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DoorDash, Inc.

DASH

Consumer Cyclical · 220.10 +1.8% today

You’ve read what changed. Here’s whether the market is confirming it.

Partial group confirmationMarket checked 19 Aug, 15:55 GMT-4

Jodie situation report

DoorDash, Inc.'s move is being confirmed by its market group.

DASH accounts for 13.4% of the group's measured movement across 8.9 effective names. raw member direction is mixed; 8 of 12 SPY-adjusted paths align to the downside. Capital-flow agreement is 15%, so confirmation is not yet clean. No verified headline preceded the measured group move.

MOVE ANATOMY

Is this move genuinely shared?

SPY-adjusted 5m paths
Role in the moveAligned contributor#2 of 12 by movement share
Group movement share13.4%Absolute path energy—not portfolio weight
Relative path-0.83%aligned
Effective breadth8.9 / 12broad
Relative alignment8/12downside path · 4 counter-moving
Capital-flow agreement15%not yet clean
SEQUENCE READ

CARG, EXPE, ACIW moved materially before DASH. DASH crossed its material path threshold at 15:55 ET, 25 minutes after the first measured mover.

What changed
  • Revenue increased 35.6% versus the comparable filing period.
  • Operating margin fell 1.5 percentage points.
EVIDENCE COVERAGE

20 of 31 members in Internet Retail & Services are active. 0 of 8 disclosed connections are confirming.

What would change this read
  • At least 21 of 31 members remain active in the next snapshot.
  • Capital-flow agreement rises above 55%.
  • A filing-linked outsider such as AMZN begins moving with the group.

Invalidation: The live read weakens if participation falls to 10 of 31 members or fewer.

Watch this read

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.competitorFeb 18, 2026 ▾

“Globally, we compete with other local on-demand delivery companies, including Amazon, Uber Eats, Prosus, Delivery Hero, and other local incumbents.”

UBERUber Technologies, Inc.competitorFeb 18, 2026 ▾

“Globally, we compete with other local on-demand delivery companies, including Amazon, Uber Eats, Prosus, Delivery Hero, and other local incumbents.”

Depended on by

EATBrinker International, Inc.partnerApr 29, 2026 ▾

“Our To-Go menu is available through the Chili’s mobile app, chilis.com, our delivery partners DoorDash, Uber Eats and Grubhub, Google Food Ordering or by calling the restaurant directly.”

Filing peers

UBERAPPSLYFT

Companies whose filings use similar operating language.

Open the three relationships above to see Jodie’s filing proof. Pro unlocks 19 more links, every receipt, and alerts when connected names begin moving. Unlock the full network →

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.