DoorDash's Q1 2025 earnings call showcased robust growth in the grocery segment and DashPass, along with strategic expansions in Europe. However, challenges such as decreased net revenue margins and increased CapEx were noted. Despite these issues, the positive growth metrics and strategic initiatives suggest a strong overall performance.

Company Guidance -

Q2 2025

During the DoorDash Q1 2025 Earnings Conference Call, the company provided guidance indicating strong performance across its business lines, with a particular focus on expanding their international presence. CEO Tony Xu highlighted the potential acquisition of Deliveroo, which would expand DoorDash's reach to approximately 30 countries in Europe and 45 globally, adding scale and potential profit pools. DoorDash's investments in grocery were emphasized, with CFO Ravi Inukonda noting that about one-fourth of monthly active users (MAUs) utilize both grocery and restaurant services, driving growth and improving retention. Xu mentioned ongoing affordability initiatives and product improvements as vital strategies, aiming to increase consumer retention and order frequency. The company reported continued improvements in unit economics, with expectations for higher take rates in the latter half of 2025. Despite increased CapEx, attributed to tablet refreshes and autonomous delivery investments, DoorDash maintained a focus on long-term profit dollar growth. The call underscored DoorDash's commitment to advancing its product offerings and maintaining strong growth momentum.

Strong Q1 2025 Performance

DoorDash reported strong growth in Q1 2025, with increased GOV growth and EBITDA profit dollar growth. The company is pleased with the overall business performance, which has shown consistent improvement over several quarters.

Expansion in Europe with Deliveroo Acquisition

DoorDash announced the acquisition of Deliveroo to expand its presence in Europe, operating in 30 countries across the continent. This move is expected to increase scale and enhance profit potential in the region.

Significant Growth in Grocery Segment

The grocery segment showed significant growth, with an increase in MAUs and order frequency. DoorDash has a majority of the top 20 grocers on its platform and continues to expand selection and improve product quality.

DashPass Growth

DashPass reached an all-time high in subscribers, with accelerated growth in Q1. The program continues to drive order frequency and user retention.

DoorDash (DASH) Earnings, Revenues Date & History

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DASH Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Aug 06, 2025	2025 (Q2)	0.44 / -	-0.38	―	―	―
May 06, 2025	2025 (Q1)	0.39 / 0.44	-0.06	833.33% (+0.50)	―
Feb 11, 2025	2024 (Q4)	0.34 / 0.33	-0.39	184.62% (+0.72)	―
Oct 30, 2024	2024 (Q3)	0.20 / 0.38	-0.19	300.00% (+0.57)	―
Aug 01, 2024	2024 (Q2)	-0.09 / -0.38	-0.44	13.64% (+0.06)	―
May 01, 2024	2024 (Q1)	-0.03 / -0.06	-0.41	85.37% (+0.35)	―
Feb 15, 2024	2023 (Q4)	-0.13 / -0.39	-1.65	76.36% (+1.26)	―
Nov 01, 2023	2023 (Q3)	-0.40 / -0.19	-0.77	75.32% (+0.58)	―
Aug 02, 2023	2023 (Q2)	-0.41 / -0.44	-0.72	38.89% (+0.28)	―
May 04, 2023	2023 (Q1)	-0.57 / -0.41	-0.48	14.58% (+0.07)	―

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

DASH Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
May 06, 2025	$205.40	$190.11	-7.44%
Feb 11, 2025	$193.09	$200.89	+4.04%
Oct 30, 2024	$155.25	$156.70	+0.93%
Aug 01, 2024	$108.20	$117.23	+8.35%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.