Business Insider·2026-02-18 23:51Core Insights - DoorDash CEO Tony Xu emphasizes that the company's grocery offering has a competitive edge over Amazon due to the variety of choices available to consumers [1][2] - DoorDash collaborates with existing grocery chains rather than owning its own brands, which allows it to provide a wider selection of products [2] - The company is expanding its services to retailers, including fulfillment through DashMarts, to help grocers compete with Amazon [4] Company Strategy - DoorDash has expanded partnerships with grocery chains, including Kroger and regional players like Schnucks, to enhance its grocery delivery service [2] - The company is focusing on fulfilling both small and large grocery orders, which is beneficial for grocers as they earn more from a diverse range of products [5] - DoorDash aims to make its retail and grocery business unit-economic positive by the second half of 2026, indicating a strategic focus on profitability [6] Market Position - Despite disappointing fourth-quarter earnings, DoorDash shares rose by as much as 14% in after-market trading, reflecting investor confidence in its grocery strategy [4] - The grocery delivery market is competitive, with Amazon expanding its same- and next-day delivery services, which has impacted shares of DoorDash and Instacart [1]