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

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

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Year over year growth in Revenue and Operating Expenses.

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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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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.

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We're back to the bear/bull seesaw in August, but bears seem to be winning. The market's dropped sharply since the end of July, bringing more pain each day.

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Petco Health and Wellness

Expanded digital offerings to deliver enhanced convenience, accessibility and value for pet parents SAN DIEGO , Aug. 17, 2023 /PRNewswire/ -- Petco Health and Wellness Company, Inc. (Nasdaq: WOOF) today announced an expanded partnership with DoorDash – one of its existing fulfillment partners – to make Petco's assortment of products available nationally via the DoorDash Marketplace. Through the DoorDash mobile app and website, pet parents will have greater access to Petco's curated selection of products supporting pets' whole health for on-demand delivery.

Petco Expands On-Demand Delivery Through DoorDash Partnership, Unveils New App Features

DoorDash reported impressive Q2 2023 earnings with growth in marketplace GOV, orders, revenue, and EBITDA margin. The market's negative reaction to the earnings seems disconnected from the company's strong operating and financial momentum. DoorDash's expansion into grocery and other verticals, as well as its competitive advantages in logistics speed, customer acquisition, and delivery costs position it for long-term growth.

DoorDash Continues To Dash Swiftly

DoorDash just released its financial results for the second quarter of 2023, along with a letter to investors from its CEO, Tony Xu. The company's revenue growth slowed compared to Q1, but its gross order value beat expectations.

Will DoorDash Spend Money Forever? Its CEO Hopes So -- Here's What It Means for the Stock.

AbbVie

Coca-Cola

AbbVie, Coca-Cola, and DoorDash are coming off better-than-expected quarters. These three companies all all feeling more optimistic about the rest of 2023.

3 Stocks That Recently Raised Their Guidance for the Year

Amazon

Chewy

I have long believed that consumers, who have skimped on buying goods and splurged on travel for over a year, would start to reverse those trends in the second half of 2023. Recently there were two signs that my prediction is coming true.

The 3 Best E-Commerce Stocks to Buy in August

DoorDash is adding Staples to its marketplace in time for the back-to-school season, the company announced on Monday. The announcement is part of DoorDash's ongoing efforts to expand into new retail categories.

DoorDash expands retail delivery offerings with new Staples partnership

Analysts at Wedbush have raised their price target for DoorDash after it reported strong second quarter 2023 results. For the quarter, DoorDash posted a loss per share of $0.44, an improvement from a loss per share of $0.72 in the comparable quarter in 2022.

DoorDash price target boosted on delivery of strong 2Q results

DoorDash, Inc. (NYSE:DASH ) Q2 2023 Earnings Conference Call August 2, 2023 5:00 PM ET Company Participants Andy Hargreaves - Vice President, Finance and Investor Relations Tony Xu - Co-Founder, Chair and CEO Ravi Inukonda - Chief Financial Officer Conference Call Participants Deepak Mathivanan - Wolfe Research Mark Mahaney - Evercore ISI Nikhil Devnani - Bernstein Ron Josey - Citi Lloyd Walmsley - UBS Douglas Anmuth - J.P. Morgan Securities Inc. Brian Nowak - Morgan Stanley Eric Sheridan - Goldman Sachs Ross Sandler - Barclays Michael McGovern - Bank of America Youssef Squali - Truist Securities Operator Good afternoon, and welcome to the DoorDash Second quarter 2023 Earnings Call.

DoorDash, Inc. (DASH) Q2 2023 Earnings Call Transcript

The company said consumers spent more on deliveries of food and household essentials.

DoorDash Order Frequency Hits New High as Delivery Demand Stays Strong

Delivery app DoorDash Inc. on Wednesday reported a slightly bigger second-quarter loss than expected but sales that beat estimates, and the company said it would keep investing in new businesses.

DoorDash sales beat expectations, helped by non-restaurant expansion, and shares rally

SAN FRANCISCO--(BUSINESS WIRE)--DoorDash Inc. (NYSE: DASH) today announced its financial results for the quarter ended June 30, 2023. In addition to our financial results below, our letter to shareholders is available on the DoorDash investor relations website at http://ir.doordash.com. Q2 2023 was our best quarter ever for Total Orders, Marketplace GOV, and revenue. At the same time, we maintained our focus on operational efficiency and disciplined expense management, which drove an improvemen.

DoorDash Releases Second Quarter 2023 Financial Results

The company said Wednesday that revenue gained 33% from the same quarter a year ago to $2.13 billion. Analysts were expecting sales of $2.06 billion.

DoorDash reached an all-time high in total orders in the second quarter

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DraftKings

Alphabet

Intel

Intuit

Roku

A slew of strong economic and earnings data points this week “could be the catalyst to send the market to new highs,” according to one strategist.

These Stocks Hit 2023 Highs As Dow Heads For Best 2-Month Stretch Since November

DoorDash, Inc. (DASH) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

Will DoorDash, Inc. (DASH) Report Negative Earnings Next Week? What You Should Know

SAN FRANCISCO--(BUSINESS WIRE)--DoorDash Launches Back-to-School Deals Hub, Featuring Up to 30% Off on School Supplies, Lunch Staples and More.

DoorDash Launches Back-to-School Deals Hub, Featuring Up to 30% Off on School Supplies, Lunch Staples and More

Apple CarPlay allows for users to see certain apps' functions on their dashboard so that they don't have to constantly toggle between different devices. DoorDash drivers with iPhones and CarPlay will soon be able to access parts of the delivery app through their car dashboard with what the company says is a more “streamlined” experience.

DoorDash is bringing Apple CarPlay to its delivery app

American Public Education

Dillard's

Oceaneering

Here are four top-ranked liquid stocks, American Public Education (APEI), Dillard's (DDS), DoorDash (DASH) and Oceaneering International (OII), which investors can add to their portfolio for solid gains.

Scoop Up These 4 Top-Ranked Liquid Stocks for Strong Returns

Uber

The court decision is important not only because it could give drivers more rights to claim expenses, but also because it may open up food delivery and ride-sharing companies to fresh rounds of large-scale class-action lawsuits.

Uber and Doordash Stocks React to Court Victory For Drivers. Decision Is Bad News.

DoorDash looks to further develop user experiences and logistics with generative AI. Uber AI leads with advanced neural networks and strong collaborative practices.

Can Artificial Intelligence Deliver for Uber and DoorDash Investors?

SAN FRANCISCO--(BUSINESS WIRE)--DoorDash, Inc. (NYSE: DASH) announced today that Ashley Still has been appointed to the company's board of directors, effective July 10, 2023. Tony Xu, Co-Founder and CEO of DoorDash, Inc., said, “Ashley has an exceptional track record of leading and scaling businesses of all sizes while tackling complex operational challenges. She has the vision to anticipate solutions that customers need and the skillful strategy and execution to bring that vision to life. Thro.

Ashley Still Joins DoorDash Board of Directors

DoorDash has demonstrated staggering revenue growth over the past five years mainly thanks to solid tailwinds related to the COVID-19 pandemic. But the recent quarterly performance suggests that growth momentum is still very strong, and the management is committed to the profitability improvement. Moreover, my valuation analysis suggests the stock is very attractively valued.

DoorDash: Undervalued Even After A Massive Rally

Food delivery platform DoorDash Inc. NASDAQ: DASH shares have climbed 61% in 2023. While it's still trading well below its all-time high of $257.25, achieved in November 2021, investors may use the recovery to consider ringing the register.

Time to Ring the Register on DoorDash Stock?

We also put the spotlight on Adobe, one company benefiting from the AI gold rush.

Is the DoorDash Wage Change Good for the Company?

Just Eat Takeaway.com NV

A judge has reportedly halted a New York City minimum wage law that is opposed by app-based food delivery firms.

News for DoorDash Stock (DASH)