DoorDash, Inc. (DASH) Q2 2026 Earnings Call August 5, 2026 4:30 PM EDT
Company Participants
Weston Twigg - Vice President of Finance & Investor Relations
Tony Xu - Co-Founder, CEO & Chair
Ravi Inukonda - Chief Financial Officer
Conference Call Participants
Michael Morton - MoffettNathanson LLC
Mark Stephen Mahaney - Evercore ISI Institutional Equities, Research Division
Nikhil Devnani - Bernstein Institutional Services LLC, Research Division
Deepak Mathivanan - Cantor Fitzgerald & Co., Research Division
Dominic Ball - Rothschild & Co Redburn, Research Division
Jason Helfstein - Oppenheimer & Co. Inc., Research Division
Shweta Khajuria - Wolfe Research, LLC
Josh Beck - Raymond James & Associates, Inc., Research Division
Youssef Squali - Truist Securities, Inc., Research Division
Ross Sandler - Barclays Bank PLC, Research Division
Brian Nowak - Morgan Stanley, Research Division
Ronald Josey - Citigroup Inc., Research Division
Justin Post - BofA Securities, Research Division
Douglas Anmuth - JPMorgan Chase & Co, Research Division
Thomas Champion - Piper Sandler & Co., Research Division
Presentation
Operator
Hello, everyone. Thank you for joining us, and welcome to the DoorDash Q2 2026 Earnings Call. [Operator Instructions]
I will now hand the call over to Weston Twigg. Please go ahead.
Weston Twigg
Vice President of Finance & Investor Relations
Thanks, Connor. Good afternoon, everyone, and thanks for joining us for our Q2 2026 Earnings Call. I'm pleased to be joined today by Co-Founder, Chair and CEO Tony Xu; and CFO, Ravi Inukonda. We'll be making forward-looking statements during today's call, including without limitation, our expectations for our business, financial position, operating performance, profitability, our guidance, strategies, capital allocation approach, and broader economic environment. Forward-looking statements are subject to risks and uncertainties that could cause actual results to differ materially from those described.
Many of these uncertainties are described in our SEC filings, including our most recent Form 10-K and 10-Q. You should not rely on forward-looking statements as predictions of
DoorDash uvedl, že ve 2. čtvrtletí rostl v doručování z restaurací, potravinách i retailu a zlepšená jednotková ekonomika podpořila zisk. Společnost zároveň čeká, že nová vertikální divize bude ve druhé polovině roku 2026 v hrubém zisku.
DoorDash's Drone Certification Could Reshape Its Delivery MarginsDoorDash NASDAQ: DASH executives said the company’s Q2 2026 performance reflected continued growth in restaurant delivery, grocery and retail, international operations and subscription adoption, while improved unit economics supported profitability and ongoing investment in technology.
During the company’s earnings call, Co-Founder, Chair and CEO Tony Xu and CFO Ravi Inukonda emphasized a strategy of reinvesting efficiency gains into product development, merchant tools, autonomous delivery and a unified global technology platform rather than optimizing for short-term margins alone.
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Grocery and New Verticals Gain Momentum The Bank of Mom and Dad Is Booming—3 Stocks to WatchXu described grocery as the fastest-growing segment within DoorDash’s marketplace business and said the company has healthy relationships with its merchant partners. While declining to discuss individual commercial agreements or merchant take rates, Xu said DoorDash’s growth with grocery partners creates opportunities to expand those relationships over time.
Inukonda said DoorDash became an order-volume share leader in new verticals in the fourth quarter and has continued to extend that position. He said monthly active users outside restaurant delivery, order frequency and basket sizes have all increased.
The Food Delivery War Just Entered Its Final PhaseThe company remains on track for its overall new-verticals business to become gross-profit positive in the second half of 2026, according to Inukonda. He attributed larger baskets to customers using DoorDash for a broader set of needs as selection and product quality improve.
Xu also highlighted DashMart fulfillment services, through which DoorDash manages inventory in warehouses for retail and grocery partners. He said the model is generating incremental demand because the facilities operate nearly around the clock, compared with conventional store hours. DoorDash is also seeing error rates that are “10x better” because it controls inventory and can sell customers items that are actually in stock, Xu said.
Restaurant Demand and DashPass Adoption Restaurant growth accelerated from the first quarter to the second quarter, Inukonda said, despite what he characterized as an unusually strong comparison period a year earlier. He pointed to growth in DashPass paid subscribers, investments in selection and delivery quality, and continued engagement from mature customer cohorts.
DoorDash added more DashPass subscribers over the past year than it did in the two preceding years combined, Inukonda said. Paid-subscriber growth during the second quarter was among the highest the company has seen in the past couple of years.
Management said the subscription program creates a reinforcing cycle: Customers receive access to restaurant, grocery and retail offerings, use the platform more frequently and spend more over time. Inukonda said DoorDash continues to see higher restaurant and new-vertical spending, as well as greater DashPass penetration, in older cohorts and similar trends in newer ones.
The company recently introduced fees for deliveries over larger distances. Inukonda said the change is intended to better align what consumers pay with the time and effort required from Dashers. He said the fee has been similar to or slightly below prior levels for the large majority of orders in markets where it has launched, and management does not expect a major profit-and-loss impact.
International Growth and Deliveroo Integration DoorDash said Deliveroo has posted accelerating growth across order volume, gross order value, revenue, monthly active users and subscriptions. Xu said the performance reflects lessons learned from DoorDash’s U.S. operations and Wolt, as well as the company’s integration work at Deliveroo.
Inukonda said Deliveroo’s unit economics have also improved, while the company continues to invest in selection, service quality and subscriptions. He added that Deliveroo exceeded the company’s internal volume expectations in the quarter and is contribution-profit positive.
Xu said DoorDash’s international business is concentrated largely in its top 10 markets outside the United States, where the company is either the leader or a strong No. 2 player and is gaining share. Those markets include the United Kingdom, Italy, Germany, the Nordics, Israel and Canada, he said.
Management argued that local commerce is a “minimum viable scale” business, meaning market position does not always directly determine economics. Still, Xu said DoorDash sees significant opportunity to deploy merchant-facing business-to-business products internationally, where restaurant and retail digital tools may be less developed than in the U.S.
Technology Investments Include AI and Autonomous Delivery Xu said DoorDash is focusing its artificial-intelligence spending on customer and merchant outcomes. The company’s Ask DoorDash tool, for example, helps users discover restaurants and build grocery carts, while AI is also being used to automate merchant catalog and menu creation, improve Dasher routing and assist Dashers when issues arise.
Inukonda said DoorDash is using AI across functions including sales, accounting, marketing and finance, while applying internal controls around model selection, spending caps and team budgets. He said management is seeing efficiency gains but intends to reinvest those gains in longer-term opportunities.
On autonomous delivery, Xu said DoorDash Dot has reached meaningful scale in its Phoenix test market, serving tens of thousands of customers through real-world deliveries rather than fixed routes or demonstrations. He said the company expects Dot to reach high-single-digit penetration within that market by year-end.
Xu said scaling autonomy requires solving operational challenges alongside vehicle technology, including merchant pickup timing, retail inventory availability, package configuration, building access and complicated drop-offs. DoorDash is developing an autonomous delivery platform intended to coordinate human Dashers and autonomous vehicles, while allowing merchants to use their existing DoorDash integrations.
Profitability Outlook and Capital Allocation Inukonda said second-quarter adjusted EBITDA outperformance was driven by better-than-expected unit economics, including advertising and subtotal trends in the latter half of the quarter, along with Deliveroo’s stronger-than-anticipated volumes.
He said the company did not defer investments into later quarters, but noted that some EBITDA upside emerged too late in the quarter to reinvest at the level of efficiency DoorDash requires. The company therefore allowed that upside to flow to the bottom line.
For the third quarter, Inukonda said DoorDash expects to land within its previously provided guidance range. He said take rate should be roughly flat from the second quarter to the third quarter before declining in the fourth quarter, when Dasher costs seasonally rise. Management reiterated that it is focused on expanding total profit dollars and free cash flow over time rather than managing toward a specific take-rate percentage.
About DoorDash (NASDAQ:DASH)DoorDash, Inc operates a technology-driven logistics and food-delivery marketplace that connects consumers, merchants and independent delivery contractors. The company's core service enables customers to order from local restaurants and retailers through its app and website while DoorDash handles last-mile fulfillment via its network of drivers, known as “Dashers.” Over time the platform has broadened beyond restaurant deliveries to include groceries, convenience items and retail deliveries, positioning DoorDash as a broader on-demand logistics provider for consumer goods.
In addition to its marketplace, DoorDash offers a suite of products and services for consumers and businesses.
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DoorDash stále testuje robota Dot v části Phoenixu a podle Tonyho Xu má před rozšířením vyřešit nabíjení, vyzvedávání i doručování do uzavřených areálů.
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DoorDash unveiled its Dot delivery robot last September. Bloomberg/Getty Images DoorDash's delivery robot isn't quite ready for prime time.
The delivery service has spent the last several months testing its Dot delivery robot as it makes deliveries in parts of Phoenix, Arizona. And while the company is working on securing permits for Dot to expand to other cities, there's still a lot that the company needs to figure out before it expands the autonomous delivery option, CEO Tony Xu said on a second-quarter earnings call on Wednesday.
"I'm a big believer that you really have to nail something before you scale it," Xu said.
To make autonomous deliveries work, DoorDash has to correctly estimate how long it will take restaurants to prepare orders, Xu said. The company also has to figure out how Dot can drop off orders at gated communities or interact with a doorman at an apartment building.
Xu also pointed to the issue of loading the robots. The company is paying some DoorDash workers about $5 to load orders into Dot robots, Business Insider reported on Sunday.
Those challenges "might be literally one one thousandth the number of issues that you have to solve to actually have a chance at making autonomous deliveries actually happen," Xu said on Wednesday's call.
DoorDash will also have to solve similar problems for DoorDash Air, the drone delivery service that it announced last month. The company expects to start drone deliveries later this year.
Companies like Uber and DoorDash have turned to autonomous vehicles to make more ride-hailing trips and deliver more orders over the past year. Without people driving them, though, the companies must solve a number of problems.
With Dot, DoorDash is trying to solve issues from maintenance and manufacturing to having infrastructure to charge the robots, the company wrote in a press release on its second-quarter earnings.
Those "are all extremely difficult and must be addressed at scale," DoorDash said in the release.
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Alex Bitter You're currently following this author! Want to unfollow? Unsubscribe via the link in your email.
Alex Bitter is a senior retail reporter covering the gig economy, food, and retail. His work focuses major gig delivery and ride-hailing apps, including Uber, Lyft, DoorDash, Instacart, and Walmart's Spark. He is interested in everything from what it's like to work on the apps to the companies' business strategies.Some of his recent stories feature gig workers who have been deactivated on the apps, DoorDash hiring traditional employees to make deliveries, gig workers' use of bots, and gig work expanding into new professions, such as nursing.Alex has also written about Aldi's US expansion, Starbucks' turnaround efforts, and the fallout from Kraft-Heinz's budget cutting. Convenience store chain Sheetz ended its "smile policy" after his reporting.Before joining Insider in September 2020, he wrote about consumer and retail companies for S&P Global Market Intelligence. He's a graduate of the University of Hawai'i at Mānoa and grew up on the Big Island.Alex lives in the Washington, DC, area, where you can find him studying ancient coins or searching for Civil War artifacts with his metal detector in his free time.Got a tip? Reach out at [email protected] or via encrypted messaging app Signal at +1 (808) 854-4501.
DoorDash uvedl, že objem objednávek z agentní AI je zatím nízký, zatímco jeho vlastní AI nástroje už zrychlují tvorbu košíků i katalogů. Ve druhém čtvrtletí tržby vzrostly o 36 % na 4,5 miliardy USD.
Artificial intelligence is showing up for DoorDash. It’s just not agentic … yet.
While the fight for agentic commerce gears up, DoorDash CEO Tony Xu said on the company’s second quarter earnings call that agentic order volume from AI partners remains low. He said the gap traces back to most AI platforms prioritizing enterprise customers and coding tools over physical fulfillment. DoorDash’s own AI tools, meanwhile, are already producing results, from an ordering agent that builds a grocery cart in under two minutes to automated catalog building for new merchants.
For DoorDash, every AI shopping assistant eventually has to hand off to something physical. Someone has to check what’s actually in stock, route an order to the right merchant, load a bag correctly, and figure out what happens when a delivery goes to the wrong doorman inside a high rise.
Xu spent part of the call arguing that this handoff is the part of agentic commerce nobody has solved. He framed the coming years as a fight between two forces. One is the battle for attention, playing out now among chat assistants and AI platforms. The other is what he called the battle for atoms, the physical infrastructure needed to deliver something. DoorDash is betting its future on winning the second fight regardless of who wins the first.
Where AI Is Showing Up in the Business DoorDash’s own AI tools are already running, even if outside agentic traffic hasn’t arrived. DoorDash Ask, the company’s ordering agent, helps customers discover restaurants similar to ones they’ve ordered from before and assemble a grocery cart in under two minutes. Xu described the tool as solving a specific pain point in a marketplace that has grown too large to browse manually.
On the merchant side, DoorDash uses AI to automate catalog building, generating photos and metadata for retailer and restaurant listings so new merchants launch faster. Xu said that speed translates directly into faster same-store sales growth once a merchant goes live. The company has also applied AI to Dasher routing, helping delivery workers find the most efficient areas to work.
“Whenever you’re reducing friction in a product, you get more usage,” Xu told analysts, describing how AI tools compound rather than cannibalize existing demand. He said easier grocery cart building doesn’t change advertising economics, it simply produces more orders and more advertising opportunities because people order more often as a result.
Growth Broadens Beyond the Core Restaurant Business DoorDash’s restaurant business accelerated from the first quarter into the second, driven largely by Dashpass subscriber growth. CFO Ravi Inukonda said the company added more paid subscribers over the past year than in the two prior years combined, with subscriber growth in the U.S. among the highest DoorDash has recorded in several years.
New verticals outside restaurants, including grocery and retail, are growing faster than the core restaurant business and remain on track to turn gross profit positive by the end of the year. Basket sizes are increasing as customers who join through restaurant orders adopt grocery and retail categories over time, according to Inukonda, a pattern the company says holds across both older and newer customer cohorts.
International growth accelerated as well. Deliveroo posted its highest volume and subscription growth in several years, which Xu attributed to lessons DoorDash learned integrating its 2021 acquisition of Wolt. He said the majority of DoorDash’s international business sits in its top 10 markets outside the U.S., where the company holds either the leading position or a strong second place.
What Else Stood Out DoorDash is testing autonomous delivery at meaningful scale in Phoenix through DoorDash Dot, a platform Xu said orchestrates human Dashers and autonomous vehicles across the same delivery network. The company’s merchant software business, which builds digital tools for restaurants and retailers, now serves more than 150,000 businesses and grew 40% year over year. DoorDash launched Dash Mark fulfillment services, warehouses where the company controls inventory directly, delivering what Xu described as tenfold better order accuracy compared to traditional grocery partnerships. New per-mile delivery fees for longer distance orders represent a repricing of costs between consumers and Dashers. Topline Results and Outlook DoorDash reported second quarter revenue of $4.5 billion, up 36% year over year, or 24% excluding the impact of Deliveroo. Total orders grew 27% year over year to 970 million, or 17% excluding Deliveroo. Marketplace gross order value grew 36% year over year to $33.1 billion, or 23% excluding Deliveroo.
Free cash flow reached $742 million for the quarter, up from $355 million in the prior year period. Net cash from operating activities totaled $944 million. For the third quarter, DoorDash guided Marketplace GOV of $33 billion to $34 billion. The company is expecting fourth quarter margins to ease due to seasonal increases in Dasher costs and continued investment in autonomous delivery.
DoorDash zvýšil výhled na 3. čtvrtletí nad odhady díky trvalé poptávce po doručování jídla, potravin a běžných potřeb. Ve 2. čtvrtletí marketplace GOV vzrostl o 36 % na 33,08 miliardy USD.
A DoorDash delivery person is pictured on the day they hold their IPO in the Manhattan borough of New York City, New York, U.S., December 9, 2020. REUTERS/Carlo Allegri Purchase Licensing Rights, opens new tab
Aug 5 (Reuters) - DoorDash (DASH.O), opens new tab on Wednesday forecast third-quarter gross order value and core profit above Wall Street estimates after topping results for the prior three months on sustained demand for food, grocery and convenience deliveries.
Consumers prioritizing convenience, including for groceries and everyday essentials, have boosted demand for firms such as DoorDash, which has been diversifying beyond restaurant deliveries.
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The company expects third-quarter marketplace gross order value (GOV), the total dollar value of orders placed on its platform, of $33 billion to $34 billion, above analysts' expectations of $32.64 billion, according to data compiled by LSEG.
Last month, DoorDash, which partners with food and grocery chains including Domino's (DPZ.O), opens new tab and Kroger (KR.N), opens new tab, launched its in-house drone delivery program, DoorDash Air, as part of efforts to reduce reliance on human couriers and expand its logistics network.
DoorDash has also stepped up investments in membership offerings such as DashPass and expanded grocery delivery coverage in the U.S. and international markets, including Canada, through partnerships with retailers such as Sobeys and Safeway.
The company's third-quarter adjusted earnings before interest, taxes, depreciation and amortization are expected to be between $950 million and $1.10 billion, largely above expectations of $979.6 million.
DoorDash said adjusted EBITDA as a percentage of marketplace GOV would decline sequentially in the fourth quarter, broadly in line with trends seen last year, due to seasonally higher Dasher and insurance costs, along with increased investment in technology and autonomous-delivery initiatives.
For the second quarter ended June 30, marketplace GOV rose 36% to $33.08 billion, topping estimates of $32.08 billion. Adjusted EBITDA increased 40% to $914 million, compared with expectations of $841.8 million.
Reporting by Neil J Kanatt in Bengaluru; Editing by Sriraj Kalluvila
Our Standards: The Thomson Reuters Trust Principles., opens new tab
DoorDash reported second-quarter revenue of $4.45 billion, up 36% year-over-year. The revenue beat a Street consensus estimate of $4.34 billion, according to data from Benzinga Pro.
Total orders were up 27% year-over-year to 970 million. The second quarter Marketplace GOV was 33.1 billion, up 36% year-over-year. Adjusted EBITDA for the quarter was $914 million, up 40% year-over-year. The company reported earnings of 46 cents per share, missing a Street estimate of 49 cents per share.
DoorDash reported strong growth for the U.S. grocery and retail categories.
In the 12 months through the end of the second quarter, the number of paid DashPass U.S. customers was up more than the amount in the previous 24 months combined. The company highlighted this as showing the growing value of DashPass.
DashPass members represented around 75% of all total orders for the U.S. grocery and retail categories in the quarter.
What’s Next for DoorDashThe company is guiding for third-quarter Marketplace GOV to be in a range of $33 billion to $34 billion.
Guidance for third-quarter adjusted EBITDA is $950 million to $1.1 billion. The company sees fourth-quarter EBITDA weaker as a percentage of Marketplace GOV due to a seasonal increase in Dasher costs, increases in insurance expenses and increases in investments.
"We have had a strong start to 2026 and will work hard to continue our progress through the second half of the year," the company said.
DoorDash Stock Price ActionDoorDash stock is up 0.35% to $207.99 in after-hours trading Wednesday versus a 52-week trading range of $143.30 to $285.49
Image via Shutterstock
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DoorDash oznámí výsledky za 2. čtvrtletí 5. srpna; výnosy mají vzrůst o 31,53 % meziročně na 4,32 miliardy USD. Firma čeká Marketplace GOV v rozmezí 32,4 až 33,4 miliardy USD.
Key Takeaways DoorDash will report Q2 results on Aug. 5, with revenues expected to rise 31.53% year over year.DASH projects Marketplace GOV of $32.4-$33.4 billion, supported by strong demand and order growth.Grocery expansion and DashPass gains may help, while competition and heavy investments pressure costs. DoorDash (DASH - Free Report) is set to release its second-quarter 2026 results on Aug. 5.
The Zacks Consensus Estimate for earnings is pegged at 50 cents per share, unchanged over the past 30 days. This indicates a year-over-year decline of 23.08%.
The Zacks Consensus Estimate for revenues is pegged at $4.32 billion, suggesting a 31.53% increase year over year.
The company’s earnings surpassed the Zacks Consensus Estimate in two of the trailing four quarters while missing it twice, with an average surprise of 7.98%.
Let us see how things have shaped up for this announcement.
Factors Likely to Have Driven DASH’s Q2 2026DoorDash’s second-quarter 2026 performance is expected to have benefited from strong total orders and Marketplace GOV, enhanced logistics efficiency and an increasing contribution from advertising. In the first quarter of 2026, Marketplace GOV increased 37% year over year to $31.6 billion. For the second quarter of 2026, DoorDash expects Marketplace GOV in the range of $32.4-$33.4 billion.
DoorDash is consistently investing in expanding its partner base to provide express grocery delivery for consumers, a new offering that cements its position further among other on-demand delivery platforms. This is expected to have boosted DoorDash’s total orders in the to-be-reported quarter. The Zacks Consensus Estimate for second-quarter total orders is pegged at $974 million, indicating 27.9% year-over-year growth.
DoorDash’s second-quarter 2026 performance is expected to have benefited from healthy consumer demand, accelerating DashPass membership and rising order frequency. Monthly active users reached an all-time high, while member growth accelerated and subscription engagement remained strong across DoorDash, Deliveroo and Wolt. The company indicated that the second quarter had started on a strong note, reflecting sustained demand momentum.
The quarterly performance is expected to have benefited from continued strength in DoorDash’s grocery and new-verticals businesses. The company has been expanding its grocery selection by adding retail partners while improving affordability, basket building, fulfillment capabilities and picking accuracy. Continued grocery market share gains, broader merchant selection and investments in DashMart Fulfillment Services and retail fulfilment capabilities are expected to have supported higher order frequency in the second quarter.
However, DoorDash faces extensive competition in its largest business category, local food delivery logistics, which is expected to have hurt its top-line growth in the to-be-reported quarter. The company also faces competition from local incumbents in the markets. Heavy investments in global infrastructure, new verticals and technology platforms are creating prolonged cost burdens.
What Our Model SaysPer the Zacks model, the combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the odds of an earnings beat. But that is not the exact case here.
DoorDash has an Earnings ESP of -8.15% and a Zacks Rank #5 (Strong Sell) at present. You can uncover the best stocks to buy or sell before they’re reported with our Earnings ESP Filter.
Stocks to ConsiderHere are some companies worth considering, as our model shows that these have the right combination of elements to beat on earnings in their upcoming releases.
NVIDIA (NVDA - Free Report) has an Earnings ESP of +0.52% and a Zacks Rank #1 at present. You can see the complete list of today’s Zacks #1 Rank stocks here.
NVIDIA shares have gained 7.6% in the year-to-date period. NVIDA is set to report second-quarter fiscal 2027 results on Aug. 26.
Analog Devices (ADI - Free Report) has an Earnings ESP of +2.73% and a Zacks Rank #2 at present.
Analog Devices shares have gained 35.5% in the year-to-date period. Analog Devices is scheduled to report its third-quarter 2026 results on Aug. 19.
Applied Materials (AMAT - Free Report) has an Earnings ESP of +1.52% and a Zacks Rank #2.
Applied Materials shares have gained 97.5% in the year-to-date period. Applied Materials is set to report its third-quarter 2026 results on Aug. 13.
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DoorDash is paying gig workers to load restaurant orders into its Dot robots. Bloomberg/Getty Images DoorDash's delivery robots need a hand.
Some workers in areas where DoorDash is using its Dot delivery robot are receiving offers through the DoorDash app to load them up. While the vehicles can navigate miles to delivery destinations, it's the few feet between a restaurant's pickup counter and the curb outside where delivery workers intervene.
Devena Bybee, a DoorDash gig worker in Mesa, Arizona, said that she received one such offer in early July. The company is using the robots to make deliveries in the Phoenix area.
Bybee drove about two miles to a restaurant, picked up an order, and placed it in the Dot robot as it waited in the parking lot, she said. She took photos of each step to document the process, and the gig took five minutes, she said. DoorDash paid her about $5.
Bybee was surprised that Doordash asked her to complete the task instead of a restaurant worker who was already on-site. "I just don't see how it's efficient," she said.
On Facebook groups for DoorDash workers, some posts show screenshots of similar gig offers over the past month.
"I would never do a five-dollar order, but I was really curious about this and I was super close to the restaurant," reads one July 6 post showing a robot-loading gig at a Burger King in Scottsdale, Arizona. The poster did not immediately respond to a request for comment.
"Dashers are essential to our platform and will continue completing the majority of deliveries even as our autonomous technology scales," a DoorDash spokesperson said.
"This limited pilot is designed to support merchants during busy periods, while creating more earning opportunities for Dashers outside of traditional deliveries," the spokesperson added.
A sticking point for automationThe loading gigs are the latest example of DoorDash workers stepping in when autonomous vehicles can't complete a job on their own.
Some workers received offers from DoorDash to close open doors on Waymo's self-driving cars in Atlanta, Business Insider reported in February. Waymo plans to add a self-closing function to its vehicles in the future, the companies said at the time.
Dot, which DoorDash unveiled in September, is roughly the size of a baby stroller and can hold up to 30 pounds of cargo. The robot can navigate both roads and sidewalks to travel between restaurants and customers' homes.
Handing off orders from restaurants to robots is a challenge to the rollout of autonomous deliveries, DoorDash CEO Tony Xu said last August, shortly before the company debuted Dot.
While loading an order only takes a few minutes, restaurants that receive lots of robot-delivered orders might have an incentive to outsource the task to DoorDash, said Robert Bruno, a professor of labor and employment relations at the University of Illinois Urbana-Champaign.
DoorDash's gig workers, who are independent contractors, don't receive the same employee benefits and hourly pay rate that most restaurant workers do, Bruno said.
"Multiplied over the course of a year or more, there's probably a real savings," he said.
Bybee, the DoorDash worker in Arizona, said that the loading gig left her more confident that humans are still needed for delivery work.
"There's only so much right now that the robots can do," she said.
Do you have a story idea about DoorDash? Contact this reporter at [email protected] or via encrypted messaging app Signal at 808-854-4501. Use a personal email address, a nonwork WiFi network, and a nonwork device; here's our guide to sharing information securely.
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Alex Bitter You're currently following this author! Want to unfollow? Unsubscribe via the link in your email.
Alex Bitter is a senior retail reporter covering the gig economy, food, and retail. His work focuses major gig delivery and ride-hailing apps, including Uber, Lyft, DoorDash, Instacart, and Walmart's Spark. He is interested in everything from what it's like to work on the apps to the companies' business strategies.Some of his recent stories feature gig workers who have been deactivated on the apps, DoorDash hiring traditional employees to make deliveries, gig workers' use of bots, and gig work expanding into new professions, such as nursing.Alex has also written about Aldi's US expansion, Starbucks' turnaround efforts, and the fallout from Kraft-Heinz's budget cutting. Convenience store chain Sheetz ended its "smile policy" after his reporting.Before joining Insider in September 2020, he wrote about consumer and retail companies for S&P Global Market Intelligence. He's a graduate of the University of Hawai'i at Mānoa and grew up on the Big Island.Alex lives in the Washington, DC, area, where you can find him studying ancient coins or searching for Civil War artifacts with his metal detector in his free time.Got a tip? Reach out at [email protected] or via encrypted messaging app Signal at +1 (808) 854-4501.
Američtí zákonodárci chtějí po DoorDash informace o používání čínských AI modelů, včetně nasazení Kimi K2.6 od Moonshot AI. Vyšetřování se zaměřuje na bezpečnostní rizika pro americké firmy.
U.S. lawmakers have requested information from food delivery company DoorDash on its use of Chinese artificial intelligence models, CNBC has learned, as scrutiny around American businesses' use of systems developed by China ramps up.
In a letter obtained by CNBC, the chairmen of two House Select Committees conducting a joint investigation into security implications of U.S. companies using Chinese AI models asked DoorDash to share "information and documents" relating to its evaluation and deployment of AI systems from China.
"DoorDash proudly supports American AI leadership and is working to ensure AI benefits Main Street, not just the biggest companies," a DoorDash spokesperson told CNBC. "We look forward to engaging with the Committees on how we safely and responsibly use AI, including American-developed frontier models and open-weight models."
Rising adoption of China-built AI models has led to growing calls from U.S. lawmakers for strategies to combat the trend, including via an ongoing investigation from The House Committee on Homeland Security and the House Select Committee on the Chinese Communist Party.
An initial step in the joint investigation was for the chairmen of those committees to send letters to Cursor and Airbnb, over their "use of or exposure to these risks" through AI developed in China.
The letter cited a post on X by Andy Fang that details how DoorDash is delegating lower-level AI work to Chinese AI model Kimi K2.6, which is developed by Moonshot AI.
Read more CNBC tech newsAmazon posts 'booming' cloud growth, hikes 2026 capex to $220 billionApple earnings: Revenue tops estimates, but supply constraints weigh on guidanceChina's open-weight model lead exposes America's AI blind spotNew details in the OpenAI Hugging Face hack show how far agents will go: 'It's now remarkably easy'DoorDash's AI research lab had said on X that it had seen Kimi K2.6 and Anthropic's Fable 5 vastly outperform other Anthropic models it had used, including "Sonnet 4.6 and Opus 4.8 harness at a cheaper cost."
"The Committees recognize that U.S. companies, from large technology firms to startups, may evaluate and deploy PRC-developed open-weight models because they can provide competitive capabilities, lower costs, greater customization, and alternatives to reliance on a small number of proprietary model providers," the letter reads.
It added: "Those practical considerations do not eliminate the need for risk-based safeguards or diminish the national security concerns associated with growing dependence on models developed by entities subject to PRC jurisdiction."
AI arms raceAI has emerged as a key point of rivalry between the U.S. and China, with both nations vying for supremacy in the field.
"The Chinese Communist Party is no longer just nipping at our heels in artificial intelligence; it is racing to close the gap in some of the exact capabilities that will shape the future of cybersecurity," Andrew Garbarino, chairman of the U.S. House Committee on Homeland Security, previously told CNBC.
"Recent reporting that a Chinese open-weight model can match leading U.S. models in certain vulnerability discovery and cybersecurity tasks is highly alarming," said Garbarino.
Moonshot AI's release of open weight model Kimi K3 earlier this month claimed to have largely closed the performance gap with leading U.S. models.
While some government departments have banned the usage of Chinese AI models like DeepSeek, adoption by U.S. companies is not prohibited. Tech chiefs, including crypto company Coinbase's Brian Armstrong and AI startup Lindy's Flo Crivello, have been publicly touting the use of models from China to reduce costs.
"An effective federal approach should therefore scrutinize U.S. companies' reliance on [People's Republic of China]-developed models and strengthen the availability, security, and competitiveness of American open-weight alternatives," the letter said.
The availability of open weight models was thrown into the spotlight recently after it emerged that a cyber attack by rogue OpenAI models on Hugging Face was stopped by using a Chinese system.
Open weight models can be downloaded, modified and self-hosted by companies. The most capable open weight models are Chinese made. The leading frontier models developed by OpenAI and Anthropic are closed.
"The Committees are also examining whether the United States has a sufficient open-weight AI strategy to ensure American companies and cyber defenders are not forced to choose between expensive or restricted U.S. models and cheap, capable PRC-developed alternatives," a Committee aide, who asked not to be named as they were not authorized to discuss the ongoing probe, previously told CNBC.
Anson Funds Management LP v 1. čtvrtletí koupila nový podíl v DoorDash: 8 750 akcií za zhruba 1,314 milionu USD. Institucionální investoři nyní drží 90,64 % akcií.
Anson Funds Management LP purchased a new stake in DoorDash, Inc. (NASDAQ:DASH – Free Report) during the 1st quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm purchased 8,750 shares of the company’s stock, valued at approximately $1,314,000.
Several other institutional investors and hedge funds also recently modified their holdings of DASH. Brighton Jones LLC grew its holdings in shares of DoorDash by 24.0% during the fourth quarter. Brighton Jones LLC now owns 9,336 shares of the company’s stock worth $1,566,000 after buying an additional 1,807 shares in the last quarter. Integrated Wealth Concepts LLC lifted its stake in DoorDash by 21.5% in the 1st quarter. Integrated Wealth Concepts LLC now owns 1,715 shares of the company’s stock valued at $314,000 after acquiring an additional 303 shares in the last quarter. Empowered Funds LLC lifted its stake in DoorDash by 3.6% in the 1st quarter. Empowered Funds LLC now owns 8,130 shares of the company’s stock valued at $1,486,000 after acquiring an additional 285 shares in the last quarter. Sivia Capital Partners LLC boosted its position in DoorDash by 92.9% during the 2nd quarter. Sivia Capital Partners LLC now owns 4,255 shares of the company’s stock worth $1,049,000 after acquiring an additional 2,049 shares during the last quarter. Finally, Baird Financial Group Inc. acquired a new position in DoorDash during the 2nd quarter worth approximately $222,000. 90.64% of the stock is owned by institutional investors and hedge funds.
Analyst Upgrades and Downgrades Several research analysts recently commented on the stock. Citigroup restated a “market outperform” rating on shares of DoorDash in a report on Monday, June 22nd. KeyCorp lowered their price target on shares of DoorDash from $280.00 to $275.00 and set an “overweight” rating on the stock in a research note on Tuesday, July 14th. TD Cowen reissued a “buy” rating on shares of DoorDash in a research report on Wednesday, July 15th. UBS Group increased their price objective on shares of DoorDash from $206.00 to $214.00 and gave the stock a “neutral” rating in a research note on Thursday, May 7th. Finally, Moffett Nathanson set a $276.00 price objective on DoorDash in a report on Wednesday, April 15th. One equities research analyst has rated the stock with a Strong Buy rating, twenty-four have assigned a Buy rating, nine have given a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $252.89.
Get Our Latest Research Report on DASH
More DoorDash News Here are the key news stories impacting DoorDash this week:
Positive Sentiment: DoorDash launched DoorDash Air after receiving Federal Aviation Administration Part 135 air-carrier certification. The approval allows the company to conduct commercial drone deliveries in the U.S. and represents a significant regulatory and operational milestone. DoorDash launches in-house drone delivery program after FAA certification Positive Sentiment: The company plans to develop its own aircraft and an end-to-end aerial delivery network that will eventually operate through the DoorDash app. If scaled successfully, drones could reduce reliance on gig-economy labor for certain short- and mid-range orders, potentially improving delivery economics and margins. DoorDash is building its own drone delivery business Positive Sentiment: DoorDash’s internally developed drone service could expand beyond restaurant orders into retail, pharmaceuticals and other time-sensitive, higher-value deliveries. The company already works with Wing and Flytrex, so the in-house program adds another avenue for autonomous-delivery growth. DoorDash is launching a competing drone delivery service Neutral Sentiment: Analysts expect a decline in earnings in DoorDash’s upcoming report, with the company lacking two key indicators typically associated with an earnings beat. This could increase volatility ahead of results. Analysts Estimate DoorDash to Report a Decline in Earnings Negative Sentiment: The drone initiative will require substantial upfront investment in aircraft, infrastructure and regulatory compliance. Those costs could weigh on near-term free cash flow before delivery density is high enough to generate meaningful operating leverage. With DASH trading at a high earnings multiple, investors may demand clear evidence that the program can produce stronger profitability. DoorDash Stock Performance Shares of NASDAQ DASH opened at $193.53 on Thursday. The company has a current ratio of 1.43, a quick ratio of 1.43 and a debt-to-equity ratio of 0.27. DoorDash, Inc. has a 12 month low of $143.30 and a 12 month high of $285.50. The stock has a 50 day moving average of $174.13 and a 200-day moving average of $174.90. The company has a market capitalization of $84.32 billion, a P/E ratio of 92.16 and a beta of 1.78.
DoorDash (NASDAQ:DASH – Get Free Report) last posted its quarterly earnings results on Wednesday, May 6th. The company reported $0.42 earnings per share for the quarter, beating analysts’ consensus estimates of $0.36 by $0.06. The business had revenue of $4.04 billion for the quarter, compared to analysts’ expectations of $4.15 billion. DoorDash had a return on equity of 9.58% and a net margin of 6.29%.The firm’s revenue for the quarter was up 33.1% on a year-over-year basis. During the same quarter in the prior year, the business earned $0.44 EPS. As a group, equities research analysts predict that DoorDash, Inc. will post 2.39 EPS for the current year.
Insider Buying and Selling at DoorDash In other DoorDash news, Director Andy Fang sold 5,000 shares of the firm’s stock in a transaction that occurred on Wednesday, June 24th. The shares were sold at an average price of $180.00, for a total transaction of $900,000.00. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Stanley Tang sold 23,125 shares of the firm’s stock in a transaction that occurred on Thursday, July 2nd. The stock was sold at an average price of $191.19, for a total transaction of $4,421,268.75. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold a total of 74,927 shares of company stock worth $13,241,532 in the last ninety days. Insiders own 5.83% of the company’s stock.
About DoorDash (Free Report)
DoorDash, Inc operates a technology-driven logistics and food-delivery marketplace that connects consumers, merchants and independent delivery contractors. The company’s core service enables customers to order from local restaurants and retailers through its app and website while DoorDash handles last-mile fulfillment via its network of drivers, known as “Dashers.” Over time the platform has broadened beyond restaurant deliveries to include groceries, convenience items and retail deliveries, positioning DoorDash as a broader on-demand logistics provider for consumer goods.
In addition to its marketplace, DoorDash offers a suite of products and services for consumers and businesses.
Featured Stories Five stocks we like better than DoorDash Why SK hynix Could Be the Best AI Chip Stock to Buy Now Seagate Technology Stock Surges as Earnings Beat Silences AI Doubters Alphabet Is Down 18% From Its High After a Stellar Quarter—Overdone, or More Downside Ahead? Why Bloom Energy May Be the Most Important AI Infrastructure Stock Want to see what other hedge funds are holding DASH? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for DoorDash, Inc. (NASDAQ:DASH – Free Report).
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DoorDash spouští DoorDash Air a po certifikaci FAA může v USA legálně provozovat komerční doručování pomocí dronů. Zatím ale neoznámil časový plán nasazení.
DoorDash is building a drone delivery business, including its own aircraft, as part of an effort developed by its robotics and autonomy team, which will eventually operate within the company’s delivery app.
The company unveiled the new business, called DoorDash Air, after receiving a Part 135 air carrier certification from the U.S. Federal Aviation Administration. The certification allows the company to legally operate a commercial drone delivery service in the United States.
This does not mean DoorDash’s custom-built drones will be delivering burritos tomorrow, or even next month. The company didn’t provide a detailed timeline for when its aircraft would be used in operations. But before they do, it will likely begin with limited pilot programs in which the unmanned aircraft will travel short distances while remaining within the line of sight of the operator.
If DoorDash wants its drones to fly autonomously over longer distances, it will need the FAA to approve its Beyond Visual Line of Sight technology, a certification that companies like Amazon, Wing and Zipline have received in recent years.
Despite the new program, the food and grocery delivery company is maintaining its existing partnerships with Wing and Flytrex. DoorDash partnered with Alphabet’s Wing in 2022 for a drone delivery program in Australia, later expanded the partnership to a couple of U.S. cities, including Dallas-Fort Worth, in 2024.
DoorDash Air was developed within DoorDash Labs, the R&D team behind Dot, the autonomous sidewalk delivery bot the company introduced in September 2025. The delivery bot is now operating in Phoenix suburbs of Tempe, Mesa, Gilbert, and Chandler as well as in Fremont, California.
The company’s foray into sidewalk bots and drones may seem well outside its core business model — an app that connects restaurants and customers with contractors who pick up food and deliver it to people’s doors. But DoorDash’s co-founder and chief product officer Stanley Tang said there is a common thread.
“We didn’t start with the question, “What’s the coolest autonomous tech we could make?” We started from first principles: What’s the actual customer problem that needs to be solved?” Tang wrote in a blog post on Wednesday announcing DoorDash Air.
In the company’s view, drones and sidewalk bots are part of the broader delivery network it is building.
The physical hardware — for instance, a 350-pound sidewalk bot or a drone — is important to this expanded view. But Tang argues that the operating system, particularly the software that can correctly determine what mode is used to deliver that burrito, sushi or pad thai, is just as critical.
DoorDash Labs has already developed software, called the Autonomous Delivery Platform, to handle the coordination challenge, according to Tang, and this operating system works with Dot, human delivery drivers and soon, the drone.
He noted that the company is tackling the full stack of challenges, from hardware and embedded systems to routing algorithms, and deciding in real-time whether human drivers, drones, or a sidewalk bot is the best option to dispatch a delivery.
This complexity was part of Tang’s recruitment pitch to engineering hires in the blog post.
“Most autonomy companies work on one layer. At DoorDash, you’re working on all of them simultaneously; nobody else is running all these systems on one network,” he wrote. “DoorDash is where the most interesting problems in autonomy are being solved today.”
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Kirsten Korosec is a reporter and editor who has covered the future of transportation from EVs and autonomous vehicles to urban air mobility and in-car tech for more than a decade. She is currently the transportation editor at TechCrunch and co-host of TechCrunch’s Equity podcast. She is also co-founder and co-host of the podcast, “The Autonocast.” She previously wrote for Fortune, The Verge, Bloomberg, MIT Technology Review and CBS Interactive.
You can contact or verify outreach from Kirsten by emailing [email protected] or via encrypted message at kkorosec.07 on Signal.
DoorDash mění strukturu poplatků: servisní poplatek bude více záviset na velikosti objednávky a vzdálenosti doručení. Zhruba 70 % nedávných objednávek by podle firmy mělo mít nižší poplatky.
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DoorDash says its new fee structure will "better reflect what it takes to complete your delivery." Bloomberg/Getty Images The fees on your next DoorDash order could change depending on the size of your order or how far your delivery worker has to travel.
DoorDash is overhauling the way it charges customer fees, the company said on Thursday. It plans to roll out the new fee structure across most of the US over the coming months.
Under the new system, the service fee customers pay can vary more, depending on factors such as the size of an order and the distance to the store or restaurant. Orders that require trips of more than 10 miles may still incur a separate long-distance fee.
DoorDash's delivery fee, meanwhile, will remain a fixed charge that varies by merchant, the company said.
The changes "better reflect what it takes to complete your delivery," DoorDash wrote in a blog post describing the new fee structure.
The new fee structure is the latest change to the DoorDash app. Last month, the delivery service unveiled an AI tool that lets users order groceries by uploading a shopping list or a recipe.
Gig workers for apps like DoorDash and Uber Eats often decide which orders to take based on factors such as how far they need to travel to deliver them. That calculation has become more important as gas prices have soared this year after the US and Israel began a war with Iran.
About 70% of recent DoorDash orders would have carried lower fees under the new system, the company said. A DoorDash spokesperson did not immediately respond to a request for clarification on the fee structure.
DoorDash is also adding app features that it said make its fees more transparent to customers. A new "Farther Away" label will appear on orders from restaurants that could incur higher service fees, for example.
The rollout will initially exclude California, Chicago, Colorado, Washington, DC, Massachusetts, Minnesota, New York City, Puerto Rico, and Seattle, DoorDash said.
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Alex Bitter You're currently following this author! Want to unfollow? Unsubscribe via the link in your email.
Alex Bitter is a senior retail reporter covering the gig economy, food, and retail. His work focuses major gig delivery and ride-hailing apps, including Uber, Lyft, DoorDash, Instacart, and Walmart's Spark. He is interested in everything from what it's like to work on the apps to the companies' business strategies.Some of his recent stories feature gig workers who have been deactivated on the apps, DoorDash hiring traditional employees to make deliveries, gig workers' use of bots, and gig work expanding into new professions, such as nursing.Alex has also written about Aldi's US expansion, Starbucks' turnaround efforts, and the fallout from Kraft-Heinz's budget cutting. Convenience store chain Sheetz ended its "smile policy" after his reporting.Before joining Insider in September 2020, he wrote about consumer and retail companies for S&P Global Market Intelligence. He's a graduate of the University of Hawai'i at Mānoa and grew up on the Big Island.Alex lives in the Washington, DC, area, where you can find him studying ancient coins or searching for Civil War artifacts with his metal detector in his free time.Got a tip? Reach out at [email protected] or via encrypted messaging app Signal at +1 (808) 854-4501.
DoorDash Crimson nově nabízí okamžité vklady poháněné platformou Astra Payment Cloud. Řidiči tak mohou v reálném čase převádět peníze z externích účtů přes Visa Direct a Mastercard Send.
DoorDash’s banking product for delivery drivers, DoorDash Crimson, now includes instant deposits powered by Astra’s Payment Cloud.
With this capability, DoorDash delivery drivers can use Visa Direct and Mastercard Send to add funds from external accounts in real time, Astra said in a Wednesday (July 22) press release.
Astra’s Payment Cloud is a vertically integrated platform that powers real-time money movement for businesses through a single application programming interface (API), according to the release.
The integration of this payments infrastructure into DoorDash Crimson includes payment execution, workflow automation, optimized card authorization, embedded risk controls and automated treasury functionality, per the release.
“We chose Astra because their platform architecture combines instant payments with automated treasury capabilities in a single system,” Nancy Yang, director, strategy and operations at DoorDash, said in the release. “The ease of integration and consistent performance gave us confidence we could support DoorDash Crimson at scale.”
Astra CEO Gil Akos said in the release that Astra’s payments infrastructure delivers the reliability and speed required by companies like DoorDash that process millions of transfers.
“We built the Payments Cloud to provide infrastructure that makes real-time money movement dependable and straightforward for teams building modern financial products,” Akos said.
The PYMNTS Intelligence report “Banking Both Sides: Instant Payouts Turn Receivers Into Customers” found that instant deposit has become something workers actively shop for when they are picking gig platforms and employers.
Thirty-one percent of gig workers said it is urgent that they receive disbursements instantly, according to the report.
Gig, creator and marketplace platforms are the most aggressive adopters of instant payouts in absolute terms, with nearly one-third of senders offering instant payouts always or most of the time, per the report.
“The disbursement market is moving to instant with or without any individual bank’s participation,” the report said. “Recipient demand is real, sender response is accelerating and the rails are in place.”
Astra announced in a February blog post that it secured a $10 million strategic investment from Nyca Partners to scale the Payments Cloud.
“Instant capabilities are no longer nice-to-have,” Akos said in the post. “Velocity creates value and enabling real-time payments is the difference between winning and losing customers.”
Andra AP fonden grew its holdings in DoorDash, Inc. (NASDAQ:DASH – Free Report) by 44.0% during the 1st quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 154,300 shares of the company’s stock after purchasing an additional 47,160 shares during the period. Andra AP fonden’s holdings in DoorDash were worth $23,168,000 as of its most recent filing with the Securities & Exchange Commission.
Other hedge funds and other institutional investors have also recently modified their holdings of the company. Norges Bank purchased a new stake in DoorDash in the 4th quarter valued at about $1,093,650,000. Wellington Management Group LLP boosted its stake in DoorDash by 593.1% during the fourth quarter. Wellington Management Group LLP now owns 5,481,693 shares of the company’s stock worth $1,241,494,000 after buying an additional 4,690,744 shares during the period. Price T Rowe Associates Inc. MD increased its position in shares of DoorDash by 32.8% during the fourth quarter. Price T Rowe Associates Inc. MD now owns 13,958,114 shares of the company’s stock valued at $3,161,234,000 after acquiring an additional 3,447,754 shares during the last quarter. Coatue Management LLC increased its position in shares of DoorDash by 77.8% during the fourth quarter. Coatue Management LLC now owns 4,365,365 shares of the company’s stock valued at $988,668,000 after acquiring an additional 1,910,488 shares during the last quarter. Finally, Alyeska Investment Group L.P. purchased a new stake in shares of DoorDash in the 4th quarter valued at approximately $372,128,000. 90.64% of the stock is owned by institutional investors and hedge funds.
DoorDash Price Performance Shares of DASH opened at $189.02 on Tuesday. The company has a market cap of $82.36 billion, a P/E ratio of 90.01 and a beta of 1.78. DoorDash, Inc. has a fifty-two week low of $143.30 and a fifty-two week high of $285.50. The company has a quick ratio of 1.43, a current ratio of 1.43 and a debt-to-equity ratio of 0.27. The firm’s 50 day moving average price is $170.39 and its 200 day moving average price is $177.02.
DoorDash (NASDAQ:DASH – Get Free Report) last issued its quarterly earnings results on Wednesday, May 6th. The company reported $0.42 EPS for the quarter, beating the consensus estimate of $0.36 by $0.06. The company had revenue of $4.04 billion during the quarter, compared to analysts’ expectations of $4.15 billion. DoorDash had a net margin of 6.29% and a return on equity of 9.58%. The firm’s revenue was up 33.1% compared to the same quarter last year. During the same quarter last year, the company posted $0.44 EPS. On average, research analysts forecast that DoorDash, Inc. will post 2.39 earnings per share for the current fiscal year.
Insiders Place Their Bets In related news, CFO Ravi Inukonda sold 19,095 shares of the business’s stock in a transaction on Wednesday, July 8th. The stock was sold at an average price of $188.04, for a total transaction of $3,590,623.80. Following the completion of the transaction, the chief financial officer directly owned 252,443 shares of the company’s stock, valued at $47,469,381.72. The trade was a 7.03% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Stanley Tang sold 23,125 shares of the company’s stock in a transaction dated Thursday, July 2nd. The stock was sold at an average price of $191.19, for a total value of $4,421,268.75. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last 90 days, insiders sold 74,927 shares of company stock valued at $13,241,532. 5.83% of the stock is owned by company insiders.
Analysts Set New Price Targets DASH has been the topic of several recent analyst reports. Stifel Nicolaus decreased their price objective on shares of DoorDash from $215.00 to $185.00 and set a “hold” rating on the stock in a report on Monday, April 13th. BTIG Research decreased their price target on DoorDash from $280.00 to $225.00 and set a “buy” rating on the stock in a research note on Friday, June 12th. The Goldman Sachs Group set a $280.00 price target on DoorDash in a research report on Thursday, May 7th. Wedbush initiated coverage on DoorDash in a research note on Thursday, July 16th. They issued a “neutral” rating and a $205.00 price objective for the company. Finally, Needham & Company LLC reiterated a “buy” rating and issued a $265.00 price objective on shares of DoorDash in a report on Thursday, May 7th. One analyst has rated the stock with a Strong Buy rating, twenty-four have issued a Buy rating and ten have issued a Hold rating to the company’s stock. According to data from MarketBeat.com, DoorDash presently has an average rating of “Moderate Buy” and an average target price of $252.89.
View Our Latest Analysis on DoorDash
DoorDash Profile (Free Report)
DoorDash, Inc operates a technology-driven logistics and food-delivery marketplace that connects consumers, merchants and independent delivery contractors. The company’s core service enables customers to order from local restaurants and retailers through its app and website while DoorDash handles last-mile fulfillment via its network of drivers, known as “Dashers.” Over time the platform has broadened beyond restaurant deliveries to include groceries, convenience items and retail deliveries, positioning DoorDash as a broader on-demand logistics provider for consumer goods.
In addition to its marketplace, DoorDash offers a suite of products and services for consumers and businesses.
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DoorDash rozšiřuje svou obchodní platformu o přímou integraci se Shopify, která americkým obchodníkům s fyzickými prodejnami usnadní prodej na Marketplace a doručování na vyžádání. Firma zároveň ve 2. čtvrtletí 2026 očekává Marketplace GOV ve výši 32,4–33,4 miliardy USD.
Key Takeaways DoorDash's Shopify integration simplifies onboarding and expands access to on-demand local delivery.The Dollar Tree partnership adds delivery from more than 9,000 stores across 48 U.S. states. DoorDash expects second-quarter 2026 Marketplace GOV of $32.4 billion to $33.4 billion. DoorDash (DASH - Free Report) shares have declined 18.7% in the year-to-date period, significantly underperforming the Zacks Computer and Technology sector's 11.8% growth. The weakness reflects investor concerns over continued investments in its global technology platform, Deliveroo integration and near-term margin pressure despite strong operating performance.
DoorDash continues to strengthen its long-term growth prospects by expanding its local commerce ecosystem and merchant services portfolio, supported by growing demand for same-day retail delivery and omnichannel commerce solutions.
The company is benefiting from growing demand for integrated digital commerce and on-demand fulfilment as retailers seek unified platforms for online ordering and local delivery. DoorDash has expanded its Commerce Platform beyond restaurant delivery through Drive, Digital Ordering, SevenRooms and Reservations, while strengthening its grocery and retail business with new categories, improved merchant onboarding and record customer additions. These investments have strengthened DoorDash's retail ecosystem and set the stage for deeper commerce platform integrations.
DoorDash Expands Local Commerce Platform With ShopifyDoorDash continues to strengthen its merchant ecosystem through investments in retail delivery, digital commerce and merchant enablement, supporting the growing adoption of on-demand local commerce.
Building on this strategy, the company announced in July 2026 a direct integration with Shopify (SHOP - Free Report) that enables U.S. merchants with physical stores to seamlessly sell products on the DoorDash Marketplace while offering on-demand local delivery. Merchants can activate DASH directly from Shopify, automatically synchronize product catalogs and inventory and manage operations through a single platform.
The Shopify integration eliminates manual onboarding and separate catalog management, allowing merchants to reach millions of DoorDash customers while leveraging the company's nationwide delivery network. Designed for independent retailers and omnichannel businesses, the partnership is expected to expand retail selection, accelerate merchant acquisition, increase Marketplace gross order value (GOV) and strengthen DoorDash's position as a leading local commerce platform.
DASH Benefits From Expanding Partner BaseDoorDash is consistently investing in expanding its partner base to provide express grocery delivery for consumers, a new offering that further strengthens its position among on-demand delivery platforms. This has boosted DoorDash’s total orders and marketplace GOV. In the first quarter of 2026, total orders rose 27% year over year to 933 million, and Marketplace GOV increased 37% to $31.6 billion, driving revenues up 33% to $4 billion.
Further strengthening its merchant network, in May 2026, DoorDash partnered with Dollar Tree (DLTR - Free Report) to offer on-demand delivery from more than 9,000 Dollar Tree stores across 48 U.S. states. Customers can access over 10,000 affordable products through DASH, enhancing convenience while helping Dollar Tree reach new shoppers and strengthen its omnichannel retail strategy.
DoorDash Provides Strong Q2 2026 OutlookDoorDash's expanding merchant ecosystem, growing retail marketplace and continued investments in technology are expected to support long-term revenue growth. For the second quarter of 2026, DoorDash expects Marketplace GOV in the range of $32.4-$33.4 billion.
The Zacks Consensus Estimate for second-quarter 2026 revenues is pegged at $4.32 billion, indicating year-over-year growth of approximately 31.53%.
The consensus mark for second-quarter 2026 earnings is pegged at 50 cents per share, unchanged over the past 30 days, indicating a year-over-year decline of 23.08%.
Competition & Margin Pressures Remain Key Concerns For DASHDespite an expanding portfolio and partner base, the company continues to face intense competition from Uber Eats, Grubhub and other local delivery platforms, as well as retailers operating their own delivery capabilities. The competitive environment could keep promotional spending elevated, increase customer churn risk and limit long-term margin expansion.
Profitability remains under pressure as DoorDash continues to invest heavily in its global technology platform and Deliveroo integration. The company is investing several hundred million dollars to unify DoorDash, Wolt and Deliveroo on a common technology infrastructure, which could keep operating expenses high in the near term despite long-term efficiency benefits.
DASH's Zacks Rank & Stock to ConsiderCurrently, DoorDash carries a Zacks Rank #5 (Strong Sell).
Dell Technologies (DELL - Free Report) is a better-ranked stock that investors can consider in the broader Zacks Computer and Technology sector. Dell Technologies sports a Zacks Rank #1 (Strong Buy) at present. You can see the complete list of today’s Zacks #1 Rank stocks here.
DELL shares have surged 214.8% in the year-to-date period. The long-term earnings growth rate for Dell Technologies is pegged at 26.35%.
