DoorDash
Local commerce marketplace with delivery, merchant tools and retail media.
Available information varies by company and source.
Profile record updated:
Company facts
- Official name
- DoorDash, Inc.
- Entity type
- COMPANY
- Founded
- 2013
- Headquarters
- 303 2ND STREET, SOUTH TOWER, 8TH FLOOR, SAN FRANCISCO, CALIFORNIA 94107
- Company size
- >5,000
- Market role
- Retailer & Marketplace
- Ticker
- DASH
- Official website
- doordash.com
What DoorDash does
DoorDash runs a multi-sided marketplace. It aggregates consumer demand, merchant supply and courier capacity, then monetises each side through order-related fees, subscriptions and merchant services. As order volume grows, it can improve logistics density, add more merchants, increase consumer utility and layer on higher-margin software and advertising products such as self-serve retail media and sponsored listings.
Category differentiation
DoorDash is not only a consumer food delivery app. In the provided data it also operates merchant software, white-label logistics and a self-serve retail media advertising business.
Strategic context
AI-supported assessment from the existing company research; distinguish interpretation from sourced facts.
DoorDash is a public US local commerce and delivery platform that connects consumers with restaurants, grocery stores, convenience outlets and other retailers through its marketplace app. It makes money from marketplace transaction take-rates, consumer fees, subscriptions and merchant-facing services. Beyond the consumer marketplace, it also sells white-label fulfilment and ordering tools to merchants through Drive and Storefront, allowing businesses to use DoorDash logistics without relying solely on the marketplace surface.
Company news briefing
Briefing updated:
DoorDash reported robust Q2 2026 performance with revenue reaching $4.5 billion, driven by a 36% rise in gross order volume, though net income eased to $200 million amid heavy investments in AI and autonomous delivery. The company faces ongoing US congressional scrutiny over its evaluation of Chinese AI models like Moonshot AI's Kimi K2.6. Meanwhile, DoorDash's ecosystem continues to expand through integration with Meta's upcoming consumer AI agent platform, Hatch, and ongoing commerce media measurement certifications.
Business model & monetisation
DoorDash monetises via marketplace commissions and transaction take-rates on merchant orders, delivery and service fees paid by consumers, recurring subscription fees from DashPass, performance-oriented advertising spend from merchants and brands, and B2B fees for logistics, fulfilment and merchant commerce tooling through Drive and Storefront. The model combines marketplace margin, subscription revenue, service revenue and higher-margin media monetisation.
- Marketplace order commissions and take-rates
- Percentage Take-Rate
- Consumer delivery and service fees
- Percentage Take-Rate
- DashPass subscriptions
- Content Subscription
- Advertising and sponsored listings
- Ad-Supported
- Drive and Storefront merchant services
- Service Fee
Products & capabilities
No products with linked sources are available in this view.
Products & market categories
Competitors & alternatives
- Magalu
Brazilian commerce platform combining retail, marketplace and retail media.
- JD.com
Chinese e-commerce platform with logistics and retail media capabilities.
- noon
Middle East e-commerce marketplace with integrated retail media.
- GoPuff
Instant commerce retailer with a retail media advertising platform.
Side-by-side comparisons
Subsidiaries & acquisitions
- Deliveroo
Food delivery marketplace with subscriptions, logistics and retail media.
- Wolt
Local commerce marketplace for delivery, subscriptions, ads and logistics.
Featured market maps
- Market Map CTV Commerce
A comprehensive market map of the CTV Commerce ecosystem.
- Retail Media & Commerce Advertising Ecosystem 2026
A structural mapping of the global Retail Media and Commerce Advertising ecosystem in 2026, spanning retail media networks, monetization ad tech, commerce DSPs, in-store digital signage, social commerce extensions, and clean room analytics.
Recent recorded signals
Dates refer to the source publication. Older entries are historical context, not evidence of a new event.
Retail Media Must Prove Incrementality for Broader Budgets
Retail Media · Recorded impact score: 3/5
Retail media is maturing beyond its role as a performance channel for capturing existing demand. At Ascendant Network's inaugural SHOWCASE upfront, the industry discussed the need for retail media to create demand, not just capture it. Key themes included the shift from closed-loop attribution to incrementality measurement, and the need for standardized metrics across commerce media networks to allow advertisers to compare performance. DoorDash Ads highlighted a partnership with Circana showing that 56% of its buyers were net-new customers for a major beverage brand. DoorDash also earned certification from the Alliance for Audited Media for its incrementality measurement, underscoring the push for independent validation and accountability to compete for broader marketing budgets.
- Ascendant Network held its inaugural Retail + Commerce Media Upfront called SHOWCASE in September 2026.
- DoorDash collaborated with Circana to measure incremental in-store sales driven by advertising.
DoorDash Invests $425M in Wonder for Campus Dining
Infrastructure · Recorded impact score: 1/5
DoorDash is investing $425 million in Marc Lore's food tech company Wonder, acquiring its Grubhub Campus Dining business for $300 million and adding $125 million to Wonder's Series D round. The partnership aims to expand Wonder's campus dining to stadiums and hotels, while Wonder continues building its food empire with 157 locations and plans for Texas in 2027. Wonder's long-term goal is an autonomous food system for personalized meal production.
- DoorDash acquires Wonder's Grubhub Campus Dining for $300 million.
- DoorDash adds $125 million to Wonder's $650 million Series D round.
Retail Roundup: Amazon $20B FTC Lawsuit, Commerce Media Upfronts
Retail Media · Recorded impact score: 4/5
This Adweek retail roundup covers key commerce news: the FTC and 22 states filed a $20 billion lawsuit against Amazon, alleging manipulation of its ad auctions to overcharge advertisers. Additionally, commerce media companies including Albertsons, Instacart, and PayPal presented their ad pitches at what are dubbed the first 'commerce media upfronts'. The piece also mentions DoorDash's measurement certification and Ace's new feature. Due to paywall, further details on these items are not available.
- The FTC and 22 states sued Amazon, alleging it manipulated ad auctions and pocketed over $20 billion.
- Commerce media companies held their first upfront-style pitch events for advertisers.
8-K Financial Filing Analysis for DoorDash (2026-08-11)
financials · Recorded impact score: 3.8/5
DoorDash, Inc. has announced that stockholders holding approximately 54.2% of its voting power approved the reincorporation of the company from Delaware to Nevada via written consent in lieu of a meeting. The approval was executed by co-founders Tony Xu, Andy Fang, and Stanley Tang, alongside their affiliated family trusts and entities, who collectively hold 25,884 shares of Class A common stock and 24,215,044 shares of Class B common stock. DoorDash will file and distribute an information statement on Schedule 14C to all voting stockholders, with the Nevada reincorporation taking effect no earlier than 20 calendar days following the mailing.
- Stockholders representing approximately 54.2% of total voting power approved DoorDash's reincorporation from Delaware to Nevada via written consent on August 6, 2026.
- The consenting voting block consists of co-founders Tony Xu, Andy Fang, Stanley Tang, and affiliated entities holding 25,884 Class A shares and 24,215,044 Class B shares.
Explore company relationships
Questions about DoorDash
What is DoorDash?
DoorDash is a local commerce platform that connects consumers with restaurants, grocery stores and retailers, while also selling merchant fulfilment, ordering and advertising products.
Who uses DoorDash?
Consumers use it to order delivered goods, while restaurants, retailers, local merchants and brands use it for demand generation, advertising, fulfilment and direct-ordering infrastructure.
How does DoorDash make money?
It earns revenue from marketplace commissions, consumer delivery and service fees, DashPass subscriptions, advertising spend and merchant service fees for products such as Drive and Storefront.
Sources & coverage
This profile uses public, official and technically observable information. Missing information does not prove that a product or relationship does not exist. The list below does not imply that every profile statement has been verified.
18 publicly documented primary sources and citations linked across the market graph.
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