Could Groceries Be DoorDash's Next Big Profit Engine?
The Motley Fool
by newsfeedback@fool.com (Timothy Green)February 20, 2026
AI-Generated Deep Dive Summary
DoorDash, the leading food delivery service, reported strong growth in its fourth-quarter earnings despite missing analyst expectations. With a 32% year-over-year increase in orders totaling 903 million and a 39% surge in marketplace gross order value to $29.7 billion, the company demonstrated robust performance across its core restaurant delivery business. Notably, DoorDash is on the brink of achieving profitability in its grocery and retail delivery segment, which has been a key focus area for diversification.
The shift into non-restaurant delivery represents a strategic move by DoorDash to expand its market presence in a highly competitive industry. By absorbing losses during this phase, the company aims to solidify its position as a dominant player in both food and grocery delivery. This inflection point marks a significant milestone, with potential long-term benefits for DoorDash's revenue growth and profitability.
For investors, the future of non-restaurant delivery holds considerable importance. If successful, this segment could become a major driver of growth for DoorDash, complementing its established restaurant delivery business. The ability to achieve profitability in grocery delivery will be closely monitored as a key indicator of the company's strategic execution and market dominance moving forward.
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Originally published on The Motley Fool on 2/20/2026