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| | 全美外卖霸主：DoorDash的另类崛起之路 | | | 砺石商业评论 ｜ 2025-10-30 | | | |
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scroll 0 1 从斯坦福宿舍一路走向纳斯达克之巅，DoorDash凭借对美国社会结构的敏锐洞察，发展成为了“全美外卖霸主”。
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2025年的夏天，一场声势浩大的外卖“三国杀”闹得沸沸扬扬。
美团、京东、淘宝纷纷砸下重金，从补贴大战到即时零售布局，把外卖赛道的竞争推向了白热化。
然而，在大洋彼岸的美国，外卖市场却呈现出截然不同的景象。
作为全美最大外卖平台的DoorDash始终稳坐龙头宝座，不仅没有新玩家敢轻易入局，甚至还以38.6亿美元收购英国外卖平台Deliveroo，加速开拓国际市场。
这种鲜明对比不禁让人疑惑：为何美国没有出现“外卖三国杀”？
而这家由三位华裔创立，甚至一度被网友戏称为“摸着美团过河”的“美版美团”，又如何在短短数年时间，从斯坦福宿舍的简陋网站，成为市场份额超过65%，市值超600亿美元的纳斯达克上市公司？
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逆向破局：在地广人稀的郊区发现百亿市场
2013年，中国的外卖行业发展得如火如荼，饿了么与刚出现的美团外卖激战正酣。
来自大洋彼岸的DoorDash，也因市场需求应运而生。
这年夏天，斯坦福大学商学院的学生Tony Xu（徐迅）与同学Andy Fang（方安迪）、Stanley Tang（斯坦利·唐）在帕洛阿托的一家中餐馆调研时，听到老板娘抱怨，店内有很多外卖订单，可因为人手不足，无法及时配送。
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