NEW YORK, Jan 9, 2026, 9:07 PM EST — Market closed
- DoorDash ends down 3.8% on Friday, lagging a broader market rise
- Company will report Q4 and full-year 2025 results on Feb. 18 after the close
- CPI is due Jan. 13, retail sales Jan. 14; Fed meeting set for Jan. 27-28
DoorDash Inc (DASH.O) shares fell 3.8% on Friday to $215.56. The Nasdaq Composite rose 0.8%, but delivery peers Uber (UBER.N) and Instacart-parent Maplebear (CART.O) also ended lower. DoorDash traded between $212.51 and $224.80 and is about 25% below its 52-week high of $285.50. (MarketWatch)
With markets set to reopen Monday, investors are turning to a run of inflation and spending data that can reset expectations for consumer-demand stocks. The Labor Department’s Consumer Price Index (CPI) for December — a key inflation gauge — is due Jan. 13, followed by U.S. retail sales on Jan. 14; the Fed meets Jan. 27-28. (Bureau of Labor Statistics)
DoorDash said it will release fourth-quarter and full-year 2025 results after U.S. markets close on Feb. 18 and discuss the numbers and guidance on a 5 p.m. ET conference call. (Doordash)
That report matters because DoorDash has already signaled 2026 will be heavy on spending. In November, it said it would invest several hundred million dollars more in 2026 on new initiatives, sparking a sharp selloff in the stock at the time. (Reuters)
DoorDash has also tried to tamp down fresh scrutiny over how delivery apps set fees and pay drivers. Chief executive Tony Xu rejected a viral Reddit post that accused a “major delivery app” of using a “desperation score” to set driver pay, and the company said: “If you pay for Express Delivery, our system prioritizes your order and ensures it isn’t bundled with others.” (Nation’s Restaurant News)
The backdrop for discretionary spending still looks uneven. U.S. consumer sentiment edged up in early January, but households remained worried about inflation and jobs, a University of Michigan survey showed on Friday. (Reuters)
But DoorDash’s margin story is still a swing factor, and higher incentives or marketing costs could eat into profits if demand cools. A renewed bout of price competition from Uber Eats and Instacart would add pressure.
DoorDash’s next trading catalyst is Feb. 18, when it reports after the close. Between now and then, CPI on Jan. 13 and retail sales on Jan. 14 will steer the read-through on consumer demand.
