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DoorDash
DASH · NASDAQConsumer Internet — Local Commerce
The economic chain
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Raw inputs
Equipment
Foundry
Chip design
Software
AI demand
Merchants &supplyrestaurants, grocers, ret…Enablerscloud, payments, maps, co…Platformthe marketplace that matc…Last-miledeliveryDashers & logisticsConsumerswho actually pays···Restaurants···Grocers & retailers···Merchants & SMBsAMZNAWS (Amazon)P&CNPayments & card networksGOOGGoogleDASHDoorDashMKTDoorDash MarketplaceWLTWoltROODeliverooDPDashPass & advertisingDSHDashersYOUConsumers
Company details
Market cap
~$98B
Revenue (FY25)
$13.7B
Rev. growth
+25%
Marketplace GOV
$29.7B
Total orders
903M
Net income
$935M
Merchant sales
~$75B
Dasher earnings
>$20B
In plain English
DoorDash is the largest US food-delivery marketplace and a growing global local-commerce platform. It sits in the middle of a three-sided network — restaurants and merchants on one side, an army of gig couriers (Dashers) on the other, and hungry consumers in the app — taking a cut of every order. After buying Finland's Wolt (2022) and Britain's Deliveroo (2025) it now runs in 40+ countries, and is pushing beyond restaurants into grocery, retail, advertising and the DashPass subscription.
In simple terms
What DoorDash really sells
DoorDash is the largest US food-delivery marketplace and a growing global local-commerce platform. It sits in the middle of a three-sided network — restaurants and merchants on one side, an army of gig couriers (Dashers) on the other, and hungry consumers in the app — taking a cut of every order. After buying Finland's Wolt (2022) and Britain's Deliveroo (2025) it now runs in 40+ countries, and is pushing beyond restaurants into grocery, retail, advertising and the DashPass subscription.
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