DoorDash Launches International Campaign with Deliveroo and Wolt
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 3 days ago
0mins
DoorDash, together with its global portfolio of brands, Deliveroo and Wolt, unveiled the brands' first-ever international campaign to spotlight its role as an Official Tournament Supporter of the FIFA World Cup 2026. The "Deliver Us To Futbol" campaign marks a milestone moment for the three brands, bringing them together on an international stage for the first time to celebrate the passion, anticipation, and rituals that define the world's match. Produced in partnership with GUT Los Angeles and GUT Design, the campaign launches today across TV, BVOD, OOH, paid digital, audio and social channels internationally. It will be brought to life through local activations, partnerships and events across DoorDash in the US and Canada, as well as Deliveroo and Wolt in their respective regions.
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Analyst Views on DASH
Wall Street analysts forecast DASH stock price to rise
21 Analyst Rating
18 Buy
3 Hold
0 Sell
Strong Buy
Current: 156.700
Low
224.00
Averages
278.67
High
330.00
Current: 156.700
Low
224.00
Averages
278.67
High
330.00
About DASH
DoorDash, Inc. is engaged in providing services that reduce friction in local commerce and help merchants connect with consumers in their communities. The Company's primary offerings include the DoorDash Marketplace and the Wolt Marketplace (together, the Marketplaces), and its Commerce Platform. The Company's Marketplaces operate in over 30 countries across the globe and provide an integrated suite of services that help merchants establish an online presence, connect with consumers in their communities, and solve mission-critical challenges, such as customer acquisition, demand generation, order fulfillment, merchandising, payment processing, and customer support. It also offers advertising as a value-added service through its Marketplaces to help merchants and consumer packaged goods companies increase consumer engagement. The Company also has offsite advertising capabilities. Its white-label delivery fulfillment services include DoorDash Drive On-Demand and Wolt Drive.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Uber's Global Network: Uber operates in over 15,000 cities worldwide, generating nearly $52 billion in revenue for FY 2025, reflecting an 18.3% year-over-year growth that strengthens its competitive position across mobility, delivery, and freight sectors.
- DoorDash's Market Expansion: DoorDash achieved nearly $13.7 billion in revenue for FY 2025, a 27.9% increase, and boasts over 35 million members in its DashPass and Wolt+ programs, indicating strong growth potential in local commerce.
- Profitability Comparison: Uber reported a net income of approximately $10.1 billion with a net margin of about 19.3%, while DoorDash's net income was around $935 million with a 6.8% margin, showing that despite lower profitability, DoorDash is making significant strides towards profitability.
- Risks and Competitive Landscape: Uber faces legal risks regarding driver classification and intense competition from Lyft and Amazon, while DoorDash navigates regulatory scrutiny and relies on Apple and Alphabet's mobile operating systems, which could impact its future market performance.
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- Uber's Global Network: Uber operates in over 15,000 cities worldwide, generating nearly $52 billion in revenue for FY 2025, reflecting an 18.3% year-over-year growth, indicating strong growth and profitability in the global transportation market.
- DoorDash's Local Commerce Model: DoorDash achieved approximately $13.7 billion in revenue for FY 2025, a 27.9% increase, and boasts over 35 million subscription users, showcasing its successful expansion in local logistics and improved profitability.
- Risks and Competition: Uber faces legal risks regarding driver classification and intense competition from Lyft and Amazon, while DoorDash navigates regulatory scrutiny and reliance on Apple and Google's mobile operating systems, which could impact their market positions and profitability.
- Valuation Comparison: Uber's forward P/E ratio stands at 22.7x and P/S ratio at 2.9x, compared to DoorDash's 61.8x and 5.1x, indicating that Uber may be relatively undervalued in the market, potentially offering a more attractive investment opportunity for investors.
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- Promotional Campaign for New Users: To celebrate the partnership, Dollar Tree is offering a promotion on DoorDash where new users can enjoy 40% off orders of $25 or more, up to $20 off, aimed at enticing more consumers to try the service through attractive pricing.
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- Uber's Global Network: Uber operates in over 15,000 cities worldwide, generating nearly $52 billion in revenue for FY 2025, reflecting an 18.3% year-over-year growth that strengthens its competitive position across mobility, delivery, and freight sectors.
- DoorDash's Market Expansion: DoorDash achieved nearly $13.7 billion in revenue for FY 2025, a 27.9% increase, and boasts over 35 million members in its DashPass and Wolt+ programs, indicating strong growth potential in local commerce.
- Profitability Comparison: Uber reported a net income of approximately $10.1 billion with a net margin of about 19.3%, while DoorDash's net income was around $935 million with a 6.8% margin, showing that despite lower profitability, DoorDash is making significant strides towards profitability.
- Risks and Competitive Landscape: Uber faces legal risks regarding driver classification and intense competition from Lyft and Amazon, while DoorDash navigates regulatory scrutiny and relies on Apple and Alphabet's mobile operating systems, which could impact its future market performance.
See More
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- Uber's Global Network: Uber operates in over 15,000 cities worldwide, generating nearly $52 billion in revenue for FY 2025, reflecting an 18.3% year-over-year growth, indicating strong growth and profitability in the global transportation market.
- DoorDash's Local Commerce Model: DoorDash achieved approximately $13.7 billion in revenue for FY 2025, a 27.9% increase, and boasts over 35 million subscription users, showcasing its successful expansion in local logistics and improved profitability.
- Risks and Competition: Uber faces legal risks regarding driver classification and intense competition from Lyft and Amazon, while DoorDash navigates regulatory scrutiny and reliance on Apple and Google's mobile operating systems, which could impact their market positions and profitability.
- Valuation Comparison: Uber's forward P/E ratio stands at 22.7x and P/S ratio at 2.9x, compared to DoorDash's 61.8x and 5.1x, indicating that Uber may be relatively undervalued in the market, potentially offering a more attractive investment opportunity for investors.
See More
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- Chipmaker Stock Surge: Arm Holdings' shares jumped over 15% after Mizuho raised its price target from $290 to $360, anticipating strong growth from internal CPU demand in 2027, which boosts market confidence in its future performance.
- Rail Merger Halted: Shares of Norfolk Southern and Union Pacific fell about 4% after the Surface Transportation Board halted its review of the proposed $71.5 billion merger, indicating regulatory concerns that could impact future market consolidation.
- Cloud Platform Performance: Snowflake's stock soared 37%, with expectations for a second-quarter adjusted operating margin of 12.5%, exceeding analysts' forecast of 11.9%, demonstrating its strong growth potential in the cloud computing market.
See More
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- Salesforce Guidance Adjustment: Salesforce guided for current-quarter revenue between $11.27 billion and $11.35 billion, falling short of the $11.36 billion expected by analysts, resulting in a 1% stock decline; however, the raised full-year earnings guidance indicates confidence in future growth.
- Agilent Raises Earnings Outlook: Agilent Technologies increased its full-year adjusted earnings guidance to between $6 and $6.10 per share, surpassing previous estimates of $5.90 to $6.04, causing a 9% stock increase that reflects strong performance in the healthcare equipment sector.
- Snowflake Soars: Snowflake plans to invest $6 billion in Amazon Web Services over five years and reported Q1 adjusted earnings of $0.39 per share and revenue of $1.39 billion, both exceeding market expectations, resulting in a nearly 37% stock increase.
See More
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- Nationwide Delivery Network: Dollar Tree has partnered with DoorDash to offer on-demand delivery from over 9,000 stores across the U.S., allowing consumers to easily access more than 10,000 products, significantly enhancing shopping convenience and expected to attract new customers.
- Promotional Campaign for New Users: To celebrate the partnership, Dollar Tree is offering a promotion on DoorDash where new users can enjoy 40% off orders of $25 or more, up to $20 off, aimed at enticing more consumers to try the service through attractive pricing.
- DashPass Membership Program: Dollar Tree is now part of DoorDash's DashPass membership program, which offers $0 delivery fees and reduced service fees, further enhancing the shopping experience for consumers and likely increasing order volume and customer loyalty.
- Brand Value Enhancement: The Chief Merchandising Officer of Dollar Tree stated that this partnership not only enhances the brand's convenience and value perception but also provides consumers with a 'thrill of the hunt' shopping experience, which is expected to strengthen brand loyalty and drive sales growth.
See More
Jim Cramer Stock Recommendations Analysis
- Stock Performance Analysis: Jim Cramer highlights Boost Run's impressive year-to-date stock performance, indicating strong market interest that could attract more speculative investors.
- DoorDash Investment Advice: Cramer sees DoorDash as a buy despite competition from hardware stocks, suggesting that its market potential remains significant and could appeal to investors seeking diversification.
- Leidos Stock Outlook: Although Leidos' stock is underperforming, Cramer believes its contributions to security are noteworthy, recommending investors consider buying during this downturn for potential future gains.
- Flex Stock Potential: Cramer expresses optimism about Flex's prospects, suggesting it could rise by 50% in the future, indicating strong market confidence in its business model that may draw more investor attention.
See More
