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DoorDash remains my top pick for growth at a reasonable price, with expanding use cases and strong DashPass subscriber growth. DASH's Q2 revenue surged 36% y/y to $4.45B, beating expectations, with organic marketplace GOV up 23% y/y excluding Deliveroo. Margin expansion continues: adjusted EBITDA rose 40% y/y to $914M, with margins improving to 20.5% of revenue.
Walmart's plan to start delivery from Dunkin' to customers homes builds on a deal earlier this year for Subway sandwiches, throwing down the gauntlet at rival food delivery services like Uber Eats and DoorDash. Walmart's biggest advantage is 90 percent of Americans are within 10 miles of one of its stores, and the biggest benefit Walmart gets may be incremental and more frequent grocery orders.
DoorDash (DASH) reported earnings 30 days ago. What's next for the stock?
Customers can now shop thousands of Natural Grocers products online for on-demand delivery from all 174 stores nationwide LAKEWOOD, Colo., Sept. 3, 2026 /PRNewswire/ -- Natural Grocers® , the nation's largest family-operated natural and organic grocery retailer, announces a new partnership with DoorDash, making grocery delivery available from all 174 Natural Grocers locations nationwide.
Walmart is taking on DoorDash and Uber Eats with a new restaurant delivery partnership. The retailer will start delivering from Dunkin' locations, it said on Thursday.
Chicago, Sept. 02, 2026 (GLOBE NEWSWIRE) -- Circana LLC, a leader in turning consumer data into growth, and DoorDash, a global leader in local commerce, today announced a partnership to bring independent, third-party validation to DoorDash's measurement capabilities. Now available to select advertisers for Sponsored Products and Sponsored Brands, the collaboration gives consumer packaged goods (CPG) brands a trusted, objective view of the true incremental business impact of their advertising on DoorDash. Why Independent Measurement Matters The partnership addresses a growing need in retail media. With the rise of retail media networks, marketers require standardized measurement frameworks to guide real budget decisions. Through Circana's independent measurement approach, DoorDash advertisers can connect media exposure to actual purchase behavior across a broad retail footprint, helping confirm whether advertising creates genuine incremental demand and attracts new buyers.
Meta's new AI reportedly on the way, Bitcoin has best run since 2023, and more
Ally Financial Inc. bought a new position in shares of DoorDash, Inc. (NASDAQ: DASH) during the undefined quarter, according to the company in its most recent Form 13F filing with the SEC. The firm bought 7,000 shares of the company's stock, valued at approximately $1,292,000. Several other institutional investors have also recently added