Total Orders

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

Gross Margin

Operating Margin

Profit Margin

Margins

An operating expense is an expense a business incurs through its normal business operations. Often abbreviated as OPEX.

Sales and marketing

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Operating Expenses

Year over year growth in Revenue and Operating Expenses.

Revenue Y/Y

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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

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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Cost of revenue

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EBITDA

Net income

Earnings per share

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Current assets

Cash & equivalents

Receivables

Inventory

Non-current assets

Net PPE

Intangibles

Total liabilities

Current liabilities

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Income tax payable

Non-current liabilities

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Total equity

Stockholders equity

Minority interest

Total liabilities & equity

Total debt

Net debt

Book value per share

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Change in working capital

Cash from investing

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Purchase/sale of investments

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Cash dividends paid

Cash from other sources

Net change in cash

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.

Shake Shack

Love is never comfortable on an empty stomach. To alleviate the double pangs of hunger and hungering for that someone special, DoorDash Inc (NYSE: DASH) and Shake Shack Inc (NYSE: SHAK) are partnering on a dating site designed for the romantically inclined aficionados of the Shake Shack Buffalo Chicken Sandwich.

Door Dash And Shake Shack Launch Dating Site For Chicken Sandwich-Focused Lovers

DASH stock facing important challenges, but it has multiple positive long-term catalysts to propel it going forward. The post DoorDash Can Rise as It Expands to New Markets and Fed Fears Subside appeared first on InvestorPlace.

DoorDash Can Rise as It Expands to New Markets and Fed Fears Subside

Shake Shack Inc. SHAK, -2.25% and DoorDash Inc. DASH, -3.62% have launched a limited-time dating site, Eat Cute, that aims to bring together fans of the burger chain's Buffalo Chicken Sandwich. "Simply upload a selfie, tell us how spicy you like it, and let your passion rage fearlessly for Shake Shack on DoorDash," the announcement said.

Shake Shack and DoorDash launch a limited-time dating site

SAN FRANCISCO, Feb. 3, 2022 /PRNewswire/ -- The romantic comedy begins playing, a couple on their first date agree they're "not that hungry" so they split something. Salad is suggested and immediately the second date is off the table.

DoorDash and Shake Shack Hook Up to Launch Limited-Time, Spicy Dating Site

Five9

After a rough start to the year, the S&P 500 index is now showing signs of recovery, and Calixto Global Investors' Eduardo Costa is hopeful the benchmark will continue up in the coming months. The portfolio manager is bullish on the following two stocks in particular.

Eduardo Costa: these two hard-hit stocks are a ‘buy'

The rapid delivery service is expected to report fourth-quarter earnings on Feb. 16.

DoorDash Q4 Earnings Preview: Will Folks Continue Paying for the Convenience of Food Delivery?

A COVID-assistance policy at DoorDash Inc is frustrating some couriers who told Reuters the food-delivery company sidelined them for as long as a month while infections caused by the Omicron variant of the coronavirus flared, costing them much needed income.

DoorDash couriers struggle to secure COVID sick pay, get back to work during Omicron surge

DoorDash stock has declined by about 34% thus far in 2022, and remains down by over 60% from highs seen last November 2021. In fact, the stock now trades below its IPO price of $102 per share.

DoorDash Stock Falls Below Its IPO Price, Should You Buy?

GrubHub

Uber

Imagine not being able to use the bathroom at your place of work. For many New York City food delivery drivers, that has been the reality because restaurants aren't required to provide them with bathroom access.

Analysis: NYC grants sweeping new rights to food delivery workers

Veeva Systems

Both companies are trading at 52-week lows, but there's reason for optimism ahead.

2 Growth Stocks Down 21% to 39% That Could Soar, According to Wall Street

SAN FRANCISCO, Jan. 25, 2022 /PRNewswire/ -- DoorDash, Inc. (NYSE: DASH) announced today that Greg Peters, Chief Operating Officer and Chief Product Officer of Netflix, Inc., has been elected to the company's board of directors, effective January 19, 2022.   Tony Xu, co-founder and CEO of DoorDash, Inc., said, "Greg has an impressive track record of building and scaling products that delight customers across international borders and individual tastes.

Greg Peters Joins DoorDash Board of Directors

Airbnb

Airbnb Inc. was headed for its biggest decline on record and DoorDash Inc. hit a new all-time low as gig-economy stocks joined markets in plunging Monday due to a combination of factors that include the continuing coronavirus pandemic and a potential Russian invasion of Ukraine.

Airbnb headed for biggest stock drop on record, DoorDash shares hit all-time low

If you are wondering why DoorDash (NYSE: DASH) stock is having such a hard time in the market we're here to tell you it is because of insider selling. Not only is this a low-float stock with only 58% of the shares available to trade but the insiders have been shedding them about as fast as they are being made available.

Insider Selling Keeps DoorDash Stock From Taking Off

DoorDash's stock is plummeting; I suspect investors are worried about the competition risks. Walmart and Instacart are big same-day grocery delivery companies

DoorDash: Why The Stock Is Plummeting

DoorDash has multiple underlying business problems, which point to a challenging time ahead for DASH stock and the company. The post There Are Red Flags With DoorDash's Story appeared first on InvestorPlace.

There Are Red Flags With DoorDash's Story

Coinbase

Matterport

These stocks are down big in the last few months but have a lot to like for long-term investors.

3 Beaten-Down Stocks to Buy Now

Which food delivery platform is a better overall investment?

Better Food Delivery Stock: DoorDash vs. Just Eat Takeaway

Fiverr

Lyft

Rover Group

Upwork Inc

With recent college grads struggling for permanent employment, gig economy stocks look to fill critical needs in the labor market. The post 7 Gig Economy Stocks to Buy Following Post-Degree Jobs Dearth appeared first on InvestorPlace.

7 Gig Economy Stocks to Buy Following Post-Degree Jobs Dearth

DoorDash Inc. could be a lasting beneficiary of trends that emerged during the pandemic even as in-person activity rebounds.

The Ratings Game: DoorDash stock could thrive amid broader recovery but Lyft faces a tough winter, says analyst

DoorDash Inc (NYSE:DASH) earned an upgrade to "outperform" from "in line" at Evercore ISI earlier, with a $256 price target.

Analyst: DoorDash Stock a "Structural Covid-19 Winner"

SAN FRANCISCO, Jan. 11, 2022 /PRNewswire/ -- DoorDash, Inc. (NYSE: DASH) today announced that the company's fourth quarter 2021 financial results will be released after market close on Wednesday, February 16, 2022. The company's earnings press release and shareholder letter will be made available on the DoorDash Investor Relations website at ir.doordash.com.

DoorDash to Announce Fourth Quarter 2021 Results on February 16, 2022

DoorDash stock has declined by about 20% over the past month and remains down by over 45% from its early November highs. So what's driving the current sell-off?

Down 45% From Highs, DoorDash Stock Finally Looks Like Decent Value

Coupang

MercadoLibre

Good omicron and reopening news meant bad news for these stay-at-home stocks.

Why MercadoLibre, Coupang, and DoorDash Plunged This Week

The food-delivery company has been thriving since the pandemic's onset.

DoorDash Stock: Buy, Sell, or Hold for 2022?

Microsoft

DocuSign

JD.com

According to current portfolio statistics, a Premium feature of GuruFocus, the top five holdings of Chase Coleman (Trades, Portfolio)'s Tiger Global Management produced mixed results in 2021. While top holding Microsoft Corp. ( MSFT , Financial) led gains, three of the holdings posted losses for the year, including JD.com Inc. ( JD , Financial), DocuSign Inc. ( DOCU , Financial) and DoorDash Inc. ( DASH , Financial).

News for DoorDash Stock (DASH)