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, 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.
- DoorDash has introduced SmartScale, an innovative hardware solution developed by DoorDash Labs, designed to improve order accuracy for restaurants through precise weighing technology and intelligent predictive modeling.
- SmartScale detects order discrepancies and provides real-time alerts, which has been shown to cut missing item claims by up to 30%.
- Panera Bread, the first national restaurant to implement SmartScale, has observed improved delivery accuracy in 98% of test cafes and a 42% reduction in guest-reported missing items since its adoption.
- The technology also streamlines restaurant operations, improves Dasher arrival times, and supports compatibility with emerging delivery methods such as drones and robots.
- SmartScale is currently being rolled out with select restaurant partners, with broader availability expected in the coming months.
- Loop Capital raised its price target for DoorDash to $305 from $235, citing the company's potential to capture a "massive long-term opportunity to empower local commerce".
- DoorDash's mission extends beyond food delivery to include all types of local businesses, such as groceries, drugstores, and services, indicating a "very big TAM in groceries" and future growth in non-delivery services.
- The company is actively building an enterprise software stack and pursuing an acquisition roadmap to empower local businesses, including services not dependent on delivery.
- DoorDash is characterized as a "very sticky application" with a higher number of frequent users compared to Instacart, despite Instacart's lead in gross transaction value for weekly grocery shopping.
- DoorDash closed an upsized offering of $2.75 billion in 0% convertible senior notes due 2030, sold privately to qualified institutional buyers.
- The offering included an option to purchase an additional $250 million in notes, which was exercised in full, bringing the total principal amount to $2.75 billion.
- Net proceeds were approximately $2.72 billion, with about $338.5 million used to fund convertible note hedge transactions and the remainder allocated for general corporate purposes, including potential acquisitions and share repurchases.
- DoorDash detailed its long-term vision to support local economies by diversifying its Marketplace with new verticals, including alcohol and grocery, while enhancing product quality and selection.
- The call highlighted robust international growth plans through strategic investments such as the Deliveroo acquisition, which aims to expand market reach across 9 complementary European countries.
- The discussion also focused on merchant enablement improvements via the acquisition of SevenRooms, expected to drive operational efficiency and bolster advertising solutions for enhanced customer retention.
- Strong Q1 2025 Results: Total orders increased 18% Y/Y to 732 million, revenue grew 21% Y/Y to $3.0 billion, and GAAP net income hit $193 million with improved user frequency, retention, and EBITDA margins despite temporary pressure .
- M&A Highlights: Confirmed acquisition of SevenRooms for approximately $1.2 billion and a recommended final cash acquisition of Deliveroo at 180 pence per share, valuing Deliveroo at around £2.9 billion (EV ~£2.4 billion and EV/EBITDA of 13.4x) .
- Strategic Acquisition Approach: Leveraging acquisitions to add European scale and tap into new profit pool markets, emphasizing disciplined investment and learnings from past experiences .
- Regulatory & Tariff Environment: Minimal current tariff impacts with active stakeholder engagement on regulatory matters, including portable benefits for workers .
- Innovative Investments: Continued investments in autonomous delivery technology and enhanced merchant hardware to boost long-term operational efficiency .