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.
- 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 .
- 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 .
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| Name | Position | External Roles | Short 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. | View Report → |
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. |
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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?
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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?
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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?
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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?
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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?
Research analysts who have asked questions during DoorDash earnings calls.
Deepak Mathivanan
Cantor Fitzgerald
4 questions for DASH
Michael Morton
MoffettNathanson
4 questions for DASH
Shweta Khajuria
Wolfe Research, LLC
4 questions for DASH
Andrew Boone
JMP Securities
3 questions for DASH
Brian Nowak
Morgan Stanley
3 questions for DASH
Michael McGovern
Bank of America
3 questions for DASH
Nikhil Devnani
Bernstein
3 questions for DASH
Youssef Squali
Truist Securities
3 questions for DASH
Bernard McTernan
Needham & Company
2 questions for DASH
Jason Helfstein
Oppenheimer & Co. Inc.
2 questions for DASH
John Colantuoni
Jefferies
2 questions for DASH
Kenneth Gawrelski
Wells Fargo & Company
2 questions for DASH
Lee Horowitz
Deutsche Bank
2 questions for DASH
Mark Mahaney
Evercore ISI
2 questions for DASH
Douglas Anmuth
JPMorgan Chase & Co.
1 question for DASH
Eric Sheridan
Goldman Sachs
1 question for DASH
James Lee
Mizuho Securities
1 question for DASH
James Sanderson
Northcoast Research
1 question for DASH
Mark Zgutowicz
The Benchmark Company
1 question for DASH
Nikhil Devani
Bernstein
1 question for DASH
Ronald Josey
Citigroup Inc.
1 question for DASH
Ron Josey
Citigroup Inc.
1 question for DASH
Ross Sandler
Barclays
1 question for DASH
Notable M&A activity and strategic investments in the past 3 years.
| Company | Year | Details |
|---|---|---|
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. |
Recent press releases and 8-K filings for DASH.
- 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.
- 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.
- 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.
- 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.
- Augury has appointed a new executive team, with Elan Greenberg as Chief Executive Officer (CEO), Brian Germain as Chief Revenue Officer (CRO), and Ori Franco as Chief Financial Officer (CFO), effective October 22, 2025.
- Co-founder and former CEO Saar Yoskovitz will transition to Executive Chairman, focusing on product vision and strategy.
- The new leadership aims to accelerate Augury's product innovation and expand its customer base across new markets and manufacturing segments, building on a year that included a $75 million funding round.
- Greenberg previously served as Chief Operating Officer (COO) of Flock Safety and General Manager of DoorDash's Non-Restaurants platform.
- DoorDash, Inc. completed its acquisition of Deliveroo plc on October 2, 2025, through a Court-sanctioned scheme of arrangement.
- The aggregate cash consideration for the acquisition was approximately $3.7 billion, which is equivalent to £2.8 billion.
- This acquisition is expected to strengthen DoorDash's position as a global leader in local commerce.
- DoorDash has launched two new initiatives: the "Going Out" feature for DashPass members, offering restaurant reservations and in-store rewards, and DashMart Fulfillment Services for end-to-end ecommerce logistics.
- The "Going Out" feature integrates technology from DoorDash's over $1 billion acquisition of SevenRooms and provides DashPass members with an average of $9 in value per order through rewards, initially in Miami and New York.
- DashMart Fulfillment Services leverages DoorDash's network of over 100 DashMart warehouses to offer inventory management, picking, packing, and delivery for retailers, expanding DoorDash's reach beyond traditional delivery.
- DoorDash launched "Going Out", a new feature that integrates restaurant reservations, in-store rewards, and exclusive offers for DashPass members directly into its app.
- The feature enables consumers to book reservations and access in-store offers, with customers receiving an average of $9 in value per order.
- For restaurants, "Going Out" provides new tools through a partnership with SevenRooms, including access to the DoorDash Reservation Marketplace with zero cover fees, and has resulted in 80% of customers trying a new restaurant since February 2025.
- This expansion moves DoorDash beyond delivery to support the full dining journey, aiming to drive profitable traffic and build deeper guest relationships for restaurants.
- DoorDash has facilitated over 10 billion consumer orders, driven over $230 billion in sales for merchants, and helped Dashers earn over $80 billion through its platform as of September 2025.
- Starting October 1, nearly 2,700 Kroger stores will launch on DoorDash, making Kroger the largest grocer on the platform.
- The company unveiled DoorDash Dot, its first commercial autonomous delivery robot, which is currently live in the Phoenix metro area.
- New offerings include SmartScale to improve restaurant order accuracy, DashMart Fulfillment Services for retailers, and a "Going Out" feature for restaurant reservations and in-store rewards.
- DoorDash has introduced DashMart Fulfillment Services, a new model designed to help retailers expand their product reach and visibility by leveraging DoorDash's existing network.
- This service offers a full-service, flexible solution where DoorDash manages the entire logistics process, including inventory management, picking, packing, and delivery from its DashMart locations, allowing retailers to sell online and deliver quickly without needing their own infrastructure.
- CVS Pharmacy and Party City are among the first retailers to adopt DashMart Fulfillment Services, with Kroger expected to join soon, showcasing the service's applicability across various retail categories.
- DashMart, which has over 100 locations, is a delivery-focused store owned, stocked, and operated by DoorDash, providing customers with groceries, retail items, and household essentials.