DASH Expands Global Commerce Media Platform With AI And Offsite Reach

• DoorDash Ads officially launched as a global commerce media platform, integrating AI-powered automation and expanding offsite reach through strategic partnerships.
• The platform now leverages LiveRamp for privacy-centric clean room measurement and Symbiosys for global offsite campaign optimization across multiple regions.
• New measurement tools, including Ghost Ads, reduce noise by over 90% and reveal higher incremental sales lifts for CPG brands and enterprise restaurants.
• DoorDash maintains a dominant 67% US food delivery market share, while competitors like UberEats and Grubhub compete on speed and specific corporate niches.
• The expansion positions DoorDash as the fastest-growing retail media network, with annualized advertising revenue surpassing $1 billion in 2024.

DoorDash has officially transitioned its advertising division into a global commerce media platform, marking a significant structural evolution in its business model. This move introduces a comprehensive suite of tools designed to help merchants drive sales and brands reach new consumers across its network of DoorDash, Wolt, and Deliveroo. The platform now supports over 400,000 advertisers globally, leveraging a combination of on-platform visibility and offsite reach capabilities.

A central component of this expansion is a strategic partnership with LiveRamp, which enhances identity resolution and data connectivity for advertisers operating in international markets. This collaboration enables privacy-centric clean room analysis, allowing brands to measure the impact of their campaigns without compromising user data. Additionally, DoorDash has integrated Symbiosys, a company it acquired in 2025, to power commerce media across the Americas, EMEA, and APAC regions.

The platform also introduces Spotlight, a new immersive homepage ad format that delivers twice the click-through rates of traditional banners. Early data indicates that first-time customers account for over 20% of sales for restaurants and 36% for consumer packaged goods (CPG) brands using this format. These innovations are designed to capture high-intent consumers both on and off the platform, providing advertisers with deeper visibility into performance.

How Does DoorDash Measure Incremental Sales Lift?

DoorDash has introduced enhanced measurement tools to provide clearer proof of incremental sales lift, addressing a key challenge in digital advertising. Ghost Ads, now the standard for measuring Sponsored Listings, ensures experiments only include customers who actually saw an ad. This methodology reduces measurement noise by over 90%, revealing higher incremental sales lifts than previously measured.

For CPG brands, new reporting tools powered by Circana provide category-level share reporting. This allows advertisers to understand their brand’s performance within each category and compare themselves to competitors, enabling smarter, data-driven campaign strategies. Sponsored Products now appear across all categories of Global Search in the US and internationally, increasing visibility for high-intent consumers .

Additionally, Catalog Manager enhancements give brands greater control over product presentation. A new List View with advanced filtering and sorting helps teams monitor items featured in active campaigns. New reporting in Ads Manager provides a single view of ads and promotions performance, including metrics like total sales, orders, and average order value across multiple time windows .

Who Competes In The US Food Delivery Market?

DoorDash dominates the US food delivery market with approximately 67% market share, serving over 37 million monthly active users and 390,000 restaurant partners. UberEats holds about 23% market share, leveraging its integration with the Uber rides ecosystem to offer cross-promotion opportunities. Grubhub has declined to roughly 8% market share, though it retains strength in corporate ordering and specific urban markets like New York City.

All three platforms charge commissions ranging from 15% to 30% of order value, significantly impacting restaurant margins. DoorDash offers tiered plans based on visibility and delivery services, with additional marketing fees up to 25%. UberEats similarly structures its Lite, Plus, and Premium tiers, while Grubhub’s pricing is comparable following its acquisition by Wonder Group in 2025 .

In terms of performance, UberEats averages the fastest delivery times at 33 minutes, compared to 38 minutes for DoorDash and 40 minutes for Grubhub. However, DoorDash leads in order accuracy at 98%, significantly outperforming UberEats at 88% and Grubhub at 85%. Subscription models for DashPass, Uber One, and Grubhub+ are uniformly priced at $9.99 per month, with Uber One offering added value through ride-sharing discounts.

For drivers, net earnings are heavily influenced by expense management. While gross hourly rates range from $15 to $25 for DoorDash and UberEats, net take-home typically falls between $10 and $18 per hour after accounting for mileage, fuel, and taxes. Multi-apping, or running multiple platforms simultaneously, is the standard strategy for maximizing income .