Who are DoorDash, Inc.'s suppliers?

5 disclosed: Ibotta, Inc., Kilroy Realty Corp, Yelp Inc and 2 more; 1 is a partnership or agreement.

Who are DoorDash, Inc.'s customers?

8 disclosed: Albertsons Companies, Inc., Cracker Barrel Old Country Store, Inc, Brinker International, Inc and 5 more; 3 are partnerships or agreements.

DASHNasdaqServices-Business Services, NEC

DoorDash, Inc.

178.42

Closed19:53 ET

Open180.95Volume8.3MMkt cap$78.0BP/E73.12EPS2.44

Day177.53 – 184.7612%52-wk143.30 – 260.7430%

DASH

DoorDash, Inc.

OpenVolumeMkt capP/EEPSDiv yield

Day – 52-wk –

Expected move

Inputs

±2.4%implied · report alone

174.69183.29

straddle ±6.0%

spot 178.99exp Nov 6ATM strike 180ATM straddle 12.60IV 63%

Oct 30 closereport share · term structure

Expected move

Inputs

News

20hDoorDash net income $466 million, revenue $4,616 million in quarter ended Sept. 30, 2026
2dDoorDash and Instacart want to join forces. Will the U.S. government get in their way?
2dDoorDash to acquire Instacart for $65.00 per share, equity value approximately $17 billion

News

Next report

Last report

+5.61%

vs ±3.5% implied · ×1.60

shaded = implied · ▲▼ = realized

Oct 29 '26 · confirmed3 of 8 at or beyond implied

History

Linked news

2dEAT · customerBrinker posts net income $113.3 million, diluted EPS $2.64 for quarter
2dSFM · customerSprouts net income $113,421 thousand quarter; $406,340 thousand year-to-date

News

Largest filed tie

13F top-10 QoQ

+7.77%

shares held · 10 largest managers

13F · Jun 30 '26123d lag

1,052 managers

Top fund weight

1.74%

DASH weight · XLY

N-PORTJun 30 '26

12 funds

Last report3 of 8 at or beyond impliedshaded = implied▲▼ = realized× = |realized| ÷ implied

Who supplies DoorDash, and who buys from it

DoorDash has 5 disclosed suppliers and 8 disclosed customers in SEC filings.

Supply chain

SEC EDGAREDGAR · Sep 25 '26

← Buys from

DASH

Sells to →

Suppliers5Customers8

DASH

suppliercustomer2°second-degree (Extended)Full map

Thick line = filed share ·Moves · 12:57 ETSources

Supply chain

SEC EDGAR

Sources for DASH relationships

SEC EDGAR · verbatim disclosure

Sources for DASH relationships

EDGAR · verbatim disclosure · 13Show sources· 13

supplier

CBRLCracker Barrel Old Country Store, Inc

SentenceThird-Party Delivery are orders placed through aggregators such DoorDash® and Uber Eats, and delivered by their drivers.

CBRL 10-Kaccession 0001104659-25-093663filed Sep 26 '25CBRL

DPZDomino's Pizza Inc

SentenceWe have multinational agreements with Uber Technologies, Inc. and DoorDash, Inc. to allow customers to order Domino's products through their respective marketplaces.

DPZ 10-Kaccession 0001193125-26-062321filed Feb 23 '26DPZ

IBTAIbotta, Inc.

SentenceWe provide offers on a white-label basis to our publishers, including but not limited to, Walmart Inc. (Walmart), Dollar General Corporation (Dollar General), Family Dollar Stores, Inc. (Family Dollar), Maplebear, Inc. (Instacart), and DoorDash, Inc.

IBTA 10-Kaccession 0001628280-26-011838filed Feb 26 '26IBTA

KRCKilroy Realty Corp

Sentence8 DoorDash, Inc. San Francisco Bay Area 23,842 236,759 3.0% 1.4% 2032 7.1

KRC 10-Kaccession 0001025996-25-000052filed Feb 13 '25KRC

YELPYelp Inc

SentenceThese features are primarily available through partner integrations, the largest of which — by both transaction volume and revenue — is our partnership with DoorDash, which allows consumers to place food orders for pickup and delivery through Yelp.

YELP 10-Kaccession 0001345016-26-000019filed Feb 27 '26YELP

customer

ACIAlbertsons Companies, Inc.

SentenceWe continue to partner with Instacart, DoorDash and Uber.

ACI 10-Kaccession 0001646972-26-000032filed Apr 27 '26ACI

BJBJ's Wholesale Club Holdings, Inc.

SentenceIn addition to shopping in our clubs, members are able to shop when and how they want through our website, bjs.com, and our highly rated mobile app, which allows them to use our BOPIC service, curbside delivery, same-day delivery or traditional ship-to-home service, as well as through the DoorDash and Instacart marketplaces.

Order: filed share, then A–Z, unlisted last

Methodology

ties · implied moves · holdersMethod

Ties Implied moves Holders

Dependency

Sources

Methodology

ties · implied moves · holdersMethod

Ties Implied moves Holders