DoorDash加入科技股裁员阵营，将裁员约1250人，承认业务增速放缓

华尔街见闻2022-12-01

摘要：裁员约占该公司全球员工总数的6%，包含美国和非美国的职位。公司称不能遭遇疫情、持续高通胀、能源危机、需求减退等宏观环境挑战，与疫情高峰期相比“增长速度已逐渐放缓”，必须遏制运营成本，此前招聘速度过快。11月30日周三，与Uber Eats存在直接竞争关系的美国外卖送餐服务平台龙头DoorDash发布声明称，预计裁员约1250人，约占该公司全球员工总数的6%，包含美国和非美国的职位。声明承认，...

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Eats存在直接竞争关系的美国外卖送餐服务平台龙头DoorDash发布声明称，预计裁员约1250人，约占该公司全球员工总数的6%，包含美国和非美国的职位。声明承认，裁员的首要目标是削减成本，作为“居家经济红利股”之一，新冠疫情带来了前所未有且突然而至的快速发展机遇，当时公司加快招聘速度以跟上增长步伐，并不断拓展新业务。这导致公司的运营成本迅速攀升，“尽管我们的大部分投资都得到了回报，但在管理团队增长方面没有应该做到得那样严格”。与此同时，“尽管我们的业务比其他电子商务公司更具弹性，但也不能免收外部挑战”。在疫情、持续高通胀、能源危机、需求减退和地缘政治冲突面前，DoorDash称其与疫情高峰期的增长率相比，“公司业绩增速已经逐渐放缓”：“虽然我们的业务继续快速增长，但考虑到此前招聘速度过快，运营费用如果照旧不减少的话，将继续超过收入。公司也将继续减少非员工的运营成本。”DoorDash表示，将继续招聘和增加雇佣能力，但会更具有针对性，标准也会更加严格。最近几个月，推特、奈飞、亚马逊、Meta、Snap、特斯拉等知名科技公司，以及智能健身器材与互动健身平台Peloton和美国最大家居电商Wayfair等“疫情红利股”都宣布裁员以应对经济衰退。四周前，DoorDash发布的财报显示，三季度营收超预期同比增长33%至17亿美元，应用程序的总订单量同比增27%至4.39亿单，同样超预期，但净亏损也同比走阔193%至2.96亿美元，主要由于运营成本飙升46%至超过20亿美元。自2020年在美IPO上市以来，总部位于美国旧金山且创立近10年的DoorDash一直无法扭亏为盈。不过如果剥离公司高管认为不在运营范围内的费用，例如基于股票的薪酬或非经常性成本之后，DoorDash已经一年多实现了“调整后的息税折旧摊销前盈利”，今年三季度为8700万美元。分析指出，虽然Uber Eats和DoorDash作为美国两个最大的外卖送餐应用程序仍在增长，但最近几个月增长速度已经放缓，他们不得不应对通胀飙升对消费者支出能力的侵蚀。三季度DoorDash的营收增速低于去年同期的45%，Uber Eats三季度营收增长24%，去年同期曾翻倍增长。尽管DoorDash在三季报中给出了乐观指引，即四季度该应用程序的订单总额和调整后利润可能高于市场预期，公司仍警告称：“消费者支出恶化的速度或程度可能超过我们的预期，这可能导致财报业绩低于公司指引。”周三传出即将裁员的消息后，DoorDash股价盘初一度涨超7%，随后稳定在涨4.6%，昨日曾跌至三周新低。今年以来该股累跌超62%，同期优步公司累跌超33%，纳指累跌近30%。","kind":"highlight","is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":9965042326,"gmtCreate":1669861688765,"gmtModify":1676538258894,"author":{"id":"4095548256553960","authorId":"4095548256553960","name":"xiaochoochoo","avatar":"https://static.tigerbbs.com/daa4c71aeb75832cfccf0bf892d1f6ec","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"4095548256553960","authorIdStr":"4095548256553960"},"htmlText":"g","listText":"g","text":"g","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9965042326","repostId":2288694223,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9965041501,"gmtCreate":1669861513803,"gmtModify":1676538258815,"author":{"id":"4095548256553960","authorId":"4095548256553960","name":"xiaochoochoo","avatar":"https://static.tigerbbs.com/daa4c71aeb75832cfccf0bf892d1f6ec","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"4095548256553960","authorIdStr":"4095548256553960"},"htmlText":"12","listText":"12","text":"12","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9965041501","repostId":2288694223,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9965041606,"gmtCreate":1669861493605,"gmtModify":1676538258808,"author":{"id":"4095548256553960","authorId":"4095548256553960","name":"xiaochoochoo","avatar":"https://static.tigerbbs.com/daa4c71aeb75832cfccf0bf892d1f6ec","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"4095548256553960","authorIdStr":"4095548256553960"},"htmlText":"67","listText":"67","text":"67","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9965041606","repostId":2288694223,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9965041374,"gmtCreate":1669861476699,"gmtModify":1676538258800,"author":{"id":"4095548256553960","authorId":"4095548256553960","name":"xiaochoochoo","avatar":"https://static.tigerbbs.com/daa4c71aeb75832cfccf0bf892d1f6ec","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"4095548256553960","authorIdStr":"4095548256553960"},"htmlText":"cc","listText":"cc","text":"cc","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9965041374","repostId":2288694223,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9965082545,"gmtCreate":1669857501387,"gmtModify":1676538257500,"author":{"id":"3562385773690293","authorId":"3562385773690293","name":"Dannyang","avatar":"https://static.tigerbbs.com/2f002c41dcab8d37e7e6e0a4c717e74c","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3562385773690293","authorIdStr":"3562385773690293"},"htmlText":"nice","listText":"nice","text":"nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9965082545","repostId":2288694223,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":16,"commentSize":5,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 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