DoorDash, Inc., together with its subsidiaries, operates a local commerce platform that enables local businesses to address consumers’ expectations of ease and immediacy and thrive in convenience economy.
The company’s Marketplaces operate in over 30 countries, including the United States, and account for the vast majority of its revenue. Its Marketplaces serve three primary constituents: merchants, consumers, and the independent contractors who use its platform to generate earnings, or Dashers...
DoorDash, Inc., together with its subsidiaries, operates a local commerce platform that enables local businesses to address consumers’ expectations of ease and immediacy and thrive in convenience economy.
The company’s Marketplaces operate in over 30 countries, including the United States, and account for the vast majority of its revenue. Its Marketplaces serve three primary constituents: merchants, consumers, and the independent contractors who use its platform to generate earnings, or Dashers.
The company’s Marketplaces provide an integrated suite of services that help merchants establish an online presence, connect with consumers in their communities, and solve mission-critical challenges, such as customer acquisition, demand generation, order fulfillment, merchandising, payment processing, and customer support. It typically earns a fee from merchants for the services it provides based on the size of each transaction. The company also offers advertising as a value-added service through its Marketplaces to help merchants and consumer packaged goods companies increase consumer engagement and drive incremental revenue.
Consumers access the company’s Marketplaces through its apps and websites to discover, engage with, and purchase goods from merchants in their communities. The company seeks to attract and retain consumers based primarily on the selection, convenience, quality, affordability, and service it provides. The company typically charges consumers fees for each transaction, inclusive of a fixed delivery fee and a service fee that varies based on the size of the transaction. Its Marketplaces also offers consumer membership programs, DashPass, and Wolt+, which aim to lower transactional friction by reducing the delivery and service fees it charges, while providing additional membership benefits. In December 2024, the company’s Marketplaces served over 42 million monthly active users2 and, as of December 31, 2024, it had over 22 million DashPass and Wolt+ members.
In addition to its Marketplaces, the company offers its Commerce Platform, which is a suite of services that help merchants grow, run, and operate their businesses on their own channels. DoorDash Drive On-Demand and Wolt Drive (together, ‘Drive’) are white-label delivery fulfillment services that generate the majority of revenue within its Commerce Platform. In addition to Drive, it also provides services within its Commerce Platform that help merchants establish online ordering, build branded mobile apps, enable tableside order and pay, and improve customer support.
For Dashers, the company’s Marketplaces and Drive provide opportunities to generate income that helps them achieve their goals. Dashers choose if, when, and where to dash, which tasks to accept, as well as how frequently and for how long to dash each time they choose to do so. The company typically pays Dashers based on the amount of time they are active on its platform or the number of tasks they complete, and the time, distance, and desirability associated with each task.
Intellectual Property
As of December 31, 2024, the company had 244 issued U.S. patents, 25 patents issued in foreign jurisdictions, 54 U.S. patent applications pending, and 21 patent applications pending in foreign jurisdictions.
The company has an ongoing trademark and service mark registration program pursuant to which the company registers its brand names and product names, taglines, and logos in the United States and other countries to the extent the company determines appropriate. As of December 31, 2024, the company held 56 registered trademarks in the United States and 194 registered trademarks in foreign jurisdictions. The company also has common law rights in some trademarks and numerous pending trademark applications in the United States and foreign jurisdictions. In addition, the company has registered domain names for websites that the company uses in its business, such as www.doordash.com and other variations.
Competition
Globally, the company competes with other local food delivery logistics platforms, including Uber Eats, Just Eat Takeaway, Delivery Hero, and other local incumbents.
History
The company was founded in 2013. It was incorporated in 2013 as Palo Alto Delivery Inc., a Delaware corporation. In 2015, the company changed its name to DoorDash, Inc.