DoorDash, Inc.

DASHleader

DoorDash is the dominant US food delivery platform, commanding two-thirds of the US market by GMV. It is expanding into grocery, alcohol, and convenience delivery while growing internationally through its Wolt acquisition.

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Productos e Ingresos

Participación de Ingresos por Producto

Desglose de Ingresos ($10.7B)

Datos estáticos (cargando finanzas en tiempo real…)

US Marketplace (88%)

International (12%)

Composición de segmentos y clientes principales

Detalles del producto

US Food Delivery Marketplace80%

On-demand restaurant food delivery — #1 in US with ~67% market share. Takes ~15-30% commission from restaurants plus delivery fees.

DashPass Subscription8%

Monthly subscription ($9.99/mo) offering free delivery on eligible orders. ~18M subscribers.

International (Wolt)12%

European and Middle Eastern food delivery through Wolt (acquired 2022).

Relaciones en la Cadena de Suministro

Socios

McDonald's Corporation

Food delivery

Impacto: major restaurant partner

Competidores

Uber Technologies

Food delivery (Uber Eats)

Impacto: primary US competitor

Contexto macro y de mercado

소비재 (경기민감)Noticias del sector

프리미엄 vs 가성비 양극화 — 고소득 소비 견조, 중간층 압박 심화

미국 소매판매 증감 (MoM)

+0.4%

소비자신뢰지수 (Conference)

98.3

명품 시장 성장률 (글로벌)

+6% YoY

전자상거래 침투율

22%

Próximos catalizadores

◆Amazon·Tesla Q1 실적 (2026.04~05)◆중국 5.4월 소매판매 데이터◆미국 4월 CPI·PCE 발표

Últimas noticias

Cargando noticias...

Análisis IA

Haz clic en "Obtener Análisis IA" para un análisis de cadena de suministro de DoorDash, Inc. impulsado por IA.

Información de la Empresa

Sede Central

San Francisco, CA

Fundación

2013

Empleados

8,600

Sitio Web

doordash.com

Estado del sector — 소비재 (경기민감)

Noticias del sector