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Interested to see how this plays out.

Deliveroo has been on a downslope for a while; exiting international markets and losing home market share. And despite DoorDash's US dominance, they still haven't made significant growth with their international operations.



still haven't made significant growth with their international operations

DoorDash operates under the brand Wolt in Europe, and based just on how much I see their branding on delivery people around town, they seem to have grown quite a bit and the past couple of years.


That's fair, and I understand their international dynamics, though brand <> growth.

They've been active outside of N.America for >5 years and aside from expanding their geo footprint, they're still far from winning in most/ all markets. Which is surely the aim.




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