DoorDash Tops U.S. Grocery Marketplace Volume, Options Traders Upsurge Call Activity
DASH•DoorDash achieved leading third-party U.S. grocery and retail marketplace status by order volume in late 2025, with over 100,000 stores offering millions of products, bolstering its non-restaurant delivery business. Unusual options activity in DASH calls has surged over the past week, signaling increased bullish sentiment among traders.
1. Non-Restaurant Delivery Expansion
Over the past two years, DoorDash has aggressively expanded beyond restaurant delivery into grocery, pharmacy and retail. Partnerships with Kroger’s banners, FreshDirect, Gelson’s, Citarella, Ulta Beauty, Sally Beauty and Party City through DashMart have diversified its offerings for consumers and commercial clients alike.
2. Grocery and Retail Market Leadership
By late 2025, DoorDash became the leading third-party marketplace in U.S. grocery and retail by order volume, servicing more than 100,000 stores and offering millions of products. This scale supports specialized needs like late-night entertainment shoots, extended filming schedules and on-demand stock replenishment.
3. Bullish Options Activity
Recent trading data shows a surge in call option volume for DASH, with open interest rising sharply over the past week. This uptick suggests investors are positioning for further upside, reflecting growing confidence in DoorDash’s diversified delivery model.
