DoorDash's core U.S. business is performing strongly, with growth accelerating for the fourth straight quarter and demonstrating a retention advantage over competitors.
The company is undertaking significant incremental investments in three main areas: replatforming its underlying tech infrastructure, expanding its software offerings (including SevenRooms and digital ordering), and developing an autonomous delivery platform (such as Dot and through partnerships).
These investments, with foundational tech work in 2025 and initial module rollouts in 2026, are designed to drive long-term growth durability, enhance efficiency, and accelerate product development.
Wolt's top-line performance is exceeding initial expectations, and DoorDash intends to leverage its product playbook and operational rigor to improve selection, quality, and affordability in Wolt's operating markets.

7 days ago

Transcript

DoorDash CFO Discusses Strong Core Business and Strategic Investments

DASH

New Projects/Investments

Revenue Acceleration/Inflection

DoorDash's core business is performing exceptionally well, with accelerating growth for the fourth consecutive quarter, increased scale, and improved operational metrics including monthly active users and order frequency.
The company's strategy involves reinvesting efficiency gains into the business to drive durable, long-term growth and profitability, focusing on future performance rather than just the next quarter.
Key investment areas include a major tech infrastructure replatforming (with modular rollouts starting in 2026 to enhance efficiency and feature velocity), software solutions for merchants (like Seven Rooms and digital ordering), and autonomous delivery (through its own "Dot" initiative and third-party partnerships).
DashPass membership achieved record performance in the recent quarter and year, surpassing expectations for new sign-ups and demonstrating improved retention and engagement across all cohorts.

7 days ago

Transcript

DoorDash Discusses Accelerating Growth and Strategic Investments

DASH

Revenue Acceleration/Inflection

New Projects/Investments

Product Launch

DoorDash's core business is performing strongly, with growth accelerating for the fourth straight quarter in Q3, driven by both restaurant and new verticals, and increased monthly active users and order frequency.
The company is continuing its strategy of reinvesting profits into the business, with significant current investments focused on replatforming its underlying tech infrastructure, developing software services (such as SevenRooms), and autonomy. Foundational work for the tech replatforming is occurring in 2025, with initial module rollouts expected in 2026.
DoorDash emphasizes improving product quality, selection, and affordability as key drivers for consumer retention and market share gains, noting a retention advantage over competitors in both U.S. and international markets.
DashPass (and Wolt Plus internationally) is experiencing record growth in members and engagement, with older cohorts showing increased activity, contributing significantly to overall business growth.

7 days ago

Transcript

DoorDash and Coco Robotics Expand Autonomous Delivery Partnership

DASH

New Projects/Investments

Product Launch

DoorDash and Coco Robotics have expanded their partnership to scale autonomous deliveries across Los Angeles, Chicago, and Miami.
This expansion introduces grocery and everyday essentials to the types of deliveries Coco powers through DoorDash's DashMart platform.
Following successful early DashMart pilots that completed over 14,000 deliveries, Coco's robots will now support deliveries for national grocers and retailers via DashMart Fulfillment Services.
Coco Robotics, founded in 2020, has completed over 500,000 zero-emission deliveries and aims to deploy more than 10,000 robots in 2026.

7 days ago

Press Release

DoorDash Outlines 2026 Investment Strategy and Financial Outlook

DASH

New Projects/Investments

Guidance Update

DoorDash plans to make several hundred millions of incremental investments in 2026, primarily directed towards building a new AI-native global tech platform and expanding new product initiatives including in-store services and autonomous delivery.
Despite these significant investments, the company anticipates its EBITDA margin for the existing business (excluding Deliveroo) will be up slightly in 2026 compared to 2025.
Strategic investments also include enhancing Deliveroo's product experience and expanding DashMart fulfillment services to offer a broader selection of items for same-day/same-hour delivery, with Deliveroo expected to have an $8-10 million USD impact or expense to EBITDA due to accounting differences.

Nov 5, 2025, 10:00 PM

Transcript

DoorDash Reports Strong Q3 2025 Performance and Outlines 2026 Investment Plans

DASH

Earnings

New Projects/Investments

M&A

DoorDash's core business demonstrated strong performance in Q3 2025, with growth accelerating for the fourth consecutive quarter, improving unit economics, and increasing profit dollars.
The company plans several hundred millions of incremental investments for 2026, primarily in tech platform initiatives (including AI development and integration) and Dasher fulfillment services aimed at improving inventory accuracy for retailers.
Despite these significant investments, DoorDash anticipates the EBITDA margin for its existing business (excluding Deliveroo) to be up slightly in 2026 compared to 2025.
Regarding the Deliveroo acquisition, the focus is on improving the product and consumer experience to drive scale and gross profit, with expected cost synergies and an estimated $8-10 million USD impact or expense to EBITDA due to accounting differences.

Nov 5, 2025, 10:00 PM

Transcript

DoorDash Reports Strong Q3 2025 Performance and Outlines 2026 Investment Plans

DASH

Earnings

New Projects/Investments

Revenue Acceleration/Inflection

DoorDash reported a strong Q3 2025, with growth accelerating for the fourth consecutive quarter, improving unit economics, and increasing profit dollars in its core business. The U.S. marketplace showed increasing strength, and both DashPass and Wolt+ subscribers reached record numbers.
The company plans several hundred millions of incremental investments for 2026, targeting tech platform initiatives, AI development, scaling its autonomous program, growing its software business (including SevenRooms), and tech stack work. These investments are expected to extend growth duration and drive strong internal rates of return (IRRs).
For 2026, Deliveroo is expected to contribute $200 million to overall EBITDA, reflecting investments in product, selection quality, and personnel. The company anticipates cost synergies from scale and redundancy, though these will take time to realize.
New verticals are experiencing rapid growth and improving unit economics, with DoorDash expanding into diverse categories beyond grocery and convenience, such as pets, electronics, health and beauty, and home improvement. The company is also enhancing its grocery offerings, adding major partners like Kroger.
DoorDash is expanding its "Going Out" initiative and DashMart fulfillment services, aiming to connect every local business with every local consumer and offer same-day/same-hour delivery for a wider range of retail inventory.

Nov 5, 2025, 10:00 PM

Transcript

DoorDash Releases Third Quarter 2025 Financial Results

DASH

Earnings

Guidance Update

New Projects/Investments

DoorDash reported strong financial results for Q3 2025, with Total Orders increasing 21% year-over-year to 776 million, Marketplace GOV growing 25% year-over-year to $25.0 billion, and revenue up 27% year-over-year to $3.4 billion.
GAAP net income attributable to common stockholders increased 51% year-over-year to $244 million, and Adjusted EBITDA rose 41% year-over-year to $754 million in Q3 2025.
For Q4 2025, the company provided guidance for Marketplace GOV between $28.9 billion and $29.5 billion, and Adjusted EBITDA between $710 million and $810 million.
DoorDash expects to generate over $100 billion in combined sales for merchants and earnings for Dashers in 2026, and plans to invest several hundred million dollars more in new initiatives and platform development in 2026 compared to 2025.

Nov 5, 2025, 9:09 PM

8-K

DoorDash Reports Strong Q3 2025 Results and Provides Q4 Guidance

DASH

Earnings

Guidance Update

M&A

DoorDash reported strong financial performance for Q3 2025, with revenue increasing 27% year-over-year to $3.4 billion, Marketplace GOV up 25% to $25.0 billion, and Adjusted EBITDA growing 41% to $754 million.
The company's operational performance exceeded expectations, driven by accelerated year-over-year growth in Marketplace GOV, strong growth in monthly active users (MAUs), and improved unit economics across U.S. restaurant, U.S. new verticals, and international marketplaces.
DoorDash completed its acquisition of Deliveroo on October 2, 2025, which expands its reach to over 50 million MAUs and contributes to over $100 billion in annualized Marketplace GOV across more than 40 countries.
For Q4 2025, DoorDash expects Marketplace GOV to be between $28.9 billion and $29.5 billion and Adjusted EBITDA to range from $710 million to $810 million.
The company plans significant investments in new initiatives and its global technology platform, with Deliveroo expected to contribute approximately $45 million to Adjusted EBITDA in Q4 2025 and $200 million in 2026.

Nov 5, 2025, 9:05 PM

Press Release

Tradewinds Universal Announces Strategic Pivot to Adult Hospitality and Acquisition Plan

DASH

M&A

New Projects/Investments

Revenue Acceleration/Inflection

Tradewinds Universal, Inc. (TRWD) has strategically pivoted from nutrition products to focus on the high-margin adult hospitality sector, executing a disciplined roll-up strategy through acquisitions and strategic partnerships to achieve nationwide dominance.
The company reported revenue of $171,596 in 2024, an 18.27% increase, and has a market capitalization of approximately $5.7 million.
A key part of its growth strategy is a partnership with Peppermint Hippo, formalized by a Letter of Intent in August 2025, to acquire up to ten locations, starting with Peppermint Hippo Toledo, contributing to a goal of 100+ clubs within five years.
Tradewinds is positioned as only the second publicly traded company in the $8 billion U.S. gentlemen's club market, emphasizing a non-dilutive growth approach.

Oct 28, 2025, 12:45 PM

Press Release

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