DoorDash Eyes Expansion Beyond Traditional Delivery -- Market Talk

Dow Jones
8 hours ago

1118 ET - DoorDash is eyeing markets outside the traditional restaurant, grocery, and retail delivery business, Benchmark analysts Mark Zgutowicz and Alex Lavigne say in a note. The company sees potential to expand in merchant software and services, fulfillment and logistics infrastructure, autonomous delivery, and advertising, according to the analysts. "Net-net, management reiterated intent to move penetration outside restaurant materially higher over time as selection, quality, and affordability improve," the analysts say. DoorDash climbs 5%. (elias.schisgall@wsj.com)

(END) Dow Jones Newswires

February 19, 2026 11:19 ET (16:19 GMT)

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