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

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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.

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

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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.

Albertsons Companies

Just a few days after DoorDash released its Q4 2021 earnings report, which reflected strong growth in nonrestaurant orders, the company is doubling down on one of its emerging verticals: grocery. On Thursday, the food delivery platform launched an express grocery delivery service in partnership with massive nationwide grocer Albertsons, through which it will deliver groceries to consumers in over 20 major U.S. cities like Los Angeles, Denver and Seattle in under 30 minutes.

DoorDash adds express grocery delivery with Albertsons

Airbnb

Uber

Upwork Inc

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DoorDash Inc (NYSE: DASH) has partnered with Albertsons Companies Inc (NYSE: ACI) to launch an express grocery delivery service. Consumers in more than 20 major cities across the U.S. will now be able to access express grocery delivery from their local Albertsons Cos.

DoorDash Unveils Express Grocery Delivery Service With Albertsons Companies

Shares of DASH stock are popping after the company reported Q4 earnings. However, a slew of analysts lowered their price targets.

Is DASH Stock a Buy on Delivery Pop? 3 Analysts Weigh In on DoorDash Price Predictions.

"That's over 100 shopping occasions a month," DoorDash's Tony Xu told CNBC on Thursday.

'We eat three times a day' — DoorDash CEO says each meal is a chance to deliver, even post-Covid

DoorDash (NYSE: DASH) has introduced express grocery delivery in partnership with Albertsons Companies (NYSE: ACI). These are the details.

DoorDash (DASH) Introduces Express Grocery Delivery With Albertsons Companies (ACI)

DoorDash stock surged early Thursday. The company reported $1.3 billion in revenue versus the $1.28 billion expected in the fourth quarter.

DoorDash jumps 17% after earnings show food orders soaring to records and reveal strong guidance for 2022

DoorDash Inc (NYSE:DASH) is soaring after the company shared a fourth-quarter revenue beat and record number of orders, which also toppled expectations.

DoorDash Stock Shoots Higher After Revenue Beat

The company also gave upbeat guidance for the full year, suggesting that it expects demand for food delivery to remain strong despite Covid restrictions easing.

DoorDash shares soar 20% after posting record order numbers

SAN FRANCISCO, Feb. 17, 2022 /PRNewswire/ --  DoorDash (NYSE: DASH), the leading on-demand delivery platform, today introduced express grocery delivery, a new service that offers consumers faster and more convenient delivery of fresh groceries in under 30 minutes*, in partnership with Albertsons Companies (NYSE: ACI), one of the nation's leading food and drug retailers. As part of this launch, consumers in more than 20 major cities across the U.S., including Los Angeles, Denver, Seattle and more, will now be able to access express grocery delivery from their local Albertsons Cos.

DoorDash Introduces Express Grocery Delivery Service with Albertsons Companies

Shares of DoorDash Inc surged 26% in premarket trade on Thursday after the food-delivery company beat estimates for quarterly revenue, a rare bright spot among stay-at-home darlings that have seen their stocks languish post results.

DoorDash shares surge on revenue beat, stand out among pandemic darlings

DoorDash, Inc.'s (DASH) CEO Tony Xu on Q4 2021 Results - Earnings Call Transcript

Even with mobility much higher than it was throughout 2020, consumers continue to have their meals delivered more and more often, according to DoorDash's record-breaking fourth quarter.

With Record-High 25M Active Users, DoorDash Eyes International Expansion

One year after releasing its first earnings report as a public company, DoorDash is a mixed bag.  The food delivery platform released its earnings results for Q4 and FY2021 on Wednesday, posting record quarterly highs in total orders, marketplace gross order value, monthly active users (MAUs) and revenue.

DoorDash earnings: Business expands, growth slows

The food delivery company reported better-than-expected revenue for the fourth quarter, as well as total orders that topped analysts' expectations.

DoorDash stock pops 30% on revenue beat, strong order numbers

Citing continued strong demand for delivery, DoorDash Inc. on Wednesday reported records upon records: for quarterly total orders, gross order value and a high of more than 25 million active users.

Earnings Results: DoorDash reports record-high user numbers, Q4 orders; stock soars

DoorDash Inc reported quarterly revenue on Wednesday that beat analysts' estimates, as people continued to order in after using the food delivery company's services frequently during the peak of the pandemic.

DoorDash beats revenue estimates on sustained demand for food delivery

SAN FRANCISCO, Feb. 16, 2022 /PRNewswire/ -- DoorDash Inc. (NYSE: DASH) announced financial results today for the full year and quarter ended December 31, 2021. Please visit the DoorDash investor relations website at http://ir.doordash.com to view our financial results and letter to shareholders.

DoorDash Releases Fourth Quarter 2021 Financial Results

We counsel investors to take care not to be cut by falling knives – stocks that have seen steep declines but still have further to fall.

DoorDash: Falling Knife You Don't Want To Catch

McDonald's

In the ongoing power struggle between restaurant aggregators and the merchants on their platforms, DoorDash has found a new way to get the results it wants out of its restaurants. The aggregator will begin to impose higher fees on McDonald's restaurants that prepare orders more slowly, The Wall Street Journal (WSJ) reported Monday (Feb. 14).

DoorDash Reportedly Puts Pressure on McDonald's With Slowness Fee

The delivery service, which earns money by charging restaurants a commission on every order and separately charging consumers a service fee, agreed to lower its base commission rate for McDonald's U.S. restaurants.

DoorDash to bump up its fees on slow McDonald's restaurants

Food delivery service DoorDash Inc. will offer financing on its app to restaurants that need business loans through the new DoorDash Capital program, according to a Bloomberg report Wednesday (Feb. 9). DoorDash Capital merchants can apply for financing to pay for business operations, including buying equipment, paying rent, hiring employees and meeting payroll, the report […]

DoorDash Starts Financing Arm to Offer Restaurants Cash Advances

As restaurant and grocery aggregators increasingly find new revenue streams to offset delivery losses, DoorDash is getting into lending. The food delivery giant announced Wednesday (Feb. 9) that it is partnering with financial services technology company Parafin to launch DoorDash Capital, through which the delivery company can provide financing to restaurants with a “proven track […]

DoorDash Announces Financing Service as Aggregators Compete for Restaurant Loyalty

Lyft

Five evenings a week, sometimes more, Carmen Figueroa gets into her car, signs into her GrubHub account and sets out for a night of deliveries.

Uber, Lyft, Instacart, DoorDash form coalition in Washington state to ‘protect driver independence'

DASH stock made new lows but this is not the time to panic out of it. It has a viable long-term thesis for patient investors.

News for DoorDash Stock (DASH)