Breakfast News: Week in Review
Moderna jumped 177% on a cancer-vaccine first, plus retail's reversal

DoorDash, Inc. operates a comprehensive logistics platform globally and within the United States, linking merchants, consumers, and delivery personnel ('dashers'). Through its ...
Plutux no es un asesor de inversiones. Los datos de mercado y el análisis generado por IA son solo informativos y educativos, no asesoramiento de inversión. Aviso legal
BPA est. $0.83 · Ingresos $4.56B · 22 analistas
BPA est. $0.84 · Ingresos $4.79B · 21 analistas
BPA est. $2.62 · Ingresos $17.85B · 29 analistas
BPA est. $0.85 · Ingresos $4.94B · 15 analistas
| Métrica | Último | InteranualYoY significa Year-over-Year (interanual). Compara el último valor anual con el valor anual anterior para mostrar la fortaleza de la tendencia a largo plazo. | TrimestralQoQ significa Quarter-over-Quarter (intertrimestral). Compara el último trimestre con el trimestre inmediatamente anterior para mostrar cambios de impulso a corto plazo. |
|---|---|---|---|
| IngresosEl dinero total que entró por la puerta principal al vender cosas, antes de pagar una sola factura. Piensa en esto como el gran total de cada compra con tarjeta de los clientes. (YoY compara el rendimiento de este año con el del año pasado, mientras que QoQ compara los tres meses actuales con los tres anteriores). | $13.7B | +27.9% | +10.4% |
| Beneficio netoEl resultado final absoluto. Si la empresa pagara a cada proveedor, empleado, banquero y recaudador de impuestos, este es el dinero real que queda en su bolsillo al final del día. | $935.0M | +660.2% | +9.3% |
| Margen brutoEl margen básico. Si venden unas zapatillas de 100 dólares, este porcentaje indica cuánto de ese precio es ganancia justo después de pagar el caucho y los cordones, pero antes de pagar el alquiler de la tienda o los anuncios de televisión. | +50.9% | +5.3% | +4.0% |
| Margen operativoLa puntuación de eficiencia del 'trabajo diario'. De cada dólar que gasta un cliente, esto muestra cuántos centavos mantiene la empresa después de fabricar el producto Y pagar todos los gastos generales corporativos (como salarios, marketing y mantener las luces encendidas). | +5.3% | +1587.2% | +170.6% |
| Margen netoEl porcentaje final que se lleva a casa. Cuando se eliminan todos los costos concebibles, impuestos y pagos de intereses, este es el número exacto de centavos que la empresa realmente se queda de cada dólar en ventas. | +6.8% | +494.2% | -1.0% |
| Flujo de caja libreEl santo grial del efectivo corporativo. Es el dinero físico gastable que queda después de que el negocio paga sus operaciones diarias Y compra las actualizaciones grandes y costosas (como nuevas fábricas o servidores) que necesita para sobrevivir. Este es el dinero 'libre' que pueden usar para pagar dividendos o recomprar acciones. | $2.2B | +20.6% | +138.1% |
| Margen FCFLa tasa definitiva de conversión de efectivo. Muestra qué tan buena es la empresa para convertir ventas regulares directamente en efectivo frío, duro y gastable. Un porcentaje alto significa que el negocio es una auténtica máquina de imprimir dinero. | +15.8% | -5.7% | +115.8% |
| Deuda/PatrimonioEl indicador de riesgo financiero. Compara cuánto del imperio de la empresa se construyó con dinero prestado (préstamos) frente al dinero propio de los propietarios (accionistas). Un número alto significa que están muy apalancados y juegan un juego más arriesgado; un número bajo significa que juegan a lo seguro. | 32.8% | +377.4% | +3.4% |
| Ratio corrienteLa verificación de supervivencia de 12 meses. Simplemente compara el efectivo que tienen ahora mismo (más cosas que pueden convertirse rápidamente en efectivo) con las facturas inmediatas que absolutamente deben pagar este año. Una puntuación superior a 1 significa que tienen suficiente en la billetera para cubrir las próximas facturas sin entrar en pánico. | 1.41x | -15.5% | -4.1% |
| Activos totalesEl tamaño absoluto del imperio de la empresa. Agrupa absolutamente todo lo valioso que poseen, desde el efectivo en la caja registradora y el inventario en el almacén, hasta las patentes de software en la bóveda y las fábricas en el suelo. | $19.7B | +53.0% | -0.8% |
| Métrica | Anual (real vs estimado) | Sorpresa anual | Trimestral (real vs estimado) | Sorpresa trimestral |
|---|---|---|---|---|
| EPS Surprise | 2.13 vs 2.25 | -5.5% | 0.46 vs 0.83 | -44.5% |
| Revenue Surprise | $13.7B vs $13.8B | -0.4% | $4.5B vs $4.6B | -2.3% |
| Fecha | Ejecutivo | Cargo | Valor | Lado | Acciones | Precio |
|---|---|---|---|---|---|---|
| Aug 25, 2026 | Adarkar Prabir | officer: PRESIDENT AND COO | Class A Common Stock | A | 43,550 | $7.16 |
| Aug 25, 2026 | Adarkar Prabir | officer: PRESIDENT AND COO | Class A Common Stock | D | 2,413 | $227.75 |
| Aug 25, 2026 | Adarkar Prabir | officer: PRESIDENT AND COO | Class A Common Stock | D | 3,298 | $229.31 |
| Aug 25, 2026 | Adarkar Prabir | officer: PRESIDENT AND COO | Class A Common Stock | D | 4,600 | $230.44 |
| Aug 25, 2026 | Adarkar Prabir | officer: PRESIDENT AND COO | Class A Common Stock | D | 20,744 | $231.46 |
Operator: Hello, everyone. Thank you for joining us, and welcome to the DoorDash Q2 2026 Earnings Call. [Operator Instructions] I will now hand the call over to Weston Twigg. Please go ahead. Weston Twigg: Thanks, Connor. Good afternoon, everyone, and thanks for joining us for our Q2 2026 Earnings Call. I'm pleased to be joined today by Co-Founder, Chair and CEO Tony Xu; and CFO, Ravi Inukonda. We'll be making forward-looking statements during today's call, including without limitation, our expectations for our business, financial position, operating performance, profitability, our guidance, strategies, capital allocation approach, and broader economic environment. Forward-looking statements are subject to risks and uncertainties that could cause actual results to differ materially from those described. Many of these uncertainties are described in our SEC filings, including our most recent Form 10-K and 10-Q. You should not rely on forward-looking statements as predictions of future events or performance. We disclaim any obligation to update any forward-looking statements except as required by law. During this call, we will discuss certain non-GAAP financial measures. Information regarding our non-GAAP financial measures, including a reconciliation of such non-GAAP measures to the most directly comparable GAAP financial measures may be found in our earnings release, which is available on our Investor Relations website at ir.doordash.com. These non-GAAP measures should be considered in addition to our GAAP results and are not intended to be a substitute for our GAAP results. Finally, this call is being audio webcasted on our Investor Relations website. An audio replay of the call will be available on our website shortly after the call ends. Operator, I'll pass it back to you, and we can take our first question. Operator: [Operator Instructions] The first question comes from Michael Morton of MoffettNathanson. Michael Morton: I wanted to ask about the grocery business as you've talked about improving the unit economics. From our understanding, there are some grocers on the platforms who are -- your platform specifically, who are paying effectively zero or very low take rates, they came on, looking to see as you could drive demand and how well they could work with DoorDash. I was wondering if that's the case and then what the opportunity is to reprice these relationships going forward, maybe pushing some of the affordability burden that's lending on DoorDash right now back to the grocers. Tony Xu: Yes. Michael, it's Tony. I can start and feel free to chime in, Ravi. What I would say is like we see extremely strong performance in our grocery business. It's the fast-growing part of our marketplace business and we have very healthy relationships with all of the partners on the platform. I mean in terms of the economic relationships, I'm not going to really comment about anyone in particular. I mean what I will say is that when you are the fastest …
| Nombre | Cargo | Remuneración | Género | Año de nacimiento | Estado |
|---|---|---|---|---|---|
Prabir Adarkar | President & Chief Operating Officer | USD 457,729 | Male | 1978 | Active |
Keith Yandell | Chief Business Officer | USD 447,579 | Male | 1980 | Active |
Tony Xu | Co-Founder, Chief Executive Officer & Chair | USD 431,864 | Male | 1985 | Active |
Ravi Inukonda | Chief Financial Officer | USD 373,520 | Male | 1977 | Active |
Tia Sherringham | General Counsel & Secretary | USD 366,536 | Female | 1982 | Active |
Andy Fang | Head of LaunchPad & Director | USD 357,610 | Male | 1993 | Active |
Stanley Tang | Head of DoorDash Labs & Director | USD 357,399 | Male | 1994 | Active |
Gordon Lee | Chief Accounting Officer | — | Male | 1979 | Active |
Andrew Rex Hargreaves | Vice President of Investor Relations | — | Male | — | Active |
Ali Musa | Director of Corporate Communications | — | — | — | Active |
Moderna jumped 177% on a cancer-vaccine first, plus retail's reversal

After yesterday's announcement that the U.S. Treasury was adding liquidity to the long-term (30 year) bond market, we saw an immediate bump to pre-market indexes as bond yield rates dropped. In one day, that seems to have turned around: the 30-year bond is now back up to +5.25%, the 10-year at +4.71% and the 2-year +4.19%.

Shares of Serve Robotics (NASDAQ:SERV) are sinking 7% to $4.55 Tuesday afternoon, fully reversing Monday's Grubhub-fueled rally.

DoorDash, Inc. (Nasdaq: DASH), a global leader in local commerce, and Gap, a global apparel and accessories retailer, today announced a partnership that makes i

SAN FRANCISCO--(BUSINESS WIRE)--DoorDash, Inc. (Nasdaq: DASH), a global leader in local commerce, and Gap, a global apparel and accessories retailer, today announced a partnership that makes it easier than ever for consumers to shop the styles they love on-demand, just in time for back-to-school. Consumers nationwide can now get their favorites for the whole family, from kids' first-day fits to everyday fall essentials, delivered to their doors through DoorDash. Gap Factory is also joining the.
