DoorDash Attracts More Paid U.S. DashPass Users

Dow Jones04:17

DoorDash added more paid U.S. DashPass members in the 12 months through 2Q 2026 than in the previous 24 months combined, the company said. The membership program lowers consumer fees, which typically drives higher order frequency and retention. However, DashPass orders carry lower gross margins than non-member transactions. DoorDash said it's willing to accept that tradeoff as long as engagement remains durable and average consumer lifetime value increases. In 2Q 2026, DashPass members placed approximately 75% of total orders in U.S. grocery and retail categories. The membership growth has helped sustain consistent year-over-year marketplace GOV growth in the U.S. restaurant category

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