DoorDash: U.S. Web Traffic Down 19% in Q4 and Android App Monthly Average Users fell 11%

Doordash reports Q4 earnings on February 16

Looking back at Q4 results, Doordash saw a 19% drop in web traffic and an 11% decline in monthly average users (MAU) on Android in the U.S. The company continues to lead peers UberEats, Grubhub, and Postmates by a wide margin.

Key takeaways

• Similarweb estimates show web traffic to Doordash.com in the U.S. fell 19% in the December quarter, year over year. Versus Q3, web traffic was down 4%.
• Similarweb app data on Android shows that monthly average users fell 11% in Q4 year over year, and declined 5% versus Q3.
• Doordash maintains a huge lead in web traffic and Android MAU versus peers UberEats, Grubhub, and Postmates.

Doordash Q4 Web traffic weakened

Taking a look at Similarweb data on monthly visits to doordash.com on desktop and mobile web, traffic was 19% lower in Q4 on a year-over-year basis and fell 4% versus Q3. According to Similarweb’s Stock Intelligence team, “mounting challenges in consumer spending are beginning to erode discretionary categories like food delivery.” You can see monthly visits over time in the chart below.

Android app data shows MAU sharply lower

Taking a look at Similarweb Android app data in the U.S. for DoorDash, monthly average users (MAU) fell by 11% on a year-over-year basis in Q4, and declined 5% versus Q3.

Doordash maintains a large lead over peers in monthly visits and MAU

Looking at the two charts below, you can see that Doordash leads rivals Ubereats app, Grubhub app, and Postmates by a wide margin in terms of both monthly visits on desktop and mobile web in Monthly Average Users on Android phones. So while it may have seen a tough quarter in terms of usage and visits, DoorDash maintains a large lead over its peers.

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Methodology

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