DoorDash turned profitable in 2024

Sources & data
Bloomberg Second Measure; Consumer Edge / Earnest; Grubhub and DoorDash disclosures. Four app groups, including tracked nonrestaurant orders; early reconstruction and modern panel joins are modeled. Latest 2026 share mix is January held forward. GAAP company net income; variable coverage, undisclosed years unfilled; 2026 TTM.
Chart text
PS PROPHET SHARING DoorDash turned profitable in 2024 DoorDash Grubhub −$2B −$1.5B −$1B −$0.5B $0B $0.5B $1B $1.5B $2B 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 +$1.06B Reported DoorDash + historical Grubhub · company net income; coverage varies · 2026 TTM · SEC filings