Criteo and DoorDash Forge Multi-Year Partnership for Expanded Advertising Capabilities

Criteo and DoorDash have announced a multi-year partnership to scale advertising across DoorDash's marketplace, serving as an extension of DoorDash's U.S. ad sales team. The two companies will collaborate with brands and agencies and explore opportunities to integrate their advertising technologies over time.

San Francisco, CA – September 12, 2025 – DoorDash Inc. (NYSE: DASH) and Criteo, a global technology company specializing in commerce media, have announced a multi-year partnership to scale advertising across DoorDash's marketplace. This strategic collaboration aims to serve as an extension of DoorDash's U.S. ad sales team, working directly with brands and agencies to broaden media placements and unlock new advertising avenues DoorDash Shares Soar 4.3% on Strategic Multi-Year Retail Media Partnership with Criteo^[1].

The partnership, which was announced on October 6, 2025, is designed to significantly enhance DoorDash's retail media offerings, extending its advertising reach across its vast marketplace, with a particular emphasis on non-restaurant categories such as grocery, convenience, and Consumer Packaged Goods (CPG) DoorDash Shares Soar 4.3% on Strategic Multi-Year Retail Media Partnership with Criteo^[1]. This strategic alliance positions Criteo to act as an integral extension of DoorDash's ad sales team, leveraging its established ad-tech prowess and extensive relationships with brands and agencies.

Under the terms of the agreement, DoorDash will make its inventory accessible to brands and agencies through Criteo, introducing a suite of new ad formats. These include on-site video, display banners, Sponsored Product, and Sponsored Brands, alongside off-site channels spanning display, video, search, and social media DoorDash Shares Soar 4.3% on Strategic Multi-Year Retail Media Partnership with Criteo^[1]. Both companies have also signaled intentions to explore deeper technological integrations in the future, suggesting a long-term commitment to evolving their joint advertising capabilities.

This move is a clear indication of DoorDash's ambition to transform its platform into a powerful commerce media channel, offering advertisers unparalleled access to consumers at various points of their purchasing journey. The initial market sentiment, while positive, also reflects a nuanced understanding of DoorDash's broader strategic direction. Analysts have generally maintained an optimistic outlook for DASH stock, with many recommending "Buy" or "Strong Buy" ratings, citing the company's diversification efforts, strategic acquisitions, and focus on profitability as key drivers DoorDash Shares Soar 4.3% on Strategic Multi-Year Retail Media Partnership with Criteo^[1].

The partnership is expected to dramatically accelerate DoorDash's revenue diversification beyond traditional delivery commissions, tapping into the high-margin retail media business. Analysts have already projected DoorDash's ad revenues to climb significantly, with some forecasts suggesting it could reach $2.59 billion by 2027, representing a substantial portion of its total income DoorDash Shares Soar 4.3% on Strategic Multi-Year Retail Media Partnership with Criteo^[1].

For CPG brands and advertisers, the partnership presents both significant opportunities and challenges. On the opportunity side, they gain access to new, highly targeted advertising channels within DoorDash's extensive marketplace, allowing them to reach consumers directly at the point of purchase. The ability to leverage DoorDash's first-party data for precise targeting and closed-loop measurement means advertisers can create highly relevant campaigns and track direct sales outcomes. Criteo's involvement also promises to simplify media buying, offering a more unified and efficient platform for managing Sponsored Product ads. However, the challenge lies in navigating an increasingly crowded retail media landscape DoorDash Shares Soar 4.3% on Strategic Multi-Year Retail Media Partnership with Criteo^[1].

The multi-year agreement between DoorDash and Criteo is more than just a single partnership; it's a significant indicator of broader, transformative trends sweeping across the digital commerce and advertising industries. This move underscores the intensifying race among delivery platforms to diversify revenue, the explosive growth of retail media, and the evolving dynamics of digital advertising in a privacy-centric world DoorDash Shares Soar 4.3% on Strategic Multi-Year Retail Media Partnership with Criteo^[1].

The ripple effects of this partnership will be felt across the competitive landscape. For rivals like Instacart (NASDAQ: CART) and Uber Eats (NYSE: UBER), the pressure to innovate and scale their own retail media offerings will intensify. Instacart, with its established advertising platform, will face a formidable challenger as DoorDash leverages Criteo's expertise in off-site advertising and strong brand relationships. Uber Eats, also exploring in-app advertising, will need to accelerate its efforts to match DoorDash's expanded capabilities DoorDash Shares Soar 4.3% on Strategic Multi-Year Retail Media Partnership with Criteo^[1].

This partnership positions DoorDash as a leader in the evolving retail media landscape, offering advertisers a comprehensive platform to reach consumers at various touchpoints. The strategic collaboration with Criteo is poised to solidify DoorDash's competitive edge and capitalize on the burgeoning retail media market.