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#NASDAQ:DASH

Deliveroo confirmed it received a non-binding proposal from DoorDash on April 5, 2025, regarding a possible all-cash offer to acquire Deliveroo at 180 pence per share.

After reviewing the offer with its advisers, Deliveroo’s Board indicated that it would be inclined to recommend a firm offer on these terms, subject to agreement on final conditions.

Deliveroo is providing DoorDash with due diligence access. There is no certainty that a firm offer will be made. DoorDash must announce a firm intention to make an offer or withdraw by May 23, 2025, under UK Takeover Code rules.

An offer period has formally commenced. Deliveroo is being advised by Goldman Sachs and Allen & Company.
DoorDash has announced an expansion of its partnership with Coco Robotics to introduce sidewalk robot deliveries for customers in Los Angeles and Chicago.

Building on a successful pilot with Wolt in Helsinki, this U.S. launch enables customers in the two cities to receive orders from nearly 600 merchants via Coco’s fleet of emissions-free sidewalk robots.

During the pilot phase, Coco completed over 100,000 deliveries. The new integration is part of DoorDash’s broader multi-modal delivery strategy, which includes Dashers, drones, and autonomous robots. According to Harrison Shih of DoorDash Labs, robot delivery complements the Dasher network and supports the company’s aim to lower costs and emissions while meeting growing demand.

Coco CEO Zach Rash emphasized the combination of Coco’s AI robocourier technology with DoorDash’s national reach as a key step toward modernizing urban delivery. Local merchants, such as Main Chick Hot Chicken, have already reported improved operational efficiency and customer satisfaction thanks to the robot delivery model.

DoorDash’s investment in autonomy also includes drone delivery partnerships like the one with Wing. The company aims to match each delivery with the most efficient fulfillment method, enhancing service for customers, merchants, and Dashers alike.
DoorDash, Inc. (NASDAQ: DASH) today announced that the company’s first quarter 2025 financial results will be released after the U.S. financial markets close on Wednesday, May 7, 2025. The company’s earnings press release will be made available on the DoorDash Investor Relations website at ir.doordash.com.

DoorDash will host a conference call to discuss its results and guidance at 2 p.m. PT / 5 p.m. ET the same day. Interested parties may register for and access the live webcast of the call at the DoorDash Investor Relations website at ir.doordash.com. Following the call, a replay will be available at the same website.
DoorDash Expands Retail and Alcohol Offerings, Becoming a One-Stop Shop for Local Needs

On March 25, 2025, DoorDash announced new milestones in its retail, grocery, and alcohol delivery services, continuing its transformation into a full-spectrum local shopping platform. With major additions like DSW joining the app, users can now order a wide selection of footwear alongside traditional items like groceries and flowers—all delivered with DoorDash’s signature speed.

Valentine’s Day 2025 marked a record-breaking day for DoorDash, with over 1 million U.S. orders and 350,000 bouquets delivered. Alcohol sales also surged, with wine orders up 95% compared to the previous year and a significant rise in small business participation.

DoorDash reports that 99% of users in the U.S. now have access to non-restaurant retailers, and 1 in 4 consumers placed an order from grocery, convenience, retail, or alcohol stores in December 2024. DSW’s integration brings nearly 500 stores into the DoorDash network, making it easier for consumers to shop for shoes and accessories on-demand.

The company highlights its mission to support both national brands and local merchants, aiming to drive incremental growth and meet the evolving expectations of consumers who want convenience across more categories.
DoorDash Expands DoubleDash Ad Solutions to Boost Brand Reach and Post-Checkout Sales

On March 25, 2025, DoorDash introduced new advertising features for its DoubleDash platform, aimed at helping brands connect with high-intent consumers after they’ve completed a restaurant order. DoubleDash allows users to add items from multiple stores to their original order without extra delivery fees or order minimums.

The new ad tools include Banner ads, which appear in the first position post-checkout to boost brand visibility, and upgraded Sponsored Products capabilities, offering better targeting and performance monitoring. Early results show Banner ads deliver over 95% new-to-brand impressions, while Sponsored Products on DoubleDash achieve an 18% higher click-to-conversion rate than standard placements. Brands like Ben & Jerry’s, Red Bull, Pepsi, and Mondelēz have already seen success with these formats.

With access to more than 42 million monthly active users, DoorDash aims to give advertisers a powerful platform to drive incremental sales and reach new customers during the crucial post-checkout window.

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DoorDash has expanded its grocery offerings by partnering with six local grocers across the United States. The new additions include Earth Fare, King Kullen, Mollie Stone’s Markets, Uncle Giuseppe’s Marketplace, Westside Market, and Wild by Nature, enhancing DoorDash’s selection of over 11 million grocery and retail products.

These partnerships allow customers to order a variety of groceries, fresh produce, prepared meals, and specialty items for on-demand delivery. The newly added grocers cater to diverse needs, from organic and natural products at Earth Fare and Wild by Nature to gourmet offerings at Uncle Giuseppe’s Marketplace and Westside Market.

DoorDash continues to strengthen its presence in grocery and retail, providing partners with technology to reach more customers. The new grocers will also be available through DashPass, offering members benefits such as $0 delivery fees and reduced service fees on eligible orders.
DoorDash and Dollar General have announced a partnership to bring SNAP/EBT payment options to more than 16,000 Dollar General stores on the DoorDash Marketplace. This move nearly doubles DoorDash’s network of stores that accept SNAP/EBT online payments, expanding access to over 35,000 locations.

Enabled in partnership with Forage, this collaboration allows SNAP recipients to order groceries, including fresh and frozen foods, pantry staples, and snacks, for delivery across 48 states. With 75% of the U.S. population living within five miles of a Dollar General store, the initiative aims to increase accessibility and convenience for SNAP users.

DoorDash reports that 2.4 million consumers have added their SNAP/EBT card to its platform, with a significant portion using the service due to mobility or health challenges that make in-person shopping difficult. To further support food access, DoorDash offers a discounted DashPass plan for SNAP recipients at $4.99 per month for one year, providing benefits such as free delivery on eligible orders.

The partnership reflects both companies' commitment to addressing food insecurity and ensuring that more people can conveniently access affordable, healthy groceries.
DoorDash is offering Illinois restaurants an opportunity to increase their revenue, with some establishments earning between $45,000 and $78,000 annually through the platform. The service helps restaurants connect with local customers, offering delivery and pickup options that are flexible and scalable without requiring additional overhead or staffing.

By using DoorDash’s marketing tools, including customizable promotions and in-app advertising, restaurants can enhance their visibility and attract more customers. The platform also provides a potential earnings calculator to estimate revenue gains. Restaurants interested in expanding their reach and boosting sales can explore their potential earnings and sign up today.
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DOORDASH TO JOIN S&P 500. STOCK PRICE SURGED
DoorDash has unveiled its latest marketing campaign for DashPass, featuring comedian Nate Bargatze in a humorous ad set to air during the Big Game on February 9. The campaign, titled “Give Yourself A Pass,” emphasizes the savings DashPass members enjoy, with an average of $5 saved per eligible order and over $10 billion saved globally since its launch in 2018. In a unique twist, DoorDash is offering a 50% discount on one order (up to $15) for DashPass members in the losing team’s city on February 10. The campaign will also include social engagement and content inspired by the viral “girl math” trend. Source: DoorDash News.
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DoorDash highlighted improvements made in 2024 and plans for 2025 to enhance the experience for Dashers. In 2024, flexibility was expanded through the Dasher Preferences tool, enabling Dashers to choose delivery types and customize their work schedules. A new Rewards program introduced Silver, Gold, and Platinum tiers, providing Dashers with enhanced benefits. Stronger safeguards were implemented, including frequent identity re-verifications and updates to the account deactivation process.

Looking ahead to 2025, DoorDash plans to refine its Dasher Rewards with a new Overall Dasher Rating system and additional perks. The company is exploring expansions for the Dasher Relief Fund and new earning opportunities like taking photos of menus or confirming store hours. Safety measures will continue to be scaled, ensuring the integrity of the platform. These updates reflect DoorDash's commitment to flexibility, rewards, and safety for its Dashers.
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