Key Takeaways DoorDash shares jumped 29.6% over the past year on strong order and GOV growth. Expanding partnerships, including Family Dollar and McDonald's, boosted reach and demand. DASH guides Q4 Marketplace GOV to $28.9-$29.5B while 2025 revenue estimates rise sharply. DoorDash (DASH) shares have gained 29.7% in the trailing 12 months, outperforming the Zacks Computer & Technology sector’s growth of 27.2%. The outperformance can be attributed to strong order growth and rising Marketplace GOV, along with ...

Westlife Foodworld, the master franchisee for McDonald’s in western and southern India, plans to introduce a 20-minute delivery option on its own app to lift sales, as reported by Reuters. The company aims to lift same-store sales by between 3% and 5% by 2027 through the initiative. Westlife Foodworld CEO Akshay Jatia stated on a post-earnings call that the strategy is intended to bolster its delivery business and lessen dependence on third-party platforms. McDonald’s orders are currently fulfilled thro ...

Core Insights - DoorDash (DASH) has seen a 20% year-over-year increase in order volume, reaching 761 million orders in Q2 2025, alongside a 23% growth in Marketplace Gross Order Value (GOV) to $24.2 billion, indicating strong demand across platforms [1][8]. Group 1: Financial Performance - DoorDash's shares have increased by 51.6% year-to-date, outperforming the Zacks Internet - Services industry's 9% rise and the broader Zacks Computer & Technology sector's 14.6% growth, driven by strong order growth and rising Marketplace GOV [2]. - The Zacks Consensus Estimate for DoorDash's earnings in 2025 is $2.39 per share, reflecting a 9.6% increase over the past 30 days and a year-over-year increase of 724.14%. Revenue estimates for 2025 are pegged at $13.15 billion, suggesting a year-over-year increase of 22.62% [10]. Group 2: Strategic Partnerships - DoorDash's expanding partner network includes notable companies such as Dollar General, McDonald's, Walmart Canada, and others, which have significantly broadened its reach and enhanced service offerings [5][6]. - A recent partnership with McDonald's USA allows for a new online ordering experience, enabling customers to access McDelivery without an app or account, further strengthening the global partnership that now supports delivery in 29 countries [6]. Group 3: Advertising Growth - DoorDash's advertising business has surpassed $1 billion in annualized revenue run rate in Q2 2025, driven by a focus on high merchant Return on Ad Spend (ROAS) and consumer conversion rates [8][9]. - The company launched its largest-ever advertising platform update in June 2025, introducing AI-powered campaign tools and acquired ad tech platform Symbiosys for $175 million to enhance off-site advertising capabilities [9]. Group 4: Competitive Landscape - Despite strong growth prospects, DoorDash faces intense competition in the local food delivery logistics market from platforms like Uber Eats and Grubhub, which are also seeking to expand their market presence [11][12]. - Grubhub's recent partnership with Wyndham Hotels & Resorts to offer delivery perks highlights the competitive strategies being employed in the industry [13]. Group 5: Valuation Concerns - DoorDash shares are currently considered overvalued, with a forward 12-month Price/Sales ratio of 7.30, exceeding its median of 5.86 and the industry's 5.51 [14].