CapexAndChill(@CapexAndChill):More than 1 million AI-analyzed shelf scans a day now feed DoorDash's new Brand Center, the evolution of its Ads Manager, launched yesterday for all U.S. advertisers. When an item is missing, nearly 12% of shoppers take a competing brand while more than 40% take a refund instead. Brand Center helps close this gap by selling brands down to merchandising tasks that dispatch Dashers into stores for audits, restocks, and displays. $DASH

CapexAndChill

@CapexAndChill

Long-term value in high conviction holdings. All thoughts are my own. NFA

Joined February 2025

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CapexAndChill@CapexAndChill

2026.09.25 05:49

More than 1 million AI-analyzed shelf scans a day now feed DoorDash's new Brand Center, the evolution of its Ads Manager, launched yesterday for all U.S. advertisers. When an item is missing, nearly 12% of shoppers take a competing brand while more than 40% take a refund instead. Brand Center helps close this gap by selling brands down to merchandising tasks that dispatch Dashers into stores for audits, restocks, and displays. $DASH