Growth Acceleration
Growth accelerated for the fourth straight quarter, with overall unit economics improving and profit dollars increasing, enabling further reinvestment into the business.
Strong Performance of Core Business
The core business is continuing to do well, with growth exceeding expectations and EBITDA margins expected to be up slightly compared to 2025.
Expansion in Europe
DoorDash plans to expand further in Europe, leveraging the acquisition of Deliveroo and previous success with Wolt, aiming to be the leading local commerce platform in the region.
Advertising Business Growth
The advertising business is growing rapidly, being the fastest to reach $1 billion in annualized revenues, with demand outpacing available ad space.
New Product Investments
Investments in new products such as DashMart Fulfillment Services, autonomous delivery platforms, and a new global tech platform are expected to enhance efficiency and service quality.
Record Subscription Growth
Both DashPass and Wolt+ subscription services had a record quarter in terms of subscriber growth.