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Will Weak Fast Casual Results Finally Strike? Previewing DoorDash Earnings

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Consensus Media
Nov 05, 2025
∙ Paid

For how long can DoorDash glide above the demand desert that is the fast casual landscape? At some point it has to show up in a GOV miss, right?

Here are Consensus expectations for 3Q and guidance - noting that we just saw a negative reaction to Uber results:

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