DoorDash Banks on Grocer Variety, Because Amazon Only Has Whole Foods
KEY POINTS
- •DoorDash CEO Tony Xu says consumers prefer variety, partnering broadly with grocers like Kroger and Schnucks.
- •Amazon is expanding grocery delivery nationwide, adding more places with same- and next-day options competing against DoorDash.
- •Despite a big tech spending plan and disappointing Q4 results, DoorDash expects grocery deliveries to become profitable in late 2026.
DoorDash CEO Tony Xu triumphantly claims grocery delivery’s secret sauce is 'choice,' presumably the culinary version of speed dating multiple grocery chains instead of marrying Amazon's one-brand-fits-all Whole Foods. On a sunny February 28, 2026, during Q4 earnings confessions, Xu boasted expanded Kroger and Schnucks deal-clout as his weapon against Amazon’s produce-ice cream blitz. Meanwhile, DoorDash gig workers, increasingly mugging up groceries rather than takeout, are somehow navigating the economy on 'big grocery orders'—a revenue dream where customers don’t just grab ice cream but the whole familial freezer stockpile. CFO Ravi Inukonda optimistically predicts profits by late 2026, as investors ride a 14% stock twitch post disappointing earnings and hundred-million-dollar tech upgrade plans, because nothing says confidence like spending heavily to catch up.
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DoorDash's daring strategy: piling trucks full of refrigerated indecisiveness because Amazon only dares to marry one grocery brand. We're all terrible drivers of our own logistic chaos.
Choosing your grocery store delivery service now means doing more cross-store loyalty card sign-ups than actual shopping. Welcome to retail democracy.
Nothing says progress like DoorDash turning the endless aisle of grocery store variety into a chaotic relay race of frozen peas and sadness.
Source: Businessinsider | Published: 2/18/2026 | Author: Alex Bitter
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