Restaurants

Doordash

Circle

Conference Minutes

CRCL

ETHE

DASH

Below is Dolphin Research's Trans of $Circle(CRCL.US) Q1 2026 earnings call. For our take, see 'Circle: Ugly tape, but the No.1 stablecoin play keeps expanding'.1) Guidance: Full-year 2026 guidance remains unchanged, excluding the future financial impact of the Arc token pre-sale, the Arc incentive program and related revenue. Management plans to provide an updated outlook on the next earnings call.2) Revenue and profit. Total revenue and reserve income were $694 mn...

Meta Platforms

Grayscale Ethereum Staking ETF

Visa

BlackRock

Janus Henderson

Circle (Trans): Guidance excludes Arc token presale; to be revised next qtr.

Costco

COST

UBER

OPEN

OPENL

OPENW

OPENZ

Below is Dolphin Research's full earnings call Trans for $Costco Wholesale(COST.US) FY26 Q1. For our First Take, see 'US Gov. shutdown victim? Is Costco's last leg down?'1) Key metrics recap. Headline results: net income of $2.001bn and diluted EPS of $4.50.Excluding tax benefits related to SBC, net income and EPS rose 13.6% YoY. Sales: net sales were $65.98bn (+8.2% YoY), with comps up 6.4%...

Costain Group PLC

Costco Wholesale

Uber Tech

Signet

Ameriprise Financial

Opendoor Tech

Opendoor Tech Series A - CW26

Opendoor Tech Series K - CW26

Opendoor Tech Series Z - CW26

COST (Trans): Confident on inflation; plans to open 30 warehouses annually.

Financial Analysis

COMP

CART

ALTY

The global discount retail leader — $Costco Wholesale(COST.US) — reported FY2026 Q1 results for the quarter ended Nov 23 after the U.S. close on Dec 11.Overall performance was steady, with revenue and OP growth improving and slightly beating estimates.However, key operating metrics — comps/traffic growth and member additions/renewal rates — remained soft.Specifically:1) Same-store growth looks better, but traffic is still weakening.Overall comps rose 6.4% this quarter, an acceleration of 70bps vs. last quarter...

Compass

Instacart（Maplebear）

BTD Capital Fund ETF

Global X Alternative Income ETF

US Gov. Shutdown Casualty? COST's Last Dip?

DoorDash Releases 2026 Report: AI Aids Dining Discovery, Integrated Apps Preferred

DoorDash Expands Booking Service to Los Angeles and Other Cities

JPMorgan Raises DoorDash Target Price to $250

Morgan Stanley and Bernstein Analysts Maintain Buy Rating for DoorDash

Swiss Analyst Maintains DoorDash Hold Rating with Target Price of $214

DoorDash Reports Q1 2026 Earnings, Revenues Miss Estimates, EPS Exceeds Expectations

Doordash released FY2026 Q1 earnings on May 6 After-Market (EST), actual revenue USD 4.036 B (forecast USD 4.151 B), actual EPS USD 0.4159 (forecast USD 0.3639)

DoorDash Exceeds Q2 Revenue Expectations

Varma Mutual Buys More DoorDash Shares While Insiders Sell

Raymond James Downgrades DoorDash Price Target to $225

SNAP Users Can Now Order Groceries from Thousands of Kroger Stores via DoorDash

DoorDash Launches New AI Tools to Enhance Merchant Onboarding Experience

DoorDash and Kroger Partner to Expand SNAP/EBT Grocery Delivery Payments

Doordash to release FY2026 Q1 earnings on May 6 After-Market EST, forecast revenue USD 4.151 B, EPS USD 0.3648

FactSet Raises DoorDash's 2026 EPS Estimate to $2.53

TD Cowen Gives DoorDash a 'Buy' Rating and Sets Target Price

DoorDash Partners with Empire Company for Grocery Delivery in Canada

DoorDash Launches Stablecoin Payments via Tempo Blockchain

DoorDash COO Prabir Adarkar Conducts Stock Trading

DoorDash collaborates with Tempo blockchain to promote stablecoin payments

Netcapital

Agape ATP

Tradr 2X Long QBTS Daily ETF

Akanda

Defiance Daily Target 2X Long RGTI ETF

PicoCELA

Tradr 2X Long RGTI Daily ETF

Co-Diagnostics

AMPLITECH GROUP INC. COM USD0.001 (S/R 18/07/2026)

NewGenIvf

Doordash (DASH.US) Q3 2025 Earnings Conference Call

Doordash (DASH.US) Q2 2025 Earnings Conference Call

Doordash (DASH.US) Q1 2025 Earnings Conference Call

Doordash (DASH.US) Q4 2024 Earnings Conference Call

Doordash (DASH.US) Q3 2024 Earnings Conference Call

DASX

UBRL

UBEW

Uber and DoorDash shares have declined this year despite strong demand for their services. Investors are prioritizing steady free cash flow over rapid growth, pressuring these gig-economy platforms to demonstrate profitability. Additionally, increased driver incentives, insurance costs, and changing pay regulations are negatively impacting margins and investor sentiment.

Tradr 2X Long DASH Daily ETF

GraniteShares 2x Long UBER Daily ETF

Roundhill UBER WeeklyPay ETF

Uber and DoorDash shares drop despite strong demand

Once Upon a Coconut is launching a national sweepstakes to send one fan and three friends to the 2026 MLP Finals in New York City. The grand prize includes four tickets, roundtrip airfare, and a two-night hotel stay. This initiative marks the beginning of the second year of their partnership with Major League Pickleball, which kicks off its season in Dallas this weekend. Fans can enter through various methods, including MLP events and retail displays.

prnewswire

SPDR S&P Transp

DuPont de Nemours

Toray Industries, Inc.

Disney

DUPONT DE NEMOURS INC

08:31 ETOnce Upon a Coconut to Send Four Lucky Fans to the 2026 DoorDash MLP Finals - New York City, powered by Toray

Pivot has raised $40 million in a Series B funding round, totaling $70 million since its founding in 2023. Led by Forestay Capital and Notion Capital, the funding will enhance Pivot's AI capabilities and expand its market presence. The platform aims to modernize procurement processes, providing real-time visibility and integrating with existing financial systems. With clients like DoorDash and Flix, Pivot addresses the challenges of legacy procurement software, positioning itself as a leader in the AI-driven procurement space.

Fidelity

Lemonade

Pivot Raises $40 Million Series B to Replace Legacy Procurement Software with an Enterprise AI Operating System

IBUY

ONLN

DoorDash has appointed Tim Castree as Chief Marketing Officer to lead its expansion beyond restaurant delivery. Castree's experience at Amazon and global marketing agencies aligns with DoorDash's goal of building a broader commerce platform. The company faces challenges in maintaining brand clarity while diversifying into grocery and retail. Investors will be watching how Castree's marketing strategies impact customer engagement and profitability amid competition from rivals like Uber and Instacart.

Simplywall

Amplify Online Retail ETF

ProShares Online Retail

VanEck Retail ETF

SPDR S&P Retail ETF

Amazon

Urban Outfitters

DoorDash Hires Tim Castree To Shape Expansion Beyond Restaurant Delivery

URBN

EBIZ

EATZ

DoorDash (DASH) reported Q1 revenue of $4.04 billion and net income of $184 million, alongside a new partnership with Urban Outfitters. Despite a 27.57% decline in share price year-to-date, the stock is considered undervalued at a fair value of $250.93. The company is expanding into new markets, which may enhance growth and margins. However, there are concerns about valuation risks due to a high P/E ratio of 74.9x compared to a fair ratio of 56.8x.

Global X E-commerce ETF

AdvisorShares Restaurant ETF

Assessing DoorDash (DASH) Valuation After Strong Q1 Results And New Urban Outfitters Partnership

IBTA

Analyst Bernie McTernan from Needham has reiterated a Buy rating on Ibotta, Inc. Class A, maintaining a price target of $45. He cites improving growth prospects, particularly as the company's main growth bottleneck—advertiser supply—is easing. Management anticipates a return to redemption revenue growth in Q2, supported by recent changes and enhancements. Ibotta continues to attract major publishers, including Giant Eagle, Walmart, DoorDash, and Uber, which strengthens supply and demand dynamics, justifying the Buy rating and unchanged price target.

- Analyst Bernie McTernan from Needham maintained a Buy rating on Ibotta, Inc. Class A, with a price target of $45.00.  
- McTernan's positive outlook is attributed to Ibotta's improving growth setup, easing advertiser supply, and a return to redemption revenue growth anticipated for the second quarter.  
- He also noted solid demand on the distribution side, with prominent publishers continuing to join Ibotta's network, reinforcing the support for his Buy rating.

Tip Ranks

Ibotta

Walmart

Analyst Reiterates Buy on Ibotta as Growth Outlook Improves; Keeps $45 Price Target Unchanged

PYPL

PayPal co-founder Max Levchin emphasized the need to eliminate poor software in the AI era during a recent podcast. He criticized the notion of easily replacing DoorDash with AI, stating that its value lies in its integration with restaurants, not just its app. Levchin warned that companies lacking proprietary data are most at risk as software quality expectations rise. He noted that AI tools can accelerate software development, allowing developers to create functional products more efficiently. His insights reflect a significant shift in software development influenced by AI advancements.

- Max Levchin, co-founder of PayPal, asserts that the rise of AI may expose companies with poor software to increased risks.  
- He emphasizes that not all software-driven businesses, like DoorDash, are equally vulnerable due to their unique integrations and functions.  
- Levchin warns that the quality bar for software is rapidly increasing, stating that companies lacking proprietary data are at greater risk of being replaced.

benzinga_article

Paypal

'It's Long Overdue To Get Rid Of Bad Software,' Says PayPal Co-Founder Max Levchin — But Calls Replacing DoorDash The 'Silliest' AI Claim

Doordash(DASH.US)