기업 정보 불러오는 중
Just reported
Q3 2026 results
From DoorDash's results release of 2026년 10월 29일; its quarterly report has since been filed.
Revenue
Actual
US$4.62B
+34% y/y
+3.6% q/qGuided
—
No guide given
EPS, GAAP
Actual
US$1.06
+93% y/y
+130% q/qGuided
—
No guide given
Operating income, GAAP
Actual
US$442M
+71% y/y
+183% q/qGuided
—
No guide given
Set against the company's own guidance and the same quarter a year earlier, not analysts' estimates, which we do not hold. Adjusted figures are the company's own non-GAAP measures, as stated in the release.
Keep exploring
The themes DoorDash is part of, the highest-graded companies in its industry, and the companies in its sector whose grade rose recently.
The themes it is part of
Highest-graded in Internet Retail
Graded A or B and worth $2B or more: A first, then the largest.
MELIMercadoLibre, Inc.US$76.6BA
SESea LimitedUS$46.8BA
WWayfair Inc.US$15.7BA-
CARTMaplebear Inc.US$13.9BA+
CHWYChewy, Inc.US$9.5BA
Grade rose recently in Consumer Discretionary
Rose to A or B on a filing in the last 90 days, worth $2B or more: largest first.
TMToyota Motor Corp.2026년 8월 4일BAGraded B, now A
RCLRoyal Caribbean Cruises Ltd.2026년 10월 27일FBGraded F, now B
AZOAutoZone, Inc.2026년 10월 26일CBGraded C, now B
SWSmurfit Westrock plc2026년 10월 28일CBGraded C, now B
HSAIHesai Group2026년 11월 10일CBGraded C, now B
어떻게 돈을 버는가
- United States marketplace and merchant services84%
- Marketplace and merchant services outside the United States17%
매출 비중은 year ended December 31, 2025 기준 추정치이며, 제출된 보고서의 수치가 아닙니다.
경쟁 상대
무엇을 파는가6
DoorDash, Wolt, and Deliveroo Marketplaces
Apps and websites where consumers find and order food, groceries, and other goods from local businesses for delivery.
DashPass, Wolt+, and Deliveroo Plus
Paid membership programs that reduce some delivery and service fees and include other membership benefits.
Drive
A service that lets merchants arrange delivery for orders placed through the merchants’ own websites, apps, or other sales channels.
3개 더 보기
Merchant online ordering and business tools
Tools for merchants to take orders on their own websites and branded apps, manage reservations and in-store dining, and handle customer relationships and support.
Marketplace advertising
Paid advertising on the apps and websites that helps merchants and consumer packaged goods companies promote products to consumers.
Ask DoorDash
An ordering assistant that helps consumers discover restaurants and put together grocery orders.
누가 사는가5
- Consumers who pay delivery and service fees on orders and may pay for a membership.
- Restaurants and other merchants that pay commissions on marketplace orders.
- Grocery stores and retailers that sell through the Marketplaces or use delivery arranged through their own channels.
2개 더 보기
- Merchants that pay for online ordering, branded apps, reservations, in-store dining, or customer-management tools.
- Merchants and consumer packaged goods companies that pay to advertise on the Marketplaces.
무엇에 기대고 있고, 무엇이 무너뜨릴 수 있는가
사업이 기대고 있는 것
- 1The Marketplaces depend on merchants to keep products available, maintain service quality, and set prices consumers will accept.
- 2Delivery depends on attracting enough Dashers to accept orders; most Dashers are independent contractors who choose when and where to work.
- 3Payments, background checks, insurance, software, and other services rely in part on outside providers.
- 4The business is subject to laws that vary by location, including rules on worker classification, fees, payments, privacy, food safety, and delivery of age-restricted goods.
잘못될 수 있는 일
- 1Intense competition for consumers, merchants, and Dashers could make it harder to keep users, attract new ones, or maintain order volume.
- 2Changes in worker-classification laws or other local regulations could require changes to Dasher arrangements, pricing, or operations and increase costs.
- 3Cyberattacks, technology failures, or interruptions at DoorDash or its outside service providers could disrupt ordering, delivery, or payments and expose the company to claims or damage to its reputation.
DoorDash, Inc. 소개
DoorDash connects consumers with local businesses through the DoorDash, Wolt, and Deliveroo apps and websites. Consumers order goods for delivery, while independent delivery workers, called Dashers, complete many of the deliveries. DoorDash also sells merchants tools for taking orders through their own websites and apps, arranging deliveries, managing reservations, and reaching customers.
- 본사
- San Francisco, California
- 설립
- 2013
- 임직원 수
- 31,400+ (December 31, 2025, high)
- 상장 시장
- Nasdaq Stock Market
- 회계연도 종료
- December 31
DoorDash, Inc.이(가) 미국 증권거래위원회(SEC)에 직접 제출한 공시로 만들었습니다. 수치는 보고된 그대로이며, 주당 이력은 오늘의 주식 수 기준으로 재계산했습니다. 이것은 사업을 설명하는 자료입니다. 투자 자문이 아니며 어떤 매수나 매도도 권유하지 않습니다.