DoorDash Inc (NASDAQ: DASH) is an on-demand delivery and local commerce platform that connects consumers with restaurants, grocery stores, and other local merchants through its marketplace. The company earns revenue through commissions and service fees charged to merchants per order, delivery fees and service fees charged to consumers, and subscription revenue from its DashPass membership program. The 10-K filed 2026-02-18 (accession 000179278926000013) covers the fiscal year ended in that reporting period, but the filing excerpts provided do not contain sufficient detail to support specific revenue figures, order volumes, merchant counts, geographic breakdowns, or named competitors. Based solely on the available excerpts, the core business is a marketplace intermediary that takes a transactional cut from each side of a delivery transaction while offering a subscription tier to drive consumer loyalty and order frequency.

Revenue model

Transactional commissions and fees from merchants per order, consumer-facing delivery and service fees, and DashPass subscription membership fees.

Products and services

DoorDash marketplace, DashPass subscription program, on-demand delivery for restaurants and local merchants.

Customers and end markets

Consumers ordering food and goods for delivery, local restaurants, grocery stores, and other retail merchants.

Value-chain role

Marketplace intermediary and logistics platform connecting merchants and consumers through contracted delivery workers.

Source: SEC 10-K, filed 2026-02-18

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