DoorDash Projects $200M EBITDA from Deliveroo, Grocery Unit-Economics Positive in H2 2026
DoorDash forecasts 2026 EBITDA margin will rise slightly over 2025 excluding Deliveroo, with Deliveroo expected to contribute about $200 million in annual EBITDA. The company says 30% of orders now come from grocery and retail, expects that segment to be unit-economic positive in H2 2026 while expanding AI-driven agentic commerce.
1. 2026 EBITDA Guidance and Deliveroo Integration
CFO Ravi Inukonda reiterated that full-year 2026 EBITDA margin should rise slightly versus 2025 excluding Deliveroo, while Deliveroo is expected to generate approximately $200 million in EBITDA for the year.
2. Grocery and Retail Segment Profitability
About 30% of customer orders now originate from grocery and retail categories, with management calling that segment the fastest growing among third-party peers and forecasting it to be unit-economic positive in the second half of 2026.
3. AI-Driven Agentic Commerce Strategy
CEO Tony Xu outlined a push into agentic commerce, where AI bots place shopping orders on behalf of users, signaling increased R&D on chatbots to drive future growth beyond food delivery.
4. Autonomous Delivery Investments
The company plans major investments in autonomous delivery technology, including in-house AVs, drones and orchestration systems to optimize land-and-air handoffs across suburban and rural markets.