DoorDash Exits Four Countries, Targets Growth After 32% Q4 Order Surge
DoorDash is exiting Deliveroo and Wolt operations in Qatar, Singapore, Japan and Uzbekistan to concentrate on markets with stronger growth potential. In Q4 2025, total orders increased 32% to $903 million and marketplace gross order value rose 39% to $29.7 billion.
1. Market Exit Strategy
DoorDash evaluated its global footprint and decided to wind down Deliveroo and Wolt operations in Qatar, Singapore, Japan and Uzbekistan. The move aims to reallocate resources to markets where DoorDash has stronger leadership potential and higher expected returns.
2. Q4 2025 Performance Highlights
In the fourth quarter of 2025, DoorDash reported total orders of $903 million, up 32% year over year. Marketplace gross order value reached $29.7 billion, a 39% increase, driven by accelerated adoption of its delivery platform and expanded partner network.
3. Strategic Portfolio Developments
Following the acquisitions of Deliveroo and SevenRooms, DoorDash has expanded its international reach to over 40 geographies and enhanced its B2B SaaS offering for restaurants. These integrations are intended to bolster recurring revenue streams and strengthen competitive positioning.
4. First-Quarter 2026 Outlook
DoorDash projects marketplace gross order value between $31.0 billion and $31.8 billion for Q1 2026. Consensus revenue estimates stand at $4.13 billion (36% growth), while earnings per share are expected at $0.42, reflecting a modest year-over-year decline.