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.

Opendoor

Twilio

They may look like bargains after the tech market crash, but they're not.

3 Stocks We're Not Touching During the Tech Sell-Off

Disney

Snowflake

Fear is rising for no good reason on Wall Street. For investors, this opens the door for hidden gem stocks to buy under duress.

3 Stocks to Buy on This Unreasonable Mad Rise in Fear

Chipotle

Roblox

Some recent IPOs resulted in new stocks that have seen stellar returns. These four businesses appear poised for strong growth.

4 of the Biggest New Stocks of the Last 6 Months

DASH stock could see some gains in the future as DoorDash brings a Covid-19 test delivery service to the app. The post DASH Stock: DoorDash Shares Move on Big Covid-19 News appeared first on InvestorPlace.

DASH Stock: DoorDash Shares Move on Big Covid-19 News

DoorDash announced on Monday (March 22) that it would offer customers access to COVID-19 home collection kits through a partnership with Vault Health and Everlywell. According to a company blog post, DoorDash will roll out the program in 12 American cities, working with Vault Health (maker of the COVID-19 Saliva Test Kit) and Everlywell (creator […]

DoorDash To Begin COVID-19 Home Test Kit Delivery

SAN FRANCISCO, March 22, 2021 /PRNewswire/ --  DoorDash , the nation's leading on-demand local logistics platform, announced today that it will begin facilitating same-day delivery of COVID-19 PCR test collection kits across the U.S through partnerships with Vault Health and Everlywell , two leading digital health companies. Consumers will now be able to access two COVID-19 home collection kits that received FDA Emergency Use Authorization via on-demand delivery from DoorDash's DashMart locations across the nation.

DoorDash Launches On-Demand Delivery of COVID-19 PCR Test Collection Kits Through Partnerships with Vault Health and Everlywell

Carvana

Uber

The latest earnings reports for these stocks reveal no real good news and confirm our original Danger Zone thesis for each of them.

Why Uber, DoorDash, And Carvana Got Riskier Post Earnings

Walmart

Third-party delivery firm DoorDash Inc is taking steps to address what it says are frustrations from independent drivers toting Walmart Inc merchandise and grocery orders, including low customer tips, the company confirmed to Reuters.

Exclusive: Low tips, long waits: DoorDash takes on drivers' Walmart gripes

DoorDash stock has declined by about 30% over the past month, driven partly by the broader sell-off in technology and high growth stocks. So is this a good time to enter DoorDash stock?

DoorDash Stock: Don't Buy The Dip

Lyft

DoorDash, Lyft and Uber all have growth opportunities in 2021. However, some gig economy stocks have more upside than others.

Ranking 3 Gig Economy Stocks from Best to Worst

Benzinga's PreMarket Prep airs every morning from 8-9 a.m. ET. During that fast-paced, highly informative hour, traders and investors tune in to get the major news of the day, the catalysts behind those moves and the corresponding price action for the upcoming session.

PreMarket Prep Stock Of The Day: DoorDash

The Simple Reason to Avoid DoorDash Stock

ARK Innovation ETF

Altria

XPeng

DoorDash, Ark Innovation ETF, Altria and Xpeng were our top stock trades for Tuesday. Now, let's look at the charts to see what's going on.

4 Top Stock Trades for Tuesday: ARKK, DASH, XPEV, MO

Beyond Meat

Which high-growth food company will fare better in a post-pandemic world?

Better Buy: Beyond Meat vs. DoorDash

Digital Turbine

Etsy

Peloton

Block

Zoom Video

Seven tech companies valued at $5 billion or more increased revenue by at least 100% last year, though they all face big questions in 2021.

The fastest-growing tech companies of 2020 look toward a post-Covid world

DoorDash Inc. disclosed Monday that the underwriters of its initial public offering have agreed to an early expiration of some of lock-up agreements, which could make more than 110 million shares available for sale. The stock, which went public on Dec. 9, rose 1.9% in morning trading.

DoorDash discloses early expiration of lockup agreements on about 114 million shares

Online shopping has only become increasingly popular throughout the COVID-19 pandemic, with e-commerce penetration rates accelerating significantly throughout the first half of 2020. Specific areas like food delivery also experienced a boost, as consumers ordered both groceries ready-to-eat foods from the comfort of their homes.

DoorDash Success Underscores ‘Convenience' Online Shopping Trend

The shares of DoorDash Inc (NYSE:DASH) are down 3.3% at $161.19 this morning, after the food delivery concern announced its first quarterly report since going public in December.

DoorDash Stock Falls on Dismal Forecast, Earnings Miss

Shares of DoorDash slipped 3% on Friday after the food delivery company admitted that it could see weaker demand as more people get vaccinated against COVID-19. As large swathes of the economy shut down during 2020 to curb the spread of the virus, food delivery companies such as Uber Eats, Grub Hub, and Postmates, saw a surge in demand. But as the economy reopens, delivery demand could slide as people resume eating out.

DoorDash slips as expectations of weaker delivery demand following vaccine rollout weigh on strong 4th-quarter revenue

Despite tripling revenue in the fourth quarter of 2020, profit remained out of reach for DoorDash, which held its first earnings call as a public company Thursday. The San Francisco-based delivery operator widened its quarterly loss to $312 million, compared to a loss of $134 million in the same period last year. But DoorDash CFO Prabir Adarkar said much of that net loss was associated with one-time stock-related charges tied to the company's initial public offering.

DoorDash CFO Prabir Adarkar reveals plans to boost profits after company's mixed first earnings

DoorDash, Inc. (DASH) CEO Tony Xu on Q4 2020 Results - Earnings Call Transcript

Airbnb

Airbnb Inc. and DoorDash Inc. went public near one another late in 2020, then took to the earnings stage for the first time as a pair Thursday to report similar gigantic quarterly losses.

MarketWatch First Take: Airbnb and DoorDash offer Wall Street differing post-pandemic futures as stocks head in different directions

In its first earnings release since going public, DoorDash reported $970 million for its fourth quarter on Thursday (Feb. 25), a 226 percent increase from the company's $298 million in 2019. However, despite this dramatic revenue growth, the company's losses also increased more than twofold from $134 million in Q4 2019 to $312 million in […]

Post IPO, DoorDash Revenue Soars 226 Pct, But So Do Losses

Airbnb and DoorDash went public the same week in early December and were both met with strong demand from investors. But in their first earnings reports as publicly traded companies on Thursday, the two sharing economy businesses signaled very different possible paths forward after the pandemic ends.

Airbnb and DoorDash went public at the same time but see very different paths post-pandemic

In its first official earnings announcement since it went public in December, DoorDash (NYSE: DASH) reported new quarterly records for total orders, adjusted earnings before interest, taxes, depreciation and amortization (EBITDA), and market share. But its quarterly loss more than doubled over Q4 2019.

News for DoorDash Stock (DASH)