> DoorDash said the new laws collectively led to a reduction of some 1% of its overall orders in the first quarter Not according to their own financials: order

> DoorDash said the new laws collectively led to a reduction of some 1% of its overall orders in the first quarter Not according to their own financials: orders were up 1M the first quarter for Door Dash compared to Q1 the previous year (+45M ‘23, +46M ‘24). Door Dash don’t even mention the new laws in their most recent financials: > In Q1 2024, Total Orders increased 21% Y/Y to 620 million and Marketplace GOV increased 21% Y/Y to $19.2 billion. We remain pleased with our execution against volume goals in all major areas of our business”