DASH · Earnings call · 2026Q2T · Full report
Grocery and New Verticals Growth
DoorDash, Inc. · 2026-08-05 · Importance 51 · Surprise 24 · In source text
Management described grocery as DoorDash’s fastest-growing marketplace category, with the company leading order-volume share and extending its lead since Q4. Monthly active users and frequency for non-restaurant categories are increasing, while basket sizes are growing as consumers use DoorDash for more use cases. New verticals are expected to become gross-profit positive in the second half of 2026, supported by improving retention, order frequency and unit economics. Grocery partners are viewed as sources of further growth and potential economic improvement as DoorDash drives a significant portion of their incremental business.
Key facts
- DoorDash expects its overall new vertical business to be gross profit positive in the second half of the year.
- Basket sizes are growing across DoorDash's business.
- Grocery business is the fast-growing part of DoorDash's marketplace business.
- Consumers are using DoorDash for more use cases, which is driving overall basket sizes higher.
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| margin | positive | committed | — | DoorDash expects its overall new vertical business to be gross profit positive in the second half of the year. |