Transcript

Hi, I'm Mike Goldblatt. I lead business development and Partnerships at DoorDash. Globally, we have 56,000,000 customers and 35 million Dash Pass customers which are subscribers to the Door Dash ecosystem. What that means for a retailer is we're going to be the largest demand channel for them and it's incremental sales, typically 70 to 90% incremental. So you know when I'm talking to a retailer, it's about how can we help you grow your first party ecom business and then with the DoorDash marketplace driving a ton of incremental sales. Look, I think I was really about discovery. At the end of the day, we still need to fulfill the order. We still need to get a dasher to a store, pick up an item, get an item to a customer if there are any challenges. Customer service is still a very complicated real world reality. But upstream discovery is super important in retail and that's where we see a ton of value with customers delving into what they want, where they can find what they want. And really, you know. High consideration, in particular understanding how to transact and then downstream DoorDash is there to fulfill.