Total Orders

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

Gross Margin

Operating Margin

Profit Margin

Margins

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

Sales and marketing

Research and development

General and administrative

Depreciation and amortization

Restructuring charges

Operating Expenses

Year over year growth in Revenue and Operating Expenses.

Revenue Y/Y

OpEx Y/Y

Growth

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.

Revenue

Cost of revenue

Gross profit

Operating expenses

SG&A

Other

Operating income

EBITDA

Net income

Earnings per share

Total assets

Current assets

Cash & equivalents

Receivables

Inventory

Non-current assets

Net PPE

Intangibles

Total liabilities

Current liabilities

Short term debt

Income tax payable

Non-current liabilities

Long-term debt

Total equity

Stockholders equity

Minority interest

Total liabilities & equity

Total debt

Net debt

Book value per share

Cash from operations

Funds from operations

Change in working capital

Cash from investing

Capital expenditure

Purchase/sale of investments

Purchase/sale of business

Other sources

Cash from financing

Change in stock

Change in debt

Cash dividends paid

Cash from other sources

Net change in cash

Free cash flow

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.

DASH stock is a buy, Jefferies says, as DoorDash "reliably delivers meals, drinks and EBITDA beats" in upcoming quarters.

DoorDash Stock Rises On New Buy Rating, As Bull Sees 'Long Runway' For Margin Expansion

MongoDB

DoorDash thrived in 2023, but economic realities may finally catch up with it this year. MongoDB is still growing rapidly, but its valuation is overly optimistic.

2 Overpriced Stocks I'm Avoiding in 2024

Every day for the next three weeks, we're going to highlight one of Schaeffer's top 12 picks for 2024.

Top Stock Picks for 2024: DoorDash

SAN FRANCISCO--(BUSINESS WIRE)--DoorDash, Inc. (NASDAQ: DASH) today announced the company's fourth quarter 2023 financial results will be released after market close on Thursday, February 15, 2024. The company's earnings press release and shareholder letter will be made available on the DoorDash Investor Relations website at ir.doordash.com. DoorDash will host a conference call to discuss its results at 2 p.m. PT / 5 p.m. ET the same day. Interested parties may register for and access the live.

DoorDash to Announce Fourth Quarter 2023 Results on February 15, 2024

DoorDash is reportedly aiming to diversify beyond meal deliveries to diners in the U.S. “The two largest areas of investment are expansion and penetration outside of the U.S., as well as the same outside of restaurants,” CEO Tony Xu said in an interview with the Financial Times (FT) published Monday (Jan. 1).

DoorDash Looks to Grow Beyond US and Beyond Restaurants

Uber

Instacart (Maplebear Inc.)

Many food delivery stocks shined brightly for investors through 2023, especially for the bravest dip-buyers who gave them the benefit of the doubt in the back half of 2022. While the easiest gains seem to have already been made in the corner of food delivery, that doesn't mean there isn't any upside going into 2024, a year that could see rates begin to fall.

3 Food Delivery Stocks Set to Deliver Impressive Gains: DASH, UBER, CART

After a big year for DASH stock, DoorDash will invest in expanding from its core business of U.S. restaurant delivery, its CEO told FT.

DoorDash Reportedly Eyeing Expansion Opportunities Beyond Core U.S. Restaurant Business

DoorDash Inc (NYSE:DASH) plans to diversify its offering by expanding outside of its core restaurant food delivery business, the company's CEO Tony Xu said. In an interview with the Financial Times, Xu said: “The two largest areas of investment are expansion and penetration outside of the US, as well as the same outside of restaurants.

DoorDash planning to expand outside of core restaurant food delivery business

Advanced Micro Devices

CrowdStrike

NVIDIA

Palo Alto Networks

Tesla

For US equities, 2023 emerged as a stellar year, with tech stocks leading the charge.

Nasdaq 100 stocks with over 100% gains in 2023

Doordash cut workers checks ranging from $100 to as much as $8,000 after they were kicked off of the app earlier this year, according to a worker advocacy group.

Doordash paid $22K to NYC delivery workers who claimed they were stiffed: officials

Opendoor

The future of the U.S. economy appears to be optimistic. The Federal Reserve has signaled a potential shift towards interest rate cuts in the coming year, providing relief to American households grappling with high inflation.

Take Profit: 3 Stocks to Sell That Are Up More Than 100% in 2023

Turkish ultrafast grocery delivery provider Getir has completed the acquisition of FreshDirect, the U.S.-based online grocery previously owned by Ahold Delhaize.

Getir Completes FreshDirect Deal As DoorDash Joins Nasdaq 100

C3.ai

Coinbase

Lucid Group

Paycom Software

Rivian Automotive

Upstart Holdings

Growth stocks certainly have legs at the moment and it's fair to assume that there will be a surge of investment heading into 2024. Demand should be expected to rise as the Federal Reserve continues to signal that the worst is over.

7 Growth Stocks to Avoid No Matter What

Here is how DoorDash, Inc. (DASH) and AppFolio (APPF) have performed compared to their sector so far this year.

Are Computer and Technology Stocks Lagging DoorDash (DASH) This Year?

Samsara

Tech stocks have had a stellar 2023. And with technologies such as AI taking off, traders have been rushing into more speculative investments in hopes of catching the next big thing.

3 Tech Stocks That Are About to Get Absolutely Crushed

PAR Technology

NEW HARTFORD, N.Y.--(BUSINESS WIRE)--ParTech, Inc. (PAR), a global restaurant technology company and leader in unified commerce for enterprise restaurants, has partnered with on-demand delivery platform DoorDash. This collaboration is dedicated to advancing the restaurant industry by improving operational efficiency and customer satisfaction, further expanding PAR's ecosystem to include over 500 integrations, the largest in the industry. In a time when dining expectations extend beyond a restau.

PAR Technology Partners With DoorDash To Create Seamless Ordering Environment

SAN FRANCISCO--(BUSINESS WIRE)--Decade Delivered: DoorDash's Dash From the Past 2023 Trend Report and a Look Back at Ten Years of Deliveries.

Decade Delivered: DoorDash's Dash From the Past 2023 Trend Report and a Look Back at Ten Years of Deliveries

Enphase Energy

Zoom Video

Coca-Cola European Partners plc

eBay

Roper Technologies

The Nasdaq 100 will add DoorDash, MongoDB and four other stocks on Dec. 18. Enphase Energy, Zoom Video are among six stocks exiting.

DoorDash, MongoDB To Join Nasdaq 100; Enphase, Zoom Video Among 6 Stocks Leaving

As evolving regulations change the economics of third-party restaurant delivery, DoorDash is rolling back certain driver perks in New York City in response to the increased minimum wage for delivery workers. The United States' leading aggregator announced Monday (Dec. 4) that it is making changes for its “Dashers” (delivery drivers) in the city.

DoorDash Reduces NYC Driver Perks as Pay Increase Changes Delivery Economics

Just Eat Takeaway.com NV

Uber, DoorDash and Grubhub must pay their food delivery workers at least $17.96 an hour after losing their second attempt to block New York City's minimum wage law targeting the app-based firms. The ruling by a state appeals court Thursday forces the ubiquitous delivery services to either pay couriers the flat hourly rate of $17.

Uber, DoorDash and Grubhub must pay NY workers $18 per hour

DoorDash, Inc. (DASH) reported earnings 30 days ago. What's next for the stock?

Why Is DoorDash, Inc. (DASH) Up 7.1% Since Last Earnings Report?

Best Buy

DoorDash is offering on-demand delivery of consumer electronics from Best Buy. The new partnership marks the appearance of a national consumer electronics retailer on the local commerce platform, DoorDash said in a Wednesday (Nov. 29) press release.

DoorDash Adds Best Buy to on-Demand Delivery Platform

SAN FRANCISCO--(BUSINESS WIRE)--DoorDash Launches Annual 12 Day Holiday Savings Event.

DoorDash Launches Annual 12 Day Holiday Savings Event

SAN FRANCISCO--(BUSINESS WIRE)--DoorDash (NASDAQ: DASH), the local commerce platform, today announced a new partnership with Best Buy, the world's largest specialty consumer electronics retailer, to offer on-demand delivery of consumer electronics from all Best Buy locations nationwide. From TVs and computers, to gaming controllers, headphones, chargers and more, consumers can now shop for thousands of products from Best Buy via the DoorDash marketplace app or website for delivery directly to t.

DoorDash Adds Best Buy as First National Consumer Electronics Retailer on Marketplace

Does DoorDash, Inc. (DASH) have what it takes to be a top stock pick for momentum investors? Let's find out.

News for DoorDash Stock (DASH)