{
  "id": 9116778,
  "title": "DoorDash stock remains lowest-cost delivery provider, Wells Fargo says",
  "url": "https://urgent.news/2026/09/22/doordash-stock-remains-lowest-cost-delivery-provider-wells-fargo-says",
  "topic": "finance",
  "section": "Finance & Markets",
  "published": "2026-09-22T09:32:35.000Z",
  "source": {
    "name": "Investing.com",
    "slug": "investing-com",
    "url": "https://www.investing.com/news/stock-market-news/doordash-stock-remains-lowestcost-delivery-provider-wells-fargo-says-93CH-4910154"
  },
  "original_language": "en",
  "account": "Wells Fargo's latest survey shows DoorDash remains the lowest-cost third-party delivery provider, despite raising its fees by 3.5% in the third quarter. The survey found DoorDash's total basket costs were 2% lower than both Uber and Instacart, even with the fee increase. Uber raised its fees by 16% in the same period, aligning its pricing with DoorDash's. Both platforms now charge a 16% premium over Instacart. The third quarter saw a 2% broad-based basket inflation across all delivery channels. The gap in first-party basket discounts versus third-party providers remained at around 36%. Price hikes were mainly due to a 2.2% SKU-level inflation, partially offset by lower fees averaging down 2.4%, mainly driven by DoorDash's 19% quarterly fee decline. In-store basket costs increased by 4%, reducing the in-store discount to third-party providers by approximately 2 percentage points to 23%, marking the third quarter of convergence.",
  "summary": null,
  "key_points": [
    "DoorDash remains lowest-cost delivery provider despite 3.5% fee increase",
    "Uber and Instacart raise fees by 16%, aligning with DoorDash",
    "36% gap in first-party discounts versus third-party providers persists"
  ],
  "editors_take": null,
  "illustration": null,
  "coverage": {
    "outlets": 1,
    "also_reported_by": []
  },
  "ai_generated": true,
  "disclaimer": "Summaries, key points and the editor’s take are written by software from other outlets’ reporting and may contain errors — always check the linked original."
}