DASH · 10-Q · 2026Q3 · Full report

Market Demand Trends

DoorDash, Inc. · 2026-10-30 · Importance 59 · Surprise 48

In the third quarter of 2026, Total Orders rose 28% year over year to 993 million, driven primarily by growth in the number of consumers and the acquisition of Deliveroo plc. Marketplace GOV increased 36% to $33.9 billion, reflecting order growth and higher average order value on the Marketplaces. The filing also reports that consumer fees as a percentage of Marketplace GOV decreased, offset by increased contribution from advertising revenue and reductions in discounts and promotions as a percentage of Marketplace GOV.

Key facts

• In the third quarter of 2026, Marketplace GOV increased to $33.9 billion, up 36% year over year, primarily driven by Total Orders growth and increased average order value on DoorDash's Marketplaces. source
• In the third quarter of 2026, Total Orders increased to 993 million, up 28% year over year, primarily driven by consumer growth and the acquisition of Deliveroo plc. source