DASH · Earnings call · 2026Q2T · Full report
Guidance / Outlook
DoorDash, Inc. · 2026-08-05 · Importance 73 · Surprise 60 · In source text
Management expects the overall new verticals business to be gross-profit positive in the second half of 2026. New verticals are expected to reach gross-profit positivity by year-end, while Deliveroo is expected to meet previously stated profitability targets. Management expects Q3 adjusted EBITDA to land within the guided range and anticipates a higher 2026 adjusted EBITDA margin excluding Deliveroo. The company plans to continue reinvesting efficiency gains into autonomy, global technology-stack unification, and merchant services while targeting growth and higher profit-dollar production.
Key facts
- For modeling, DoorDash expects take rate to be flat from Q2 to Q3 and lower in Q4 because Q4 Dasher costs are higher.
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| revenue | unclear | committed | — | For modeling, DoorDash expects take rate to be flat from Q2 to Q3 and lower in Q4 because Q4 Dasher costs are higher. |
| revenue | negative | committed | — | For modeling, DoorDash expects take rate to be flat from Q2 to Q3 and lower in Q4 because Q4 Dasher costs are higher. |