DoorDash Inc - Class A NASDAQ:DASH Price, Chart, News & Insight

DoorDash Rockets 10% in Premarket as Growth Accelerates Across All Fronts

DoorDash is the most eye-catching premarket mover today, with shares surging 10% after the company posted a first quarter 2026 earnings report that demonstrated the delivery giant is firing on all cylinders. Record order volumes, an all-time high in monthly active users, and strong guidance for the quarter ahead gave investors plenty of reasons to bid the stock sharply higher before the opening bell.

Revenue for the quarter ended March 31, 2026 came in at $4.04 billion, a 33% increase year-over-year. Total orders grew 27% to 933 million, while Marketplace Gross Order Value — the broadest measure of spending flowing through the platform — surged 37% to $31.6 billion. The company also reported record membership signups during the quarter and a new high for monthly active users, underscoring the health of consumer demand on its platform even in a challenging macroeconomic environment.

Adjusted EBITDA reached $754 million, up 28% from $590 million in the same period a year ago. GAAP net income attributable to common stockholders came in at $184 million, a slight 5% decline year-over-year, though this was largely a function of elevated investment spending rather than any deterioration in the underlying business. The company generated $594 million in net cash from operating activities and $420 million in free cash flow during the quarter.

A significant part of the growth story this quarter was the contribution of Deliveroo, the international delivery platform DoorDash acquired. Excluding Deliveroo, total orders still grew 16% year-over-year, Marketplace GOV rose 24%, and revenue climbed 21% — solid organic growth rates that suggest the core business remains healthy independent of acquisition effects. Internationally, early integration work with Deliveroo is showing encouraging signs, with accelerated year-over-year growth in monthly active users, total orders, and Marketplace GOV across the UK, France, and Italy.

Domestically, momentum across both the restaurant and grocery and retail categories was strong. The grocery and retail segment attracted more new consumers in the first quarter than in any previous quarter, while DashPass membership growth accelerated on the back of stronger signups and lower churn. The company also expanded its Reservations product to Chicago and reported significant acceleration in new partner signs at SevenRooms, pointing to a broadening role for DoorDash beyond simple delivery.

Guidance for the second quarter was equally constructive. DoorDash projected Marketplace GOV of $32.4 billion to $33.4 billion and adjusted EBITDA of $770 million to $870 million. The wide EBITDA range reflects some uncertainty around the company's Dasher gas relief program, which is expected to cost over $50 million in gross terms during the quarter — a direct consequence of elevated fuel prices stemming from the ongoing Middle East conflict. For the full year, the company reiterated its expectation that adjusted EBITDA as a percentage of Marketplace GOV will increase slightly compared to 2025, excluding the impact of Deliveroo.

The 10% premarket surge reflects a market that sees DoorDash not merely as a food delivery company, but as an increasingly diversified commerce and logistics platform with genuine international scale and a membership flywheel that continues to strengthen with each passing quarter.

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The Investor 05-07-26

DoorDash announced an expansion of its partnership with Lyft into Canada, enhancing the value of its DashPass subscription service.

Under the expanded offering, DashPass members in Canada can now access rideshare discounts on Lyft, marking the first international rollout of such benefits. The move builds on an existing U.S. partnership and aims to position DashPass as a broader lifestyle membership beyond food delivery.

Members will receive perks including 50% off one ride (up to $10) after linking accounts, as well as ongoing discounts of 5% on regular rides and 10% on scheduled airport trips, alongside priority pickup benefits.

The partnership reflects DoorDash’s strategy to expand its ecosystem and increase user engagement, while Lyft gains access to a wider customer base in key Canadian cities.

Source: Business Wire

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Global Finance News 04-30-26

DoorDash has announced a major expansion of its grocery business in Canada through a partnership with Empire Company Limited.

The agreement brings more than 1,000 grocery stores across all 10 provinces onto the DoorDash platform, including well-known banners such as Sobeys, Safeway, IGA, FreshCo, Farm Boy, and Longo’s. With this addition, DoorDash now partners with four of the five largest grocery companies in Canada.

The expansion reflects strong growth in the grocery segment, with around 25% of DoorDash’s monthly active users in Canada engaging with grocery, convenience, alcohol, and retail categories as of late 2025. Customers will have access to roughly 10,000 items per store on average, with delivery typically completed in under 60 minutes in major cities.

The partnership aims to meet rising consumer demand for convenience and on-demand shopping, while enabling Empire to extend its digital reach and complement its physical retail network.

Source: Business Wire

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The Investor 04-27-26

DoorDash unveiled a curated list of top local restaurants for Mother’s Day brunch, highlighting options for delivery, reservations, and in-store rewards as part of its seasonal campaign. The initiative aims to simplify holiday planning while supporting highly rated small and medium-sized local businesses.

The company noted strong demand for brunch, with millions of related orders placed over the past year, and emphasized flexible ways to celebrate—from home delivery to booking popular dining spots. DoorDash is also offering promotions, including reservation-based rewards and in-store credits for DashPass members.

The campaign reflects DoorDash’s broader strategy to enhance user engagement by combining dining, discovery, and rewards within its platform.
Business Wire

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European Investor 04-21-26

DoorDash to Announce First Quarter 2026 Results on May 6, 2026

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WS Investor 04-09-26

DoorDash announced a temporary relief program to help drivers offset rising fuel costs, offering financial incentives to active Dashers in the U.S.

The program includes 10% cash back on gas purchases for users of the DoorDash Crimson card, along with weekly payments of up to $15 for drivers who exceed mileage thresholds while completing deliveries.

Running through April 2026, the initiative aims to reduce operating costs for drivers and support earnings amid higher fuel prices.
Business Wire

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WS Investor 03-23-26

DoorDash, Inc. to exit four international markets under Deliveroo and Wolt brands

DoorDash announced plans to wind down operations in Qatar, Singapore, Japan and Uzbekistan across its Deliveroo and Wolt brands, following a multi-month review of country-specific conditions. The company said the exits are part of a strategy to concentrate resources in markets where it sees the strongest path to sustainable scale and long-term leadership.

An orderly transition process will begin in each country, with DoorDash working alongside employees, merchants, consumers and couriers. The company is also making limited operational adjustments in select locations, including targeted engineering investments in the United Kingdom.

DoorDash stated that the country exits are not expected to materially affect its financial outlook, and previously issued guidance remains unchanged.

Source: Business Wire

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The Investor 02-25-26

DoorDash (NASDAQ: DASH) reported strong fourth quarter and full year 2025 results, highlighting continued growth across its core categories and international markets.

In the fourth quarter, total orders rose 32% year-over-year to 903 million, while Marketplace Gross Order Value (GOV) increased 39% to $29.7 billion. Revenue grew 38% to $4.0 billion. GAAP net income attributable to common stockholders climbed 51% year-over-year to $213 million, and adjusted EBITDA rose 38% to $780 million.

For full year 2025, DoorDash generated nearly $75 billion in sales for local merchants across more than 40 countries and over $20 billion in earnings for Dashers. The company cited accelerated growth in U.S. restaurants, record DashPass signups, improved grocery and retail retention, new merchant services such as restaurant reservations and Smart Campaigns, and strong international expansion as key drivers.

Source: Business Wire.

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WS Investor 02-19-26

Some Things I've Been Wrong About - A Wealth of Common Sense

Some thoughts on bitcoin, gold, DoorDash, AI, the Lions, interest rates and more.

(awealthofcommonsense.com)

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The Investor 02-08-26

DoorDash (DASH) stock slips into year-end as California refund rule looms

DoorDash (DASH) stock slips into year-end as California refund rule looms - TechStock²

(ts2.tech)

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WS News 12-31-25

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Some Things I've Been Wrong About - A Wealth of Common Sense

DoorDash (DASH) stock slips into year-end as California refund rule looms

NASDAQ:DASH