| By Andy Swan DoorDash (DASH) is the number-one food delivery app in the United States, with 37 million monthly active users. Eighteen million of those users are DashPass subscribers, who get free delivery on orders. The app delivered a whopping $20 billion in foods and consumer packaged goods (CPGs) through the third quarter of 2024… And 2025 looks to be another record-breaking year for DASH, especially in light of two strategic partnerships with The Trade Desk (TTD) and Ibotta (IBTA). 
DoorDash is stepping up its game by joining up with the ad streaming juggernaut and popular savings app to expand its reach and enhance personalization. With these powerful team-ups, DoorDash is not only boosting its advertising capabilities but also making its delivery services more accessible to cost-conscious consumers – just in time for earnings. Take a look… | Recommended Link | | | | Leverage scares some investors, but it’s a tool the rich have been using for centuries. Controlling a large asset with just a small investment was key to the rise of the fortunes of billionaires like Musk and Bezos. Wall Street legend Eric Fry uses leverage to turn modest stock moves into huge gains, like his recommendation on the Silver ETF that transformed a 22% gain into a monster 252% return. His new video explains not only why this strategy has delivered 29% average gains on every trade recommendation over the last five years, but how you can get his next three trades that put the power of leverage to work for you. Click here to get the critical details. |  |
Meet DoorDash’s Powerful New Partners TTD: A Proven Ad Juggernaut The collaboration with The Trade Desk enhances DoorDash’s appeal to advertisers by integrating its platform into multi-channel campaigns. This partnership extends DoorDash’s advertising reach beyond its app, giving advertisers access to broader ad inventory across mobile, streaming audio, and connected TV (CTV). By combining DoorDash’s first-party data with The Trade Desk’s expansive reach, advertisers can deliver more targeted campaigns and track their effectiveness through closed-loop measurement. This strategy positions DoorDash as a data partner rather than solely a direct ad seller, giving brands access to a wider ecosystem and enabling more precise customer engagement. Ibotta: For the Cost-Conscious Consumers Ibotta’s goal is to “make every purchase rewarding” by giving users cash back on purchases and offering deals on goods and services. 
Source: Ibotta “In joining the Ibotta Performance Network (IPN), DoorDash continues to create value for consumers with personalized promotions and coupons to further save on items in a range of categories including grocery, health and beauty, home improvement, alcohol, and more,” the company said in a press release. The mission of creating value for inflation-stung consumers aligns with DoorDash’s focus on personalization, enhancing the app experience with tailored discounts and visible savings on more than 115,000 retailers. The integration helps make grocery delivery – a traditionally expensive option – more accessible, further appealing to cost-conscious consumers. | Recommended Link | | | | This one stock has been responsible for gains of 85% in 14 days, 176% in 5 weeks, 41% in two weeks, 120% in 3 months, 138% in 8 days, 186% in 8 days, 222% in 8 days, and many more… Now, millionaire trader Jeff Clark is revealing his strategy for trading this stock PLUS the full name and ticker symbol for FREE. Simply click here right now to watch. |  |
DASH Is Gaining Ground These efforts come as DoorDash strengthens its market position. Check out the chart below, which shows DoorDash's dominance as a third-party delivery player compared to competitors like Uber Eats (UBER), GrubHub, and Instacart (CART): 
As you can see, DoorDash claims nearly half – 45.8% – of the consumer mindshare in this space. U.S. grocery delivery sales are expected to grow ~23% this year, surpassing $8 billion and capturing more than 13% of the intermediary market. While trailing Instacart’s $35 billion in grocery sales, DoorDash dominates restaurant delivery, accounting for 56% of the $64 billion U.S. market. DoorDash also boasts more paid subscribers than Instacart – as of June 2024, 12% of U.S. consumers were DashPass members, as opposed to 9% of Instacart+ members. And LikeFolio data shows DoorDash matching Instacart in website visit growth, with both gaining 11% year over year: 
The Bottom Line By leveraging The Trade Desk for ad distribution and Ibotta for value-driven promotions, DoorDash is positioning itself as a leader in both personalization and cross-platform advertising, diversifying revenue streams and driving continued gross margin improvement. We expect another strong report from DoorDash when it reports earnings on February 11. Earnings Season Pass members – look for our exclusive DASH earnings coverage and trade in your Week 4 Earnings Scorecard. Non-members – now is your opportunity to join in on the profits. After Netflix’s (NFLX) dazzling fourth-quarter report delivered the bullish earnings move we predicted, our Earnings Season Pass members ended the week with another 112% win in less than four days. Congrats! And we’re only just getting started. Week 2 kicks off this Sunday – and this is when the season really starts to ramp up, delivering 42 exciting opportunities with 17 actionable trade ideas during the same period last quarter. Join today, and you’ll be able to play along for nine profit-packed weeks of earnings trades. Here’s how. Until next time, 
Andy Swan
Founder, LikeFolio Discover More Free Insights from Derby City Daily Here’s what you may have missed from Derby City Daily this week… ✓ Special Report: 3 Trump Trades for the Next 4 Years ✓ 3 Bullish Plays to Kick off a Red-Hot Earnings Season ✓ Premiumization: The Trend Boosting Travel Profits in 2025 | 
