\u5e97\u3092\u5229\u7528\u3057\u7d9a\u3051\u308b\u3053\u3068\u304c\u3067\u304d\u308b\u304b\u3089\u3067\u3059\u3002\u300c\u3053\u306e\u65b0\u3057\u3044\u88fd\u54c1\u304c\u98df\u6599\u54c1\u914d\u9054\u306e\u98a8\u666f\u3092\u3069\u306e\u3088\u3046\u306b\u5909\u3048\u308b\u304b\u306f\u307e\u3060\u591a\u304f\u304c\u672a\u77e5\u3067\u3059\u304c\u3001\u77ed\u671f\u7684\u306b\u306f\u73fe\u5728\u306ee\u30b3\u30de\u30fc\u30b9\u306e\u30dc\u30ea\u30e5\u30fc\u30e0\u3092\u4fb5\u98df\u3059\u308b\u3088\u308a\u3082\u98df\u6599\u54c1\u914d\u9054\u306e\u5e02\u5834\u3092\u62e1\u5927\u3059\u308b\u53ef\u80fd\u6027\u304c\u9ad8\u3044\u3068\u8003\u3048\u3066\u3044\u307e\u3059\u300d\u3068Horowitz\u6c0f\u306f\u8ff0\u3079\u3066\u3044\u307e\u3059\u3002<\/p>\n","protected":false},"excerpt":{"rendered":"
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