Marketplace performance tracker · All metrics are weekly aggregates
⚠ Holiday weeks flagged: Dec 30 '24 (partial/holiday), Jan 6 '25 (post-holiday bounce), Dec 22 '25 (holiday dip), Dec 29 '25 (recovery). These create outsized W/W swings and should be interpreted with caution.
| Metric | Feb 16, 2026 | Feb 9, 2026 | Change | % / pp |
|---|---|---|---|---|
| Revenue | ||||
| Weekly Sales | $21,361K | $21,061K | ▲+$300K | +1.4% |
| Weekly Orders | 878.8K | 867.9K | ▲+10.9K | +1.3% |
| Avg Order Value (AOV) | $24.31 | $24.27 | ▲+$0.04 | +0.2% |
| Orders / Store / Wk (OSW) | 228.1 | 225.4 | ▲+2.4 | +1.1% |
| Footprint & Customer Mix | ||||
| Active Stores | 3,853 | 3,851 | ▲+7 | +0.2% |
| New Customers | 107,870 | 106,790 | ▲+1,079 | +1.0% |
| DashPass Order Mix | 63.6% | 63.3% | +0.3 pp | — |
| Quality & Operations | ||||
| ASAP Delivery Duration | 29.51 min | 31.15 min | ▼−1.64 min | −5.3% |
| % Stores ASAP ≤ 30 min | 68.6% | 61.9% | ▲+6.7 pp | — |
| Cancellation Rate | 2.42% | 2.53% | ▼−0.11 pp | — |
| Avoidable M&I Rate | 2.40% | 2.49% | ▼−0.09 pp | — |
| A&P Marketing | ||||
| Promo Sales | $138K | $998K | ▼−$860K | −86% |
| A&P Spend | $199K | $239K | ▼−$40K | −16.9% |
| Promo Attach Rate | 1% | 4% | −3 pp | — |
| SL Attach Rate | 5% | 5% | flat | — |
| Metric | Feb 16, 2026 | Feb 17, 2025 | Change | % / pp |
|---|---|---|---|---|
| Revenue | ||||
| Weekly Sales | $21,361K | $18,650K | ▲+$2,711K | +14.5% |
| Weekly Orders | 878.8K | 774.5K | ▲+104.3K | +13.5% |
| Avg Order Value (AOV) | $24.31 | $24.08 | ▲+$0.23 | +0.9% |
| Orders / Store / Wk (OSW) | 228.1 | 217.3 | ▲+8.4 | +4.0% |
| Footprint & Customer Mix | ||||
| Active Stores | 3,853 | 3,564 | ▲+335 | +9.1% |
| New Customers | 107,870 | 106,570 | ▲+1,297 | +1.2% |
| Repeat Customers | 669,000 | 583,040 | ▲+85,961 | +14.7% |
| DashPass Order Mix | 63.6% | 56.9% | +6.7 pp | — |
| Quality & Operations | ||||
| ASAP Delivery Duration | 29.51 min | 33.15 min | ▼−3.64 min | −11.0% |
| Cancellation Rate | 2.42% | 3.08% | ▼−0.66 pp | — |
| A&P Year-over-Year | ||||
| A&P % of Sales (annual) | 2.91% (Q1 '26) | 3.12% (Q1 '25) | −0.21 pp | — |
| SL Attach Rate (avg) | ~5–6% | ~6–7% | Stable | — |
| Promo AOV Premium | $30–34 avg | $32–36 avg | Consistent | +47% vs baseline |
| Campaign | Type | Audience | Period | Weekly Sales | Weekly Orders | ROAS | Status |
|---|---|---|---|---|---|---|---|
| Sponsored Listings — Always-On Audience Targeting | |||||||
| Lapsed 45D+ Cx SL — Feb ’26 | SL | Lapsed 45D+ | 2/1–2/27 ’26 | ~$580K | ~23K | 7.82× | ● Live |
| New Cx SL — Feb ’26 | SL | New Customer | 2/1–2/27 ’26 | ~$280K | ~11K | 6.37× | ● Live |
| Existing Cx SL — Feb ’26 | SL | Existing Cx | 2/1–2/27 ’26 | ~$120K | ~5K | 10.02× | ● Live |
| Interest Targeting SL — Feb ’26 | SL | Interest | 2/1–2/27 ’26 | ~$60K | ~5K | 5.41× | ● Live |
| Promo Campaigns — Targeted Discounts | |||||||
| BYOC 25% Off — Feb ’26 | Promo | All Users | 2/10–2/16 ’26 | $138K | 4.6K | 23.6× | ○ Ended |
| Free Delivery w/ DashPass — Feb ’26 | Promo | DashPass | Ongoing | — | — | Structural | ● Live |
SL order counts and sales are estimated from weekly aggregate A&P data. Promo campaign details from campaign scorecard.
| Metric | Feb 16, 2026 | Feb 9, 2026 | Change | % / pp Change |
|---|---|---|---|---|
| Revenue | ||||
| Weekly Sales | $21,361K | $21,061K | ▲+$300K | +1.4% |
| Weekly Orders | 878.8K | 867.9K | ▲+10.9K | +1.3% |
| Avg Order Value (AOV) | $24.31 | $24.27 | ▲+$0.04 | +0.2% |
| Orders / Store / Week (OSW) | 228.1 | 225.4 | ▲+2.4 | +1.1% |
| Footprint | ||||
| Active Stores | 3,853 | 3,851 | ▲+7 | +0.2% |
| Customer Mix | ||||
| New Customers | 107,870 | 106,790 | ▲+1,079 | +1.0% |
| Repeat Customers | 669,000 | 660,270 | ▲+8,726 | +1.3% |
| DashPass Order Mix | 63.6% | 63.3% | +0.3 pp | — |
| Pickup Order Mix | 6.5% | 6.6% | −0.1 pp | — |
| Delivery Operations | ||||
| ASAP Delivery Duration | 29.51 min | 31.15 min | ▼−1.64 min | −5.3% |
| % Stores ASAP ≤ 30 min (SLA) | 68.6% | 61.9% | ▲+6.7 pp | — |
| % Stores ASAP ≤ 35 min (SLA) | 92.8% | 88.3% | ▲+4.5 pp | — |
| Avg Dasher-to-Restaurant (D2R) | 4.20 min | 4.30 min | ▼−0.10 min | −2.3% |
| Avg Dasher Wait Time (DWT) | 4.62 min | 4.52 min | ▲+0.10 min | +2.2% |
| Avg Restaurant-to-Customer (R2C) | 13.74 min | 13.83 min | ▼−0.09 min | −0.6% |
| Quality | ||||
| Cancellation Rate | 2.42% | 2.53% | ▼−0.11 pp | — |
| Avoidable M&I Rate | 2.40% | 2.49% | ▼−0.09 pp | — |
| Metric | Feb 16, 2026 | Feb 17, 2025 | Change | % / pp Change |
|---|---|---|---|---|
| Revenue | ||||
| Weekly Sales | $21,361K | $18,650K | ▲+$2,711K | +14.5% |
| Weekly Orders | 878.8K | 774.5K | ▲+104.3K | +13.5% |
| Avg Order Value (AOV) | $24.31 | $24.08 | ▲+$0.23 | +0.9% |
| Orders / Store / Week (OSW) | 228.1 | 217.3 | ▲+8.4 | +4.0% |
| Footprint | ||||
| Active Stores | 3,853 | 3,564 | ▲+335 | +9.1% |
| Customer Mix | ||||
| New Customers | 107,870 | 106,570 | ▲+1,297 | +1.2% |
| Repeat Customers | 669,000 | 583,040 | ▲+85,961 | +14.7% |
| DashPass Order Mix | 63.6% | 56.9% | +6.7 pp | — |
| Pickup Order Mix | 6.5% | 6.4% | +0.1 pp | — |
| Delivery Operations | ||||
| ASAP Delivery Duration | 29.51 min | 28.03 min | ▲+1.48 min | +5.3% |
| % Stores ASAP ≤ 30 min (SLA) | 68.6% | 77.6% | ▼−9.0 pp | — |
| % Stores ASAP ≤ 35 min (SLA) | 92.8% | 93.9% | ▼−1.1 pp | — |
| Avg Dasher-to-Restaurant (D2R) | 4.20 min | 3.82 min | ▲+0.38 min | +9.9% |
| Avg Dasher Wait Time (DWT) | 4.62 min | 4.73 min | ▼−0.11 min | −2.5% |
| Avg Restaurant-to-Customer (R2C) | 13.74 min | 13.50 min | ▲+0.24 min | +1.8% |
| Quality | ||||
| Cancellation Rate | 2.42% | 3.39% | ▼−0.97 pp | −28.6% |
| Avoidable M&I Rate | 2.40% | 2.79% | ▼−0.39 pp | −14.1% |
| Campaign | Type | Period | Stores | Deliveries | Promo Sales | Platform Fees | ROAS | Audience |
|---|---|---|---|---|---|---|---|---|
| Tier 1 — Evergreen Free-Item (ROAS > 20×) · Highest capital efficiency | ||||||||
| Free Adobo Ranch w/ $15 (6/18–9/1) | Free Item | 6/18–9/1 '25 | 3,670 | 192,449 | $5.43M | $189.8K | 28.6× | All Users |
| Free Red Chimichurri w/ $15 (12/15–3/15) | Free Item | 12/17 '25–2/19 '26 | 3,340 | 320,011 | $9.60M | $411.0K | 23.4× | All Users |
| Free Red Chimichurri w/ $15 (9/30–12/31) | Free Item | 10/1–12/17 '25 | 3,276 | 380,731 | $10.99M | $489.3K | 22.5× | All Users |
| Tier 2 — Value & Targeted Promos (ROAS 6–10×) · Strong volume + efficiency | ||||||||
| Natl Quesadilla Day: Free Quesadilla w/ $20 | Free Item | 9/22–9/27 '25 | 3,672 | 91,736 | $7.68M | $1.97M | 3.9× | All Users |
| 25% off Burrito Bowls New & Lapsed 45D | Discounted | 10/7–12/11 '25 | 3,284 | 458,746 | $11.49M | $1.40M | 8.2× | New + Lapsed |
| $5 off $25 (8/4–8/14) | Spend X,Get Y | 8/4–8/14 '25 | 3,333 | 238,295 | $8.60M | $1.19M | 7.2× | All Users |
| $5 Off $20 — DashPass (1/6–1/15) | Spend X,Get Y | 1/6–1/15 '25 | 3,595 | 288,332 | $8.72M | $1.44M | 6.1× | DashPass |
| Tier 3 — Premium Offers & Banners (ROAS 2–5×) · High volume, higher cost | ||||||||
| SoDP: Free Entree w/ $25+ DP (7/10–8/22) | Free Item | 7/10–8/22 '25 | 3,694 | 214,914 | $7.93M | $1.89M | 4.2× | DashPass |
| Banners — Holiday DashPass (12/8–12/19) | Banners | 12/8–12/19 '25 | 3,332 | 152,202 | $6.26M | $1.66M | 3.8× | DashPass |
| Free Entree w/ $20 DP Cx (1/5–1/18) | Free Item | 1/5–1/18 '26 | 3,395 | 184,153 | $7.67M | $2.28M | 3.4× | DashPass |
| BOGO Any Entree — DashPass (2/10–3/17) | BOGO | 2/10–3/17 '25 | 3,271 | 163,560 | $5.38M | $1.98M | 2.7× | DashPass |
| Campaign | Audience | Period | Stores | Deliveries | SL Sales | Fees | ROAS | Co-Funded |
|---|---|---|---|---|---|---|---|---|
| Lapsed Customer Reactivation — Highest Volume Segment (62% of all SL deliveries) | ||||||||
| Lapsed 45D+ Cx SL (11/1–11/30) | Lapsed 45D+ | 11/1–12/31 '25 | 3,387 | 283,914 | $7.14M | $1.03M | 6.9× | No |
| Lapsed 45D+ SL (1/1–1/31) | Lapsed 45D+ | 1/1–2/27 '26 | 3,455 | 233,745 | $5.81M | $867K | 6.7× | No |
| Lapsed 45D+ Cx SL (10/1–10/31) | Lapsed 45D+ | 10/1–11/1 '25 | 3,386 | 196,105 | $4.86M | $462K | 10.5× | Yes ✓ |
| SL Lapsed 45D Cx — June | Lapsed 45D+ | 5/29–7/7 '25 | 3,260 | 195,841 | $4.73M | $453K | 10.4× | Yes ✓ |
| New Customer Acquisition — Building Burger Boss’s DoorDash Franchise at $3.75 / Cx | ||||||||
| New Cx SL (1/1–1/31) | New Customers | 1/1–2/27 '26 | 3,453 | 168,103 | $4.07M | $753K | 5.4× | No |
| New Cx SL (11/1–11/30) | New Customers | 11/1–12/31 '25 | 3,386 | 109,429 | $2.66M | $460K | 5.8× | No |
| SL New Cx — June | New Customers | 5/29–7/5 '25 | 3,252 | 79,703 | $1.87M | $274K | 6.8× | No |
| Existing Customer Retention — Most Capital-Efficient Segment (10.0× ROAS, 10% fee load) | ||||||||
| Existing Cx SL (8/18–8/24) | Existing Cx | 8/18–8/24 '25 | 3,701 | 67,626 | $1.67M | $153K | 10.9× | Yes ✓ |
| Existing Cx SL (8/25–8/31) | Existing Cx | 8/25–9/1 '25 | 3,708 | 68,550 | $1.71M | $153K | 11.2× | Yes ✓ |
| Metric | Feb 16, 2026 | Feb 9, 2026 | Change | % |
|---|---|---|---|---|
| Volume | ||||
| Drive Orders | 316,077 | 307,378 | ▲+8,699 | +2.8% |
| Drive Sales | $10,347K | $9,856K | ▲+$490K | +5.0% |
| Drive AOV | $32.74 | $32.07 | ▲+0.67 | +2.1% |
| Active Drive Stores | 3,853 | 3,851 | ▲+2 | +0.1% |
| Quality | ||||
| OTD Rate | 91.49% | 91.95% | ▼-0.46 pp | — |
| Never Delivered Rate | 0.4385% | 0.4486% | ▼-0.0101 pp | — |
| Drive DWT | 2.79 min | 2.75 min | ▲+0.04 min | +1.5% |
| Drive ASAP Duration | 32.35 min | 30.69 min | ▲+1.66 min | +5.4% |