Management highlights grocery growth and improving economics as key drivers for profitability in the second half of 2026.
DoorDash expects high single-digit adoption of its DoorDash Dot service in Phoenix by year-end, according to Q2 2026 earnings call remarks. CEO Tony Xu cited strong performance in the grocery vertical, calling it the fastest-growing segment of the marketplace business.
The company anticipates new verticals will achieve gross profit positivity in the second half of 2026. Xu noted improving economics from DashPass program adoption and accelerating growth as key contributors to financial performance.
No immediate market reaction was disclosed in the remarks.