DoorDash 2Q'26: Growth Beyond the Restaurant
DoorDash had a fine quarter with total orders growing ~27% YoY (~17% ex Deliveroo) and marketplace Gross Order Value (GOV) growing ~36% YoY (~23% ex Deliveroo). More importantly, GOV in US restaurant category slightly accelerated in 2Q’26 primarily due to DashPass membership.
Speaking of DashPass, management shared some interesting