DoorDash Stock Sinking: Missing Earnings and Future Spending

Alright, let's get this straight. DoorDash, the company that can't even get my burrito to me without the driver eating half of it first, wants me to believe they're on the verge of revolutionizing delivery with friggin' robots? [DoorDash's plans to spend big on tech upgrades and delivery robots in 2026 are spooking Wall Street](https://www.businessinsider.com/doordash-plans-spend-big-tech-upgrades-delivery-robots-stock-earnings-2025-11) Give me a freakin' break.

Dot's a Dotard

They unveiled this "Dot" thing, a delivery robot that's supposed to navigate sidewalks and bike lanes. Cool, cool. I'm sure the homeless population of San Francisco will just love having a new, easily-breakable target to relieve their frustrations on. And bike lanes? Please. Have these guys seen a bike lane lately? They're basically obstacle courses designed by sadists.

But here's the part that really makes my blood boil: "DoorDash said its spending on new initiatives in 2026 will be significantly more than this year." Oh, will it now? So, they're planning on burning even MORE cash on these half-baked schemes while still charging me $8 in "fees" to have someone drop off lukewarm pizza?

It's like watching a toddler play with matches. Sure, it might be cute for a second, but you know it's gonna end in tears and a call to the fire department.

And CEO Tony Xu's excuse?

"We wish there was a way to grow a baby into an adult without investment, or to see the baby grow into an adult overnight, but we do not believe this is how life or business works," the company said in its earnings release.

Translation: "We know this sounds insane, but we're hoping you're all dumb enough to buy it anyway."

The Deliveroo Debacle

Oh, and let's not forget about the Deliveroo acquisition. [DoorDash Releases Third Quarter 2025 Financial Results](https://www.businesswire.com/news/home/20251105031487/en/DoorDash-Releases-Third-Quarter-2025-Financial-Results) They’re patting themselves on the back for serving "over 50 million MAUs, over 30 million consumers through our membership programs, partner with more than 1 million merchants, and generate over $100 billion in annualized Marketplace GOV across more than 40 countries." Fantastic. But what about actually turning a profit, huh? All this "growth" is meaningless if it's built on a foundation of sand.

I swear, the whole thing feels like a massive shell game. Acquire a company, pump up the numbers, and then...what? Hope nobody notices that you're still losing money hand over fist?

And what's with all the AI hype? Now they need AI to do the work? They should focus on properly paying their dashers.

I mean, am I the only one seeing this?

Wall Street's Waking Up

At least Wall Street seems to be finally catching on. [DoorDash's plans to spend big on tech upgrades and delivery robots in 2026 are spooking Wall Street](https://www.businessinsider.com/doordash-plans-spend-big-tech-upgrades-delivery-robots-stock-earnings-2025-11) The stock tanked after the earnings report. Maybe, just maybe, some people are starting to realize that DoorDash's "vision" is just a smokescreen for a fundamentally flawed business model.

Offcourse, they are still talking about growth in revenue and total orders. But at what cost? How much longer can they keep throwing money at these pet projects before the whole thing collapses?

And while they're patting themselves on the back for growth, Director Andy Fang is bailing, selling off $7.3 million in stock. [Doordash director Fang sells $7.3m in stock By Investing.com](https://www.investing.com/news/insider-trading-news/doordash-director-fang-sells-73m-in-stock-93CH-4335143) Insider selling is never a good look.

This Ain't the Jetsons

Look, I'm not against innovation. But this isn't innovation; it's delusion. DoorDash needs to focus on fixing the problems they already have – like, you know, actually delivering food on time and without screwing up the order – before they start dreaming about robot armies and global tech platforms. Otherwise, they're just gonna end up as another cautionary tale of tech-bubble excess.

So, What's the Real Story?