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$DASHDoorDash, Inc. · Internet Content & Information · $77.5B
$178.14
-0.1%
Event thread
Key events, in time order
30 items
Company
Small grocers skeptical of DoorDash-Instacart deal benefits
DoorDash says deal helps small businesses compete, but some small grocers doubt it
D1 -9.4% · since -0.9%
Capital
DoorDash Says Instacart Deal Impact Limited, Possible Government Intervention
CEO addresses $17B Instacart deal on earnings call, says minimal impact but possible regulatory action
D1 +0.0% · +5d +0.4%
›2 waves of this story
2026-10-30 Merger of delivery and grocery platforms pending regulatory approval, expected to close late 2027 to H1 2028
2026-11-04 CEO addresses $17B Instacart deal on earnings call, says minimal impact but possible regulatory action
28 earlier events›
Product
DoorDash Enters Restaurant Value Wars with $12 Meal Deal
DoorDash offers $12 meal deals in select cities, including full meals from local restaurants with no delivery fees, amid value competition.
D1 +6.2% · +5d -4.8%
Analyst
Wedbush upgrades to Outperform
D1 +6.2% · +5d -4.8%
CompanyBull
Costco Expands DoorDash and Uber Eats Partnership, Driving Incremental Sales
Costco's expanded delivery partnership with DoorDash and Uber Eats attracts younger shoppers and boosts digital growth without hurting warehouse traffic.
D1 +6.2% · +5d -4.8%
CapitalBull
Wedbush upgrades DoorDash to Outperform, PT raised to $230
Analyst cites record Q3, strong core business, Instacart synergies
D1 -6.1% · +5d +12.8%
›7 waves of this story
2026-10-24 Preliminary talks with DoorDash and Uber could reshape delivery landscape
2026-10-24 The Information reports Instacart hired bankers to evaluate options, held initial talks with Uber and DoorDash
Company cites more predictable, statute-based legal environment
D1 +1.0% · +5d +2.1%
CapitalBear
DoorDash Director Andy Fang Sells 15,000 Shares for $3.2M
Insider reduces holdings by 25%, drawing market attention
D1 +1.0% · +5d +2.1%
EarningsBull
DoorDash Q2 Revenue Up 36%, Raises Outlook
Record Q2 revenue of $4.454B, raised Q3 guidance, adjusted EBITDA of $914M
D1 +2.9% · +5d +1.4%
›3 waves of this story
2026-08-06 Revenue and GOV beat, but profit fell on higher costs; Q3 guide strong
2026-08-06 Q2 revenue beat on order growth and Deliveroo, but surging R&D costs weigh on earnings
2026-08-06 Record Q2 revenue of $4.454B, raised Q3 guidance, adjusted EBITDA of $914M
8-K filing
8-K: Item 2.02, Item 7.01, Item 9.01
D1 +2.4% · +5d +2.5%
CompanyBull
DoorDash CEO Discusses AI Strategy and Ad Revenue Growth
CEO says AI drives efficiency, but agentic traffic still low
D1 +2.2% · +5d +4.7%
›2 waves of this story
2026-08-01 CEO reveals AI spending tied to specific jobs, claims fastest to $1B ad revenue.
2026-08-05 CEO says AI drives efficiency, but agentic traffic still low
Earnings
Earnings report
D1 +2.4% · +5d +2.5%
①
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Cases AI-clustered from trusted X authors over 2 weeks; counts are distinct authors. Volume does not predict direction · Not investment advice
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Facts and opinions separated · All items sourced · Not investment advice
Event thread
Key events, in time order
30 items
Company
Small grocers skeptical of DoorDash-Instacart deal benefits
DoorDash says deal helps small businesses compete, but some small grocers doubt it
D1 -9.4% · since -0.9%
Capital
DoorDash Says Instacart Deal Impact Limited, Possible Government Intervention
CEO addresses $17B Instacart deal on earnings call, says minimal impact but possible regulatory action
D1 +0.0% · +5d +0.4%
›2 waves of this story
2026-10-30 Merger of delivery and grocery platforms pending regulatory approval, expected to close late 2027 to H1 2028
2026-11-04 CEO addresses $17B Instacart deal on earnings call, says minimal impact but possible regulatory action
Product
DoorDash Enters Restaurant Value Wars with $12 Meal Deal
DoorDash offers $12 meal deals in select cities, including full meals from local restaurants with no delivery fees, amid value competition.
D1 +6.2% · +5d -4.8%
Analyst
Wedbush upgrades to Outperform
D1 +6.2% · +5d -4.8%
CompanyBull
Costco Expands DoorDash and Uber Eats Partnership, Driving Incremental Sales
Costco's expanded delivery partnership with DoorDash and Uber Eats attracts younger shoppers and boosts digital growth without hurting warehouse traffic.
D1 +6.2% · +5d -4.8%
25 earlier events›
CapitalBull
Wedbush upgrades DoorDash to Outperform, PT raised to $230
Analyst cites record Q3, strong core business, Instacart synergies
D1 -6.1% · +5d +12.8%
›7 waves of this story
2026-10-24 Preliminary talks with DoorDash and Uber could reshape delivery landscape
2026-10-24 The Information reports Instacart hired bankers to evaluate options, held initial talks with Uber and DoorDash
