DoorDash is changing the game...again

DoorDash (DASH) is enhancing its ad capabilities and customer experience through new partnerships with The Trade Desk (TTD) and Ibotta (IBTA).

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.

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 preicse customer engagement.

The partnership with Ibotta introduces personalized promotions and coupons across grocery, health, home improvement, and more, addressing affordability in delivery. This aligns with DoorDash’s focus on personalization, enhancing the app experience with tailored discounts and visible savings.

The integration helps make grocery delivery—a traditionally expensive option—more accessible, further appealing to cost-conscious consumers.

These efforts come as DoorDash strengthens its market position.

The charts below show DoorDash's dominance as a third-party delivery player, and continued platform expansion.

US grocery delivery sales are expected to grow ~23% this year, surpassing $8 billion, 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 US market.

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.

Here are our three biggest takeaways:

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