(文/张志峰刘媛媛编辑/周远方) 另外，《规定》要求外卖平台应当至少每六个月对外卖商家登记的实际经营地址、经营资质等信息核验 更新一次，保证上述信息与实际情况相符。将静态准入转化为持续跟踪的"生命周期管理"，外卖平台须 在核验窗口期主动进行信息复核、资质核验与实地抽查，确保外卖商家经营情况持续真实有效。 对此，京东相关负责人向观察者网表示，非常高兴见到并将坚决贯彻执行市场监管总局颁布的《规 定》，此前京东外卖在行业中率先推出"堂食餐厅"打标举措，很高兴获得法规层面的规范指引和政策支 持。京东外卖始终坚持"品质外卖"定位，致力于打造行业最严审核标准，建立视频验真、照片复检、骑 手监督等线上线下（300959）多重审核机制，拒绝幽灵外卖，保障品质和食品安全。同时，已逐步和各 省市监管部门建立商户电子证照等数据接口对接，加强对商家证照核验和管控的能力。以及推出品质餐 饮品牌"七鲜小厨"，通过餐饮供应链创新，以新鲜现炒、后厨直播、大牌食材公示，进一步提升行业食 品安全和品质标准，共同守护消费者舌尖上的安全。 淘宝闪购也表示，在监管部门的指导下，平台联合生态伙伴与社会各方持续建设"3+1+AI"食品安全共 治体系。包括 ...

We recently published 10 Stocks Jim Cramer Discussed & Continued To Talk About AI & Enterprise Software.  DoorDash Inc. (NASDAQ:DASH) is one of the stocks Jim Cramer discussed. DoorDash Inc. (NASDAQ:DASH) is an online marketplace and food delivery services provider. Its shares are down by 15% over the past year and by 24.5% year-to-date. Citi discussed the firm on February 20th as it trimmed the share price target to $280 from $283 and kept a Buy rating on the shares. The update came after DoorDash Inc. ( ...

In this articleDASHUBERBKNGAXPwatch nowNow available on your favorite food delivery app: restaurant reservations. The still-simmering reservation wars of the last decade could fully reignite this year, as a shifting tech landscape pits some of the biggest players against each other to capture businesses and users alike. Reservation incumbents, delivery app newcomers and premium credit card partnerships are all ramping up the fight for a shrinking pool of diners. Delivery giant DoorDash announced in June its ...

开工第一天还没适应，刚坐回工位就犯困，脑子还停在假期模式，这时老板在群里一句"上午我请喝咖 啡"，行政立刻安排：打开京东外卖，大牌爆款低至6.18元，订单实付100以上更优先匹配1对1急送，饮 品准时送到办公室，大家一杯咖啡下肚，快速从"假期模式"切回"开工状态"。 节后返岗复工首周往往伴随团队开会、部门聚餐、项目赶工等场景，办公室集体点外卖订单的需求也更 多，针对这类大额订单，实付满200元及以上，京东外卖将在非高峰时段安排客服专员跟进护航订单情 况，有效满足"多人点单更怕出错"的现实需求。 2月24日农历初八，各地迎来返岗复工热潮，京东外卖上线开工季主题营销活动，开工第一餐去油解 腻，大牌爆款低至6.18元。用户选择有"京东秒送"标志的门店下单，实付满100元将优先匹配1对1急 送，为开工节点"老板请客、部门聚餐、会议茶歇"等场景，提供更安心的外卖配送体验。 春节长假结束，开工第一周往往也是办公室点外卖需求升温的时候：员工陆续返岗、会议增多、多人拼 单频繁。大家点外卖最关心的，往往是"能不能准时送到""餐品到手还热不热""多人订单会不会出错"。 围绕这些需求，京东外卖在开工节点升级1对1急送服务保障，并同 ...

Food and grocery delivery major Swiggy has shut down Snacc, its standalone 15-minute food delivery app, just a year after piloting the service, signalling a sharper capital allocation strategy amid mounting losses and intensifying competition. Launched as an experiment, Snacc was operational in Bengaluru and Gurugram, but did not scale meaningfully over the past 12 months, according to people aware of the development. The move comes as the quick food delivery space sees rising action from incumbents and new ...

The S&P 500 (SNPINDEX:^GSPC) fell 0.28% to 6,861.89, breaking a three-day winning streak. Geopolitical tensions and weaker confidence weighed on the Nasdaq Composite (NASDAQINDEX:^IXIC), which slipped 0.31% to 22,682.73, and the Dow Jones Industrial Average (DJINDICES:^DJI), which dropped 0.54% to 49,395.16. Market movers Walmart (NASDAQ:WMT) fell after issuing weaker-than-expected guidance. This put pressure on Dow futures and retail peers. DoorDash (NASDAQ:DASH) and Medical Properties Trust (NYSE:MPT) ...

Market Sentiment and Premarket Activity - The U.S. stock market is experiencing a cautious start on February 19, 2026, with S&P 500 futures down approximately 0.33%, Nasdaq 100 futures down 0.36%, and Dow Jones Industrial Average futures down 0.36% as investors weigh technology optimism against geopolitical risks and retail earnings [1][2]. Major Market Indexes and Performance Trends - On February 18, 2026, the S&P 500 rose 0.56% to 6,881.31, the Nasdaq Composite increased by 0.78% to 22,753.63, and the Dow Jones Industrial Average saw a modest gain of 0.26%, driven by the "Magnificent Seven" and a recovery in the semiconductor sector [3]. Economic Data and Upcoming Events - Initial Jobless Claims for the week ending February 14 fell to 206,000, lower than the consensus estimate of 223,000, which may give the Federal Reserve more leeway to maintain a restrictive monetary policy [5]. - The market is anticipating the release of pending home sales data and the Personal Consumption Expenditures (PCE) price index on Friday, which is crucial for gauging inflation and could impact March policy expectations [6]. Corporate News and Stock Movers - Walmart is reporting its quarterly results, which are expected to influence consumer discretionary stocks, as it recently joined the $1 trillion market cap club [7]. - Nvidia gained 1.6% following a partnership with Meta Platforms, which will utilize Nvidia's GPUs for AI data centers, positively impacting other chipmakers like Micron, which surged over 5% [8]. - DoorDash shares rose 10% after reporting a 32% increase in total orders, while Carvana plummeted 24% due to a disappointing financial outlook despite beating revenue estimates [8]. Additional Company Movements - In premarket trading, Apple and Microsoft saw slight gains of 0.31% and 0.41% respectively, benefiting from the AI rally, while Tesla traded slightly lower by 0.11% amid regulatory considerations [11]. - Palo Alto Networks fell nearly 7% after providing a disappointing full-year profit outlook [11].

Core Insights - DoorDash (DASH) reported Q4 2025 earnings of 48 cents per share, up from 33 cents year-over-year, but missed the Zacks Consensus Estimate by 17.24% [1] - Revenues increased by 38% year-over-year to $3.96 billion, slightly missing the consensus mark by 0.37% [1] - Following the earnings report, DoorDash shares rose by 6.8% [1] Q4 Performance Details - Total orders in Q4 2025 increased by 32% year-over-year to 903 million, surpassing the Zacks Consensus Estimate by 1.69% [2] - Growth in total orders was attributed to an increase in consumers, average consumer engagement, and the acquisition of Deliveroo [2] Financial Metrics - Marketplace Gross Order Value (GOV) rose by 39% year-over-year to $29.7 billion, exceeding the consensus estimate by 1.64% [3] - Adjusted gross profit reached $2.08 billion, a 41.4% increase year-over-year, with adjusted gross margin expanding by 140 basis points to 52.6% [3] - Contribution margin improved to 35.5% from 33.7% in the previous year [3] Expense Overview - Adjusted sales and marketing expenses increased by 34.1% year-over-year to $676 million [4] - Adjusted research and development expenses rose by 65.1% year-over-year to $274 million [4] - Adjusted general and administrative expenses surged by 48.7% year-over-year to $351 million [4] - Adjusted EBITDA was $780 million, reflecting a 38% year-over-year increase, with an EBITDA margin remaining flat at 19.7% [4] Balance Sheet and Cash Flow - As of December 31, 2025, DoorDash had $5.78 billion in cash and equivalents, down from $8.32 billion as of September 30, 2025 [5] - Cash flow from operations was $421 million in Q4, compared to $871 million in the prior quarter [5] - Free cash flow decreased to $254 million from $723 million in the previous quarter [5] Guidance for Future Quarters - For Q1 2026, DoorDash expects Marketplace GOV to be between $31.0 billion and $31.8 billion [6] - Adjusted EBITDA is anticipated to range from $675 million to $775 million [6] - For the full year 2026, stock-based compensation expense is projected to be between $1.3 billion and $1.4 billion, with depreciation and amortization expenses expected to be between $1.1 billion and $1.2 billion [6] Stock Ranking - DoorDash currently holds a Zacks Rank of 3 (Hold) [7]

DoorDash shares jump as delivery demand fuels growth forecast | ReutersSkip to main content[Exclusive news, data and analytics for financial market professionalsLearn more aboutRefinitiv]A DoorDash delivery person is pictured on the day they hold their IPO in the Manhattan borough of New York City, New York, U.S., December 9, 2020. REUTERS/Carlo Allegri [Purchase Licensing Rights, opens new tab]Feb 19 (Reuters) - Food delivery firm DoorDash's [(DASH.O), opens new tab] shares surged about 11% premarket on Th ...

Market Overview - U.S. stock futures declined on Thursday after a higher close on Wednesday, with all major benchmark indices showing lower futures [1] - The Federal Reserve's January meeting minutes revealed significant disagreements among officials regarding future interest rates, with some discussing potential rate increases to address persistent inflation [1] - Market participants are still anticipating two rate reductions by the end of the year, with a 94% likelihood of the Federal Reserve maintaining current interest rates in March according to CME Group's FedWatch tool [2] Index Performance - Dow Jones decreased by 0.12% - S&P 500 fell by 0.08% - Nasdaq 100 dropped by 0.08% - Russell 2000 declined by 0.24% [2] Stocks in Focus - DoorDash (DASH) is experiencing a weaker price trend across all time frames, despite a solid growth ranking [2] - eBay (EBAY) shows a stronger price trend in the short and medium terms but a weak long-term trend, with a moderate quality ranking [3] - Lockheed Martin (LMT) maintains a stronger price trend across all time frames but has a poor value ranking [4] - Interactive Strength Inc. (TRNR) gained 12.47% after announcing an acquisition of Ergatta, Inc., although it maintains a weaker price trend overall [6] - Walmart Inc. (WMT) fell by 1.50% as analysts expect quarterly earnings of 73 cents per share on revenue of $190.43 billion, while it maintains a strong price trend across all time frames [6] Sector Insights - Consumer discretionary, energy, and information technology sectors led the S&P 500's gains on Wednesday, while real estate and utilities sectors declined [7] Analyst Insights - Jeremy Siegel has a positive outlook on the U.S. economy, suggesting recent data supports the expansion of the bull market rather than its derailment [8] - He notes a "sweet spot" in the labor market with resilient jobless claims and a near-2% annual gain in weekly pay, improving consumer purchasing power [9] - Siegel argues that cooling inflation and rising real income provide the Federal Reserve with room to lower interest rates further [9] - He views market volatility due to "AI-driven disruption fears" as a typical reaction to technological changes, which he believes will ultimately enhance productivity and real incomes [10] - Siegel sees valuation support in the ongoing healthy market rotation towards non-tech sectors trading at reasonable multiples [10]