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.

Shares of DoorDash, Inc. (NYSE: DASH) surged higher during Tuesday's after-hours session following the release of the company's third-quarter earnings results, which included a beat on sales with guidance. The company had numerous achievements within the quarter, including a quarterly-end of 9 million DashPass members, as well as an increase in the percentage of monthly active users that engaged with a new vertical from 10% to 12%.

Why DoorDash Stock Is Trading Higher

DoorDash Inc., which posted both record revenue and orders in the third quarter as demand for delivery continued, also said Tuesday it plans to buy Finland-based food-delivery company Wolt in an all-stock deal worth more than $8 billion.

DoorDash plans to buy Finnish food-delivery company Wolt in $8 billion deal

DoorDash Inc said on Tuesday it would buy Finland-based food delivery startup Wolt Enterprises OY in an all-stock deal valued at about 7 billion euros ($8.09 billion).

DoorDash to buy Finland food delivery startup in over $8 billion deal

Wolt currently has about 4,000 employees and operates in 23 countries.

DoorDash to acquire international delivery platform Wolt for $8.1 billion

SAN FRANCISCO and HELSINKI, Nov. 9, 2021 /PRNewswire/ -- DoorDash, Inc. (NYSE: DASH), ("DoorDash" or the "company"), and Wolt Enterprises OY ("Wolt") today announced they and certain stockholders of Wolt have entered into a definitive agreement whereby DoorDash will acquire Wolt in an all-stock transaction (the "Transaction"). Both companies share a mission to build a global platform for local commerce that connects consumers with the best of their community, drives incremental revenue for merchants, and provides meaningful earning opportunities for millions of Dashers and couriers around the world.

DoorDash Joins Forces with Wolt

SAN FRANCISCO, Nov. 9, 2021 /PRNewswire/ -- DoorDash Inc. (NYSE: DASH) announced financial results today for the quarter ended September 30, 2021. Please visit the DoorDash investor relations website at http://ir.doordash.com to view our financial results and letter to shareholders.

DoorDash Releases Third Quarter 2021 Financial Results

AppHarvest

Latch

Now that the early hype has worn off, I'm looking to add these three stocks to my portfolio at a discount.

These 3 Recent Market Debuts Are Down Big: Why I'm Ready to Buy

Wendy's

Blue Apron

Fiesta Restaurant Group

Sysco

The COVID-19 pandemic has been a business-changing event for the restaurant industry and food-related businesses. With the reopening trade providing a lift to some businesses, food stocks could be under watch this week with some that saw business boosts during the pandemic and some that had harder times all reporting quarterly earnings.

5 Food Stocks To Watch Ahead Of This Week's Earnings: DoorDash, Wendy's And More

Lyft

Sharing Economy International

Uber

Udemy

WeWork

With digitalization increasingly inspiring people to get away from their cubicles, these sharing economy stocks could benefit. The post 7 Sharing Economy Stocks to Buy as the Pandemic Changes Work appeared first on InvestorPlace.

7 Sharing Economy Stocks to Buy as the Pandemic Changes Work

Throughout 2021, food delivery services have been redefining their businesses to expand their use cases, aiming to meet consumers' instant needs across restaurant and retail categories. Now, DoorDash is taking a sharp turn away from on-demand fulfillment, launching Nationwide Shipping.

DoorDash Aims to Edge Out Goldbelly With ‘Nationwide Shipping' Launch

While some companies with businesses that spiked during the pandemic are experiencing pain now, analysts say DoorDash Inc. will continue to grow even as the effects of the pandemic wane.

Earnings Outlook: DoorDash delivery gains are expected to outlive the pandemic

Ulta Beauty

Ulta Beauty, the United States' third-largest beauty retailer by e-commerce sales, is now offering same-day delivery for select markets in partnership with DoorDash. The collaboration, announced by DoorDash on Tuesday, will enable the delivery of Ulta's more than 25,000 products to customers in Atlanta, Boston, Chicago, Los Angeles, Houston and Boise, Idaho, with plans to add more cities in 2022.

Ulta Beauty partners with DoorDash on same-day delivery

DoorDash is scheduled to report third-quarter earnings on Nov. 9.

DoorDash Q3 Earnings Preview: Can the Food Delivery Company Keep up With Demand?

DoorDash is introducing SafeDash, a new in-app security toolkit aimed at helping its delivery providers feel safe while they work. SafeDash is rolling out in New York, Chicago, Philadelphia, Detroit, San Francisco, and Los Angeles.

DoorDash rolls out SafeDash, an in-app security toolkit for delivery people on the platform

Amazon

Delta Air Lines

McDonald's

Netflix

Corporate vaccine mandates may negatively impact these five companies looking to put the pandemic behind them. The post 5 Stocks That Could Get Pricked by Corporate Vaccine Mandates appeared first on InvestorPlace.

5 Stocks That Could Get Pricked by Corporate Vaccine Mandates

In another nod to the ever-expanding bring-it-to-me economy, DoorDash on Tuesday (Nov. 2) partnered with beauty retailer Ulta Beauty on same-day delivery from Ulta stores in Atlanta, Boston, Chicago, Los Angeles, Houston and Boise, and plans to expand the offering across the country in 2022.  The new service, which relies on DoorDash Drive, follows an […]

DoorDash Offers Same-Day Ulta Beauty Delivery

Ulta Beauty Inc. will offer same-day delivery from locations in Atlanta, Boston, Chicago, Los Angeles, Houston and Boise through a partnership with DoorDash Inc. , the companies announced on Tuesday. The program will be expanded in 2022.

Ulta to offer same-day delivery through partnership with DoorDash

SAN FRANCISCO, Nov. 2, 2021 /PRNewswire/ -- DoorDash (NYSE: DASH), the nation's leading last-mile logistics platform, today announced a partnership with Ulta Beauty (NASDAQ: ULTA), the nation's largest beauty retailer, to offer same-day delivery from select Ulta Beauty stores in Atlanta, Boston, Chicago, Los Angeles, Houston and Boise, with plans to expand and rollout more broadly in 2022. Powered exclusively through DoorDash Drive, DoorDash's white-label fulfillment platform that powers direct delivery for any business, beauty lovers can now find instant beauty gratification more conveniently.

DoorDash Partners with Ulta Beauty to Launch Same-Day Delivery

SoftBank Group Corp's (OTC: SFTBY) (OTC: SFTBF) Vision Fund had offloaded shares worth $2 billion in DoorDash Inc (NYSE: DASH). On October 27, SoftBank's Vision Fund unloaded 10 million shares at $202.815 a piece, the filing with the U.S. SEC said.

SoftBank Offloaded Stake Worth 2B In DoorDash

SoftBank Group Corp.'s Vision Fund has sold $2.03 billion worth of shares in San Francisco-based food-delivery company DoorDash Inc.

SoftBank's Vision Fund sells $2 billion of DoorDash shares

Alibaba

Pinduoduo Inc - ADR

The University of California's investments unit scooped up Alibaba and PInduoduo shares, and initiated a position in DoorDash in the third quarter.

University of California Increased Alibaba, Pinduoduo Stock Investments

HubSpot

UiPath

Twitter

Benjamin Graham, the father of value investing, recommended investors look for stocks that have a current ratio higher than 2 and more working capital than long-term debt.

4 Solid Stock Picks for Value Investors

United Natural Foods

United Natural (UNFI) enters into a reseller agreement with DoorDash to expand its end-to-end and last-mile-delivery services.

United Natural (UNFI) Teams Up With DoorDash to Boost Growth

PROVIDENCE, R.I.--(BUSINESS WIRE)-- #DoorDash--UNFI has entered into a reseller agreement with DoorDash to bring on-demand grocery delivery solutions to independent retailers nationwide.

UNFI to Expand Grocery Order and Delivery Service for Independent Retailers with DoorDash Relationship

SAN FRANCISCO, Oct. 13, 2021 /PRNewswire/ --  DoorDash (NYSE: DASH), the nation's leading last-mile logistics platform, today announced at the second annual Main Street Strong Restaurant Conference a $1,000,000 Restaurant Disaster Relief Fund to provide relief grants to local restaurants across the United States affected by state- or federally-declared natural disasters throughout the next year in partnership with Hello Alice . Small businesses are the center of local economies, yet nearly 40% of small businesses are unable to reopen following a disaster according to the Federal Emergency Management Agency (FEMA).

News for DoorDash Stock (DASH)