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

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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

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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

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Cash from financing

Change in stock

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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.

Just Eat Takeaway.com NV

Uber

New York City officials earlier this summer announced a new minimum-pay rate for app-based food-delivery workers. A New York State judge on Thursday denied Uber, DoorDash, and Grubhub's attempt to block the city's minimum-wage bill from going into effect, paving the way for certain gig workers to make at least $18 an hour.

Uber, DoorDash, Grubhub lose attempt to block NYC minimum-wage bill

The law will require companies to pay delivery workers $17.96 an hour, which will rise to nearly $20 in April 2025.

Uber, DoorDash lose bid to block NYC minimum wage for delivery workers

The food delivery business surprisingly continues to thrive.

Best Growth Stock to Buy: Uber Stock vs. DoorDash Stock

1H 2023 revenues up on the back of solid marketplace GOV growth. Profitability improves. Food delivery has runway for further growth in the U.S. Online grocery a tremendous growth opportunity. DoorDash's evolution from a food delivery player to an on-demand local commerce platform positions them to capitalize on fast-growing retail media opportunity.

DoorDash: Cautiously Optimistic Prospects But Significant Competitive Risks

Amazon

NIKE

Oracle

ARM Holdings PLC

Instacart (Maplebear Inc.)

Charles River Laboratories

Dell Technologies

Darden Restaurants

FedEx

Ralph Lauren

T-Mobile US

Exxon Mobil

Here are some of the tickers on my radar for Friday, Sept. 22, taken directly from my reporter's notebook.

Here are the 13 stocks Jim Cramer is watching, including Amazon, Oracle and Nike

DoorDash (DASH) widens its grocery options by partnering with multiple new partners. The partnership expansion with ALDI includes responsible alcohol delivery.

DoorDash (DASH) Expands Grocery & Alcohol Delivery With ALDI

Food delivery companies DoorDash Inc (NYSE:DASH), Grubhub, and Uber Eats can sue New York City over a law limiting how much they can charge restaurants for their services, a U.S. judge said on Tuesday.

DoorDash, Grubhub and Uber Eats able to sue NYC over food delivery commission cap

I see three reasons investors would be better off buying stock in Instacart's rival, DoorDash: Faster growth. more room for expansion, and higher valuation.

Tony Xu Could Send DoorDash Stock Higher Than Instacart's

DoorDash has expanded its alcohol delivery partnership with Aldi to 1,200 stores in 21 states. The updated collaboration, announced in a Monday (Sept.

DoorDash and Aldi Expand Partnership to Offer ‘Safe' Alcohol Delivery

After being hit with a downgrade Friday from analysts at one firm, DoorDash Inc. over the weekend got an upgrade from analysts at another, who cited the delivery app's size along with “resilient” consumer spending.

Easing food prices and resilient consumer spending will carry DoorDash, analysts say, as shares rise

DoorDash is expanding its grocery selection as, across the industry, restaurant delivery services add more retailers in the leadup to Instacart going public. The United States' leading restaurant aggregator announced Monday (Sept.

DoorDash Adds 8 Grocers as Aggregators Step Up Non-Restaurant Offerings

DoorDash Inc (NYSE:DASH) is up 2.6% to $83.09 at last check, after the food delivery name attracted an upgrade from Mizuho.

DoorDash Stock Upgraded on Alcohol, Grocery Delivery

SAN FRANCISCO--(BUSINESS WIRE)--DoorDash, the local commerce platform, today announced multiple new grocery partners, continuing its swift acceleration in the category.

DoorDash Broadens Grocery Selection with Multiple New Partners

SAN FRANCISCO--(BUSINESS WIRE)--DoorDash and ALDI expanded their partnership, announcing that consumers can now order on-demand alcohol delivery.

DoorDash Expands Partnership with ALDI to Offer Responsible Alcohol Delivery

With the pandemic-era pause on student-loan payments coming to an end, Wall Street analysts have been trying to pick apart the effects it might have on consumer spending. One area that could take a bigger hit than others, MoffettNathanson analysts said on Friday, was online food delivery, potentially translating to bad news for food-delivery app DoorDash.

Food delivery is a ‘luxury,' and DoorDash could be hit hard by restart of student-loan payments, analysts say

The return of student loan payments could take a bite out of sales for DoorDash, according to an analyst's downgrade.

DoorDash Falls On Downgrade; Student Loans Could Hit Demand

DoorDash will transfer its listing from the New York Stock Exchange to the Nasdaq, the food delivery company announced Thursday. The company expects to begin trading on the Nasdaq on Sept. 27 at market open, under the same symbol, “DASH.”

DoorDash will switch to Nasdaq from the NYSE in rare exchange hop

SAN FRANCISCO--(BUSINESS WIRE)--DoorDash, Inc. (NYSE: DASH) today announced that it will transfer its stock exchange listing to the Nasdaq Stock Market (“Nasdaq”) from the New York Stock Exchange. The Company expects to begin trading as a Nasdaq-listed company on September 27, 2023 and will continue to trade under the symbol “DASH.” “We are delighted to join a community of leading technology companies with our transfer to Nasdaq,” said Ravi Inukonda, DoorDash Chief Financial Officer. “We look f.

DoorDash Announces Move to Nasdaq

Charter Communications

We also dig into how people can think about holding cash right now.

Charter and DoorDash Throw Their Weight Around

Costco

PayPal

In today's fast-paced world, gift-giving has become a convenient and versatile practice. Among the many options available, gift cards have emerged as the go-to choice for many.

Hallmark Lets Consumers Venmo Gift Cards as DoorDash and Costco Up Digital too

WASHINGTON--(BUSINESS WIRE)--Charitable food is a crucial tool to help fight food insecurity, but access is challenging for many people: families with unreliable access to transportation, people with disabilities, or seniors for whom spending hours in line poses serious health risks. In 2018, DoorDash (NYSE: DASH) launched Project DASH to help break down barriers to access, empowering food banks, food pantries, and other social impact organizations to use DoorDash logistics to power the deliver.

New Urban Institute Report Outlines How Project DASH and Home Delivery Connect People Experiencing Food Insecurity with Charitable Food

First Trust US Equity Opportunities ETF

Amplify Online Retail ETF

Renaissance IPO ETF

iShares Virtual Work and Life Multisector ETF

ProShares On-Demand ETF

Instacart is targeting a valuation of roughly $8.6 billion to $9.3 billion in its imminent IPO.

Instacart's IPO Plans Put These ETFs in Focus

Ford Motor Company

J. M. Smucker

Constellation Brands

Hostess Brands

Affirm

Brunswick

Dutch Bros

General Motors

Kenvue

Block

Stellantis N.V. 

Tapestry

Here are some of the tickers on my radar for Monday, Sept. 11, taken directly from my reporter's notebook.

News for DoorDash Stock (DASH)