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普通外文研报

DoorDash: Agentic experience with “Ask DoorDash”

发布日期: 2026-06-11研究机构: BofA Global Research公司 / 股票: DASH.OQ报告页数: 5原文语言: 英语证据页码: 1

研报英文原文证据摘录

DoorDash: Agentic experience with “Ask DoorDash”

Accessible version

DoorDash

Agentic experience with “Ask DoorDash”

Maintain Rating: BUY | PO: 272.00 USD | Price: 151.00 USD

DoorDash introduces “Ask DoorDash” chatbot 11 June 2026

DoorDash launched “Ask DoorDash,” an in‑app AI chatbot embedded within its search Equity

bar that enables users to order food, build grocery carts, and make restaurant

Justin Post

reservations (coming soon) through a conversational interface. The tool supports Research Analyst

multimodal inputs (including text, voice, and images) and can translate user prompts or BofAS +1 415 676 3547

photos (e.g., pictures of recipes or grocery lists) into structured orders, with responses justin.post@bofa.com

featuring direct add‑to‑cart functionality. Recommendations are personalized using both Harvey Qin

user order history and external data sources, such as online reviews, while grocery Research Analyst BofAS

features include automated cart building and checks for existing pantry items. We think +1 917 864 5179

the chatbot will also be able to help with customer support on delivery issues soon. The huiyu.qin@bofa.com

product is currently live on iOS in select areas for restaurant search and grocery

shopping, with broader US rollout coming soon.

Stock Data

Early testing points to improved discovery/basket size

Price 151.00 USD

Powered by a combination of AI models from OpenAI, Anthropic, Google, and opensource

Price Objective 272.00 USD

models, DoorDash indicated its new chatbot has showed strong engagement and

Date Established 19-Feb-2026

monetization benefits in testing. Per Dash’s co-founder, Andy Fang, the chatbot has

Investment Opinion C-1-9

improved discovery, with nearly half of takeout orders made through the tool coming

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