| DASH |
Report |
Marketplace GOV |
BEAT |
pred ~$33.6B vs. cons $33.1B |
MEDIUM |
| DASH |
Report |
Revenue |
BEAT |
pred ~$4.40B vs. cons $4.33B |
MEDIUM |
| DASH |
Report |
Adjusted EBITDA |
IN-LINE |
pred ~$836M vs. cons $830M |
MEDIUM |
| DASH |
Guide |
Marketplace GOV |
BETTER |
guide ~$34.5B vs. cons $34.2B (Q3 2026) |
LOW |
| DASH |
Guide |
Adjusted EBITDA |
LOWER |
guide ~$900M vs. cons $930M (Q3 2026) |
MEDIUM |
| DASH |
Guide |
Deliveroo adjusted EBITDA contribution |
UNCHANGED |
guide ~$200M vs. cons $200M (FY2026) |
MEDIUM |
| DASH |
Return |
Day-1 residual (stock − beta × S&P 500) |
-2.8% |
— |
MEDIUM |
| DASH |
Return |
5-day cumulative residual |
-4.5% (FOLLOW-THROUGH) |
Q2 beats are likely overshadowed by Q3 adjusted EBITDA guidance of ~$900M vs. consensus $930M, pulling out-period estimates lower as integration and platform investment absorb the stronger GOV trajectory. |
MEDIUM |