DoorDash Becomes Native Shopify Sales Channel for US Brick-and-Mortar Merchants

Product / Tech
โดย Simply Wall St·Read original
Summary · why it matters

Shopify announced in July 2026 that DoorDash is now available as a native sales channel in its App Store, letting eligible US brick-and-mortar merchants automatically sync catalogs and inventory and begin selling on DoorDash within days without altering existing workflows. The integration could significantly expand DoorDash's local retail reach by giving thousands of independent Shopify merchants turnkey access to its on-demand delivery marketplace. DoorDash's investment narrative projects $26.2 billion in revenue and $3.3 billion in earnings by 2029, requiring 21.2% annual revenue growth and a roughly $2.4 billion earnings increase from the current $926.0 million. The most cautious analysts had assumed about $24.5 billion in revenue and $2.4 billion in earnings by 2029, and the new retail channel might challenge their more pessimistic margin and growth assumptions. A fair value estimate of $245.99 implies a 33% upside to DoorDash's current price.

Impact on stocks 2

Consumer Discretionary▲ · 1 stocks
DoorDash, Inc. Class A Common Stock
DASH
▲ PositiveDemandrelevance

DoorDash becomes a native Shopify sales channel, giving thousands of merchants turnkey access to its marketplace, expanding local retail reach and potentially boosting revenue.

Cloud & Digital Infrastructure▲ · 1 stocks
Shopify Inc
SHOP
▲ PositiveTechnologyrelevance

Shopify adds DoorDash as a native sales channel, enhancing its platform's capabilities for brick-and-mortar merchants.

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