DFRIDebt-Funded Revenue Index
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DoorDash DASH

How much of DoorDash's U.S. consumer revenue is funded by new credit? Read the estimate, then inspect the evidence.

2026-Q1 · estimated DFR% of U.S. consumer revenue
1.57%
Midpoint with 80% bandTier 1–3Provenance
Estimated DFR% band: 1.33% to 1.88%, midpoint 1.57% 1.33% 1.57% 1.88%
Low1.33%Midpoint1.57%High1.88%

Estimated 80% band · share of U.S. consumer revenue

View chart data and provenance
Text equivalent for the current estimated DFR% band for DoorDash.
Period2026-Q1
Estimated 80% band1.33% to 1.88% of U.S. consumer revenue
Estimated midpoint1.57% of U.S. consumer revenue
EvidenceTier 1–3
ProvenanceCompany evidence and assumptions

Estimated midpoint: $40 million debt-funded consumer revenue / $2,526 million estimated U.S. consumer revenue.

2026-Q1 · share of estimated debt-funded revenue
Tier 1 0.0%Tier 2 53.0%Tier 3 47.0%
View chart data and provenance
Text equivalent for the evidence-tier decomposition of estimated debt-funded revenue.
ComponentShareMeaning
Tier 10.0%Observed company financing link
Tier 253.0%Category-mapped allocation
Tier 347.0%Fungible proportional allocation
ProvenanceCompany evidence and registered assumptions
Tier definitions
T1 — Observed
A company disclosure directly links financing to sales.
T2 — Category-mapped
Credit is mapped to spending categories, then to companies using registered weights.
T3 — Fungible
Credit that cannot be assigned directly is allocated broadly by estimated consumer revenue, with the widest uncertainty.

Tier percentages show how the estimate was constructed—not confidence scores. Full methodology

2026-Q1 · multiple of Tier 3 baseline
1.00x
Evidence LiftDefinition

DFR% midpoint divided by this company's 1.57% pure-fungibility baseline.

Baseline-only

No company-specific financing evidence found; estimate reflects proportional allocation.

HistoryEvidenceAssumptionsSensitivity

History

2026-05-22 · 2026-Q1 refresh

Estimated 1.31%–1.86% of U.S. consumer revenue
Midpoint 1.55%

UPDATED_TTM_FROM_10Q · Versioned source record

2026-08-19 · 2026-Q2 refresh

Estimated 1.08%–1.52% of U.S. consumer revenue
Midpoint 1.27%

UPDATED_TTM_FROM_10Q · Versioned source record

2026-08-19 · 2026-Q2 refresh

Estimated 1.08%–1.52% of U.S. consumer revenue
Midpoint 1.27%

UPDATED_TTM_FROM_10Q · Versioned source record

2026-08-19 · 2026-Q2 refresh

Estimated 1.08%–1.52% of U.S. consumer revenue
Midpoint 1.27%

UPDATED_TTM_FROM_10Q · Versioned source record

2026-11-06 · 2026-Q3 refresh

Estimated 1.38%–1.95% of U.S. consumer revenue
Midpoint 1.63%

UPDATED_TTM_FROM_10Q · Versioned source record

2026-08-06 · 2026-Q1 methodology snapshot

Estimated 1.33%–1.88% of U.S. consumer revenue
Midpoint 1.57%

VERSIONED_BASELINE · Versioned source record

Versioned estimated DFR% bands for DoorDash 2026-05-222026-Q1 refresh · Estimated 1.31%–1.86% · UPDATED_TTM_FROM_10Q2026-08-192026-Q2 refresh · Estimated 1.08%–1.52% · UPDATED_TTM_FROM_10Q2026-08-192026-Q2 refresh · Estimated 1.08%–1.52% · UPDATED_TTM_FROM_10Q2026-08-192026-Q2 refresh · Estimated 1.08%–1.52% · UPDATED_TTM_FROM_10Q2026-11-062026-Q3 refresh · Estimated 1.38%–1.95% · UPDATED_TTM_FROM_10Q2026-08-062026-Q1 methodology snapshot · Estimated 1.33%–1.88% · VERSIONED_BASELINE
View chart data and provenance
Text equivalent for every versioned estimated DFR% band in the history chart.
Effective dateRecordEstimated lowEstimated midpointEstimated highStatus and provenance
2026-05-222026-Q1 refresh1.31% of U.S. consumer revenue1.55% of U.S. consumer revenue1.86% of U.S. consumer revenueUPDATED_TTM_FROM_10Q · Versioned source record
2026-08-192026-Q2 refresh1.08% of U.S. consumer revenue1.27% of U.S. consumer revenue1.52% of U.S. consumer revenueUPDATED_TTM_FROM_10Q · Versioned source record
2026-08-192026-Q2 refresh1.08% of U.S. consumer revenue1.27% of U.S. consumer revenue1.52% of U.S. consumer revenueUPDATED_TTM_FROM_10Q · Versioned source record
2026-08-192026-Q2 refresh1.08% of U.S. consumer revenue1.27% of U.S. consumer revenue1.52% of U.S. consumer revenueUPDATED_TTM_FROM_10Q · Versioned source record
2026-11-062026-Q3 refresh1.38% of U.S. consumer revenue1.63% of U.S. consumer revenue1.95% of U.S. consumer revenueUPDATED_TTM_FROM_10Q · Versioned source record
2026-08-062026-Q1 methodology snapshot1.33% of U.S. consumer revenue1.57% of U.S. consumer revenue1.88% of U.S. consumer revenueVERSIONED_BASELINE · Versioned source record

Refresh records are append-only. A new filing adds a record; it never replaces the earlier band.

Evidence

InputEvidenceTier
Financing-to-sales linkNo company-specific observed financing line is registered. This estimate begins with category-mapped and fungible inputs.Tier 1 0.0%
Revenue denominatorPinned SEC XBRL filing; U.S. consumer share is registered as an assumption.Tier 2

Assumptions

Sensitivity

Top five assumptions by absolute correlation with the estimated band.

  1. A-DEN-DASH-001 — decreases the estimate; absolute correlation 0.738.
  2. A-T2-REV-GENERAL-001 — increases the estimate; absolute correlation 0.509.
  3. A-T3-NONREV-FUNGIBLE-001 — increases the estimate; absolute correlation 0.352.
  4. A-T3-REV-FUNGIBLE-001 — increases the estimate; absolute correlation 0.207.