DoorDash and Amazon Can Co-Exist in Grocery Delivery Market -- Market Talk

Dow Jones

2025/09/04

1227 ET - Amazon's expansion into the grocery delivery market could be a negative for DoorDash, but won't prove to be a meaningful threat to DoorDash's own grocery expansion, say Truist analysts. Grocery delivery is growing rapidly and should offer space for both companies. Additionally, Amazon's expansion into grocery delivery will lead grocers to invest in improving their own delivery services and may partner with DoorDash to do so, as six of the top 10 U.S. grocers already have. Groceries also currently compose just a small part of DoorDash's total business, meaning Amazon's grocery expansion represents little risk. (nicholas.miller@wsj.com)

(END) Dow Jones Newswires

September 03, 2025 12:28 ET (16:28 GMT)

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(nicholas.miller@wsj.com) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  September 03, 2025 12:28 ET (16:28 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>DoorDash and Amazon Can Co-Exist in Grocery Delivery Market -- Market Talk</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nDoorDash and Amazon Can Co-Exist in Grocery Delivery Market -- Market Talk\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2025-09-04 00:28</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     1227 ET - <a href=\"https://laohu8.com/S/AMZN\">Amazon</a>'s expansion into the grocery delivery market could be a negative for DoorDash, but won't prove to be a meaningful threat to DoorDash's own grocery expansion, say Truist analysts. Grocery delivery is growing rapidly and should offer space for both companies. Additionally, Amazon's expansion into grocery delivery will lead grocers to invest in improving their own delivery services and may partner with DoorDash to do so, as six of the top 10 U.S. grocers already have. Groceries also currently compose just a small part of DoorDash's total business, meaning Amazon's grocery expansion represents little risk. (nicholas.miller@wsj.com) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  September 03, 2025 12:28 ET (16:28 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0157215616.USD","symbol_name":"FIDELITY GLOBAL FOCUS \"A\" INC","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2564909293","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2564909293","pubTimestamp":1756916880,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"1227 ET - Amazon's expansion into the grocery delivery market could be a negative for DoorDash, but won't prove to be a meaningful threat to DoorDash's own grocery expansion, say Truist analysts. Grocery delivery is growing rapidly and should offer space for both companies. Additionally, Amazon's expansion into grocery delivery will lead grocers to invest in improving their own delivery services and may partner with DoorDash to do so, as six of the top 10 U.S. grocers already have. Groceries also currently compose just a small part of DoorDash's total business, meaning Amazon's grocery expansion represents little risk. 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Grocery delivery is growing rapidly and should offer space for both companies. Additionally, Amazon's expansion into grocery delivery will lead grocers to invest in improving their own delivery services and may partner with DoorDash to do so, as six of the top 10 U.S. grocers already have. Groceries also currently compose just a small part of DoorDash's total business, meaning Amazon's grocery expansion represents little risk. (nicholas.miller@wsj.com) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  September 03, 2025 12:28 ET (16:28 GMT)\n\n\n  Copyright (c) 2025 Dow Jones & Company, Inc.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":true,"code":"91000000","status":"200"}}}