Total Orders

Gross Profit, Operating Income, and Net Income as a percentage of Revenue

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An operating expense is an expense a business incurs through its normal business operations. Often abbreviated as OPEX.

Sales and marketing

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Year over year growth in Revenue and Operating Expenses.

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Shares outstanding refer to a company's stock currently held by all its shareholders, including share blocks held by institutional investors and restricted shares owned by the company's officers and insiders.

Outstanding Shares

Market Cap

Also known as Price/Sales Ratio. Calculated using Average market cap for the quarter / Annualized quarterly revenue.

Revenue Multiple

DoorDash

Caviar is a startup that delivers meals from high-end restaurants. Caviar uses a fleet of couriers to provide delivery for popular restaurants who do not otherwise deliver. Caviar is currently available in 18 markets in the U.S. Users can order via the company's iOS or Android app, or on Caviar's website. In 2018, Caviar takes a step into corporate catering by acquiring Zesty, a San Francisco based catering platform.

Caviar

DoorDash, Inc. engages in the design, development, and operation of a food delivery and logistics platform. It serves consumers in the United States, Canada, and Australia. The company was founded by Andy Fang, Tony Xu, Stanley Tang, and Evan Moore on January 12, 2013 and is headquartered in San Francisco, CA.

Earnings data Q1 2021

Earnings data Q2 2021

Earnings data Q3 2021

Earnings data Q4 2021

Earnings data Q1 2022

Earnings data Q2 2022

Earnings data Q3 2022

Earnings data Q4 2022

Earnings data Q1 2023

Earnings data Q2 2023

Earnings data Q3 2023

Earnings data Q4 2023

Earnings data Q1 2024

Earnings data Q2 2024

Earnings data Q3 2024

Earnings data Q4 2024

DoorDash excels in Q4 2022, eyes growth through innovation

DoorDash's Q4 2022 performance reflects strong growth in non-restaurant categories and DashPass membership, supported by strategic investments and operational efficiencies.
The company's strengths lie in its strategic focus on sustainable growth, innovation through AI, and proactive exploration of new verticals to enhance customer experience.
Challenges include regulatory impacts, short-term growth rate uncertainties, and the need to balance expenses for long-term leverage.
Opportunities for DoorDash include expanding customer base, exploring new verticals like item-based shopping, and leveraging logistics expertise for further growth and differentiation.

DoorDash reports strong Q1 performance, eyes ad business growth

DoorDash's Q1 2023 performance reflects strong consumer engagement and spending, driven by product quality improvements and strategic investments in new verticals.
The company faces challenges in balancing AI productivity with customer expectations, managing sales and marketing expenses, and ensuring consistent growth across categories.
Opportunities lie in leveraging the ad business for profitability, expanding into new markets like Europe, enhancing merchant relationships, and optimizing AI for operational efficiency.
Overall, DoorDash's focus on innovation, user experience, and market expansion positions it for continued growth and success in the competitive food delivery industry.

DoorDash accelerates growth in Q2, eyes profitability and user expansion

DoorDash's Q2 performance showcased accelerated growth, strong user metrics, and positive guidance for future profitability and margin expansion.
The company's strengths lie in effective problem-solving, customer retention, and strategic acquisitions, while facing challenges in managing acquisition costs and balancing growth across different verticals.
Opportunities for DoorDash include further user growth, expanding into non-restaurant categories, and enhancing DashPass offerings to drive continued profitability and market leadership.

DoorDash reports strong Q3 performance, focuses on efficiency and growth

DoorDash's Q3 performance showcased strong operating leverage and growth in post-COVID cohorts.
The company's focus on solving customer problems efficiently and improving advertising incrementality are key strengths.
Challenges include the need for further advertising product development and regulatory considerations.
Opportunities lie in marketplace acceleration, grocery business growth, and building the correct product efficiently.

DoorDash reports strong Q4 growth, faces regulatory challenges

DoorDash's Q4 2023 performance showcased strong growth and focus on user satisfaction and efficiency gains.
The company faces challenges in regulatory environments and balancing growth strategies with profitability.
Opportunities lie in expanding grocery market initiatives, international investments, and maximizing partner value.

DoorDash reports strong Q1 performance amidst regulatory challenges and growth opportunities

DoorDash's Q1 performance reflects positive unit economics in new verticals and growth in ad business, despite regulatory challenges and a slight deceleration in core U.S. restaurant business.
The company's strengths lie in its Dasher network efficiency, strategic investments in new verticals, and commitment to product enhancements and customer satisfaction.
Challenges include regulatory impacts, market saturation concerns, and macroeconomic factors, while opportunities exist in new market segments, digital adoption, and customer-centric strategies.

DoorDash reports robust Q2 performance amidst regulatory challenges and growth opportunities

DoorDash's Q2 2024 performance reflects strong consumer demand, growth in new customer acquisition, and focus on efficiency and retention.
The company faces challenges in regulatory impacts, maintaining affordability, and balancing marketplace health with monetization.
Opportunities for DoorDash include further enhancing efficiency, capitalizing on adtech success, and expanding globally while focusing on customer-centric strategies.
Overall, DoorDash's strategic focus on growth, efficiency, and customer satisfaction positions it well for continued success and market leadership.

DoorDash reports robust Q3 performance with strategic growth initiatives

DoorDash's Q3 2024 performance was marked by strong revenue growth, strategic partnerships, and positive customer feedback.
While facing challenges in autonomous delivery and cost management, DoorDash is well-positioned to capitalize on growth opportunities.
The company's focus on local commerce, customer loyalty, and market positioning are key strengths driving future success.

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DoorDash is going public. Read about how the founders went from idea to IPO in the Public app.

Four Stanford students were building an app for small businesses. They interviewed the owner of a macaroon shop, who said she had no one to deliver her baked goods for her. Their collective light bulb went off — the students scrapped the app they were working on, and DoorDash was born. 

Well actually, it starts out as PaloAltoDelivery.com, and the site displays menus from local restaurants, along with the students' personal cell phone numbers. Within a few hours, the first user orders prawn pad thai and spring rolls from a nearby Thai restaurant. 

The company makes its first delivery on Jan. 12, 2013. It starts out by making deliveries on the Stanford campus. 

Two months after making its first delivery, it raises $120,000 in funding from Y Combinator. In June, the company changes its name to DoorDash. And in October, it raises $2.4 million from investors.

DoorDash raises $17.3 million in a Series A round led by Sequoia Capital. Sequoia's Alfrid Lin also joins the company's board of directors. 

DoorDash expands operations to Los Angeles, opening DoorDash LA. 

DoorDash raises $40 million in a Series B led by Kleiner Perkins. This round values the company at $600 million.

DoorDash is sued by In-N-Out for trademark infringement and unfair competition. The very next day, DoorDash partners with KFC. The In-N-Out lawsuit is dismissed, but DoorDash agrees to stop delivering from its locations. 

For the first time, DoorDash expands beyond the U.S., and launches in Toronto.

DoorDash begins delivering alcohol in Southern California, in a partnership with Anheuser-Bush.

DoorDash partners with Starship Technologies to test delivery robots.

DoorDash partners with Walmart to deliver groceries. 

The company partners with e-commerce platform Mercato to reach independent grocers and specialty stores.

DoorDash acquires Scotty Lab, a startup that develops self-driving and remote-controlled vehicles. 

The company opens its first ghost kitchen, DoorDash Kitchen, to enable chefs to make delivery meals in commercial-grade kitchens.

Because of COVID-19, DoorDash's revenue accelerates — increasing 226% in Q3 2020 compared to the same quarter a year ago. 

Today, DoorDash has over 390,000 merchants, 18M consumers, and 1M Dashers across the globe. The company raised $2.5 billion before its IPO.

Starbucks

The coffee giant plans to offer 95% of its menu on the delivery app across all 50 states.

Starbucks Will Expand DoorDash Partnership Nationwide by March

Starbucks will become available for delivery via DoorDash across all 50 U.S. states by March, in an expansion of a partnership with the delivery service announced last year. In September, Starbucks and DoorDash first entered a partnership that would allow customers to order Starbucks items for delivery from their local stores using the DoorDash app.

DoorDash expands Starbucks partnership with plans to reach all U.S. states by March

SEATTLE & SAN FRANCISCO--( BUSINESS WIRE )--Starbucks Coffee Company (NASDAQ: SBUX) and DoorDash, Inc. (NYSE: DASH) announced the expansion of their partnership with new delivery service launching today in Northern California, Texas, Georgia, Florida and other select markets. Starbucks delivery via DoorDash will expand to additional markets over the coming months, with full nationwide availability anticipated in all 50 states by March 2023.

Starbucks and DoorDash Set to Expand Delivery Partnership Nationwide

Booking Hlds

The Beachbody Co.

EVgo

General Motors

MGM Resorts

Shake Shack

Every few days, I read or hear the news that strongly indicates that the U.S. is not going to undergo a recession in 2023. One of the most recent, startling headlines in this category came from Goldman Sachs, which predicted that even the eurozone would not suffer a recession this year.

7 Consumer Discretionary Stocks to Buy if You Don't Think a Recession Is Coming

Firstly, investors have pivoted away from pandemic favorites and highly valued tech stocks amid rising interest rates.

Down 65% Last Year, Is DoorDash Stock Attractive?

The food delivery company is sustaining the momentum it gained during the early stages of the pandemic.

Down 67% in 2022, Is DoorDash Stock a Buy for 2023?

DoorDash, Inc. has managed to continue to grow revenue at the expense of ballooning operating losses. Regulators are itching to drop the hammer on companies that make generous use of the "independent contractor" classification.

Doordash: Uncertain Prospects, Poor Risk/Reward

SAN FRANCISCO--( BUSINESS WIRE )--DoorDash, Inc. (NYSE: DASH) today announced the company's fourth quarter 2022 financial results will be released after market close on Thursday, February 16, 2023. The company's earnings press release and shareholder letter will be made available on the DoorDash Investor Relations website at ir.doordash.com.

DoorDash to Announce Fourth Quarter 2022 Results on February 16, 2023

DoorDash is scaling its network and looking to cash in on consumer frustrations with package returns. This, as the on-demand delivery aggregator announced Wednesday (Jan.

DoorDash Sees Big Opportunity in Reducing Package Return Frustrations

DoorDash officially launched "Package Pickup, which returns packages on behalf of customers to local UPS, FedEx or USPS locations for a $5 fee.

DoorDash has officially rolled out a new feature for picking up packages for a $5 fee

In 2021, U.S. consumers spent $4.58 trillion — yes, trillion — on retail. But at the same time, retailers took back more than $761 billion worth of merchandise, or an average of 16.6% of all American sales.

DoorDash launches Package Pickup for returns

Peloton

Peloton and DoorDash will struggle to perform if inflation and interest rates remain elevated in 2023.

Here Are 2 Popular Stocks I'm Completely Avoiding This Year

DoorDash is launching a new ‘Package Pickup' offering that allows users to request a delivery person to pick up their prepaid package from their home and drop it off at a UPS, FedEx or USPS location.

DoorDash will now return your packages for you

Lyft

Uber

Echoing what gig-company executives have been saying lately, Bank of America Securities analysts wrote in a note Tuesday that the companies could see an upside from a recession and higher unemployment this year: hundreds of thousands more gig workers.

Uber, DoorDash and Lyft could see hundreds of thousands of new gig workers this year, analysts say

Mike Evans co-founded Grubhub Inc., one of the top food-delivery platforms in the nation after DoorDash Inc. DASH, -1.53% and Uber Technologies Inc.'s UBER, -0.72% Uber Eats.

Grubhub co-founder: ‘When you care about delivering a better product,' don't rely solely on the gig-work model

DoorDash's (DASH) growth has slowed since the pandemic as customers are spending less on online food delivery apps.

DoorDash's (DASH) Growth Slows Down Amid Economic Turmoil

Comcast

Disney

Interpublic Group of Companies

Live Nation

Match Group

Roblox

Take-Two Interactive Software

Warner Bros Discovery Inc

Warner Music Group

The communication services sector includes companies that use fixed-line networks, as well as those offering wireless access and services.

These Were the 5 Best and Worst Performing Communication Services Stocks in November 2022

Bulls and bears both have good arguments in this case.

DoorDash Stock: Buy, Sell, or Hold for 2023?

DoorDash (DASH) partners with The Kroger Co. to boost its total orders and marketplace gross order volume, and boost e-commerce on its platform.

DoorDash (DASH) Expands Partner Base to Boost Prospects

Kroger

Kroger is delivering flowers on demand via DoorDash in a bid to differentiate its offerings. The supermarket group announced Monday (Dec. 12) that, across its various supermarket chains, it is partnering with the aggregator to bring floral arrangements and sushi to consumers' doors, a move to gain a greater share of consumers' digital spending by expanding its offerings beyond just grocery options.

Kroger Teams With DoorDash for Flower Delivery as Grocers Diversify

Just Eat Takeaway.com NV

DoorDash and Grubhub are reportedly lobbying New York City to change its delivery fee cap. The Wall Street Journal reported Monday (Dec.

Delivery Firms Push NYC to Lift Fee Cap

DoorDash announced that it would be laying off 6% of its workforce in this recent round of tech layoffs. We break down what this means for investors in DoorDash and what to expect from the delivery pros moving forward.

Latest In Tech Layoffs: DoorDash Lays Off 1,250 - We Examine Their Financial Outlook For 2023

Walgreens

DEERFIELD, Ill.--( BUSINESS WIRE )--Today, in partnership with DoorDash and Uber, Walgreens announced free delivery of Paxlovid, a COVID-19 oral antiviral therapy, directly to the doorsteps of those who need it.

Walgreens Launches Free Paxlovid Delivery Services with DoorDash and Uber

DoorDash, Inc. stock has dropped nearly 62% YTD. We believe the stock pullback creates an attractive entry point to invest in the company. We believe DoorDash's YTD decline is a result of slowing total orders as the company lost its pandemic growth catalysts.

News for DoorDash Stock (DASH)