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X @Bloomberg
Bloomberg· 2025-12-17 22:04
DoorDash is launching a grocery shopping feature within ChatGPT as part of a planned partnership with OpenAI, just a week after rival Instacart announced a similar tool https://t.co/u03VwYOdpm ...
DoorDash Launches Grocery Shopping App Within ChatGPT
Businesswire· 2025-12-17 22:00
Core Insights - DoorDash has partnered with OpenAI to integrate grocery shopping options directly into ChatGPT, allowing users to convert recipes into grocery orders for delivery from local stores in as little as one hour [1][3] Group 1: Partnership and Features - The collaboration aims to enhance customer experience by providing a seamless way to shop for groceries while using ChatGPT for meal planning and recipe discovery [2][4] - The DoorDash app within ChatGPT offers access to a wide range of grocery retailers across the U.S., including major chains like Kroger and Safeway, as well as regional favorites [3][6] - The integration is designed to save time by eliminating the need for users to find recipes, create grocery lists, and make trips to the store, allowing for quick cart building and checkout [3][5] Group 2: User Experience - The DoorDash app in ChatGPT acts as a personal shopping assistant, helping users plan meals and shop efficiently, currently available to select users with plans for broader rollout [5] - Users can easily enable the DoorDash app in ChatGPT, receive personalized recipe suggestions, and create shoppable grocery lists directly within the chat interface [7] - The goal is to empower local economies by connecting consumers with local businesses, enhancing the convenience and reliability of local commerce through AI [8]
DoorDash Debuts Zesty, an AI Social App for Restaurant Discovery
PYMNTS.com· 2025-12-17 20:38
DoorDash rolled out Zesty, an AI-powered mobile app designed not for ordering food but for discovering where to eat next, marking a strategic move for the company. By completing this form, you agree to receive marketing communications from PYMNTS and to the sharing of your information with our sponsor, if applicable, in accordance with our Privacy Policy and Terms and Conditions .Complete the form to unlock this article and enjoy unlimited free access to all PYMNTS content — no additional logins required.Th ...
X @TechCrunch
TechCrunch· 2025-12-16 18:49
DoorDash rolls out Zesty, an AI social app for discovering new restaurants https://t.co/1i4tadG26g ...
DoorDash rolls out Zesty, an AI social app for discovering new restaurants
TechCrunch· 2025-12-16 18:48
DoorDash is launching a new AI-powered social app that’s designed to help users quickly find local restaurants. The app, called Zesty, is initially available in the San Francisco Bay Area and New York.With the app, DoorDash is branching out beyond food delivery and stepping into the social and discovery space. The idea behind the app is to get rid of the need to read a bunch of different reviews, look up different menus, or browse TikTok when looking for a new place to eat. Once people open up the app and ...
X @TechCrunch
TechCrunch· 2025-12-13 21:08
DoorDash driver faces felony charges after allegedly spraying customers’ food https://t.co/aTWKd06w8f ...
DoorDash E-Commerce Growth Picks Up: A Sign for More Upside?
ZACKS· 2025-12-12 17:56
Core Insights - DoorDash (DASH) is experiencing significant growth due to increasing consumer demand for e-commerce and local delivery services, leading to a notable rise in its e-commerce growth [1] Group 1: Company Performance - Total orders for DoorDash increased by 21% year over year to 776 million in Q3 2025 [3] - Marketplace Gross Order Value (GOV) rose by 25% year over year to $25 billion, indicating strong demand across platforms [3] - The company is expanding its partner base to enhance express grocery delivery services, solidifying its position in the on-demand delivery market [2] Group 2: Strategic Initiatives - DoorDash is diversifying into new verticals such as grocery, convenience, alcohol, and retail, adding major grocers like Kroger to its platform [4] - Investments in autonomous delivery systems, including a partnership with Waymo to test autonomous delivery in Metro Phoenix, are expected to further enhance e-commerce growth [5] Group 3: Competitive Landscape - DoorDash faces stiff competition from other local food delivery platforms like Uber Technologies and Amazon, which are also expanding their market presence [6] - Uber Technologies reported a 27% year-over-year increase in delivery segment revenues, while Amazon is integrating fresh groceries into its same-day delivery offerings [7][8] Group 4: Valuation and Estimates - DoorDash shares have increased by 3.7% over the past six months, underperforming the Zacks Internet-Services industry's growth of 74.7% [9] - The current Price/Book ratio for DoorDash is 10.19, which is higher than the industry average of 7.88 [12] - The Zacks Consensus Estimate for DoorDash's earnings in 2025 is $2.23 per share, reflecting a year-over-year increase of 668.97% [14]
X @Bloomberg
Bloomberg· 2025-12-11 19:04
Rivals DoorDash and Uber Technologies said they have jointly sued New York City to block upcoming laws that require the delivery tipping option be available at the time of checkout and set to at least 10% https://t.co/lQNw37n41V ...
DoorDash driver accused of tampering with Indiana couple’s order
NBC News· 2025-12-11 01:46
Tonight, a Door Dash delivery gone wrong. Authorities in Evansville, Indiana, watching this disturbing incident caught on Mike Carden's doorbell camera. Watch as a delivery person appears to set down their food, then spray an unknown substance.>> My wife went outside to get the bag and she came inside and set it on the counter. She started eating and started coughing and choking. >> The couple ordering delivery from Arby's via Door Dash.This was the order. two sandwiches and a side. Cardon says his wife had ...
DoorDash Stock Rallies 30% in One Year: Should You Buy, Hold, or Sell?
ZACKS· 2025-12-09 17:31
Core Insights - DoorDash (DASH) shares have increased by 29.7% over the past 12 months, outperforming the Zacks Computer & Technology sector's growth of 27.2% [1] - The growth is driven by strong order growth, rising Marketplace Gross Order Value (GOV), improved logistics efficiency, and increased advertising contributions [1] Company Performance - Total orders for DoorDash rose by 21% year over year to 776 million in Q3 2025, while Marketplace GOV increased by 25% year over year to $25 billion, indicating robust demand [2] - For Q4 2025, DoorDash anticipates Marketplace GOV to be between $28.9 billion and $29.5 billion, with 2025 revenue estimates significantly rising [9][10] Partnerships and Expansions - DoorDash is expanding its partner network, which includes notable companies like Old Navy, Family Dollar, Waymo, Kroger, and McDonald's, enhancing its service offerings and market reach [5] - A new partnership with Family Dollar was announced in November 2025 to provide on-demand delivery from approximately 7,000 stores nationwide [6] - In October 2025, DoorDash partnered with Waymo to test an autonomous delivery service in Metro Phoenix, with plans to expand the service later [7] - A new online ordering experience was launched with McDonald's, allowing customers to order McDelivery directly via mobile web or desktop [8] Financial Estimates - The Zacks Consensus Estimate for DoorDash's earnings in 2025 is $2.23 per share, reflecting a year-over-year increase of 668.97% despite an 8.23% decrease over the past 30 days [10] - The Zacks Consensus Estimate for 2025 revenues is projected at $13.75 billion, indicating a year-over-year increase of 28.28% [11] Competitive Landscape - DoorDash faces increasing competition from local food delivery platforms like Uber Technologies and Amazon, which are also expanding their delivery services [12] - Amazon's Prime membership program continues to enhance its delivery ecosystem, offering faster delivery options [13] - Uber Technologies reported a 29% year-over-year increase in its Delivery segment, highlighting the competitive pressure in the market [14] Valuation Concerns - DoorDash shares are considered overvalued, with a trailing 12-month Price/Book ratio of 10.23, exceeding the Internet - Services industry's average of 7.92 [15] - The current valuation concerns, along with intense competition and a fragmented market, may pressure margins [17]