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Gross Profit, Operating Income, and Net Income as a percentage of Revenue

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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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Year over year growth in Revenue and Operating Expenses.

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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.

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

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Earnings data Q1 2024

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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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Net PPE

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Total liabilities

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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.

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Investors see a huge opportunity in Japan.

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On its face, DoorDash stock looks like a bubble, or something close. But considering growth and the addressable market, the stock can work.

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DoorDash stock simply shouldn't be in the $45 billion to $50 billion market capitalization range. It's too rich for what it actually does.

Investors Should Not Touch DoorDash Stock for a Long Time

Despite what many investors may have expected towards the beginning of 2020, it turned out to be a record year for the stock market in general and initial public offerings in particular. The combination of recovery optimism, Federal Reserve stimulus money and yield starvation due to ever-lower interest rates meant the market was hungry for new places to allocate capital in search of rapid growth.

The Hottest IPOs of 2020

DoorDash stock is an unattractive investment having no moat, poor margins, and lack of differentiation from its competition. The post DoorDash Has No Moat and Is a Lackluster Investment appeared first on InvestorPlace.

DoorDash Has No Moat and Is a Lackluster Investment

Albertsons Companies

Albertsons supermarket chain is reportedly laying off some of its unionized delivery drivers and instead teaming with DoorDash for deliveries, according to a report in SFGate on Wednesday (Jan. 6). Albertsons is the second-largest supermarket chain after Krogers, with more than 2,700 stores and 18 different chains, including Safeway, Vons, Shaw's and others.

Albertsons Laying Off Unionized Delivery Drivers In Pivot To DoorDash

Albertsons Companies, America's second-biggest grocery operator, will lay off delivery drivers in favor of DoorDash support.

DoorDash Gains a Major Supermarket Client for Deliveries

A rush of optimistic analyst calls have come out on newly public companies Airbnb and DoorDash.

IPO outlooks: Analyst sees diverging paths for Airbnb and DoorDash

The fundamentals of the delivery app's business do not justify an investment in Doordash stock at the current price. The post Doordash Stock May Reach $125 Before $175 appeared first on InvestorPlace.

Doordash Stock May Reach $125 Before $175

DoorDash Inc (NYSE: DASH) evolved from its 2013 roots to become the largest third-party restaurant delivery platform in the U.S. with 390,000 merchants, 1 million couriers and 18 million customers. The company went public in late 2020 and a handful of Wall Street analysts released their first thoughts on the stock.

3 Analysts Debate DoorDash's Stock As IPO Quiet Period Ends

At least a dozen Wall Street analysts picked up coverage of DoorDash to start the new year, with the majority advising investors to hold off on buying the stock given an already-hefty valuation.

DoorDash Falls as Analysts Launch Coverage, See Stock as Fully Valued

The quiet period is officially over for a few big-name stocks that came public in December and the floodgates are now open for analyst calls.

The Analyst Floodgates Are Open for Blockbuster IPOs Airbnb and DoorDash

A slew of brokerages initiated coverage of Airbnb Inc and DoorDash Inc on Monday, having high hopes for their revenue growth and supporting eye-popping valuations obtained by both last month in stock market launches.

Wall Street places bet on solid revenue growth for Airbnb, DoorDash

Though DoorDash stock has enjoyed a massive uptick relative to its IPO price, a downgrade in the restaurant and eatery businesses implies a severe downturn ahead. The post Why DoorDash Stock Might Make a Delivery to $72 appeared first on InvestorPlace.

Why DoorDash Stock Might Make a Delivery to $72

Doordash stock still is up 37% from its IPO price, which raises valuation questions. Add in the competition and DASH should keep retreating.

Why the Post-IPO Pullback in Doordash Will Likely Continue

Earlier this month, online vacation platform Airbnb - and food delivery startup DoorDash went public with their stocks seeing big jumps from their IPO prices. Airbnb is currently valued at a whopping $90 billion, while DoorDash is valued at about $50 billion.

Pick Airbnb Stock Over DoorDash?

LONDON, Dec. 30, 2020 /PRNewswire/ -- Nearly every aspect of our lives has been transformed in 2020. But there are few places where the change has been as dramatic or all-encompassing as in the stock market. Mentioned in today's commentary includes: DoorDash, Inc. (NYSE: DASH), Uber...

The Real Reason Big Tech Dominated The Market In 2020

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This has been the year of the virus, and like all bad things, it must come to an end.

Apple, Boeing, Nike, Airbnb, DoorDash and More Analyst Picks to Buy Into 2021

Zoom Video

One of the most common questions traders have about a stock is: “why is it moving?” That's why Benzinga created the Why Is It Moving, or WIIM, feature in Benzinga Pro.

News for DoorDash Stock (DASH)