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    DoorDash Inc (DASH)

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    DoorDash, Inc. is a company dedicated to enhancing local economies by providing logistics, technology, and services that facilitate local commerce. The company operates the DoorDash and Wolt Marketplaces, which connect merchants with consumers and Dashers, offering a platform for ordering and delivering goods. DoorDash's offerings include membership programs, delivery services, and digital solutions for merchants.

    1. Marketplaces - Operates the DoorDash and Wolt Marketplaces, enabling merchants to reach consumers through online platforms. Includes services such as customer acquisition, demand generation, order fulfillment, and advertising .
      • Membership Programs - Offers DashPass and Wolt+ memberships to reduce delivery and service fees, enhancing affordability for consumers .
    2. Platform Services - Provides tools like DoorDash Drive and Wolt Drive for merchants to fulfill delivery demands through their own channels using DoorDash's infrastructure .
      • DoorDash Storefront - Allows merchants to create branded online ordering experiences, facilitating e-commerce without needing in-house logistics .
      • Bbot - Offers digital ordering and payment solutions for both in-store and online merchant channels .
    NamePositionExternal RolesShort Bio

    Andy Fang

    ExecutiveBoard

    Head of LaunchPad, Co-Founder

    None

    Co-founded DoorDash in 2013; previously served as CTO; currently leads LaunchPad, focusing on new software products.

    Stanley Tang

    ExecutiveBoard

    Head of DoorDash Labs, Co-Founder

    None

    Co-founded DoorDash in 2013; previously served as Chief Product Officer; currently leads DoorDash Labs, focusing on robotics and automation.

    Tony Xu

    ExecutiveBoard

    CEO, Co-Founder, Chairperson

    None

    Co-founded DoorDash in 2013; has been CEO since inception; leads the company’s overall strategy and operations.

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    Keith Yandell

    Executive

    Chief Business Officer

    None

    Joined DoorDash in 2016; previously served as General Counsel and Chief Business and Legal Officer; oversees business operations.

    Prabir Adarkar

    Executive

    COO and President

    None

    Joined DoorDash in 2018 as CFO; transitioned to COO and President in March 2023; previously held leadership roles at Uber and Goldman Sachs.

    Ravi Inukonda

    Executive

    CFO

    None

    Joined DoorDash in 2018 as VP of Finance and Strategy; became CFO in March 2023; previously worked at Uber Eats, Accel-KKR, and Goldman Sachs.

    Tia Sherringham

    Executive

    General Counsel and Secretary

    None

    Joined DoorDash in 2017; previously served as Assistant General Counsel and VP, Head of Legal; leads legal and compliance functions.

    Alfred Lin

    Board

    Director

    Partner at Sequoia Capital; Board Member at Airbnb

    Joined DoorDash’s board in 2014; partner at Sequoia Capital; serves on the boards of Airbnb and private companies.

    Ashley Still

    Board

    Director

    SVP & GM of Adobe Creative Cloud

    Joined DoorDash’s board in 2023; senior leader at Adobe overseeing Creative Cloud; extensive experience in product management and marketing.

    Diego Piacentini

    Board

    Director

    Founder of View Different; Board Member at The Economist Group and Voi Tech

    Joined DoorDash’s board in 2023; former SVP at Amazon; extensive experience in scaling global businesses and international operations.

    Elinor Mertz

    Board

    Director

    Board Member at Faire Wholesale

    Joined DoorDash’s board in 2022; Chair of the Audit Committee; previously held senior finance roles at Airbnb and Netflix.

    Jeffrey Blackburn

    Board

    Director

    None

    Joined DoorDash’s board in 2024; former SVP at Amazon; extensive experience in global media, entertainment, and business development.

    John Doerr

    Board

    Director

    Chairman of Kleiner Perkins; Board Member at Alphabet and Amyris

    Joined DoorDash’s board in 2015; prominent venture capitalist; extensive experience in advising high-growth companies.

    Shona L. Brown

    Board

    Lead Independent Director

    Chairperson of Atlassian; Board Member of non-profits

    Joined DoorDash’s board in 2019; previously held senior roles at Google; extensive experience in technology and governance.

    1. Given the fierce competition in the grocery delivery sector, including from first-party delivery services and other marketplaces, what specific strategies are you implementing to differentiate DoorDash and secure a leading position in this market segment?

    2. As you expand internationally, are you observing the same improvements in contribution margins and customer cohorts as you did in the U.S., or are there structural differences in these markets that affect your profitability trajectory?

    3. Despite some European peers achieving profitability in quick commerce, what challenges are you facing in making DashMart profitable in North America, and how do market differences influence your strategy?

    4. With your recent acquisition of TAS in Europe, can you discuss your criteria for M&A targets and how this acquisition aligns with your strategic goals, particularly regarding accelerated growth versus organic expansion?

    5. Aiming for grocery price parity with in-store prices, what challenges do you face in reaching this goal, and how might this impact your profit margins and competitive positioning in the grocery delivery market?

    Program DetailsProgram 1
    Approval DateFebruary 2024
    End Date/DurationNot specified
    Total Additional Amount$1.1 billion
    Remaining Amount$876 million (as of 2024-09-30)
    DetailsPurpose: Enhance long-term stockholder value. Execution methods include open market purchases, block transactions, or privately negotiated transactions. The program may be suspended at any time.

    Notable M&A activity and strategic investments in the past 3 years.

    CompanyYearDetails

    Wolt Enterprise Oy

    2022

    DoorDash's acquisition of Wolt Enterprise Oy was completed on May 31, 2022, with a total consideration of $2,842 million (including $2,709 million in stock and $133 million in stock-based awards) to accelerate product development and gain international scale, notably in non-U.S. markets.

    Bbot, Inc.

    2022

    DoorDash's acquisition of Bbot, Inc. was completed on March 1, 2022, for approximately $88 million in cash (including a $9 million indemnification holdback). The deal aimed to integrate Bbot's hospitality technology—enhancing in-store digital ordering and payments—with the acquisition aligned to strengthen its platform capabilities.

    No recent press releases or 8-K filings found for DASH.