Who are DoorDash’s competitors?
DoorDash names 4 companies as competitors in its latest annual report. 1 companies name DoorDash back.
Skip to the field, head to head ↓DoorDash company profile
DoorDash grows fastest among the three and keeps the least of each dollar
In fiscal 2025, DoorDash grew 28% on revenue of $13.7 billion. Uber grew 18% on $52.0 billion. Amazon grew 12% on $716.9 billion. DoorDash is the smallest of the three and the fastest. That is a strong position, and it is also an exposed one.
It is exposed because speed has not yet turned into profit. DoorDash's net margin was 7%. Uber's was 19% and Amazon's was 11%. The two larger rivals have room to absorb a price fight, and both have been trimming: 16,000 jobs at Amazon, 3,300 at Uber. A company that is cutting costs is a company getting ready to defend what it has.
The lists show who is watching whom. DoorDash names Amazon, Uber Eats, Prosus, Delivery Hero, and "other local incumbents". Uber puts DoorDash first among its delivery rivals. So the line to repeat is this: DoorDash is outrunning bigger rivals, but it has not yet outearned them.
Where DoorDash says it competes
“we compete with other local on-demand delivery companies, including Amazon, Uber Eats, Prosus, Delivery Hero, and other local incumbents”
Who names DoorDash as a competitor
“Our Delivery offering competes with numerous companies in the meal, grocery and other delivery space in various regions for Drivers, consumers, and merchants, including DoorDash, Instacart, Gopuff, Rappi, Delivery Hero, Just Eat Takeaway, and Amazon.”
10-K for 2025The field, from the filings
| Company | Fiscal year | Revenue | Growth | Net margin | Employees |
|---|---|---|---|---|---|
| DoorDash | 2025 | $13.7B | +28% | 7% | 31,400 |
| Amazon | 2025 | $716.9B | +12% | 11% | 1,576,000 |
| Uber | 2025 | $52.0B | +18% | 19% | 34,000 |
Each company’s latest fiscal year as reported to the SEC, in US dollars; fiscal years end in different months. Rivals that report outside the US or in other currencies are not shown.
What the rivals have done lately
Decisions that shaped the field
Asked about DoorDash’s competitors
Who are DoorDash's competitors?
In its annual report for fiscal 2025, DoorDash names 4 competitors. 10-K for fiscal 2025
Which companies name DoorDash as a competitor?
1 companies in our coverage name it in their own annual reports: Uber.
How does DoorDash compare with its rivals?
DoorDash reported $13.7B in revenue in its latest fiscal year, +28% on a year, with a 7% net margin. Amazon: $716.9B, 11% net margin; Uber: $52.0B, 19% net margin.
What are the alternatives to DoorDash?
The companies DoorDash itself names as competitors are listed above, front by front, each in its own report’s words. Which matters for a given buyer depends on the job, not the list.
What would it actually cost a challenger to take your customer?
Sources: DoorDash’s annual report for fiscal 2025; the annual reports of the companies that name it; each company’s financial data as reported to the SEC; Stratrix Decision Records. Analysis and data, not advice.
Keep going
Tools to try
- Ansoff move finderFramework: Ansoff Matrix
- Business model canvas builderFramework: Business Model Canvas
- Change readiness checkFramework: Kotter's 8-Step Change Model
- Five Forces scorerFramework: Porter's Five Forces
- SMART goal builderFramework: SMART Goals
- SWOT builderFramework: SWOT Analysis
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