• In recent days, DoorDash announced a partnership with National Retail Solutions to support small independent retailers and appointed Lee Brown, a former Spotify executive, as Chief Revenue Officer to lead advertising and revenue operations across several markets.
• These developments reflect DoorDash’s ongoing push to diversify its business beyond core food delivery, focusing on operational efficiency and expanding technology-driven services.
• We'll now explore how DoorDash’s partnership with National Retail Solutions could impact its broader investment narrative and long-term growth outlook.

The latest GPUs need a type of rare earth metal called Terbium and there are only 24 companies in the world exploring or producing it. Find the list for free.

DoorDash Investment Narrative Recap

To own DoorDash stock, you need confidence in its ability to extend its reach beyond food delivery, balancing growth and profitability while facing new market and regulatory risks. The recent partnership with National Retail Solutions supports DoorDash’s technology-driven expansion, but the most critical short-term catalyst remains its upcoming earnings report, where actual results versus expectations could determine near-term investor sentiment. At the same time, ongoing legal actions and regulatory scrutiny may represent meaningful risks, though the immediate financial impact from this partnership appears limited.

Among recent company developments, the NRS partnership stands out as most relevant; it aims to streamline access for independent retailers to DoorDash’s platform, enhancing efficiency for merchants in verticals like liquor, convenience, and grocery. While this aligns with DoorDash's push into new retail categories, its effect is likely to unfold gradually and does not fundamentally change the central catalyst: how the company performs against revenue and earnings expectations in the days ahead.

Yet, with regulatory challenges on the rise, investors should be aware that DoorDash’s financial trajectory also depends on how effectively it manages issues such as...

DoorDash's outlook anticipates $18.7 billion in revenue and $2.7 billion in earnings by 2028. This implies an annual revenue growth rate of 18.4% and an increase in earnings of $2.36 billion from the current $339.0 million.

Uncover how DoorDash's forecasts yield a $243.39 fair value, a 3% downside to its current price.

Exploring Other Perspectives

Simply Wall St Community members submitted 11 fair value estimates ranging from US$157.57 to US$347.25 per share. As analysts continue to see international expansion as a key growth driver, you may want to consider various outlooks and see how they compare.

Explore 11 other fair value estimates on DoorDash - why the stock might be worth as much as 39% more than the current price!

Build Your Own DoorDash Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your DoorDash research is our analysis highlighting 3 key rewards and 2 important warning signs that could impact your investment decision.
• Our free DoorDash research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate DoorDash's overall financial health at a glance.

Contemplating Other Strategies?

Our top stock finds are flying under the radar-for now. Get in early:

• The end of cancer? These 25 emerging AI stocks are developing tech that will allow early identification of life changing diseases like cancer and Alzheimer's.
• These 16 companies survived and thrived after COVID and have the right ingredients to survive Trump's tariffs. Discover why before your portfolio feels the trade war pinch.
• Uncover the next big thing with financially sound penny stocks that balance risk and reward.

This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.