DoorDash is tracking +38.5%, 2.7pp above the Street. Here’s the read.

DoorDash is the name we use to show our work. CE Analyst Estimate has tracked reported Marketplace GOV within 2pp every completed quarter since Q2 2024, five of eight within 1pp, on an underlying panel R² of 0.99.

The harder test came when Wolt and Deliveroo hit the reported line and the panel gap jumped roughly 28pp. The calibrated estimate still landed within 1.3pp. This sample report is the full Q2 read, in the same format we publish across all 77 tickers we cover.

What’s Inside

• The Q2 read: CE’s GOV estimate against the Street, and the calibration that absorbed the Wolt and Deliveroo step change.
• Ticket-led growth: average order value at $41.15 while transaction frequency stays modest.
• Share and vertical mix: gains to 11.7%, with 30% of MAUs now ordering beyond restaurants.