In December 2025, OpenAI partnered with DoorDash to integrate grocery ordering within ChatGPT, enabling users to convert recipe suggestions into grocery deliveries in under an hour. This innovation enhances consumer convenience and transforms meal planning into a new commerce channel, expanding DoorDash’s market reach while assisting smaller retailers in capitalizing on purchase intent. As DoorDash ventures into grocery and AI-driven solutions, it faces challenges of high valuation and complex expansion risks that could impact margins if adoption slows. With a projected revenue of $20.4 billion and earnings of $3.2 billion by 2028, this strategy may bolster DoorDash’s growth narrative. Investors must consider differing fair value estimates for DoorDash stock, which indicate potential upside. A thorough analysis of DoorDash’s financial health and growth forecasts is crucial for informed investment decisions. Explore insights and recommendations on the future of DoorDash in our free research report.
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