Bedrijf laden
Just reported
Q3 2026 results
From DoorDash's results release of 29 oktober 2026; 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 theme 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.4 aug 2026BAGraded B, now A
RCLRoyal Caribbean Cruises Ltd.27 okt 2026FBGraded F, now B
AZOAutoZone, Inc.26 okt 2026CBGraded C, now B
SWSmurfit Westrock plc28 okt 2026CBGraded C, now B
HSAIHesai Group10 nov 2026CBGraded C, now B
Hoe het geld verdient
- United States marketplace and merchant services84%
- Marketplace and merchant services outside the United States17%
De omzetaandelen zijn schattingen voor year ended December 31, 2025, geen cijfers uit een ingediend rapport.
Concurreert met
Wat het verkoopt6
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.
Nog 3 tonen
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.
Wie het koopt5
- 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.
Nog 2 tonen
- 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.
Waar het op steunt, en wat het kan breken
Waar het bedrijf van afhangt
- 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.
Wat er mis kan gaan
- 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.
Over DoorDash, Inc.
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.
- Hoofdkantoor
- San Francisco, California
- Opgericht in
- 2013
- Medewerkers
- 31,400+ (December 31, 2025, high)
- Genoteerd aan
- Nasdaq Stock Market
- Einde boekjaar
- December 31
Gebouwd uit de eigen deponeringen van DoorDash, Inc. bij de Amerikaanse toezichthouder Securities and Exchange Commission (SEC). De cijfers zijn zoals gerapporteerd, met de historie per aandeel herrekend naar de huidige aandelenbasis. Dit beschrijft een bedrijf — het is geen beleggingsadvies en geen aanbeveling om iets te kopen of te verkopen.