DoorDash turned profitable in 2024

DoorDash turned profitable in 2024. Selected reported company net income from 2015 to 2026. U.S. consumer spending among four app groups, normalized to that subtotal. Direct restaurant orders, pizza chains and excluded platforms are outside the denominator. Some source panels include nonrestaurant purchases; cross-panel joins are modeled. Company financials, not U.S. delivery-segment profit and not a full-market total. Null years omitted, never zero-filled.
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.

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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