US · Consumer Cyclical · Internet Retail
EPS came in at 0.46 against a street estimate of 0.50 — a miss of 8.0%.
Analysts rate DoorDash, Inc. Class A Common Stock a buy (28 buy, 13 hold, 0 sell out of 41) with an average price target of $254.91.
CONFIDENT Q2 delivered strong growth across all segments with accelerating restaurant orders, record DashPass subscribers, and Deliveroo momentum. Unit economics improving across categories. Investing heavily in autonomy, global tech stack, and merchant services. Q2 2026 Deliveroo posted 3 consecutive quarters of accelerating order, GMV, and revenue growth. Wolt+ had record paid subscriber quarter. Both improving unit economics year-over-year. Gaining share in top 10 international markets (UK, Italy, Germany, Nordics, Israel, Canada). Analysts pressed on grocery repricing leverage, Dot expansion timelines, and international profitability quality. Management emphasized operational excellence as differentiator; stressed scale and market leadership in top geographies; acknowledged AV requires both tech and ops mastery before rapid rollout. 2026-08-05…
Full summary in the app.
| Fund | Stake |
|---|---|
| SC US (TTGP), LTD. | 7.29% |
| BlackRock Inc | 6.11% |
| Vanguard Capital Management, LLC | 5.41% |
| Vanguard Portfolio Management, LLC | 3.80% |
| State Street Corp | 3.60% |
| Morgan Stanley - Brokerage Accounts | 3.35% |
| T. Rowe Price Associates, Inc. | 3.12% |
| Amvescap Plc. | 2.92% |
| Document | Date |
|---|---|
| Shareholder vote results · Q3 2026 DOORDASH, INC. - FORM 8-K SUMMARY HEADLINE NUMBERS • DoorDash is reincorporating from Delaware to Nevada, approved by stockholders holding 54.2% of | 2026-08-11 |
| Quarterly report · Q2 2026 DOORDASH, INC. – Q2 2026 10-Q SUMMARY --- HEADLINE NUMBERS • Q2 2026 Revenue: $4,454 million (vs. $3,284 million in Q2 2025) — 35.6% year-over-year | 2026-08-05 |
| Results announced · Q3 2026 DOORDASH Q2 2026 FINANCIAL RESULTS SUMMARY HEADLINE NUMBERS • Total Orders: 970 million in Q2 2026, up 27% year-over-year (17% excluding Deliveroo a | 2026-08-05 |
| Shareholder vote results · Q2 2026 DOORDASH, INC. - FORM 8-K SUMMARY HEADLINE NUMBERS • Annual meeting of stockholders held June 10, 2026 • Four Class III directors elected to serve u | 2026-06-12 |
| Quarterly report · Q1 2026 DOORDASH, INC. - Q1 2026 10-Q SUMMARY HEADLINE NUMBERS • Revenue: $4,036 million (Q1 2026) vs. $3,032 million (Q1 2025) — 33% increase year-over-yea | 2026-05-06 |
| Results announced · Q2 2026 DOORDASH Q1 2026 FINANCIAL RESULTS SUMMARY HEADLINE NUMBERS • Total Orders: 933 million, up 27% year-over-year (16% excluding Deliveroo acquisition) | 2026-05-06 |
| Proxy statement · Q2 2026 DOORDASH 2026 PROXY STATEMENT SUMMARY FOR RETAIL INVESTORS --- WHAT SHAREHOLDERS ARE VOTING ON • Proposal 1: Elect four Class III directors to serv | 2026-04-20 |
| Annual report FY2025 DOORDASH, INC. – 2025 FORM 10-K SUMMARY HEADLINE NUMBERS • Market capitalization: ~$90.8 billion as of June 30, 2025 • Monthly active users: Over 56 | 2026-02-18 |
Readable in the app.
| Announcement | Date |
|---|---|
| Completed acquisition of Deliveroo for approximately $3.7 billion in cash DoorDash completed its acquisition of Deliveroo, a UK-based food delivery company, on October 2, 2025. DoorDash paid approximately $3.7 billion (£2.8 billion) in cash, with Deliveroo shareho | 2025-10-02 |
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Google PlayApp StoreData updated 2026-09-18.