Core Insights - DoorDash has launched the Holiday Rescue Sweepstakes to assist last-minute shoppers facing shipping delays, allowing them to win replacement gifts delivered in 30 minutes or less [2][3][4] Group 1: Holiday Rescue Sweepstakes - The sweepstakes runs from December 20 to December 21, inviting shoppers to enter for a chance to receive a last-minute replacement gift [2] - DoorDash emphasizes its capability to deliver a wide range of products, including tech, beauty, toys, and apparel, showcasing its extensive offerings beyond just food delivery [2][4] - The initiative aims to alleviate the stress of holiday gift procrastination by providing a quick solution for consumers [3] Group 2: Customer Engagement and Promotions - In addition to the sweepstakes, DoorDash will provide gift cards to 60 customers experiencing shipping delays, covering the full cost of their missing gifts [4] - Participants can enter the sweepstakes by commenting on DoorDash's social media posts, which will trigger an auto DM with a link to the entry form [6] - Winners will be announced starting December 22, with a total of $100,000 in gifts available through promo codes and a gift replacement link [6]

Core Insights - DoorDash Inc. has partnered with OpenAI to enable grocery shopping through ChatGPT, allowing users to check out directly on the DoorDash platform as artificial intelligence continues to integrate into various sectors [1] Company Developments - The collaboration with OpenAI signifies DoorDash's commitment to leveraging AI technology to enhance user experience in grocery shopping [1] - This initiative reflects a broader trend in the industry where companies are increasingly adopting AI solutions to streamline operations and improve customer engagement [1] Industry Trends - The integration of AI in e-commerce and delivery services is becoming more prevalent, indicating a shift towards more automated and user-friendly shopping experiences [1] - As AI technology evolves, it is expected to play a crucial role in transforming how consumers interact with delivery platforms and manage their grocery needs [1]

Core Insights - DoorDash is launching a grocery shopping feature within ChatGPT as part of its collaboration with OpenAI, following a similar announcement by competitor Instacart just a week prior [1] - The integration allows consumers to ask the AI assistant for meal or recipe suggestions and add required ingredients to their shopping list, with final purchases completed in the DoorDash app [1] - DoorDash's decision to focus on grocery shopping rather than its core delivery business reflects the popularity of recipe inspiration and menu planning as key uses of ChatGPT [1] Company Strategy - DoorDash is investing in the rapidly growing grocery delivery market to compete with Instacart and Uber, with grocery and non-food orders accounting for approximately 17% of DoorDash's sales as of Q3, up from 12% at the beginning of 2023 [2] - The company aims to enhance consumer shopping habits by allowing order generation through ChatGPT, with plans to expand this integration beyond groceries in the future [1][2] - DoorDash's approach to maintaining the checkout process within its app rather than embedding it directly in ChatGPT emphasizes the importance of a comprehensive user experience, including evaluation, personalization, fulfillment, and support [3] Market Trends - The integration of brands like DoorDash and Instacart with ChatGPT highlights a shift in how consumers search for and utilize services online [2] - DoorDash has previously embedded order buttons on external platforms like Google and Yelp, leading to faster and larger-scale growth after each partnership [2] - Additionally, DoorDash is testing a standalone AI social application named Zesty to help users find restaurants, indicating further innovation in enhancing user experience [3]

Group 1 - The partnership allows users to request meal or recipe suggestions from ChatGPT and subsequently use the DoorDash app for shopping [1]

Core Insights - DoorDash has partnered with OpenAI to integrate grocery shopping options directly into ChatGPT, allowing users to convert recipes into grocery orders for delivery from local stores in as little as one hour [1][3] Group 1: Partnership and Features - The collaboration aims to enhance customer experience by providing a seamless way to shop for groceries while using ChatGPT for meal planning and recipe discovery [2][4] - The DoorDash app within ChatGPT offers access to a wide range of grocery retailers across the U.S., including major chains like Kroger and Safeway, as well as regional favorites [3][6] - The integration is designed to save time by eliminating the need for users to find recipes, create grocery lists, and make trips to the store, allowing for quick cart building and checkout [3][5] Group 2: User Experience - The DoorDash app in ChatGPT acts as a personal shopping assistant, helping users plan meals and shop efficiently, currently available to select users with plans for broader rollout [5] - Users can easily enable the DoorDash app in ChatGPT, receive personalized recipe suggestions, and create shoppable grocery lists directly within the chat interface [7] - The goal is to empower local economies by connecting consumers with local businesses, enhancing the convenience and reliability of local commerce through AI [8]

DoorDash rolled out Zesty, an AI-powered mobile app designed not for ordering food but for discovering where to eat next, marking a strategic move for the company. By completing this form, you agree to receive marketing communications from PYMNTS and to the sharing of your information with our sponsor, if applicable, in accordance with our Privacy Policy and Terms and Conditions .Complete the form to unlock this article and enjoy unlimited free access to all PYMNTS content — no additional logins required.Th ...

美国餐饮外卖/送餐市场领军者DoorDash Inc.(DASH.US)正在积极试验一款独立的且由人工智能技术所 驱动的社交与互动类型应用程序(App)，供用户们寻找新的餐厅，从而将其经营模式触达范围扩展至其 旗舰的现有外卖配送业务之外，进一步扩展"DoorDash本地生活服务生态"。 DoorDash一位发言人表示，该公司"始终在寻找新的方式，帮助人们与其社区中最好的事物建立专属连 接"。该公司拒绝评论为Zesty聊天功能提供支持的是具体哪些AI大模型。 据了解，这款名为Zesty的新应用正在旧金山和纽约进行公开测试，DoorDash联合创始人Andy Fang当地 时间周一在社交媒体平台X的一则帖子中写道。在使用DoorDash账户登录后，用户们将看到附近的餐厅 以及一个文本框，在其中他们可以向一名AI聊天机器人询问量身定制的餐饮推荐。推荐内容包含对第 三方来源的引用，例如Google Maps给出的评分、TikTok视频的点赞数量，以及在Reddit热门帖子中的提 及。 该应用还具备社交元素，比如用户们可以分享他们去过的餐厅的照片和创意想法，也可以浏览其他人的 帖子并关注其个人资料。在该应用当前版本中， ...

DoorDash is launching a new AI-powered social app that’s designed to help users quickly find local restaurants. The app, called Zesty, is initially available in the San Francisco Bay Area and New York.With the app, DoorDash is branching out beyond food delivery and stepping into the social and discovery space. The idea behind the app is to get rid of the need to read a bunch of different reviews, look up different menus, or browse TikTok when looking for a new place to eat. Once people open up the app and ...

DoorDash is piloting a standalone AI-powered app for users to find new restaurants, expanding its reach beyond its core food-delivery service https://t.co/1DCbbigLeM ...

Summary of Key Points from J.P. Morgan's US Internet 2026 Outlook Industry Overview - The report focuses on the **US Internet** sector, providing insights into market performance, macroeconomic factors, and company-specific forecasts for 2026. Core Insights and Arguments 1. **2025 Performance Recap**: - The internet sector outperformed the S&P 500 by 17% in 2025, with average performance across market caps showing significant variation: - Large Cap: +19% - Mid-Cap: +42% - Small Cap: +21% - Smaller Cap (<$2B): -16% [12][13] 2. **2026 Macro Outlook**: - J.P. Morgan economists estimate a **35% risk of recession** in 2026, with expectations of resilient global growth driven by fiscal stimulus and capital expenditure [19][23]. - Key economic indicators include: - GDP Growth: 1.8% in 2026 - Inflation: Expected to remain above 3% CPI - Unemployment: Projected to peak at 4.5% in Q1 2026 [21][19]. 3. **Investment Recommendations**: - **Top Picks for 2026** include: - Alphabet (Overweight, $385 PT): Growth driven by AI and cloud services [46]. - Amazon (Overweight, $305 PT): Expected growth in AWS and retail segments [51]. - DoorDash (Overweight, $300 PT): Anticipated GOV growth of 18% CAGR from 2025-2028 [57]. - Spotify (Overweight, $805 PT): Projected revenue growth driven by premium subscriptions [66]. 4. **AI and Cloud Growth**: - AI is expected to significantly drive cloud growth, with Google Cloud projected to grow in the mid-40% range and AWS adding the highest estimated revenue in 2026 [101][102]. - The report highlights the importance of AI in enhancing operational efficiencies and driving revenue growth across various sectors [78]. 5. **Valuation Metrics**: - The S&P 500 is projected to have a price target of **$7,500** by the end of 2026, suggesting a 9% upside [26]. - Internet companies are trading at an average of **10.2x 2027E EV/EBITDA**, with expected revenue growth of approximately **13% CAGR** from 2025 to 2027 [40]. Additional Important Insights 1. **Market Dynamics**: - The report discusses the competitive landscape in the AI space, noting that leading model developers like Google and OpenAI are pushing the frontier, but competition remains intense [89][94]. - The potential for AI-driven advertising and e-commerce growth is highlighted, with expectations for significant market share shifts in the online ad market [112]. 2. **Company-Specific Catalysts**: - Alphabet's AI tools are expected to enhance productivity and revenue, while Amazon's AWS is set to double its capacity by 2027 [56][88]. - DoorDash is focusing on expanding its marketplace and improving unit economics, while Spotify is ramping up its free cash flow and operating margins [60][68]. 3. **Key Questions for 2026**: - The report raises critical questions regarding AI monetization, the impact of AI on cloud growth, and the potential for disruption in various sectors, including travel and e-commerce [76][124]. This summary encapsulates the essential insights and projections for the US Internet sector as outlined in the J.P. Morgan report, providing a comprehensive overview of the anticipated trends and investment opportunities for 2026.