TLDR
- DoorDash rolls out Waymo-powered autonomous deliveries in Phoenix.
- Waymo cars join DoorDash’s fleet in a new self-driving delivery test.
- DashPass adds Waymo ride discounts to expand user engagement.
- Markets dip as DoorDash’s autonomous delivery pilot begins.
- DoorDash bets on self-driving tech to power its delivery future.
DoorDash stock closed 2.18% lower at $266.67 and dipped slightly to $266.29 in after-hours trading.
The decline followed the announcement of a new autonomous delivery initiative with Waymo in Metro Phoenix. While the strategic partnership is expanding delivery modes, the market response remained subdued during regular trading.
Waymo Partnership Sparks Autonomous Delivery Rollout
DoorDash has started testing autonomous deliveries with Waymo’s self-driving vehicles in Metro Phoenix. The service will initially operate with DashMart, DoorDash’s convenience and grocery store, and will gradually include more merchants. This move reflects DoorDash’s strategy to scale its multi-modal Autonomous Delivery Platform across key U.S. regions.
Customers in Phoenix will begin seeing deliveries fulfilled by Waymo’s fully autonomous vehicles in the coming weeks. They will receive orders directly from the trunk of the vehicle using the DoorDash app for access. The platform integrates human Dashers, robots, drones, and now self-driving cars to increase delivery efficiency.
The initiative builds on Waymo’s operational presence in Phoenix, where it already runs its robotaxi service. DoorDash customers can opt in for autonomous delivery at checkout. This rollout marks a new phase in the company’s ambition to enhance logistics through technology.
New DashPass Promotion Extends Multi-City Reach
In parallel, DoorDash introduced a limited-time Waymo ride promotion for DashPass members in Los Angeles, San Francisco, and Phoenix. Members can get $10 off one Waymo ride each month through the end of 2025. A new promo code will be issued at the start of each month.
The promotion aims to strengthen engagement with DashPass, DoorDash’s subscription service that offers exclusive benefits. The company continues to leverage strategic discounts to encourage usage of new mobility features. This aligns with the push to offer more value to customers in key urban areas.
By linking ride-hailing discounts to delivery membership, DoorDash is expanding its ecosystem across transportation and commerce. The offer is structured to run long-term, indicating commitment beyond a test phase. Both the delivery and rider features are designed to build habitual use of Waymo and DoorDash services.
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