Criteo's 15min chart displays KDJ Golden Cross, Bullish Marubozu candlestick pattern.

Based on the 15-minute chart for Criteo, there has been a notable technical indicator triggered, specifically a KDJ Golden Cross, accompanied by a Bullish Marubozu candle at 10/07/2025 13:30. This suggests a significant shift in momentum towards the upside, potentially leading to further price increases. As buyers have taken control of the market, there is a high likelihood that bullish momentum will continue to prevail.

San Francisco, CA – October 6, 2025 – DoorDash Inc. (NYSE: DASH) experienced a notable surge in its stock price today, increasing by 4.3% in afternoon trading. The catalyst for this positive market movement was the announcement of a multi-year agreement with advertising technology firm Criteo. This strategic move is poised to dramatically expand DoorDash's retail media capabilities, signaling a clear intent to diversify its revenue streams beyond traditional restaurant delivery.

The partnership, which positions Criteo as an integral extension of DoorDash's U.S. ad sales team, aims to scale retail media offerings across the vast marketplace, with a particular emphasis on non-restaurant categories such as grocery, convenience, and Consumer Packaged Goods (CPG). This expansion is expected to unlock substantial growth opportunities and solidify DoorDash's position as a comprehensive commerce platform.

Key players involved in this strategic alliance are DoorDash, driven by its leadership's focus on diversification, and Criteo, bringing its established ad-tech prowess and extensive relationships with brands and agencies. The agreement will make DoorDash's inventory accessible to brands and agencies through Criteo, introducing a suite of new ad formats, including on-site video, display banners, Sponsored Product, and Sponsored Brands, alongside off-site channels spanning display, video, search, and social media.

The immediate market reaction was a robust 4.3% increase in DoorDash's stock, closing the day at $281.71, up 3.8% from the previous close. This positive reception from investors reflects an understanding of the potential for enhanced revenue streams but also acknowledges the need for concrete results. Under the terms of the agreement, both companies have 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. However, concerns about sustained growth costs, ongoing cash burn, regulatory pressures, and intense competition remain, tempering expectations.

The multi-year agreement between DoorDash and Criteo is set to profoundly reshape the competitive dynamics within the last-mile delivery sector and the broader digital advertising market, creating distinct winners and losers among public companies and stakeholders. This strategic move, focusing on the expansion of retail media offerings, particularly in the lucrative grocery and CPG categories, is a significant play for revenue diversification and market dominance.

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. However, the challenge lies in navigating an increasingly crowded retail media landscape.

The partnership between DoorDash and Criteo underscores broader, transformative trends sweeping across the digital commerce and advertising industries. This move fits squarely into two major industry trends: the food and grocery delivery sector's aggressive diversification efforts and the explosive growth of retail media.

The technical indicators from the 15-minute chart for Criteo, including a KDJ Golden Cross and a Bullish Marubozu candle on October 7, 2025, at 13:30, suggest a significant shift in momentum towards the upside. This suggests that buyers have taken control of the market, potentially leading to further price increases. The high likelihood of bullish momentum continuing to prevail supports the positive market reaction to DoorDash's strategic partnership.