DASH · 8-K · 20260805PR000048

Geographic Market Commentary

DoorDash, Inc. · 2026-08-05 · Importance 17 · Surprise 24

DoorDash operates across 40 international countries and described execution as improving across its international markets. At Wolt, month-3 and month-6 cohort order rates increased year over year while unit economics improved substantially. At Deliveroo, monthly active user and Total Order growth accelerated, and performance exceeded profit expectations entering the quarter. DoorDash is reorganizing certain international operating groups around functional areas and expects its single global technology platform to begin providing benefits after full rollout in the first half of 2027.

Key facts

• At Wolt, month-3 and month-6 cohort order rates increased compared to a year ago while substantially increasing unit economics. source
• In Q2 2026, Y/Y growth in Marketplace GOV in U.S. restaurant category accelerated slightly and was supported by strong U.S. DashPass membership. source
• In Q2 2026, Y/Y growth in Marketplace GOV in U.S. grocery and retail categories was strong and unit economics were significantly improved. source