Yandell Keith sold $1.8M of DASH

DoorDash (DASH) has signed a multiyear deal to become the official on-demand delivery and pick-up partner of the NHL in the U.S. and Canada. The agreement grants DoorDash exclusive delivery rights and branding across NHL broadcasts and digital platforms, with marketing integrations during key events like the Stanley Cup Playoffs. DoorDash aims to leverage this partnership to expand its local commerce footprint and high-margin revenue streams, though it may increase operating complexity. The deal

DoorDash (DASH) is acquiring Grubhub Campus Dining for $300M and investing $125M in Wonder's Series D. The deal expands DoorDash's reach beyond restaurants, targeting venues like stadiums and hotels. Q2 2026 showed 36% GOV growth to $33.1B and 27% order increase. DoorDash's strong cash flow supports the acquisition.

Costco partners with DoorDash for nationwide U.S. delivery, expanding from select international markets. Only Costco members linking accounts can use the service. Costco has 81M members and 639 U.S. stores. Instacart has offered delivery for about a decade. Earlier in 2024, Costco also partnered with Uber Eats, which has since expanded nationwide.

Costco and DoorDash expanded their partnership to offer same-day delivery from all U.S. Costco warehouses. Members can order groceries, electronics, and more via DoorDash. According to DoorDash, this move meets high customer demand and enhances shopping flexibility. DoorDash (DASH) is a leading local commerce platform.

DoorDash (DASH) agreed to buy Wonder's Grubhub Campus Dining for $300M and invest $125M in Wonder, expanding its higher education presence. Shares are down 8.6% over 30 days but up 19.7% over 90 days and 1.5x over 3 years. The company is priced as a large platform with new partnerships and growth in various verticals. Analysts debate its valuation, with some seeing it as 22% undervalued and others noting its high P/E of 102.1x.

DoorDash agreed to buy Grubhub Campus Dining for $300M and invest $125M in Wonder. The acquisition, expected to close by mid-2027, adds 450 campus locations. DoorDash shares fell 1.2% post-announcement. The company's cash reserves support the deals, which total 9.6% of its cash balance.