Local commerce platform
DoorDash, Inc.
DoorDash is a local commerce platform for restaurant, grocery, and retail orders, earning primarily from merchant commissions, consumer fees, memberships, and advertising. It spends on delivery fulfillment and third-party technology services including AWS and Google Maps. In 2025, it acquired Deliveroo and SevenRooms to expand its international footprint and merchant software offering.
Business categories Travel & Local Services Platforms · Consumer Brands & Commerce · primary
DASH Updated Sep 24, 2026 5 AI consumers· 4 recurring
Per the valuechain.wiki graph, DoorDash, Inc. is directly linked to 8 companies (6 supply, 2 revenue relationships) and reaches 58 companies within two hops; the links are backed by 18 dated sources, 5 of them primary filings (as of 2026-09-24).
Annual return · 2026-09-04'22-67.2%'23+102.6%'24+69.6%'25+35%YTD-6.5%
DoorDash, Inc.FY2025 revenue: USD 13.717 billion
Financials & Segments
- Total revenue · FY2025 revenue: USD 13.717 billion
- Segments · Marketplaces · Commerce Platform
Revenue from
- Domino's High confidence
Domino's joined the DoorDash Marketplace in 2025 while retaining fulfillment through its own drivers. DoorDash earns merchant commissions on marketplace orders, but neither the revenue attributable to Domino's nor the commission rate is disclosed.Confirms EN Domino's Pizza Investor Relations Published Apr 2, 2025: Domino's and DoorDash Announce Partnership: World's Largest Pizza Company to Join Largest Local Commerce Platform in North America - Kroger High confidence
Kroger expanded its DoorDash relationship in October 2025 to offer its full grocery assortment from nearly 2,700 stores. DoorDash recognizes commissions on partner-merchant orders, but Kroger-specific revenue is not disclosed.Confirms EN SEC EDGAR Published Nov 18, 2025: Kroger Evolves eCommerce Offerings to Improve the Customer Experience, Drive Profitable Sales Growth (8-K Exhibit 99.1)Confirms EN DoorDash Investor Relations Published Sep 29, 2025: Kroger and DoorDash to Bring Fast, Convenient Grocery Delivery to Millions Nationwide
Pays to
- Dollar General Corporation High confidence· Count 18,000 stores · 2026-01 · Minimum number of Dollar General stores served by DoorDash
DoorDash is a nationwide digital sales channel for Dollar General merchandise that served more than 18,000 stores by January 2026, while the SEC filing confirms that third-party delivery had become a meaningful contributor to comparable-store sales.Confirms EN Dollar General Newsroom Published Jan 22, 2026: Dollar General Brings Faster, Easier Shopping to Customers NationwideMentions KO The Korea Economic Daily Published Nov 22, 2025: Dollar General Rallies as Demand for Low-priced Goods GrowsConfirms EN DoorDash Published Mar 18, 2025: DoorDash and Dollar General Partner to Unlock Unprecedented Food Access for SNAP Customers - Amazon High confidence
DoorDash directly identifies AWS as a third-party vendor it relies on. A co-authored AWS technical article confirms its use of Amazon Connect, Bedrock, and Lex for customer support, but vendor-specific spending is not disclosed. - Alphabet (Google) High confidence
DoorDash identifies Google Maps as a third-party service it uses or relies on. Google Maps Platform also confirms DoorDash's deployment and joint navigation improvements, but usage fees are not disclosed.Confirms EN Google Maps Platform Published Aug 22, 2022: Improving the Navigation Experience with Hyperlocal Context - Chipotle Mexican Grill High confidence
DoorDash serves as both a marketplace for Chipotle orders and the fulfillment provider for delivery orders placed through Chipotle's own app and website, while Chipotle receives marketplace-order payments from delivery partners but does not disclose DoorDash-specific revenue.Confirms EN SEC EDGAR Published Feb 4, 2026: Chipotle Mexican Grill, Inc. 2025 Annual Report (Form 10-K)Confirms EN Chipotle Newsroom Published Apr 30, 2018: Burritos On Board: Chipotle Is Now Available For DoorDash Delivery - Casey's High confidence
DoorDash is a major delivery channel for Casey's merchandise and prepared-food orders. Casey's continued to direct customers to DoorDash ordering in 2026, but channel-specific revenue was not disclosed.Confirms EN Casey's Published Mar 4, 2026: Casey’s Partners with DoorDash to Drive Hunger Relief by Helping Provide 10 Million Meals through Annual Feeding America Campaign - Dollar Tree, Inc. Medium confidence· Count 9,000 stores · 2026 partnership launch · U.S. Dollar Tree stores available to order from on DoorDash
DoorDash, Inc. operates an on-demand sales channel spanning Dollar Tree's full U.S. footprint, allowing consumers to order Dollar Tree merchandise through the marketplace for delivery.Confirms EN DoorDash Published May 28, 2026: DoorDash and Dollar Tree Partner to Bring Greater Value and Thrill of the Hunt Discovery On-Demand
Investments
- Deliveroo plc High confidence· Amount $3.7B · 2025-10-02 · Acquisition-date fair value of total consideration for Deliveroo
DoorDash completed its acquisition of substantially all Deliveroo equity on October 2, 2025. The FY2025 10-K records acquisition-date fair value of total consideration at $3.724 billion.Mentions KO ZDNet Korea Published May 28, 2025: DoorDash Issues $2 Billion in Convertible Notes, Setting Global Expansion in Motion
Value-chain ripple (2 tiers)
Following node-to-node links up to 2 tiers; each firm is shown once, at its nearest tier.
| Company | Chain | '21 | '22 | '23 | '24 | '25 | YTD |
|---|---|---|---|---|---|---|---|
| PepsiCo | lead2 | +20.6 | +6.8 | -3.3 | -7.6 | -1.8 | -2.2 |
| The Kroger Co. | lead1 | +45.4 | +0.4 | +5 | +36.9 | +4.3 | -4.6 |
| Domino's | lead1 | +48.4 | -37.9 | +20.7 | +3.2 | +0.9 | -17.2 |
| DoorDash, Inc. | node | · | -67.2 | +102.6 | +69.6 | +35 | -6.5 |
| Casey's | benef1 | +11.2 | +14.5 | +23.3 | +45 | +40.1 | +17.2 |
| Amazon | benef1 | +2.4 | -49.6 | +80.9 | +44.4 | +5.2 | +12 |
| Dollar Tree, Inc. | benef1 | +30.1 | +0.7 | +0.4 | -47.2 | +64.1 | +6.8 |
| Dollar General Corporation | benef1 | +13 | +5.6 | -44.1 | -43.1 | +79.6 | +1.8 |
| Chipotle Mexican Grill | benef1 | +26.1 | -20.6 | +64.8 | +31.8 | -38.6 | -0.1 |
| SanDisk | benef2 | · | · | · | · | · | +633 |
| Seagate Technology | benef2 | +87.5 | -51.4 | +69.1 | +4.1 | +225.3 | +209.1 |
| Marvell | benef2 | +84.6 | -57.5 | +63.7 | +83.8 | -22.8 | +163.4 |
| Astera Labs | benef2 | · | · | · | · | +25.6 | +105.7 |
| Wiwynn | benef2 | +24.7 | -22.3 | +206.4 | +3.5 | +64.4 | +92.3 |
| Corning | benef2 | +5.9 | -11.6 | -1.2 | +60.6 | +87.8 | +77.2 |
| GE Vernova | benef2 | · | · | · | · | +99 | +54 |
| Occidental Petroleum | benef2 | +67.7 | +119.1 | -4.1 | -15.9 | -14.9 | +48.2 |
| Arista Networks | benef2 | +97.9 | -15.6 | +94.1 | +87.7 | +18.5 | +47.9 |
| Caterpillar | benef2 | +16 | +18.6 | +25.9 | +24.7 | +60.3 | +40.6 |
| Alchip Technologies | benef2 | +14.3 | -8.7 | +365.1 | -18.9 | +0.8 | +40.1 |
| FedEx | benef2 | +0.7 | -31.6 | +49.1 | +13.5 | +5.1 | +39.6 |
| Ciena | benef2 | +45.6 | -33.8 | -11.7 | +88.4 | +175.8 | +37.3 |
| Globalstar | benef2 | +241.2 | +14.7 | +45.9 | +6.7 | +96.6 | +37.3 |
| Jabil | benef2 | +66.4 | -2.5 | +87.4 | +13.3 | +58.7 | +36.3 |
| Eaton | benef2 | +46.7 | -7.2 | +56.2 | +39.5 | -2.8 | +36 |
| The Coca-Cola Company | benef2 | +11.4 | +10.6 | -4.4 | +8.9 | +15.6 | +27.7 |
| Digital Realty | benef2 | +30.7 | -41 | +39.9 | +35.9 | -10.1 | +23.4 |
| Celestica | benef2 | +37.9 | +1.3 | +159.8 | +215.2 | +220.3 | +22.5 |
| Quanta Computer | benef2 | +22.2 | -12.8 | +254.5 | +12.7 | +8.9 | +21.2 |
| Credo Technology | benef2 | · | · | +46.3 | +245.2 | +114.1 | +18.5 |
| ABB | benef2 | +23.9 | +7.3 | +18.9 | +39 | +36.1 | +18.4 |
| Church & Dwight Co., Inc. | benef2 | +18.9 | -20.4 | +18.7 | +12 | -18.9 | +18.1 |
| Foxconn (Hon Hai) | benef2 | -5.1 | +2.8 | +7.8 | +80.1 | +26.9 | +16.3 |
| Norfolk Southern | benef2 | +27.3 | -15.6 | -1.6 | +1.6 | +25.6 | +15.6 |
| Colgate-Palmolive Company | benef2 | +2.1 | -5.4 | +3.8 | +16.6 | -11 | +14.4 |
| Entergy | benef2 | +17.1 | +3.6 | -6.1 | +56 | +25.3 | +13.2 |
| JPMorgan Chase | benef2 | +27.7 | -12.6 | +30.6 | +44.3 | +37.3 | +12.9 |
| Schneider Electric | benef2 | +25.9 | +1.6 | +25.8 | +36.1 | +0.5 | +11.7 |
| Cummins | benef2 | -1.7 | +14.1 | +1.7 | +48.9 | +49.4 | +11 |
| United Parcel Service, Inc. | benef2 | +30 | -16.2 | -6 | -15.9 | -15.9 | +8 |
| The Kraft Heinz Company | benef2 | +8 | +18.2 | -5 | -13 | -16.3 | +6.1 |
| Procter & Gamble | benef2 | +20.5 | -5 | -0.9 | +17.3 | -12.3 | +4.5 |
| Ameren Corporation | benef2 | +17.1 | +2.5 | -16.1 | +27.5 | +15.3 | +4.5 |
| Omnicom Group Inc. | benef2 | +21.9 | +15.7 | +9.6 | +2.5 | -2.6 | +4.4 |
| Talen Energy | benef2 | · | · | · | +214.8 | +86.1 | +1 |
| The Estée Lauder Companies Inc. | benef2 | +40 | -32.3 | -40.1 | -47.6 | +42.1 | +0.2 |
| Amorepacific | benef2 | -30.1 | -5.7 | -18.4 | +9.9 | +8.2 | -1.2 |
| Exelon | benef2 | +41.5 | +8.3 | -14 | +9.2 | +20 | -1.5 |
| PepsiCo | benef2 | +20.6 | +6.8 | -3.3 | -7.6 | -1.8 | -2.2 |
| Vistra | benef2 | +19.6 | +5.1 | +70.7 | +261.5 | +17.7 | -7.2 |
| Fabrinet | benef2 | +52.7 | +8.2 | +48.4 | +15.5 | +107.1 | -10.5 |
| IonQ | benef2 | · | -79.3 | +259.1 | +237.1 | +7.4 | -11.9 |
| Abbott Laboratories | benef2 | +30.5 | -20.7 | +2.3 | +4.8 | +12.9 | -19 |
| Quantum Computing Inc | benef2 | -75.8 | -55.7 | -39.5 | +1712.7 | -38 | -27.5 |
| Nike | benef2 | +18.7 | -29 | -6 | -29.1 | -13.8 | -44.1 |
| D-Wave Quantum | benef2 | · | -85.3 | -38.9 | +854.5 | +211.3 | -44.3 |
YTD as of 2026-09-04 · source: Yahoo Finance
DoorDash, Inc. operates across Local commerce platform. It is -6.5% in 2026. The stock (-6.5%) and its supply side (avg +10.2%) are moving in step. Among connected nodes the furthest ahead is Amazon (+12%) and the furthest behind is Alphabet (Google) (+8.3%). If chain logic explains the gap, the laggard is the next propagation candidate; if not, the link itself deserves a second look. In 2025, it acquired Deliveroo and SevenRooms to expand its international footprint and merchant software offering.
Analysis generated from returns as of 2026-09-04← All companiesMarkdown · JSON · Customers · Suppliers · Ripple