Opportunity
33 / 100
Current score
-0.58
Thesis calls
1
Active decisions
1
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The entry argues that food delivery apps such as DoorDash and Uber Eats have become poor value for consumers in 2026 due to inflation, shrinkflation, delivery/service/bag fees, taxes, tips, and restaurant menu markups inside the apps that can make orders 30%+ more expensive than ordering directly. The main investable read-through is consumer pushback against third-party delivery economics and potential demand elasticity pressure, while restaurants with strong direct-ordering/pickup channels may
Mentioned: Apr 22, 2026, 8:00 PM EDTConviction: 55 / 100
Source: 10 Things That Are No Longer Worth Your Money
Current stance
Recommendationsell
Authors1
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DASH
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