DASH · 8-K · 20261029PR000062

Gross Margin Drivers

DoorDash, Inc. · 2026-10-29 · Importance 64 · Surprise 56 · From source text

Third-quarter 2026 gross profit was $2.311 billion, compared with $1.689 billion in third-quarter 2025, and gross margin increased to 50.1% from 49.0%. Adjusted gross profit rose to $2.504 billion from $1.810 billion, while adjusted gross margin increased to 54.2% from 52.5%. Contribution profit reached $1.780 billion, up from $1.268 billion, and contribution margin rose to 38.6% from 36.8%.

Key facts

• Adjusted gross profit was $1,810 million in Q3 2025, $2,081 million in Q4 2025, $2,095 million in Q1 2026, $2,416 million in Q2 2026, and $2,504 million in Q3 2026. source
• Over the prior two years, DashPass growth helped drive a 9% reduction in U.S. restaurant-category transaction fees per order. source
• In Q3 2026, DoorDash GAAP cost of revenue excluding depreciation and amortization was 6.4% of Marketplace GOV, down from 6.7% in Q3 2025 and in line with Q2 2026. source
• Gross margin was 49.0% in Q3 2025, 48.3% in Q4 2025, 48.2% in Q1 2026, 49.9% in Q2 2026, and 50.1% in Q3 2026. source
• Adjusted gross margin was 52.5% in Q3 2025, 52.6% in Q4 2025, 51.9% in Q1 2026, 54.2% in Q2 2026, and 54.2% in Q3 2026. source

Impact estimates