DASH · 10-Q · 2026Q2 · Full report

Market Demand Trends

DoorDash, Inc. · 2026-08-05 · Importance 64 · Surprise 56

DoorDash’s Marketplaces—DoorDash, Wolt, and Deliveroo—and Commerce Platform processed 970 million Total Orders in the second quarter of 2026, up 27% year over year. Order growth was driven primarily by an increase in consumers and the addition of Deliveroo. Marketplace GOV increased 36% year over year to $33.1 billion, driven by higher order volumes and increased average order value. The company continues investing in non-U.S. operations and platform capacity to support Dasher availability, longer-distance deliveries, and higher-effort deliveries.

Key facts

• Increase in Total Orders was driven primarily by growth in the number of consumers and the acquisition of Deliveroo plc. source