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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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Market Cap

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.

DoorDash (DASH) witnessed a jump in share price last session on above-average trading volume. The latest trend in earnings estimate revisions for the stock doesn't suggest further strength down the road.

DoorDash (DASH) Surges 3.3%: Is This an Indication of Further Gains?

DoorDash dominates the online food delivery market in the U.S. with a 66% market share and is present in 25 other countries. The company's financial performance aligns with its business strength, with potential for international expansion and a 12% CAGR projected for the industry. Despite a 15% potential upside, the stock's high beta warrants a Buy rating rather than a Strong Buy.

DoorDash: Delivering Both Food And Shareholder Value

DoorDash's Project DASH Celebrates 100 Million Meals Delivered This Week DoorDash's Project DASH Celebrates 100 Million Meals Delivered This Week

North Texas Food Bank, U.S. Rep. Veasy, and DoorDash Mark 1.3 Million Meals Delivered in North Texas

The company's expansion into groceries and other areas is leading it into more direct competition with the technology giants.

DoorDash Faces the Might of Amazon and Uber. What It Needs to Do to Win.

SAN FRANCISCO--(BUSINESS WIRE)--Connecting people to what they need – when they need it – is what DoorDash does best. Since 2018, food banks, food pantries, and community organizations have partnered with Project DASH to deliver food and essential items to people experiencing food insecurity. Today, thanks to our partners, we're proud to celebrate over 6 million deliveries via Project DASH. These deliveries are estimated to amount to more than 100 million meals delivered to households in the U.

Celebrating More Than 100 Million Meals Delivered Through Project DASH

DoorDash is introducing retail media solutions as it expands its alcohol delivery service. The company is expanding its alcohol delivery partnerships with several retailers, including select Food Lion, Giant Food and Stop & Shop locations, according to a Tuesday (June 11) press release.

DoorDash Expands Alcohol Delivery and Retail Media Offerings

DoorDash (DASH) partners with Academy Sports and Outdoors for same-day delivery of sports and outdoor essentials across 19 states.

DoorDash (DASH) Boosts Customer Base With ASO Partnership

NEW YORK--(BUSINESS WIRE)--MikMak launches first-of-its-kind integration for brands, enhancing shopper convenience and providing closed-loop sales attribution.

MikMak launches first-of-its-kind integration for brands, enhancing shopper convenience and providing closed-loop sales attribution

Academy Sports and Outdoors

New partnership offers consumers convenient, on-demand access to apparel, footwear, sporting goods and outdoor recreation equipment, and more KATY, Texas , June 10, 2024 /PRNewswire/ -- Academy Sports + Outdoors ("Academy") ( Nasdaq: ASO ) today announced a new exclusive partnership with DoorDash (Nasdaq: DASH), the local commerce platform, to offer on-demand delivery from Academy's 285 stores across 19 states during the upcoming Back-to-School season. Academy products can be ordered directly through the DoorDash app, helping consumers easily pursue their sports and outdoors passions by shopping for items they need delivered on the same day, in under an hour on average.

Academy Sports + Outdoors Announces New Exclusive Partnership with DoorDash for On-Demand Delivery of Sports and Outdoor Fun

TORONTO--(BUSINESS WIRE)--DoorDash Canada (NASDAQ: DASH) is layering on the SPF in preparation for another year of Summer of DashPass, creating a one-stop destination for more from your neighbourhood – more shared memories with friends, more vibes under the sun, and more opportunities for savings. For the next eight weeks from June 3 to July 28, DashPass subscribers can enjoy discounts of up to 50% off* from their favourite stores and restaurants along with countless opportunities to enter for.

Summer of DashPass Splashes More Savings Across Canada

-  UNLIMEAT is now being sold on DoorDash's DashMart, the company's online convenience store, to make UNLIMEAT Kimbap available nationwide. LOS ANGELES , May 30, 2024 /PRNewswire/ -- Frozen kimbap has become extremely popular lately – it's flying off the shelves and has become a new sensation in Korean cuisine.

UNLIMEAT Kimbap Products Now Available via DoorDash's DashMart

DoorDash's key competitive advantages are its strong market leadership and robust delivery infrastructure in the restaurant industry. This allows the company to seize share away from competitors. The company is well-positioned for long-term growth with favorable market tailwinds, international expansion, new verticals, and advertising businesses. Each has reported healthy positive unit economics. Quantitatively, DoorDash has reported strong financial performance, including improvements in gross margin, reduced operating losses, and increased free cash flow.

DoorDash: Poised To Seize Market Share With Multiple Growth Drivers

Uber

A new complaint asks the Federal Trade Commission to investigate fees that Uber and DoorDash added to customer orders in Seattle following the implementation of a minimum wage law earlier this year.

Seattle resident files FTC complaint alleging Uber, DoorDash mislead customers with ‘junk fees'

DoorDash (DASH) is expanding its partnership with Ulta Beauty, offering on-demand beauty delivery nationwide.

DoorDash (DASH) Expands Beauty Retail Footprint With New Deal

Ulta Beauty

DoorDash says it is expanding its 3-year-old partnership with Ulta Beauty. The company announced in a news release provided to PYMNTS Monday (May 20) that it was now offering on-demand and same-day delivery of beauty products from more than 1,350 locations across all 50 states.

DoorDash Expands Ulta Partnership to All 50 States

DoorDash expanded a partnership with Ulta Beauty to deliver cosmetics and more nationwide. This follows deals with Dollar General, Best Buy, and Lowe's.

DoorDash Now Delivers Much More Than Food. What It Means for the Bottom Line.

SAN FRANCISCO--(BUSINESS WIRE)--DoorDash (NASDAQ: DASH), the local commerce platform, and Ulta Beauty, the nation's largest beauty retailer, today announced an expanded partnership to offer on-demand delivery from over 1,350 stores across all 50 states. Consumers can now shop Ulta Beauty's unparalleled assortment of more than 25,000 products from over 600 well-known, exclusive, and emerging brands spanning cosmetics, fragrances, skincare, hair care, wellness and more, exclusively on the DoorDas.

DoorDash Partners with Ulta Beauty to Unlock The Largest Selection of Beauty Products Available For On-Demand Delivery

Instacart (Maplebear Inc.)

Lyft

CNBC's Jim Cramer on Monday gave investors his take on four major stocks in the gig economy sector.

Cramer's gig economy roundup: Where he stands on Uber, Lyft, DoorDash and Instacart

I am initiating DoorDash with a buy rating after last week's massive pullback post-earning results. In my opinion, DoorDash's solid fundamentals and efforts to become a "one-stop shop" position it to show upside surprise in FY2024. Dash is down over ~11% since reporting 1Q24 earning results last week.

Hitting Bottom And Bound To Dash Higher: Initiating DoorDash With A Buy

DoorDash was using a growth-at-all-costs strategy at the height of the pandemic to capitalize on the enormous opportunity in food delivery. With social conditions back to normal, the company is focusing on managing costs to reach profitability instead.

DoorDash Delivered More Than Food and Groceries in the Latest Quarter, but Here's Why Its Stock Sank

Instacart is now offering restaurant delivery through Uber Eats on its app. The partnership represents "a threat to DoorDash," Uber CEO Dara Khosrowshahi told Bloomberg.

Uber and Instacart just formed an alliance, and they're taking aim at Doordash

Instacart will offer restaurant delivery through a deal with Uber.

Uber And Instacart Team Up. Rival DoorDash Stock Falls.

DoorDash stock experienced a selloff as they missed on EPS estimates. The dip in share price presents a buying opportunity for investors as the fundamentals of the business remain robust. DoorDash's revenues have proved to be durable, justifying its higher valuation when compared to its peers.

DoorDash: Selloff Presents Buying Opportunity As Fundamentals Remain Strong

DoorDash's (DASH) first-quarter 2024 results reflect strength in total orders and Marketplace GOV.

DoorDash (DASH) Reports Q1 Loss, Beats Revenue Estimates

DoorDash Inc  (NASDAQ:DASH) reported better-than-expected first-quarter revenue, as a rise in grocery orders helped offset weaker demand for restaurant deliveries.

News for DoorDash Stock (DASH)