DafinchiUltimately, we're here always seeking the next best investment. It doesn't mean that we always make those investments. But when we see the opportunity, we're always leaning in, that includes all of the work that we're doing in grocery, which we think there's a long runway as well as all the other opportunities in front of us.
DASH2026 Q2Technology
1mo
Tony Xu
CEO, DoorDash, Inc.
Context
Tony Xu described how DoorDash prioritizes reinvestment levers to improve unit economics and pursue growth opportunities across categories, including grocery. He framed the quarter and prior periods as showing “many sources of improving economics” across categories and geographies. He connected improvements to multiple levers such as unit economics in restaurant and grocery, DashPass adoption, and ads acceleration, culminating in reinvestment decisions. He then explicitly linked that approach to ongoing grocery work and additional opportunities.