Why is DoorDash expecting lower adjusted EBITDA in Q1 2026?

DoorDash expects lower adjusted EBITDA due to significant investments in its international businesses, grocery and retail expansion, and the integration of Deliveroo onto a new technology platform.

What external factors are impacting DoorDash's first-quarter outlook?

DoorDash's first-quarter outlook is impacted by an estimated $20 million from winter storms and an increase in Dasher costs per order.

What is DoorDash's long-term strategy regarding its technology platform?

DoorDash is working to relaunch its products on a single technology platform integrating DoorDash, Wolt, and Deliveroo, aiming to boost efficiency and innovation.

Home / Business and Economy / DoorDash Eyes Long-Term Investment Over Short-Term Gains

DoorDash Eyes Long-Term Investment Over Short-Term Gains

19 Feb

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Summary

DoorDash forecasts lower adjusted EBITDA due to increased investment.
Winter storms and rising Dasher costs impact first-quarter earnings.
Company is merging operations onto a single technology platform.

DoorDash Eyes Long-Term Investment Over Short-Term Gains

DoorDash is projecting lower adjusted earnings before interest, taxes, depreciation, and amortization for the first quarter of 2026, estimating it to be between $675 million and $775 million. This forecast is below analyst expectations and is attributed to increased strategic investments. These investments are directed towards its international businesses, including further funding for Deliveroo, the British company acquired last year. Expansion into grocery and retail categories, as well as development in newer business areas, are also key focuses.