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DoorDash Shares Rise on Strong Outlook

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DoorDash shares climbed after the company issued a strong forecast for first-quarter marketplace order value, signaling continued growth in delivery demand.

The company expects gross order value to reach between $31 billion and $31.8 billion for the current quarter, surpassing market expectations.

Rising demand for online grocery and retail delivery has supported expansion beyond traditional restaurant services. DoorDash reported a significant increase in total orders during the fourth quarter, reflecting sustained consumer interest in convenience-based shopping.

To support future growth, the company plans to overhaul its technology infrastructure in 2026, integrating multiple platforms under a unified system.

While these investments may impact short-term profitability, analysts suggest the strategy could strengthen long-term competitiveness in an increasingly crowded delivery market.

Serve Robotics partners with DoorDash to expand autonomous food deliveries

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Serve Robotics, a San Francisco-based delivery robot company, has announced a new partnership with DoorDash, marking its expansion beyond its long-standing collaboration with Uber Eats. The deal will see Serve’s sidewalk robots begin handling food deliveries in Los Angeles, with plans to extend across the U.S., the company said Thursday.

Following the announcement, Serve’s shares surged more than 25%, reaching their highest level in eight months. The partnership allows Serve to access DoorDash’s vast network of restaurants and customers, significantly increasing the volume of orders available for its autonomous delivery fleet.

“This partnership enables us to go to cities where DoorDash is the dominant player,” said Serve CEO Ali Kashani, noting that the company now has a large enough fleet to serve multiple delivery platforms efficiently. He added that revenues will grow as the partnership scales to match Serve’s existing Uber Eats operations.

Serve’s robots have already completed over 100,000 deliveries across cities including Los Angeles, Miami, Chicago, and Atlanta, handling orders from more than 2,500 restaurants. The expansion with DoorDash strengthens its position in the rapidly growing autonomous last-mile delivery market, which companies are turning to in order to cut labor costs and speed up service.

DoorDash recently unveiled its own delivery robot, Dot, and continues to explore automation through partnerships with Alphabet’s Wing for drone deliveries.

Amazon Expands Same-Day Delivery to Perishable Foods to Compete with Instacart and Walmart

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Amazon Prime subscribers can now receive perishable items—including strawberries, milk, meats, and frozen meals—on the same day they order, as the company expands its fast-delivery service. The option is free for Prime members on orders over $25 and available to non-members for a $12.99 fee. Previously, perishable groceries were delivered via Amazon Fresh or Whole Foods, often requiring an additional subscription fee.

The service is currently available in over 1,000 U.S. cities, with plans to expand to 2,300 by year-end. Analysts say the lower order threshold and inclusion of groceries in Prime could attract more members and pressure competitors like Instacart, Walmart+, DoorDash, and Uber Eats. Amazon has invested $4 billion to expand same-day and next-day delivery across rural U.S. communities.