DoorDash Inc
doordash.comWhat Do They Do?
Runs online marketplaces where consumers buy from local merchants, and provides software and delivery services that help merchants sell through their own channels.
10-K for FY2025, filed Feb 18, 2026Our Marketplaces operate in over 40 countries, including the United States, and account for the vast majority of our revenue today. Our…View ↗
Our Marketplaces provide an integrated suite of services that help merchants establish an online presence, connect with consumers in their…View ↗
In addition to our Marketplaces, we offer our Commerce Platform, which is a suite of services that help empower merchants to build…View ↗
Who Are Their Customers?
Merchants contract with DoorDash and use its marketplaces or commerce tools; consumers browse and order through its apps and websites. Consumer packaged goods companies can also buy advertising through the marketplaces.
10-K for FY2025, filed Feb 18, 2026Our Marketplaces provide an integrated suite of services that help merchants establish an online presence, connect with consumers in their…View ↗
Consumers access our Marketplaces through our apps and websites to discover, engage with, and purchase goods from merchants in their…View ↗
In addition to our Marketplaces, we offer our Commerce Platform, which is a suite of services that help empower merchants to build…View ↗
The Company recognizes revenue in accordance with the Financial Accounting Standards Board (“FASB”) ASC 606, Revenue from Contracts with…View ↗
How Are They Changing?
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May 6, 2026
Gave a next-quarter order-value and adjusted-earnings outlook
Projected Q2 Marketplace GOV of $32.4 billion - $33.4 billion and Adjusted EBITDA of $770 million - $870 million.
Sources
8-K, filed May 6, 2026
Period Marketplace GOV Adjusted EBITDA Q2 2026 $32.4 billion - $33.4 billion $770 million - $870 millionView ↗
Additional marketplace
The older report describes DoorDash and Wolt Marketplaces; the latest report also lists Deliveroo Marketplace among its primary offerings.
10-K for FY2022, filed Feb 27, 2023 10-K for FY2025, filed Feb 18, 2026Our primary offerings include the DoorDash Marketplace, which operates in four countries including the United States, the Wolt Marketplace…View ↗
Our mission is to grow and empower local economies. We aim to do this by providing services that reduce friction in local commerce and help…View ↗
Who Do They Compete With?
Competes with Amazon, Uber Eats, Prosus, and Delivery Hero
10-K for FY2025, filed Feb 18, 2026In particular, local food delivery logistics, the largest category of our business today, is fragmented and intensely competitive.…View ↗
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