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

Research and development

General and administrative

Depreciation and amortization

Restructuring charges

Operating Expenses

Year over year growth in Revenue and Operating Expenses.

Revenue Y/Y

OpEx Y/Y

Growth

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.

Revenue

Cost of revenue

Gross profit

Operating expenses

SG&A

Other

Operating income

EBITDA

Net income

Earnings per share

Total assets

Current assets

Cash & equivalents

Receivables

Inventory

Non-current assets

Net PPE

Intangibles

Total liabilities

Current liabilities

Short term debt

Income tax payable

Non-current liabilities

Long-term debt

Total equity

Stockholders equity

Minority interest

Total liabilities & equity

Total debt

Net debt

Book value per share

Cash from operations

Funds from operations

Change in working capital

Cash from investing

Capital expenditure

Purchase/sale of investments

Purchase/sale of business

Other sources

Cash from financing

Change in stock

Change in debt

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.

GrubHub

Uber

Food delivery apps will face a permanent cap on the commissions they can charge restaurants under a bill passed by the New York City Council late Thursday, sending the shares of Grubhub and DoorDash plummeting.

NYC Council votes to cap Uber Eats, DoorDash and Grubhub restaurant fees

Food delivery stocks aren't doing so hot on Friday after New York City passed a new measure affecting their charge rates for restaurants. The post Food Delivery Stocks: Why GRUB and DASH Look Unappetizing Today appeared first on InvestorPlace.

Food Delivery Stocks: Why GRUB and DASH Look Unappetizing Today

Which gig economy stock is the better buy?

Better Buy: Uber vs. DoorDash

The New York City Council on Thursday approved legislation to license food-delivery apps including Grubhub, DoorDash Inc and Uber Eats and to permanently cap commissions they can charge restaurants.

New York City approves licenses, commission caps for food-delivery apps

DoorDash told Insider that the bill could hurt delivery workers and their ability to earn money, while supporters say it supports small restaurants.

DoorDash is pushing drivers to send form emails to lawmakers about a bill that would limit delivery fees

Lyft

When markets opened Monday, Uber shares were down 2.3 percent at $39.05 and Lyft shares had fallen 3.1 percent to $44.48, according to MarketWatch data.

Shares of Uber, Lyft and Doordash tank after CA judge strikes down gig law

Gig worker stocks are on the move Monday after a California judge weighed in on a lawsuit over the state's Proposition 22 legislation. The post Gig Worker Stocks: What UBER, LYFT and DASH Investors Need to Know Today appeared first on InvestorPlace.

Gig Worker Stocks: What UBER, LYFT and DASH Investors Need to Know Today

Carvana

FuboTV

MP Materials

Royal Caribbean Cruises

Skillz

Teladoc

The market is clearly dividing between winners and losers this summer. These seven stocks to sell could face a rough fall ahead.

7 High-Risk Stocks To Sell Before You Get Burned

Cricut

Netflix

Nautilus

Pinterest

Zoom Video

As the delta variant drives a rapid increase in Covid-19 cases, consider these stocks to buy for another potential round of restrictions. The post 7 Coronavirus Stocks to Buy in Case of Lockdown 2.0 appeared first on InvestorPlace.

7 Coronavirus Stocks to Buy in Case of Lockdown 2.0

Chipotle

McDonald's

These companies are poised to do well for many years to come.

3 Top Restaurant Stocks to Put on Your Radar

UiPath

Procore Technologies

Roblox

Chase Coleman (Trades, Portfolio), founder of Tiger Global Management and one of Julian Robertson (Trades, Portfolio)'s former "tiger cubs," disclosed his third-quarter portfolio earlier this week.

Chase Coleman's Tiger Global Pounces on Procore and UiPath, Curbs Roblox Stake

The shares of DoorDash Inc (NYSE:DASH) are off 4.66% at $182.38 this afternoon, following earlier news that SoftBank is selling $2.2 billion worth of its stake in the company, via a block trade through Goldman Sachs (GS).

Options Bears Chime in After SoftBank Sells DoorDash Stake

SoftBank Group Corp sold 11.4 million shares of food delivery company DoorDash Inc, marketed via Goldman Sachs Group Inc, a source familiar with the matter said on Thursday.

SoftBank sells 11.4 million shares of DoorDash - source

Sustaining revenue growth, although consumers can dine at restaurants, is a sigh of relief for shareholders.

What Reopening Headwinds? DoorDash Nearly Doubles Revenue in Second Quarter

Slowing growth and elusive profits can be a recipe for disaster in a highly competitive industry.

2 Big Reasons to Avoid DoorDash Stock

DoorDash Inc (NYSE: DASH) announced its 2Q sales and earnings. In the backdrop of enormous demand for delivery, despite restaurant dining options resumed, the company has hinted at a slowdown in orders in the coming quarter.

DoorDash announces record Q2 sales

Analysts share their reactions and new price targets on shares of DoorDash Inc (NYSE:DASH), which reported second-quarter earnings Thursday after market close. The DoorDash Analysts: Barclays analyst Ross Sandler had an Equal Weight rating and raised the price target from $160 to $183.

Why 6 DoorDash Analysts Are Raising Price Targets After Q2 Earnings

DoorDash Inc. (NYSE: DASH) swung to a wider-than-expected net loss in the fiscal second quarter, despite record total orders and gross order volume. Shares of the company opened about 4% down on Friday but recovered the entire intraday loss later on.

DoorDash CEO: “partnerships with retailers have been huge drivers of growth”

Airbnb

Baidu

Disney

Ambev

Micron Technology

SmileDirectClub

With the trading day more than halfway over, the broad markets continued their rally.

Friday Afternoon Analyst Upgrades and Downgrades: Airbnb, Baidu, Disney, DoorDash and More

The shares of DoorDash Inc (NYSE: DASH) have received a price target increase from $175 to $210 by RBC Capital. These are the details.

DoorDash Shares: $210 Target From RBC Capital

The shares of DoorDash Inc (NYSE:DASH) are sinking this morning, last seen down 4.2% at $180.40.

DoorDash Stock Shifts Lower After Mixed Earnings Report

The food-delivery company reported a wider-than-expected net loss in the second quarter and said it expects a decline in new-customer acquisition rates in the third quarter.

DoorDash Stock Is Tumbling After Earnings Show Larger-Than-Expected Loss

The Dow Jones Industrial Average looks set for a higher open Friday morning as the spread of the Covid Delta variant continues to be ignored by the stock market.

Disney Jumps, DoorDash Slumps, and the Stock Market Is Rising

DoorDash, Inc. (DASH) CEO Tony Xu on Q2 2021 Results - Earnings Call Transcript

For the fourth consecutive quarter, DoorDash has underwhelmed on the bottom line and delivered major losses, despite record numbers of people ordering take-out food. For the three months ending June 30, the company announced on Thursday (Aug. 12) that losses for Q2 totaled $102 million.

News for DoorDash Stock (DASH)