Total Orders

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

Gross Margin

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Margins

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

Sales and marketing

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Year over year growth in Revenue and Operating Expenses.

Revenue Y/Y

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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.

DoorDash beat estimates on the top and bottom lines. Profitability is rapidly improving as the business scales up.

Why DoorDash Stock Surged Today

Shame on the non-tippers. As Americans tip customer service workers less and less, per a Bankrate survey, DoorDash is testing a new feature that aims to convince customers to tip their drivers before their order arrives.

DoorDash tests warning non-tippers that their order could be slow to arrive

DoorDash scares jumped after it beat expectations when it released its third-quarter report after market close on Wednesday.

DoorDash shares jump 16% on guidance, narrowing net loss

DoorDash, Inc. (NASDAQ:DASH ) Q3 2023 Earnings Conference Call November 1, 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 Nikhil Devnani - Bernstein Ross Sandler - Barclays Deepak Mathivanan - Wolfe Research Ron Josey - Citi Eric Sheridan - Goldman Sachs Douglas Anmuth - J.P. Morgan Securities Inc. Brian Nowak - Morgan Stanley Michael Morton - MoffettNathanson Michael McGovern - BofA Securities Andrew Boone - JMP Securities LLC Operator Thank you for standing by, and welcome to the DoorDash Q3 2023 Earnings Call.

DoorDash, Inc. (DASH) Q3 2023 Earnings Call Transcript

DoorDash is leveraging its existing audience to acquire eGrocery customers in the face of competition for consumers' delivery spending. The United States' leading aggregator stated on its earnings call Wednesday (Nov.

DoorDash Says Built-In Audience Gives Grocery Business Advantage Over Instacart

DoorDash on Wednesday reported better-than-expected sales in the third quarter as it gained users and they ordered more frequently.

DoorDash orders surge 24% in the third quarter, helping the company narrow its losses

DoorDash Inc (NYSE:DASH) after Wednesday's close delivered record third-quarter 2023 revenue that rose 27% year over year to $2.16 billion, while its net loss for the period narrowed to $0.19 per share from $0.77 per share a year earlier.  The analyst consensus forecast was for a $0.40 per share loss on $2.09 billion in revenue.

DoorDash stock climbs on record 3Q results

Online delivery company DoorDash Inc. on Wednesday reported third-quarter results that beat expectations, as its expansion beyond restaurants helped grow orders, but it said it expected “significant levels of ongoing investment” up ahead as it tries to widen its service options.

DoorDash shares rally after earnings beat, helped by expansion beyond restaurants

SAN FRANCISCO--(BUSINESS WIRE)--DoorDash Inc. (NASDAQ: DASH) today announced its financial results for the quarter ended September 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. Excellent execution and continued investment allowed us to serve more consumers on more occasions than at any time in our history in Q3 2023, which drove strong year-over-year growth in Total Orders, Mark.

DoorDash Releases Third Quarter 2023 Financial Results

DoorDash pays its "dashers" between $2 and $10 per delivery -- depending on the distance traveled to make a delivery.

DoorDash says not tipping drivers may result in longer wait for food

APA Corporation

NiSource

Trane Technologies plc

We have narrowed our search to five corporate behemoths that are set to beat third-quarter earnings estimates on Wednesday. These are: APA, AIG, NI, DASH, TT.

5 Top Stocks Set to Beat Q3 Earnings Estimates on Wednesday

PayPal

Wayfair

Yelp

Here, we pick four internet stocks ??? DASH, PYPL, W and YELP?

4 Internet Stocks Poised to Top Estimates This Earnings Season

Wendy's

DashPass members are invited to celebrate Gameday with $12 OFF* on Saturday, October 21 DUBLIN, Ohio , Oct. 19, 2023 /PRNewswire/ --  WHAT: Wendy's® and DoorDash® are teaming up for the ultimate kickOFF this Saturday – talk about a touchdown deal. That's right, Wendy's and DoorDash are Kickin' $12 OFF for DashPass members who place a Wendy's order on DoorDash of $20 or more on Saturday, October 21.

WENDY'S IS KICKIN' $12 OFF DOORDASH ORDERS OF $20+

Deere & Company

Uber

Food technology stocks present robust long-term potential. Digital food delivery markets could potentially surge from their current valuation of $203.87 billion in 2023 to a whopping $473.07 billion by 2030, underpinned by a notable 10.03% compound annual growth rate (CAGR).

The Future of Food Is Now: 3 Food Technology Stocks to Score Big

GREENSBORO, N.C.--(BUSINESS WIRE)-- #Food--Guests of The Fresh Market can now experience the benefit of delivery to their doorstep through the convenience of DoorDash, the local commerce platform. Now available on the DoorDash Marketplace, with delivery from its 161 stores, the specialty fresh food retailer is providing guests the flexibility and option to shop for favorite weekly meals, special occasions, and dinner-on-the-go, capitalizing on The Fresh Market's omnichannel approach to enhance the cust.

The Fresh Market is Now on DoorDash

On track for a four-day winning streak, DASH stock surged above the 50-day line on Tuesday and moved higher Wednesday.

DoorDash Surges As Funds Gravitate Toward Stock On 68% Climb

Instacart (Maplebear Inc.)

The executives behind DoorDash, Getir, Instacart and Just Eat Takeaway have seen their fortunes plummet by a combined $15 billion, Bloomberg reported.

DoorDash, Instacart execs lose billionaire status, light demand swipes $15B from fortunes

SAN FRANCISCO--(BUSINESS WIRE)--DoorDash, Inc. (NASDAQ: DASH) today announced the company's third quarter 2023 financial results will be released after market close on Wednesday, November 1, 2023. The company's earnings press release and shareholder letter will be made available on the DoorDash Investor Relations website at ir.doordash.com. DoorDash will host a conference call to discuss its results at 2 p.m. PT / 5 p.m. ET the same day. Interested parties may register for and access the live w.

DoorDash to Announce Third Quarter 2023 Results on November 1, 2023

Helix Energy Solutions Group

Tencent Holdings Limited

Goldman Sachs economists estimate that a government shutdown would decrease growth by roughly 0.2% per week due to federal workers going unpaid. However, these economists anticipate growth to rebound by the same amount in the quarter following the shutdown as federal work resumes paired with employees receiving back pay.

Don't Miss the Boom: 3 Tech Stocks Set to Explode Higher

Just Eat Takeaway.com NV

New York City has some 60,000 food delivery workers.

Uber, DoorDash And Grubhub Must Pay $18 An Hour To NYC Delivery Workers, Judge Rules

New York City officials earlier this summer announced a new minimum-pay rate for app-based food-delivery workers. A New York State judge on Thursday denied Uber, DoorDash, and Grubhub's attempt to block the city's minimum-wage bill from going into effect, paving the way for certain gig workers to make at least $18 an hour.

Uber, DoorDash, Grubhub lose attempt to block NYC minimum-wage bill

The law will require companies to pay delivery workers $17.96 an hour, which will rise to nearly $20 in April 2025.

Uber, DoorDash lose bid to block NYC minimum wage for delivery workers

The food delivery business surprisingly continues to thrive.

Best Growth Stock to Buy: Uber Stock vs. DoorDash Stock

1H 2023 revenues up on the back of solid marketplace GOV growth. Profitability improves. Food delivery has runway for further growth in the U.S. Online grocery a tremendous growth opportunity. DoorDash's evolution from a food delivery player to an on-demand local commerce platform positions them to capitalize on fast-growing retail media opportunity.

DoorDash: Cautiously Optimistic Prospects But Significant Competitive Risks

Amazon

NIKE

Oracle

ARM Holdings PLC

Charles River Laboratories

Dell Technologies

Darden Restaurants

FedEx

Ralph Lauren

T-Mobile US

Exxon Mobil

Here are some of the tickers on my radar for Friday, Sept. 22, taken directly from my reporter's notebook.

News for DoorDash Stock (DASH)