TLDR
- DoorDash withdraws operations from Singapore, Qatar, Japan, and Uzbekistan to concentrate resources on promising markets.
- Deliveroo’s engineering facility in Bengaluru faces closure, with employees being reassigned across the organization.
- The strategic retreat leaves DoorDash’s financial projections unchanged.
- Shares gained 5% following the announcement, though they remain down 21.3% this year at approximately $173.06.
- The company simultaneously advances into dining reservations through its $1.2 billion SevenRooms deal, challenging OpenTable and Resy.
The San Francisco food delivery giant is withdrawing from four international territories: Qatar, Singapore, Japan, and Uzbekistan. This strategic retreat follows an extensive evaluation of operating conditions in these regions over several months.
According to company statements, the decision reflects a desire to channel investment toward territories offering genuine prospects for “sustainable scale and long-term market leadership.” It’s a candid acknowledgment that certain international ventures failed to meet expectations.
Timing worked against DoorDash in several territories. Its Japanese operations launched in 2021, a full five years after Uber Eats established its presence there. Meanwhile, Deliveroo—acquired by DoorDash in the previous year—only entered Qatar in 2022.
Competitive pressures proved formidable. Singapore presented entrenched rivals like GrabFood and Foodpanda. Uzbekistan belonged firmly to Russia’s Yandex Eats. These markets offered little room for a latecomer to gain meaningful traction.
Concurrent with the market withdrawals, DoorDash plans to shutter Deliveroo’s technology center in Bengaluru, India. Technical personnel from this facility will be reassigned to other company locations.
According to company communications, these operational changes won’t alter existing financial projections. Investors responded favorably—DASH shares surged 5% on the announcement.
However, the stock still carries substantial year-to-date losses of 21.3% and has declined 17.4% over the previous 30 days. Current trading hovers near $173.06.
Reservation Wars
Even as it contracts its international delivery operations, DoorDash simultaneously expands into restaurant reservations.
This past June brought news of DoorDash’s $1.2 billion purchase of SevenRooms, a reservation technology provider specializing in direct bookings via restaurant websites. The acquisition positions DoorDash as a direct challenger to established players OpenTable and Resy.
Uber Eats previously forged a partnership with Booking Holdings’ OpenTable, embedding reservation functionality within its application. American Express, Resy’s parent company, acquired premium reservation service Tock for $400 million during 2024.
This summer, Resy intends to incorporate Tock’s 5,000 restaurant partners into its network, expanding its total footprint to roughly 25,000 establishments. OpenTable maintains its leadership position with approximately 60,000 venues.
Within U.S. food delivery, DoorDash commands approximately 67% market share as of 2025, per Deliverect data. Uber Eats holds second position with 23%.
International Strategy
On the global stage, DoorDash has been attempting to close the gap. Uber Eats maintains superior international penetration, which partially explains DoorDash’s acquisitions of Deliveroo and Finnish delivery operator Wolt during 2021.
The recent territorial exits indicate DoorDash is adopting a more discriminating approach to international competition. Instead of diluting resources across markets dominated by established competitors, it’s concentrating efforts on regions offering legitimate 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 additional operational streamlining—reallocating technical talent away from markets undergoing withdrawal.
Despite recent declines, DoorDash stock shows a 1-year gain of 12.9% and 5-year returns of 16.7%.
