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Sentiment · FY2026 Q1
What companies say about each other on earnings calls — extracted verbatim from public transcripts. Mentions from the newest quarter are a Pro feature.
“we're activating our Feeding America campaign in partnership with DoorDash.”
Casey's is running a Feeding America charitable campaign in partnership with DoorDash, indicating an ongoing delivery-platform relationship.
“our same-day delivery service offered through Instacart, Uber Eats and DoorDash continue to grow at a faster pace than our overall digital sales.”
DoorDash is one of Costco's same-day delivery partners, a channel growing faster than overall digital sales, a positive read-through for DoorDash's delivery volume.
“Our same-day delivery service offered in partnership with Instacart in the US and Uber Eats and DoorDash internationally also performed extremely well, growing at a faster pace than our overall digital sales.”
DoorDash powers Costco same-day delivery internationally, a fast-growing digital channel.
“Strength in gift cards was driven by Disney, Uber, and DoorDash.”
DoorDash gift-card sales were a driver of Costco's gift-card strength in the quarter.
“whether you're talking about Uber or DoorDash. One is heavily focused on price differentials for in-restaurant versus delivery. Other one's more promotionally driven.”
Chipotle discusses DoorDash as one of its distinct third-party delivery aggregator channels, noting differing promotional dynamics as it works to drive transactions through delivery partners.
“In 2026, we expect continued growth on aggregator platforms, in particular, on DoorDash, where we were not fully rolled out until midyear 2025.”
Domino's expects growing order volume through DoorDash as its rollout matures, a positive read on the aggregator relationship.
“innovative new category alliances with Meta, IBM, Polymarket, DoorDash and Ram.”
TKO signed DoorDash as a new-category global partnership alliance.
“The early results from our new relationship with DoorDash and Uber Eats have exceeded what we originally planned.”
Kroger's new delivery relationship with DoorDash has beaten plan, extending reach with incremental, profitable orders, a positive read-through for DoorDash.
“as well as through third-party partners, DoorDash and Uber Eats”
DoorDash is a third-party delivery partner powering Dollar General's delivery offering, which contributed roughly 80 bps to Q4 comp growth.
“Q3 marked the first quarter where we were fully rolled out on DoorDash and we remain encouraged about its long-term potential for our business.”
Domino's completed its first full quarter live on DoorDash and expects it to be a meaningful, growing contributor to US comps. Read-through: DoorDash added Domino's as a fully rolled-out marketplace partner.
“We compete with DoorDash in many markets.”
Uber frames DoorDash as a delivery competitor it faces in markets like Australia, Japan and Canada, claiming category-position gains against it.
“Our DoorDash partnership, which now services more than 18,000 stores, continues to drive significant incrementality and sales growth.”
Dollar General's DoorDash partnership now covers 18,000+ stores and powers its DG delivery offering, a positive read-through for DoorDash's convenience-retail fulfillment volume.
“With respect to Deliveroo, we are growing much faster at the same profit contribution that we expected before the acquisition.”
DoorDash's recently closed Deliveroo acquisition is growing faster than underwritten at the same profit contribution and gaining share in its largest markets.
“is something that actually Google launched was called Google Food Ordering, which they launched in, I believe it was like 2016 or something like this, where they offer the ability for restaurants to offer delivery directly through Google Maps and other Google surfaces.”
DoorDash cites Google Food Ordering as a high-traffic channel that failed to retain users versus DoorDash, a competitive read-through on Google's food-delivery efforts.
| Analyst | Firm | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Shweta Khajuria | Wolfe Research | 12 (0%) |
| Youssef Squali | Truist Securities | 12 (25%) |
| Deepak Mathivanan | Cantor Fitzgerald | 11 (9%) |
| Nikhil Devnani | Bernstein | 10 (0%) |
| Mike Morton | MoffettNathanson | 9 (22%) |
| Andy Boone | Citizens JMP Securities | 8 (0%) |
| Brian Nowak | Morgan Stanley | 7 (14%) |
| Jason Helfstein | Oppenheimer | 5 (20%) |
| Ross Sandler | Barclays | 5 (0%) |
| Ken Gawrelski | Wells Fargo | 5 (0%) |
| Firm | Analysts | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Truist Securities | 1 | 12 (25%) |
| Wolfe Research | 1 | 12 (0%) |
| Cantor Fitzgerald | 1 | 11 (9%) |
| Bernstein | 1 |
“You saw over time, companies like Amazon take increasing share of product search from traditional search engines because they did the end-to-end job for customers”
DoorDash frames Amazon as the model competitor that won product-search share by owning the end-to-end job, positioning itself similarly for local commerce; a competitive read-through on Amazon in grocery/retail.
“We're very excited to be partnering with companies like Kroger or CVS to really offer the highest possible quality, the perfect inventory accuracy at the lowest cost and the fastest speeds.”
DoorDash names CVS as a fulfillment-services partner for high-quality, low-cost same-day delivery, indicating CVS's use of third-party last-mile infrastructure.
“We're very excited to be partnering with companies like Kroger or CVS to really offer the highest possible quality, the perfect inventory accuracy at the lowest cost and the fastest speeds.”
DoorDash is partnering with Kroger on DashMart Fulfillment Services to power same-day grocery delivery, a read-through to Kroger's third-party fulfillment and delivery strategy.
“I wanted to just pick your brain on how you think the entry of Amazon in that space is likely to kind of impact you guys.”
An analyst raises Amazon's entry into perishables delivery as a competitive threat; DoorDash frames the market as underpenetrated and centered on consumer choice.
“we're super excited about all the selection that we're adding, including Kroger, who we announced in the recent quarter.”
DoorDash added Kroger as a grocery partner, part of its push to lead grocery order volume and new-customer acquisition on the platform.
“a lot of the confidence of what inspired us to pursue the Deliveroo acquisition really came a couple of years ago after gaining confidence in working with Wolt.”
DoorDash recently closed its Deliveroo acquisition, expanding its European local-commerce footprint to over 20 countries and expecting cost synergies from scale.
“we've done a lot of that with partners like Google Wing, for example.”
DoorDash names Alphabet's Google Wing among its drone-delivery partners as it pushes for U.S. regulatory approval of drone delivery, an area it says other regions have moved faster on than the U.S.
“I'm curious on the Coco Robotics partnership for sidewalk robots that I think occurred in April.”
DoorDash's sidewalk-robot delivery partnership with Coco Robotics launched in Los Angeles and Chicago in April 2025; management said the pilot has gone well.
“More recently, we partnered with T-Mobile, where we get to go super deep in ways that benefit both audiences from both companies.”
DoorDash's DashPass partnership with T-Mobile (bundled subscriber perk) is highlighted as a key driver of DashPass membership growth.
“We've been very lucky in that where starting in 2018, 2019, we partnered with Chase.”
DoorDash cites its long-running DashPass co-marketing partnership with Chase as a model for building deep, selective partner relationships that drive subscription growth.
| 10 (0%) |
| MoffettNathanson | 1 | 9 (22%) |
| Citizens JMP Securities | 1 | 8 (0%) |
| Bank of America | 2 | 7 (0%) |
| Morgan Stanley | 1 | 7 (14%) |
DoorDash closed FY2025 with Q4 revenue growth accelerating to approximately 38% year-over-year at record scale, with EPS of $0.72 up 47% year-over-year. The Deliveroo integration was exceeding expectations, and 30% of U.S. monthly active users were ordering from categories outside of restaurants. DashPass set a record year and quarter in subscribers. Operating margin faced pressure from the heavy investment cycle including Deliveroo integration, global tech platform rebuild, and autonomous delivery.
Innovation & R&D | Margin | Demand | Product Launch | Revenue Growth | Cloud & AI | Competitive Dynamics | Capex Investment | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 4 | 4 | 6 | 4 | 3 | 2 | 2 | 2 |
| 2025Q1 | 4 | 4 | 6 | 2 | 2 | 2 | 3 | 1 |
| 2025Q2 | 7 | 5 | 7 | 3 | 3 | 3 | 1 | |
| 2025Q3 | 5 | 7 | 3 | 5 | 2 | 2 | 3 | 5 |
| 2025Q4 | 8 | 8 | 6 | 5 | 4 | 4 | 3 | 4 |
| 2026Q1 | 6 | 3 | 3 | 1 | 6 | 5 | 4 | 3 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Innovation & R&D | 4 | 4 | 7 | 5 | 8 | 6 |
| Margin | 4 | 4 | 5 | 7 | 8 | 3 |
| Demand | 6 | 6 | 7 | 3 | 6 | 3 |
| Product Launch | 4 | 2 | 3 | 5 | 5 | 1 |
| Revenue Growth | 3 | 2 | 3 | 2 | 4 | 6 |
| Cloud & AI | 2 | 2 | 3 | 2 | 4 | 5 |
| Competitive Dynamics | 2 | 3 | 1 | 3 | 3 | 4 |
| Capex Investment | 2 | 1 | 5 | 4 | 3 |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
DASH DoorDash | 7 | +33.1% | |
| EVER EverQuote, Inc. | 8 | +14.5% | |
| GOOGL Alphabet Inc. | 9 | +21.8% | |
| META Meta Platforms, Inc. | 8 | +33.1% | |
| NBIS Nebius Group N.V. | 8 | +621.5% | |
| RDDT Reddit, Inc. | 9 | +69.1% |