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DoorDash, Inc.

DASH

Consumer Cyclical · 196.26 -0.7% today

Jodie read · what matters now

Revenue increased 33.1% versus the comparable filing period.

The story is only the start. Jodie keeps watching the filing evidence, the companies connected to DASH, and whether its market group begins moving.

Latest storyNo Struct brief yetJodie is monitoring new filings.
Disclosed connections22 verified links19 additional receipts in Pro
Organic co-movement groupInternet Retail & Services · ParticipantDiscovered from trading behaviour, not sector labels · Open group →

Latest filing assessment · baseline

The latest filing presents a mixed picture

10-Q filed 2026-05-06 against the comparable filing from 2025-05-07.

mixed
OperationsmixedEvidence score +1
liquidityneutralEvidence score 0
valuationpremium

What improved

  • Revenue increased 33.1% versus the comparable filing period.

What weakened

  • Operating margin fell 1.4 percentage points.
  • Net margin fell 1.8 percentage points.
  • Operating cash flow was 3.23x net income; review non-cash and one-time items before treating this as recurring conversion.

Filing receipts

This consisted of net income including redeemable non-controlling interests of $183 million, adjusted for non-cash stock-based compensation expense of $231 million, non-cash depreciation and amortization expense of $269 million, non-cash reduction of operating lease right-of-use assets and accretion of operating lease liabilities of $35 million, amortization of deferred contract costs of $21 million, and other net non-cash expenses of $15 million, partially offset by $7 million of adjustments to non-marketable equity securities, including impairment, net, as well as $153 million net outflows from changes in operating assets and liabilities primarily driven by changes in accounts payable and...

This consisted of net income including redeemable non-controlling interests of $192 million, adjusted for non-cash stock-based compensation expense of $235 million, non-cash depreciation and amortization expense of $152 million, non-cash reduction of operating lease right-of-use assets and accretion of operating lease liabilities of $26 million, non-cash office lease impairment expenses of $7 million, and other net non-cash expenses of $18 million, as well as $5 million net inflows from changes in operating assets and liabilities primarily driven by a decrease in funds held at payment processors, partially offset by an increase in other assets.

In the first quarter of 2026, Net Revenue Margin decreased to 12.8% from 13.1% in the same quarter of 2025, primarily due to decreases in fees charged to consumers as a percentage of Marketplace GOV and the acquisition of Deliveroo, partially offset by increased contribution from advertising revenue, as well as reductions in credits and refunds, each as a percentage of Marketplace GOV.

Retrospective baseline calibration. It was generated after the filing date and is not part of Jodie's live track record.

Who this business touches

The relationships behind DASH

Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.

Depends on

AMZNAmazon.com, Inc.competitorFull receipt with Pro →
UBERUber Technologies, Inc.competitorFull receipt with Pro →

Depended on by

EATBrinker International, Inc.partnerFull receipt with Pro →

Filing peers

Companies whose filings use similar operating language.

You can see the shape of the network here. Pro opens 19 more links, the original filing receipts, and alerts when connected names begin moving. See Pro →

What is moving around it

Live connections

DASH is currently a Participant in the organic co-movement group Internet Retail & Services. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 3 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.

Theme membership history

No durable theme membership has been observed for this name yet.