DASH · 8-K · 20260805PR000048

Gross Margin Drivers

DoorDash, Inc. · 2026-08-05 · Importance 64 · Surprise 56

GAAP gross profit increased 38% year over year to $2.223 billion and 14% sequentially from $1.944 billion. GAAP gross margin increased to 49.9% in Q2 2026 from 49.0% a year earlier and 48.2% in Q1 2026. Cost of revenue excluding depreciation and amortization rose 30% year over year to $2.107 billion, while declining to 6.4% of Marketplace GOV from 6.7% a year earlier. DashPass orders carry a lower gross margin percentage than non-DashPass orders because the program lowers consumer fees, while Q2 Contribution Profit increased 43% year over year to $1.641 billion and Contribution Margin reached 36.8%.

Key facts

• GAAP gross profit in Q2 2026: $2,223 million. source
• Contribution Profit in Q2 2026: $1,641 million; Contribution Profit as a % of Marketplace GOV: 5.0%. source
• GAAP gross profit as a % of Marketplace GOV in Q2 2026: 6.7%. source
• As a percentage of Marketplace GOV, GAAP cost of revenue, exclusive of depreciation and amortization, in Q2 2026 was 6.4%, down from 6.7% in Q2 2025 and up from 6.3% in Q1 2026. source