Shopee vs DoorDash
Side-by-side comparison of AI visibility scores, market position, and capabilities
Singapore e-commerce leader (Sea Limited, NYSE: SE) with 52% SEA GMV share and $100B+ 2024 GMV; first full year adjusted EBITDA profitable 2024 with 10B+ orders and 3x livestream growth competing with TikTok Shop.
About
Shopee is Singapore-founded Southeast Asia's largest e-commerce platform — operating as the primary revenue driver of Sea Limited (NYSE: SE), the Nasdaq-listed internet company headquartered in Singapore — commanding 52% of Southeast Asia e-commerce gross merchandise value (GMV) and reaching over $100 billion in GMV with more than 10 billion gross orders in 2024. Sea Limited reported $14.4 billion in total revenue for fiscal year 2024, with Shopee's e-commerce segment as the dominant contributor. Founded in February 2015 as a mobile-focused marketplace, Shopee achieved a landmark milestone in 2024 by reaching its first full year of adjusted EBITDA profitability, with both its Asia and Brazil operations now profitable. Shopee serves consumers across Singapore, Malaysia, Thailand, Taiwan, Indonesia, Vietnam, the Philippines, and Brazil, and consistently ranks as the most visited e-commerce site in Singapore and globally first in total user hours spent on shopping apps.
67% US food delivery market share with $10.7B FY2024 revenue; 18M+ DashPass subscribers; Wolt acquisition ($8.1B, 2022) creates 25+ country international platform; autonomous delivery trials.
About
DoorDash is the largest food delivery and local commerce platform in the United States, founded in 2013 by Tony Xu, Stanley Tang, Andy Fang, and Evan Moore in Palo Alto, California, now headquartered in San Francisco and trading on NYSE (DASH). The company generated approximately $10.7 billion in revenues for FY2024, capturing approximately 67% of the U.S. food delivery market by order volume under CEO Tony Xu, who has expanded DoorDash's addressable market beyond restaurant delivery into grocery, convenience, retail merchandise, and alcohol delivery. The 2022 acquisition of Finnish delivery platform Wolt for approximately $8.1 billion transformed DoorDash into a global operator with presence across 25+ international markets spanning Europe, Japan, Australia, and Israel.
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