DASH
Internet Retail · Consumer Cyclical
Analyst
MoffettNathanson
Equibles does not estimate personal net worth.
Michael Morton is recorded as Analyst at MoffettNathanson. Michael Morton has spoken on 16 earnings calls across 8 companies, most recently for Lyft, Inc. on August 6, 2026. Those appearances were for DoorDash, Inc. (DASH), Uber Technologies, Inc (UBER), Lyft, Inc. (LYFT), Ebay Inc (EBAY), Etsy Inc (ETSY) and 3 other companies. The companies whose calls Michael Morton spoke on are classified in the Consumer Cyclical, Technology and Financial Services sectors.
“I wanted to ask a question about the acceleration in the business. Is it fair to assume directionally that the, I guess, 3.5% acceleration could also be reflected in the U.S. rideshare business?”
“I was wondering if we could get an update on the breakdown of priority orders in the past. You've talked about on demand and also the orders that are a 30-minute window.”
“I wanted to ask about the grocery business, as you've talked about improving the unit economics. From our understanding, there are some grocers on the platforms who are paying, your platform specifically, who are paying effectively zero or very low take rates.”
“Thank you for all the context on the planned investments in the C2C business and the Depop acquisition. Big picture, I was wondering what your outlook is for the competitive intensity in this market, I would say in the U.S., but also internationally.”
“I just wanted some additional clarity on what you're seeing with the consumer and trying to connect some prior comments.”
MoffettNathanson
Analyst
Source not stated
DASH
Internet Retail · Consumer Cyclical
Software - Application · Technology
LYFT
Software - Application · Technology
EBAY
Internet Retail · Consumer Cyclical
ETSY
Internet Retail · Consumer Cyclical
CART
Internet Retail · Consumer Cyclical
CHWY
Internet Retail · Consumer Cyclical
Capital Markets · Financial Services