DoorDash reports record membership signups, new high for monthly active users in Q1
Food delivery platform DoorDash saw revenue rise to $4 billion in the first quarter of this year—an increase of 33% over the same period last year. Total number of orders also increased by 27% in Q1, to reach 933 million, DoorDash said in its most recent earnings report.
The the San Francisco-based company reported that its adjusted earnings before interest, taxes, depreciation and amortization were up 28% year over year (YoY), reaching $754 million in Q1 2026. DoorDash said it saw record membership signups and a new high for monthly active users in Q1.
In the U.S. grocery and retail categories specifically, DoorDash said initial engagement among its newer cohorts of users increased YoY in Q1, and order rates among its more mature cohorts also experienced strong year-over-year growth. The company noted it invested in improvements to drive growth in U.S. grocery and retail, including expanding its selection in some newer product categories and building new tools to streamline merchant onboarding.
On a broader scale, DoorDash said its Q1 investments included expanding services, putting new features into production to transition to a single global technology platform and streamlining its global operations.
DoorDash reported that its research-and-development spending increased by 30% YoY, from $306 million in Q1 FY2025 to $398 million in Q1 FY2026. The company also increased its investments in capitalized software and website development, from $67 million to $117 million.
In its earnings report, DoorDash attributed its Q1 increase in total orders to growth in the number of consumers on its platform. Late last month, the company announced new partnerships with Brookshire Grocery Co., FreshDirect, Harps Food Stores and Market of Choice in the United States, and with Empire Co. Ltd. in Canada, which includes Safeway, Sobeys, IGA and other banners.
DoorDash has also added SNAP/EBT payment capabilities with several U.S. retailers this year, including Kroger, and it launched an app in ChatGPT late last year that lets customers turn recipes into grocery orders delivered from nearby stores.
This article was first published on Canadian Grocer's sister site, Progressive Grocer.
