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Jefferies said Toast’s POS leadership remains strong, while DashOS could pressure Toast’s marketing and customer analytics software sales.
In September 2026, DoorDash expanded its capabilities with the launch of Brand Center, a data-rich platform for consumer brands, while Costco and DoorDash jointly rolled out same-day delivery from all U.S. Costco warehouses and the NHL announced a multiyear deal naming DoorDash its Official On-Demand Delivery and Pick Up Partner in North America. Together with new AI-powered inventory tools and a global media partnership with WPP, these moves show DoorDash pushing deeper into retail media,...
DoorDash is moving further into clothing delivery and expanding its return service. The San Francisco company said Wednesday it’s partnering with Macy’s, Anthropologie, The North Face, Vans and Timberland. The brands will offer their products on DoorDash’s U.S. website and its drivers will deliver them in as little as an hour.
SHOP's diversified merchant ecosystem, enterprise adoption, AI-driven commerce, and stronger earnings growth outlook give it an edge over DASH.
DoorDash says it will offer retail customers the ability to return goods to local retailers in a further challenge to traditional couriers, and is launching its own drone delivery airline. The post DoorDash launches retail returns service, self-designed drones appeared first on FreightWaves.
DoorDash wants to become more than a delivery marketplace for restaurants. Its new DashOS platform connects ordering, reservations, loyalty, customer data, and marketing. The goal is to help restaurants recognize the same guest across delivery, direct ordering, and dine-in visits, then use that information to bring the customer back. That is difficult for many operators […]
DoorDash is adding another vehicle to its increasingly automated delivery fleet: a drone designed and built in-house.
Lyft's stock keeps falling even as its bookings and cash flow grow stronger, and one analyst sees a full double from here while 29 others are still waiting for proof. The gap between those two views tells you everything about what this stock is betting on.
Lowe’s drone-delivery pilot adds a new catalyst, but with LOW stock under pressure, what should be your stance now?
SAN FRANCISCO, September 30, 2026--Starting today, DoorDash is introducing a new way to order by text, while adding even more ways to restock your groceries faster and score savings effortlessly. This launch expands on Ask DoorDash, our in-app assistant designed to help you find exactly what you want to order.
SAN FRANCISCO, September 30, 2026--Today, DoorDash is expanding its retail Marketplace with new partnerships across apparel, beauty, and home: Macy's, Anthropologie, The North Face, Vans, and Timberland are all now available to shop, with fast delivery from the stores consumers already know. DoorDash is also launching a new return offering, making it just as easy to send something back as it was to order it. For retailers, it's new consumers and a new growth channel, from the stores they already
SAN FRANCISCO, September 30, 2026--At DoorDash, our mission has always been to grow and empower local economies. With more selection than ever before, DoorDash and Wolt have facilitated over 14 billion lifetime consumer orders.* Since 2023, we’ve made it easier to shop more of your neighborhood by adding 30 million retail products to the marketplace, with more than 500,000 products eligible for delivery in as little as an hour to the average U.S. consumer.** That expanding access also creates ea
SAN FRANCISCO, September 30, 2026--DoorDash today unveiled its purpose-built autonomous aircraft powered by DoorDash Air, and outlined plans for an end-to-end drone delivery system with infrastructure and delivery orchestration designed to scale for all local businesses. Pilot drone deliveries will begin in Northern California in partnership with national restaurant brands including Chipotle Mexican Grill and Popeyes Louisiana Kitchen®.
SAN FRANCISCO, September 30, 2026--DoorDash announced new AI tools to help Dashers get started and get more from every dash. The goal is simple: put new technology to work for the millions of people who dash each year, from instant answers on a first delivery to personalized recommendations for making the most of their time on the road.
SAN FRANCISCO, September 30, 2026--The restaurant experiences people remember are personal. That might mean a recommendation that feels made just for you, a loyalty reward ready to use when you walk through the door, or a server who already knows your usual order. These are the experiences that turn first-time customers into regulars, and regulars help restaurants grow. But the tools restaurants rely on to create these experiences often do not work together. Today, DoorDash (NASDAQ: DASH) introd
SAN FRANCISCO, September 30, 2026--An office lunch can start with a message in Slack and turn into a string of follow-ups: choosing a restaurant, collecting everyone's order, and checking when the food will arrive. We want to make it easier for the person putting that meal together.
The Drop will offer customers Grubhub credits when they dine at select restaurants, with new offers each week.
A cash-heavy balance sheet is often a sign of strength, but not always. Some companies avoid debt because they have weak business models, limited expansion opportunities, or inconsistent cash flow.
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