DASH · 8-K · 20260805PR000048

Market Demand Trends

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

Total Orders increased 27% year-over-year to 970 million in Q2 2026, while Marketplace GOV increased 36% to $33.1 billion. Excluding Deliveroo, Total Orders grew 17% and Marketplace GOV grew 23%, indicating substantial underlying marketplace growth. U.S. restaurant Marketplace GOV growth accelerated slightly, supported by strong DashPass membership, while U.S. grocery and retail delivered strong growth with improved unit economics. International Marketplace GOV growth was consistent with Q1 2026, with further improvement in unit economics, and Deliveroo growth accelerated.