Evidence40%Reported
OpinionFinancial·March 22, 2026
JPMorgan Analyst: DoorDash U.S. Marketplace GOV Expected to Grow at 18% CAGR Through 2028
JPMorgan analyst Douglas Anmuth reiterated a buy rating with a $272 price target, projecting U.S. marketplace GOV to grow at an 18% CAGR from 2025-2028 driven by rising MAUs and order frequency, with U.S. restaurant unit economics expected to improve in 2026.
Evidence Strength
Evidence40%Reported
Based on original reporting
Single publisher source
Insights
First tracked
March 22, 2026
Last updated
March 22, 2026
Sources
1 source
Related Developments
DoorDash–Waymo Autonomous Food Delivery Service Launched in PhoenixGrocery and Retail Categories Reach 30%+ of U.S. MAU EngagementAdvertising Product Offered Across MarketplacesGrocery and Retail Unit Economics Expected to Turn Positive in 2H 2026DoorDash Launches U.S. Online Ordering via McDonald's.com
Sources (1)
Source Timeline
Evidence Strength
Evidence40%Reported
Based on original reporting
Single publisher source
Insights
First tracked
March 22, 2026
Last updated
March 22, 2026
Sources
1 source
Related Developments
DoorDash–Waymo Autonomous Food Delivery Service Launched in PhoenixGrocery and Retail Categories Reach 30%+ of U.S. MAU EngagementAdvertising Product Offered Across MarketplacesGrocery and Retail Unit Economics Expected to Turn Positive in 2H 2026DoorDash Launches U.S. Online Ordering via McDonald's.com