Doordash Inc Stock Price, News & Analysis

DoorDash (NASDAQ: DASH) and Ace Hardware have announced an exclusive nationwide partnership to offer on-demand delivery from over 4,000 local Ace stores across the US. As the first and largest nationwide hardware cooperative on DoorDash's platform, Ace customers can now receive home improvement essentials in under an hour.

The partnership enables consumers to shop thousands of hardware, paint, tools, and garden products through the DoorDash app or website. To celebrate the launch, DashPass members can get 40% off orders of $30+ (up to $15) using code 40ACE, while non-members can save 25% off orders of $30+ (up to $10) with code 25ACE through September 30, 2025.

DoorDash (NASDAQ: DASH) has announced an exclusive partnership with Waffle House to provide all-night delivery services from 9 PM to 8 AM across all locations. The partnership, launched during Waffle House's 70th Anniversary and National Waffle Week, enables customers to order through order.wafflehouse.com or the Waffle House Ordering app, with deliveries powered by DoorDash Drive on-Demand.

Select locations in cities like Atlanta, Charleston, Cincinnati, Columbus, Nashville, and New Orleans will offer 24/7 delivery directly through the DoorDash app. To celebrate the launch, customers can enjoy $0 delivery fees through September 14th, 2025, when ordering through Waffle House's platforms.

DoorDash (NASDAQ:DASH) has partnered with Untappd to enhance its beverage product listings by integrating Untappd's extensive catalog of over 3 million beers and beverages. The collaboration will provide DoorDash customers with detailed product information including style, description, ABV, IBU, and packaging photos.

Untappd is also launching an improved Producer Beverage Management tool, allowing over 5,000 beverage producers to manage their product catalogs and maintain consistent brand positioning across platforms. The partnership aims to enhance product discovery and decision-making for consumers while providing beverage producers with greater control over their product presentation on DoorDash.

DoorDash (NYSE:DASH) has announced a strategic multi-year partnership with Ace Pickleball Club (APC), becoming their Official On-Demand Delivery & Pickup Platform. The partnership includes exclusive benefits for APC members, featuring discounted promos on eligible deliveries to local clubs through designated DoorDash Delivery Zones.

DoorDash will also serve as an Official Sponsor of the Ace Pickleball Club Championship Series, which includes a National Championship with a $250,000 prize pool. The collaboration will span across more than 35 APC clubs in 21 states expected to be operational by early 2026, enabling members to receive deliveries of groceries, sporting equipment, and daily essentials directly to their clubs.

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.

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.