Doordash Inc Stock Price, News & Analysis

DoorDash (DASH) reported strong Q1 2025 financial results with record-breaking performance across key metrics. The company achieved Total Orders of 732 million (up 18% Y/Y), Marketplace GOV of $23.1 billion (up 20% Y/Y), and revenue of $3.0 billion (up 21% Y/Y). DASH reported a GAAP net income of $193 million, a significant improvement from a $23 million loss in Q1 2024. The company announced two major acquisitions: Deliveroo plc for £2.9 billion and SevenRooms for $1.2 billion. DoorDash saw strong performance in its grocery category and membership programs, with accelerating growth in DashPass and Wolt+ members. For Q2 2025, the company expects Marketplace GOV between $23.3-23.7 billion and Adjusted EBITDA of $600-650 million.

DoorDash (NASDAQ: DASH) has announced an agreement to acquire Deliveroo plc in a cash deal valued at £2.9 billion ($3.6 billion), representing a 44% premium to Deliveroo's closing price on April 4, 2025. The acquisition will strengthen DoorDash's global presence, expanding operations to over 40 countries with a combined population exceeding 1 billion people.

The merged entity will serve approximately 50 million monthly active users and generated a combined Gross Order Value of approximately $90 billion in 2024. Deliveroo shareholders will receive 180 pence in cash per share. The deal combines DoorDash's operating expertise with Deliveroo's local market knowledge across its nine countries of operation, including the UK, France, and UAE.

DoorDash (NASDAQ: DASH) has announced a change in the schedule for its first quarter 2025 financial results release and earnings conference call. The company will now report earnings on Tuesday, May 6, 2025, before market open, with a conference call at 5 a.m. PT / 8 a.m. ET. This is a change from the previously scheduled release on Wednesday, May 7, 2025, after market close, with a conference call at 2 p.m. PT / 5 p.m. ET.

Interested parties can access the live webcast through DoorDash's Investor Relations website at ir.doordash.com, where a replay will also be available afterward. Previously registered participants will not need to register again for the rescheduled call.

Teremana Tequila, founded by Dwayne "The Rock" Johnson, has launched its fifth annual "Guac on the Rock" campaign with expanded benefits. From May 1-31, 2025, customers can receive a $10 reimbursement for any appetizer when purchasing a Teremana cocktail at participating restaurants and bars. The campaign, which previously focused only on guacamole, now covers all appetizers with a total reimbursement cap of $1 million. Through a new partnership with DoorDash, customers who purchase Teremana (750ml+) through DoorDash retail locations between May 1-12 will receive a $10 DoorDash gift card for appetizers. This expansion addresses current economic pressures, with 84% of Americans reporting reduced dining out due to inflation.

DoorDash is transforming into "DoorDad" for Mother's Day 2025, launching a campaign featuring actress Brenda Song to give moms a much-needed break. From May 9-11, customers can receive up to $50 in credit (or $75 for DashPass members) when ordering flowers through DoorDash. The campaign highlights survey findings showing that 81% of Gen Z and young Millennials rely heavily on their moms for daily support, with high percentages turning to mothers first for medical questions (74%), cooking tips (77%), and emotional support (75%). The promotion allows customers to order flowers from local or national florists and use DoubleDash to add items from retailers like Starbucks, ULTA Beauty, or Sephora within 15 minutes of the flower purchase.

DoorDash (NASDAQ: DASH) announced that CFO Ravi Inukonda will participate in a fireside chat at the 53rd Annual J.P. Morgan Global Technology, Media and Communications Conference on May 13, 2025, at 5:10 pm ET. The event will be accessible via live audio webcast on DoorDash's investor relations website, with a replay available after the conference.

DoorDash (DASH) has expanded its partnership with Coco Robotics to launch sidewalk robot delivery services in Los Angeles and Chicago, following a successful pilot program with Wolt in Helsinki. The service is now available through nearly 600 participating merchants, with Coco's fleet of emissions-free robots having completed over 100,000 deliveries during the initial pilot phase.

The expansion is part of DoorDash's multi-modal delivery platform strategy, which integrates Dashers, drones, and autonomous robots to enhance delivery efficiency while reducing costs and emissions. The partnership, developed through DoorDash Labs, aims to optimize delivery methods for each order while increasing merchant demand and Dasher earning opportunities.

Coco operates a fleet of over 1,000 emissions-free delivery robots across Los Angeles, Chicago, Miami, and Helsinki. The collaboration demonstrates DoorDash's commitment to advancing last-mile logistics through sustainable and scalable solutions.

Domino's Pizza (DPZ) has partnered with DoorDash (DASH) to expand its reach through the DoorDash Marketplace while maintaining delivery service by Domino's own drivers. The partnership will launch nationwide in the U.S. in May 2025, followed by a Canadian expansion later that year.

The collaboration aims to tap into what Domino's believes is a $1 billion opportunity in the aggregator marketplace. The integration will allow DoorDash users to order through their app with GPS tracking, while orders will be fulfilled by uniformed Domino's drivers. DashPass subscribers will benefit from zero delivery fees and reduced service fees on orders over $12.

The partnership focuses on reaching incremental customers, particularly in suburban and rural markets. However, Domino's Rewards program will remain exclusive to Domino's e-commerce platforms.

DoorDash (NASDAQ: DASH) has scheduled the release of its first quarter 2025 financial results for Wednesday, May 7, 2025, after U.S. financial markets 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 press release will be available on the DoorDash Investor Relations website at ir.doordash.com, where interested parties can also register for and access the live webcast. A replay will be available afterward on the same platform.