TLDR
- DoorDash is withdrawing operations from Qatar, Singapore, Japan, and Uzbekistan as part of a strategic refocusing initiative.
- Deliveroo’s Bengaluru engineering center will be shuttered, with personnel being reassigned across the organization.
- Company leadership confirms these operational changes won’t alter existing financial projections.
- Shares climbed 5% following the announcement, though the stock remains down 21.3% year to date at approximately $173.06.
- Meanwhile, DoorDash is expanding into the restaurant booking space through its $1.2 billion SevenRooms purchase, challenging OpenTable and Resy.
The San Francisco-headquartered delivery giant DoorDash is withdrawing from four international territories: Qatar, Singapore, Japan, and Uzbekistan. Company officials indicate the withdrawal comes after an extensive multi-month evaluation of market dynamics in these regions.
According to the company’s statement, the strategic pivot aims to concentrate resources in territories offering “sustainable scale and long-term market leadership” opportunities. It’s an unvarnished acknowledgment that certain international ventures failed to meet expectations.
Timing played against DoorDash in several of these markets. Its Japanese operations only launched in 2021, a full half-decade after Uber Eats had already established its presence. Meanwhile, Deliveroo—acquired by DoorDash in the previous year—only entered Qatar in 2022.
The competitive landscape proved challenging. Singapore’s market was dominated by GrabFood and Foodpanda. In Uzbekistan, Russia-headquartered Yandex Eats maintained a commanding position. Breaking through in these environments proved difficult.
Concurrent with the market withdrawals, DoorDash is shuttering Deliveroo’s engineering operations in Bengaluru, India. Technical personnel from this facility will be reassigned to other locations within the corporate structure.
Company representatives emphasized that these strategic adjustments won’t impact previously issued financial guidance. Investors responded favorably to the news—DASH shares surged 5% on the announcement.
Despite this uptick, the stock has declined 21.3% since the year began and fallen 17.4% over the last 30 days. Current trading hovers around $173.06.
Reservation Wars
As it contracts its international delivery operations, DoorDash is simultaneously expanding into restaurant reservations—a completely different competitive arena.
This past June saw DoorDash unveil its $1.2 billion purchase of SevenRooms, a technology platform specializing in direct reservation systems through restaurant websites. The acquisition positions DoorDash as a direct challenger to established players OpenTable and Resy.
Uber Eats has already forged an alliance with Booking Holdings’ OpenTable, incorporating reservation capabilities into its application. American Express, Resy’s parent company, acquired premium reservation service Tock for $400 million last year.
This coming summer, Resy intends to incorporate Tock’s 5,000 establishments into its network, expanding its total footprint to approximately 25,000 dining venues. OpenTable maintains market leadership with roughly 60,000 restaurants.
According to Deliverect’s 2025 data, DoorDash commands approximately 67% of America’s food delivery sector. Uber Eats follows at 23%.
International Strategy
On the global stage, DoorDash has been working to close the gap. Uber Eats maintains superior worldwide penetration, which partially motivated DoorDash’s acquisitions of Deliveroo and Wolt, a Finnish delivery operation, back in 2021.
These recent territorial withdrawals signal DoorDash’s more discerning approach regarding competitive battles abroad. Instead of diluting resources across markets where competitors hold entrenched positions, the company is consolidating efforts in geographies offering genuine leadership opportunities.
Miki Kuusi, head of DoorDash’s international division, said the company’s priority is “supporting our teams and partners through an orderly transition” as it focuses on markets where it can build long-term.
The Bengaluru facility closure represents part of this broader operational streamlining—redirecting engineering capabilities rather than supporting infrastructure in markets being phased out.
Despite recent declines, DoorDash stock shows a 1-year return of 12.9% and a 5-year return of 16.7%.
