DoorDash Q2 2026 Earnings Miss EPS but Revenue Beat; Drone Delivery, Fee Restructure, Robot Loading Gigs, UK Regulatory Risk, CA Union, and Australia Pay Rise

DoorDash Q2 2026: EPS $0.46 (missed $0.50), revenue $4.45B (beat, +36% YoY), orders up 27% to 970M, GOV up 36%. DashPass growth accelerating. Guidance Q3 GOV $33-34B, EBITDA $950M-$1.1B. Stock down 10.7% YTD. Grocery fastest-growing, Deliveroo integration strong, AI/autonomous delivery (Dot) investment. New-verticals on track for gross-profit positive H2 2026. FAA Part 135 certification for drone delivery (DoorDash Air) in Charlotte, distance-based fee structure, robot loading pilot ($5 for 5 min). UK 'Deliveroo Law' proposal would jail execs for employing illegal migrants. California rideshare drivers (including DoorDash) certified a union. New: Australian delivery drivers (UberEats, DoorDash) won $22/hr plus insurance pay rise starting next week, a major policy win that could set precedent.