DoorDash Selected as Yelp's Third-Party Delivery Partner; Introduces Delivery Robot 'Dot'
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Sep 30 2025
0mins
Source: SeekingAlpha
Yelp and DoorDash Partnership: Yelp has chosen DoorDash as its preferred partner for restaurant deliveries, enhancing the delivery options for Yelp's users starting October 1, while maintaining existing partnerships for restaurants not on DoorDash's platform.
Impact on Stock Prices: The announcement positively affected the stock prices of both Yelp and DoorDash, while negatively impacting Uber's shares.
Introduction of Delivery Robot: DoorDash introduced a new delivery robot named Dot, designed for local deliveries, capable of navigating various terrains and reaching speeds of 20 mph.
Initial Deployment of Dot: The Dot robot will first be deployed in Tempe and Mesa, Arizona, aiming to improve delivery efficiency and food quality.
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Analyst Views on DASH
Wall Street analysts forecast DASH stock price to rise
21 Analyst Rating
18 Buy
3 Hold
0 Sell
Strong Buy
Current: 161.140
Low
224.00
Averages
278.67
High
330.00
Current: 161.140
Low
224.00
Averages
278.67
High
330.00
About DASH
DoorDash, Inc. is engaged in providing services that reduce friction in local commerce and help merchants connect with consumers in their communities. The Company's primary offerings include the DoorDash Marketplace and the Wolt Marketplace (together, the Marketplaces), and its Commerce Platform. The Company's Marketplaces operate in over 30 countries across the globe and 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 also offers advertising as a value-added service through its Marketplaces to help merchants and consumer packaged goods companies increase consumer engagement. The Company also has offsite advertising capabilities. Its white-label delivery fulfillment services include DoorDash Drive On-Demand and Wolt Drive.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Surge in Order Volume: Total orders reached 776 million, up 21% from the previous year, reflecting sustained consumer demand for delivery services and further solidifying DoorDash's market leadership.
- Strategic Investment Focus: Although the earnings per share of $0.55 missed consensus, the deliberate spending on delivery robots, fulfillment infrastructure, and the Deliveroo integration signals the company's commitment to future growth and confidence in market demand.
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- Surge in Order Volume: Total orders reached 776 million, up 21% year-over-year, demonstrating sustained market demand for DoorDash's services, despite a slight miss in earnings per share.
- Strategic Investment Focus: The company has invested nearly $4 billion in delivery robots, fulfillment infrastructure, and the integration of Deliveroo, aiming to enhance long-term growth potential rather than cutting back due to declining demand.
- Global Market Expansion: With the acquisition of Deliveroo, DoorDash has expanded into 45 global markets, and the global online food delivery market is projected to reach $473 billion by 2026, further solidifying DoorDash's market position.
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- Significant Revenue Growth: DoorDash reported Q4 revenue of $3.45 billion, a 27% year-over-year increase that surpassed Wall Street expectations, indicating strong performance and growth potential in the market.
- Surge in Order Volume: Total orders reached 776 million, up 21% from the previous year, reflecting sustained consumer demand for delivery services and further solidifying DoorDash's market leadership.
- Strategic Investment Focus: Although the earnings per share of $0.55 missed consensus, the deliberate spending on delivery robots, fulfillment infrastructure, and the Deliveroo integration signals the company's commitment to future growth and confidence in market demand.
- Global Expansion and Partnerships: DoorDash completed its nearly $4 billion acquisition of Deliveroo, entering 45 global markets, and is partnering with Waymo to pilot autonomous deliveries, showcasing its strategic focus on global market expansion and future technologies.
See More
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- Significant Revenue Growth: DoorDash reported fourth-quarter 2025 revenue of $3.45 billion, reflecting a 27% year-over-year increase that surpassed Wall Street expectations, indicating strong performance in international markets.
- Surge in Order Volume: Total orders reached 776 million, up 21% year-over-year, demonstrating sustained market demand for DoorDash's services, despite a slight miss in earnings per share.
- Strategic Investment Focus: The company has invested nearly $4 billion in delivery robots, fulfillment infrastructure, and the integration of Deliveroo, aiming to enhance long-term growth potential rather than cutting back due to declining demand.
- Global Market Expansion: With the acquisition of Deliveroo, DoorDash has expanded into 45 global markets, and the global online food delivery market is projected to reach $473 billion by 2026, further solidifying DoorDash's market position.
See More
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- Competitor Analysis: Uber's expansion will compete directly with Finland's Wolt, which was acquired by DoorDash in 2022, making this move not only a battle for market share but also a strategic positioning amid a wave of consolidation in the European food delivery sector.
- Acquisition Strategy: Recently, Uber announced plans to acquire Getir's food delivery business in Türkiye, which will enhance its ability to meet restaurant demand and leverage global technology to improve service efficiency, further solidifying its market position.
- Automation Services: Uber also plans to automate its delivery services using drones and robots, which will not only increase operational efficiency but also provide faster service responses in a competitive market, thereby enhancing customer satisfaction.
See More
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- Market Performance: Equities experienced a decline last week, with all three major indexes falling by at least 1.2%.
- Economic Indicators: This downturn occurred despite a better-than-expected jobs report from the Bureau of Labor Statistics and a relatively stable inflation report.
See More
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- Increased Market Volatility: Last week, stocks in software, real estate, financial services, and logistics faced selling pressure due to concerns over AI-related disruptions, with the Nasdaq Composite falling 0.2% and a weekly loss of 2.1%, indicating market sensitivity to AI impacts.
- Consumer Spending Data Focus: This week's highlight will be the Personal Consumption Expenditures (PCE) report on Friday, which will provide insights into consumer spending in December and inflation trends, especially following last week's unexpected slowdown in the Consumer Price Index (CPI).
- Corporate Earnings in Spotlight: Walmart (WMT) is set to release its fourth-quarter earnings on Thursday, marking the first report under new CEO John Furner, making it a key indicator of consumer spending that the market is eagerly anticipating.
- Ongoing AI Impact: As AI tools' potential effects intensify across various sectors, software stocks like Salesforce (CRM) and ServiceNow (NOW) have seen significant declines, reflecting the market's heightened vigilance regarding AI disruptions, necessitating close monitoring of future industry developments.
See More
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- Oversold Status: According to CNBC Pro, Fox Class A shares have a 14-day RSI of nearly 18.6, while Netflix's RSI is about 24, suggesting these stocks are technically oversold and may rebound in the near term.
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See More
