Doordash Inc Stock Price, News & Analysis

DoorDash (NASDAQ: DASH) and McDonald's USA have launched a new online ordering experience that enables customers to order McDelivery directly through McDonalds.com. The new platform, powered by DoorDash Online Ordering, eliminates the need for app downloads, logins, or accounts, offering a streamlined checkout process with flexible payment options.

This expansion marks a significant milestone in the global partnership between the two companies, with DoorDash now supporting McDelivery across 29 countries, including major markets like Canada, Germany, Australia, Finland, and Japan. The integration aims to enhance customer convenience and operational efficiency while leveraging McDonald's substantial website traffic for increased delivery accessibility.

DoorDash (NYSE:DASH) is expanding its partnership with RELEX Solutions to enhance operations across its DashMart network of first-party fulfillment centers. Building on their 2022 collaboration, DoorDash will implement additional AI-driven supply chain optimization capabilities to support its rapid expansion in on-demand delivery.

The enhanced partnership focuses on automating complex purchasing decisions, optimizing inventory levels in real-time, and improving fresh product lifecycle management. These improvements aim to reduce manual processes, enhance forecast accuracy, and ensure better product availability while supporting sustainable operations across DashMart locations, which deliver convenience products and fresh produce to consumers within minutes.

The expanded capabilities will help DoorDash address critical operational challenges in on-demand delivery, particularly in managing rapid demand shifts and balancing product availability with perishability.

DoorDash (NYSE:DASH) has partnered with GoTo Foods to launch drone delivery services for multiple food brands in three Texas markets. The service, powered by Wing, is now operational in Frisco, Fort Worth, and Plano, serving brands including Auntie Anne's, Jamba, McAlister's Deli, and Schlotzsky's.

The initiative targets areas within four miles of participating locations, offering delivery times measured in minutes. The service aims to modernize mall-based brands and cater to Gen Z consumers, who drive an estimated $360B in global spending. The pilot, launched in June 2025, has already demonstrated improved delivery speeds and is available through the DoorDash app for eligible orders.

DoorDash (NASDAQ: DASH) reported strong Q2 2025 financial results, achieving record-breaking performance across key metrics. The company's Total Orders increased 20% YoY to 761 million, while Marketplace GOV grew 23% YoY to $24.2 billion. Revenue reached $3.3 billion, up 25% YoY.

The company achieved a significant milestone of 10 billion lifetime orders globally and demonstrated improved profitability with GAAP net income of $285 million, compared to a loss of $157 million in Q2 2024. Adjusted EBITDA increased 52% YoY to $655 million. The company's outlook for Q3 2025 projects Marketplace GOV between $24.2-24.7 billion and Adjusted EBITDA of $680-780 million.

DoorDash continues to expand internationally and expects to close its proposed acquisition of Deliveroo plc during Q4 2025.

DoorDash (NASDAQ: DASH) has scheduled its second quarter 2025 financial results announcement for August 6, 2025, after U.S. market close. The company will host a conference call to discuss results and guidance at 2 p.m. PT / 5 p.m. ET on the same day.

The earnings release will be available on DoorDash's Investor Relations website, where interested parties can also register for and access the live webcast of the earnings call. A replay will be made available following the call.

DoorDash (NYSE:DASH) and Flytrex have officially launched their drone delivery service in Dallas-Fort Worth, following a successful pilot program with over 1,000 deliveries. The service operates in Little Elm and Frisco, reaching over 30,000 households and 100,000 residents, with plans for expansion.

The partnership features industry-leading capabilities, including 6.6-pound payload capacity (expanding to 8.8 pounds) and extended operating hours from 8:00 AM to 9:30 PM. Customers can order directly through the DoorDash app from various restaurants, marking Flytrex's first third-party app integration. The service utilizes advanced drone traffic control technology for managing multiple operators and flight paths.

DoorDash (DASH) has announced its sixth-annual Summer of DashPass event, running from June 26th to July 30th, 2025, offering exclusive deals for DashPass members with discounts of up to 25-50% on meals, groceries, electronics, and summer essentials. The company introduced Family Sharing, allowing eligible DashPass members to extend their membership benefits to a loved one at no additional cost. The five-week event includes deals at over 120,000 small and medium-sized businesses, featuring partnerships with major brands like Chipotle, McDonald's, and Best Buy. New features include limited-time in-app deal drops, doubled Lyft benefits (10% off on-demand rides and 20% off airport rides), and social media giveaways including a chance to win a $4,000 DoorDash e-gift card. Since DashPass launched in 2018, members have saved over $10 billion globally, with average savings of approximately $5 per eligible order.

DoorDash (NASDAQ: DASH) has acquired SevenRooms, a hospitality technology company, for $1.2 billion, with PSG completing the sale of its minority stake. SevenRooms, founded in 2011, provides integrated CRM, marketing, operations, and guest experience tools for the hospitality industry. Under PSG's investment since 2020, SevenRooms expanded from 2,000 to over 13,000 venue customers. The company enhanced its capabilities through the acquisition of HeyPluto in 2024, strengthening its AI-powered messaging features. The acquisition by DoorDash positions SevenRooms for expanded scale and innovation in serving restaurant and hospitality operators.

DoorDash (DASH) announces a major expansion of its advertising platform with new AI-powered tools and the $175 million acquisition of ad tech platform Symbiosys. The company's advertising business has achieved a $1 billion annualized revenue run rate across 30+ countries in 2024, making it the fastest-growing retail media network in history. The platform currently serves over 150,000 advertisers, from local restaurants to Fortune 500 companies. The update introduces AI-powered campaign management tools, enhanced targeting capabilities, and expanded reporting features. Through the Symbiosys acquisition, DoorDash will extend its reach beyond its app to search, social, and display advertising channels with closed-loop measurement. New features include AI-driven campaign optimization, interest targeting, detailed financial reporting, and enhanced creative options like video formats and product carousels.