DoorDash Delivers 776M Orders in Q3, Expands to 35K SNAP/EBT Stores with 12% Fee Reduction

DASHDASH

DoorDash partnered with Family Dollar across 7,000 stores and Dollar General to enable delivery from 35,000 locations accepting SNAP/EBT, with over 2.4 million SNAP customers gaining discounted DashPass memberships. In Q3 2025, DoorDash processed 776 million orders (+21% YoY) and generated $25 billion in gross order value (+25% YoY).

1. DoorDash Expands Into Discount Retail Partnerships

In late 2024, DoorDash launched strategic partnerships with Family Dollar and Dollar General, adding grocery, health, beauty, and household essentials from over 12,000 discount retail locations to its platform. These collaborations extend DoorDash’s non-restaurant offerings beyond its existing network and target customers in underserved ‘food deserts.’ By integrating bargain-priced items ranging from $1 to $10, the company aims to capture a larger share of the estimated $100.5 billion U.S. food delivery market and reinforce its position as a one-stop convenience app.

2. Affordability Initiatives for Lower-Income Consumers

To address concerns about service costs, DoorDash introduced reduced service fees and waived delivery fees for eligible orders under its DashPass subscription, now available at $4.99 per month for SNAP/EBT recipients. The platform also enabled electronic benefit transfer payments at over 35,000 partner stores and reported that more than 2.4 million users had added SNAP/EBT cards to their accounts. These measures aim to make delivery services accessible to households earning below $50,000 annually.

3. Strong Loyalty and Usage Trends Among Budget-Conscious Users

Company-commissioned surveys from March 2024 reveal that 67% of customers with incomes under $75,000 find DoorDash affordable, while 71% applaud its promotions and discounts. Lower-income users are more likely to place multiple orders per month and to order groceries—43% versus 35% for higher-income peers—citing easier budget adherence. These loyalty metrics support DoorDash’s claim that its platform is gaining traction as an essential, cost-effective service.

4. Resilient Growth and Financial Outlook

In Q3 2025, DoorDash processed 776 million orders, a 21% year-over-year increase, and achieved $25 billion in marketplace gross order value, up 25%. The company reported a 12% reduction in fees for non-DashPass customers over the trailing year. While macroeconomic pressures and consumer discretionary fatigue pose potential headwinds, DoorDash’s diversified delivery mix and proactive affordability strategies position it to sustain growth through 2026 and reinforce investor confidence.

Sources

FF