DoorDash Inc. has expanded its retail footprint with two major deals: a nationwide Costco rollout across all U.S. warehouses and a multiyear partnership with the National Hockey League as its exclusive on-demand delivery partner in North America.

Costco delivery goes nationwide

Costco Wholesale Corp. is now available through DoorDash at all U.S. warehouse locations. Members can order more than 4,000 products, including groceries, household essentials, electronics, seasonal merchandise, and Kirkland Signature products. Customers can link an active Costco membership through the DoorDash app and place orders for same-day delivery. Costco was also among the most-searched retailers that had not been available on DoorDash, according to the companies.

"Costco members have been asking for Costco on DoorDash, and today we're delivering," said Mike Goldblatt, DoorDash's vice president of enterprise partnerships.

The U.S. rollout expands an existing global relationship between the two companies. DoorDash and Costco already operate together in Australia, New Zealand, Sweden, Iceland, and Puerto Rico. DoorDash now works with eight of North America's 10 largest food retailers, according to Progressive Grocer's PG 100.

DoorDash lands NHL partnership

Separately, DoorDash and the NHL announced a multiyear North American partnership. DoorDash becomes the NHL's exclusive Official On-Demand Delivery and Pick Up Partner in Canada and the U.S. The agreement begins with the 2026-27 NHL season and marks DoorDash's first partnership with the league. The deal grants DoorDash marketing rights across nationally televised games, the Stanley Cup Playoffs, and major NHL events, and includes game-night promotions for fans.

In Canada, DoorDash will sponsor Wednesday night regular-season national NHL games and Stanley Cup Playoff games broadcast on Prime Video. The company will launch its first Puck Drop promotion on September 29, followed by Wednesday and Saturday game-night offers during the regular season.

Analyst outlook and stock performance

DoorDash carries a Buy consensus rating with an average price forecast of $247.55. Recent bullish actions include Scotiabank's Sector Outperform initiation with a $275 price forecast, StoneX's Buy rating with a $295 forecast, and Rosenblatt's Buy initiation with a $270 forecast. DoorDash shares were down 0.58% at $195.62 at the time of publication on Thursday, according to Benzinga Pro data.

Circana and DoorDash announced a partnership to provide independent, third-party validation of incremental sales for consumer packaged goods (CPG) brands advertising on DoorDash. The collaboration brings objective measurement to DoorDash’s Sponsored Products and Sponsored Brands campaigns.

Partnership Scope

The initiative addresses the need for standardized measurement frameworks in retail media. By leveraging Circana’s independent approach, advertisers can connect media exposure to actual purchase behavior across a broad retail footprint. This allows brands to confirm whether their advertising creates genuine incremental demand and attracts new buyers.

Incremental Reach Data

DoorDash shared findings from an overlap analysis of buyers for measured brands during an eight-week campaign in the U.S. between November 10, 2025, and January 4, 2026.

Among buyers who purchased on DoorDash, 56% bought exclusively on the platform. This data indicates that DoorDash reaches shoppers who are not otherwise reached through in-store channels.

What the Numbers Show

A major beverage company reported $0.59 in incremental sales per household through DoorDash. This figure is three times the Circana Beverage Benchmark, highlighting the potential for significant incremental lift compared to industry standards.

Executive Commentary

Lindsay Pullins, senior vice president of Retail Media at Circana, stated that the partnership gives marketers a clear, objective view of incremental sales and new buyer growth. Katie Daleo, general manager of CPG Ads at DoorDash, noted that adding trusted, independent validation strengthens the value provided to advertisers by contextualizing the impact of their investments within the total market.