DASH · 8-K · 20260805PR000048

Acquisition / Partnership / Divestiture

DoorDash, Inc. · 2026-08-05 · Importance 69 · Surprise 60 · In source text

DoorDash identified the acquisition of Deliveroo as a primary driver of Q2 2026 Total Orders, Marketplace GOV, and revenue growth. Deliveroo contributed $383 million of Q2 revenue and $745 million of first-half 2026 revenue. Excluding Deliveroo, Q2 Total Orders grew 17% year over year, Marketplace GOV grew 23%, and revenue grew 24%. The company reported $30 million of acquisition spending net of cash acquired during the first six months of 2026 and $20 million of acquisition-related deferred cash consideration payments.

Key facts

• Acquisitions, net of cash acquired: $(30) million in six months ended June 30, 2026 (compared to $(1,173) million in six months ended June 30, 2025). source
• Revenue attributable to Deliveroo in Q2 2026: $383 million (and for six months ended June 30, 2026: $745 million). source
• At Deliveroo, year-over-year growth in MAUs and Total Orders accelerated in Q2 2026 and Deliveroo exceeded DoorDash's profit expectations entering the quarter. source
• Guidance and outlook include expected impact of, and contributions from, Deliveroo unless otherwise indicated. source

Impact estimates