DoorDash (DASH): FY25 Q3 earnings call, Nov 5, 2025

No Kalshi or Polymarket word markets were listed for DoorDash’s Nov 5, 2025 earnings call (FY25 Q3). The transcript is searchable below (quotes of at most 25 words).

Updated

Transcript

quotes of at most 25 words

Speaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.

11 matches for “Grocery”; 5 quoted, at least 25 words apart.

Tony Xucompanyqa

…in acquiring new customers, whether it's in the restaurant category, in the grocery category, in any retail category, well, then you're also delighting all of…

Nikhil Devnanianalystqa

…step-up in variable costs as well? And then on new verticals beyond grocery and convenience, which categories of the retail or local commerce opportunity, do…

Tony Xucompanyqa

…across a lot of categories outside of -- multiple categories outside of grocery, convenience and alcohol. And it tends to be somewhat probably what you…

Tony Xucompanyqa

…also the leader in terms of transactions outside of restaurants, both in grocery, convenience as well as the categories outside of that. Then you really…

Lloyd Walmsleyanalystqa

…there in terms of integrating all this 3P inventory, especially on the grocery side. Is this going to require like a lot of build-out of…

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