DoorDash posted first-quarter (Q1) 2026 revenue of $4.03bn, up 33% year-on-year (YoY), with higher order volumes and growth from Deliveroo.
In the quarter ending 31 March 2026, total orders increased 27% from a year earlier to 933 million, while marketplace gross order value (GOV) reached $31.6bn, up 37%.
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Adjusted earnings before interest, taxes, depreciation, and amortisation (EBITDA) rose 28% to $754m.
Net income attributable to DoorDash common stockholders fell 5% to $184m.
Excluding Deliveroo, Marketplace GOV increased 24% YoY, and revenue grew 21%.
DoorDash said the marketplace GOV in US grocery and retail recorded strong growth, supported by a wider product range across categories such as apparel and auto parts, as well as new merchant onboarding tools.
Outside the US, the company said Deliveroo contributed to faster growth in monthly active users, total orders and marketplace GOV in the UK, France and Italy.
The company also said unit economics in its international marketplaces improved YoY, excluding Deliveroo.
According to DoorDash, growth was driven by its US restaurant, grocery and retail businesses, alongside Deliveroo.
DoorDash said it expanded its merchant services range to include Digital Ordering, SevenRooms and Reservations.
In its statement, the company said: “We had a strong start to 2026, with rigorous execution across our business. In Q1 2026, continued product improvements and healthy consumer demand trends helped drive record membership signups, a new high for monthly active users, and strong consumer engagement across our marketplaces.
“At the same time, we continued investing to expand the breadth and quality of services we offer, began putting new features into production as part of our transition to a single global technology platform, and took steps to streamline our global operations.”
For Q2 2026, the company expects a marketplace GOV of $32.4bn to $33.4bn and adjusted EBITDA of $770m to $870m.
It also said it continues to expect Deliveroo to contribute around $200m to adjusted EBITDA this year.
For the full year, DoorDash forecast stock-based compensation expense of $1.3bn to $1.4bn and depreciation and amortisation expense of $1.1bn to $1.2bn.
