DoorDash

Ripping you off Stage 3

DoorDash is mobility of meals—routing, ETAs, and consumer habit. Diners get speed; restaurants and couriers often see fees, rankings, and promos as the cost of access. It’s textbook stage 3: the product works until you zoom out to who captures the dollar and who eats volatility.

The promise

Its first promise, and how much is kept · Scoring

60% kept

“Your favorite local restaurants delivered to you”
DoorDash homepage, 2014 2 extraction criteria met.

Why it’s rated 3

The criteria it meets, with sources · Method

Alignment 0 of 3
None
Lock-in 0 of 4
None
Extraction 2 of 7
Decline 0 of 3
None

Result Two or more extraction criteria, or lock-in plus at least one, so stage 3.

News signals

Sourced reporting, tagged by strategy

Apr 16, 2026
Apr 15–21, 2026
Apr 13, 2026
NYC fees go up (DoorDash’s explanation)
Regulatory pass-throughDrip pricing