DoorDash CEO Tony Xu outmaneuvered meal delivery rivals by obsessing over his customer [Fortune]
DoorDash, Inc. (DASH)
Company Research
Source: Fortune
The markets: Mixed, but trending down. Plus: All the news and watercooler chat from Fortune Good morning. If Americans treated their post-Thanksgiving Day exhaustion with take-out this weekend, there's a good chance they ordered from DoorDash. The meal delivery giant now controls 60% of the market in the U.S and is more than twice the size of its closest competitor, Uber Eats. Recommended Video It wasn't always that way. In a new Fortune feature , tech correspondent Jason Del Rey rode along with DoorDash CEO Tony Xu on a delivery run and got a front-seat look at how Xu built the scrappy upstart into an unexpected powerhouse in the cutthroat meal delivery industry. The startup founded in 2013 by Xu and three fellow Stanford students once had less than $30,000 left in its bank account. Now, thanks to grit, ingenuity, and a heaping serving of luck, it's on track to generate more than $13 billion this year. Here a few lessons other leaders can learn from DoorDash and CEO Xu:
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DASH
Earnings
- 11/5/25 - Miss
DASH
Sec Filings
- 12/3/25 - Form 4
- 12/3/25 - Form 4
- 12/3/25 - Form 4
- DASH's page on the SEC website