DoorDash, Inc.
DASH Consumer Cyclical Internet Retail
DoorDash, Inc.’s revenue for fiscal 2025 (year ended December 2025) was $13.7 billion, up 27.9% from fiscal 2024.
- Revenue
- +34.0%
- EPS
- +87.8%
- Free cash flow
- +8.85%
- Total debt
- +0.22%
Quarter to September 2026, against a year earlier
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DoorDash, Inc. 8-K filed Oct 29, 2026
1.01 Entry into a material definitive agreement; 7.01 Regulation FD disclosure; 8.01 Other events; 9.01 Financial statements and exhibits
What it says
On October 28, 2026, DoorDash agreed to acquire Maplebear Inc., known as Instacart, at $65.00 per share, or approximately $17 billion in equity value. Instacart would become a wholly owned DoorDash subsidiary. The companies expect the transaction to close at the end of 2027 or in the first half of 2028, subject to stockholder and regulatory approvals and other conditions.
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Instacart holders may elect cash, stock or a mix. Stock is capped at 25% of aggregate consideration, subject to proration; shares without a valid election receive cash.
Instacart stockholders will have the right to elect to receive, for each Instacart share: (i) $65.00 in cash, (ii) 0.3372 shares of DoorDash common stock, or (iii) a mix of $48.75 in cash and 0.0843 shares of DoorDash common stock
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DoorDash may elect to issue Class C instead of Class A shares, subject to conditions including a Nasdaq listing and a stock dividend.
the Company may elect to issue shares of Class C common stock, par value $0.00001 per share, of the Company
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JPMorgan committed to a bridge facility of up to $13.0 billion. DoorDash expects to replace it with cash and permanent financing; closing is not subject to a financing condition.
JPMorgan committed to provide a 364-day senior unsecured bridge term loan facility (the “Bridge Facility”) in an aggregate principal amount of up to $13.0 billion
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Instacart stockholders representing approximately 19% of voting power agreed to vote for the merger and against competing proposals.
in the aggregate represent approximately 19% of the voting power of the outstanding Instacart Common Stock