DASH · Earnings call · 2026Q2T · Full report

Revenue Performance and Mix

DoorDash, Inc. · 2026-08-05 · Importance 48 · Surprise 40

Grocery was described as the fastest-growing part of DoorDash’s marketplace business, with growing MAUs, order frequency and basket sizes. Restaurant growth accelerated from Q1 to Q2, driven substantially by increased DashPass subscribers, stronger selection and quality, and higher engagement from mature cohorts. New verticals grew faster than restaurants and are expected to become gross-profit positive in the second half of 2026. Deliveroo volume, MAU and subscription growth were each at their highest year-over-year levels in the last couple of years, while international growth was concentrated in the top 10 markets outside the U.S., including the U.K., Italy, Germany, the Nordics, Israel and Canada.