Total Orders

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

Gross Margin

Operating Margin

Profit Margin

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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Operating Expenses

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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Cost of revenue

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EBITDA

Net income

Earnings per share

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Current assets

Cash & equivalents

Receivables

Inventory

Non-current assets

Net PPE

Intangibles

Total liabilities

Current liabilities

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Non-current liabilities

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Total equity

Stockholders equity

Minority interest

Total liabilities & equity

Total debt

Net debt

Book value per share

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Change in working capital

Cash from investing

Capital expenditure

Purchase/sale of investments

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Cash dividends paid

Cash from other sources

Net change in cash

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.

Best Buy

Dollar General

Etsy

Lululemon Athletica

Peloton

These companies are positioned to benefit from the spike in consumer spending during the December holidays. Get in on these hot stocks to buy.

7 Hot Stocks to Buy for the Holidays

Insane valuations aren't even one of them.

3 Reasons to Avoid the DoorDash IPO and Other Food Delivery Stocks

Airbnb

DoorDash and Airbnb both hit the public markets, but the end of the pandemic is on the horizon.

This Week's 2 Blockbuster IPOs Face Wildly Different Post-Pandemic Futures

Even though IPOs have been on a tear this year, experts say investors should proceed with caution before buying into hype.

While IPOs for Airbnb and DoorDash skyrocketed this week, don't buy hype, experts say

"This is what happened in 1999 where the syndicate desks completely misjudged the public," CNBC's Jim Cramer said.

Cramer calls IPO pricing ‘broken' and ‘embarrassing' after Airbnb, DoorDash debuts skyrocket

"The backdrop is too positive to bet aggressively against anything here," the "Mad Money" host said.

Cramer says it's 'crazier' to short the market than to buy Airbnb, DoorDash at current levels

[The stunning debut of the food delivery company DoorDash on the public market this week has plenty of people puzzled. While undeniably fast-growing, the unprofitable delivery company that has come under fire numerous times over its employment practices, and its IPO, like that of other gig-economy companies, leaves a lot of economic issues unresolved.

Early DoorDash investor dismisses “froth” talk, says company could grow 10x from here

Shares of DoorDash Inc. slid slightly on their second day of trading, dropping some 7 percent as of approximately noon Eastern Time on Thursday (Dec. 10) to trade at $176.24. The decline comes a day after DoorDash's stock surged on its first day of trading, rising more than 85 percent from its $102 initial public […]

DoorDash Shares Slide Slightly On Second Day Of Trading

The pet supply leader revamped its digital experience ahead of a planned IPO.

Petco Partners with DoorDash for Same-Day Delivery of Pet Supplies

Platform companies are all the rage on Wall Street. Airbnb, in only the latest example, priced its initial public offering (IPO) on Thursday (Dec. 10) far above initial targeted ranges.

Airbnb, DoorDash And The Appeal Of The ‘Platform' IPO

COO Christopher Payne said DoorDash will achieve profitability "in time" by scaling up, adding services, growing into new international markets and growing into new verticals.

Now That DoorDash Is Public, Here's How It Plans To Be Profitable

Uber

The country's leading food delivery app is a hot IPO, but it may not be the coolest stock in 2021.

Buy Uber, Sell DoorDash?

DoorDash, the last-mile delivery company that posted a strong IPO debut on Wednesday, is now worth more than many of the companies it makes deliveries for.  On Wednesday, DoorDash surged 86% in its first day of trading, vaulting its market valuation to $72 billion.

DoorDash surge makes the delivery company more valuable than many of the franchises it delivers for (DASH)

BTIG analyst Jake Fuller initiated coverage of DoorDash Inc.'s stock with a neutral rating late Wednesday, writing that while he could have made a case for people to buy the stock at its initial public offering price, he can't recommend it after an 85% first-day surge. DoorDash went public Wednesday at a price of $102 a share, and the stock finished Wednesday's session at $189.51.

DoorDash is the 'clear leader in restaurant delivery' but valuation is too steep, says BTIG

The first trade when a company comes public often generates long-term support or resistance.

DoorDash (DASH) Opening Print Could Offer Profitable Trades

Tony Xu reflects on DoorDash's red-hot IPO, raising money from Softbank, and why helping restaurateurs and drivers has personal meaning for him. Food delivery platform DoorDash soared in its blockbuster public offering this week, raising nearly $3.4 billion for a market capitalization of more than $70 billion.

“We don't have to spend it all at once!” CEO Tony Xu on DoorDash's $3.4 billion IPO

DoorDash fell as much as 5% early Thursday morning, paring some of the massive gains seen in its first day of public trading. The food-delivery company leaped 86% above its initial-public-offering price after the stock made its debut on the New York Stock Exchange on Wednesday. DoorDash raised $3.4 billion by selling shares at $102 each. The stock opened at $182 Wednesday afternoon and reached an intraday high of $195.50.

DoorDash dips 5% after its stock price nearly doubles in first day of trading

The stock price of DoorDash Inc (NYSE: DASH) increased by 85% in its market debut. These are the details.

DASH Stock Price Increases 85.8% In Market Debut

DoorDash Might Actually Be Worth More Than This

DoorDash: Dash Away From This Hot IPO

The big first-day trading pop? Blame Silicon Valley, not Wall Street.

DoorDash Tried a New IPO Auction for Better Pricing. It Didn't Work.

"It's true that people using market orders took DoorDash to levels that maybe ... were far higher than they thought they'd have paid," the "Mad Money" host said

DoorDash debut is a lesson in placing market orders, Jim Cramer says.

SoftBank Group Corp

Japanese technology giant SoftBank Group Corp scored a $11.2 billion gain in the value of its stake in DoorDash Inc following the U.S. food delivery app's blockbuster stock market debut on Wednesday.

SoftBank reaps $11.2 billion gain from DoorDash investment

DoorDash stock skyrocketed in its NYSE debut Wednesday, but New Constructs CEO and market analyst David Trainer told FOX Business Network's “The Claman Countdown” investors shouldn't waste their money.

Market analyst advises against buying DoorDash, calls it the ‘WeWork of 2020'

DoorDash soared in its debut on Wednesday, giving it a revenue multiple that far exceeds Uber, GrubHub or Lyft.

News for DoorDash Stock (DASH)