DoorDash grocery
DoorDash started delivering convenience-store goods and groceries in 2020.
  • DoorDash is seeing a surge in non-restaurant orders from new customers, including grocery and flower deliveries.
  • The delivery company has 100,000 retail stores on its app, surpassing Instacart's 80,000 merchants.
  • "A lot of customers are coming to us for the first time, not for restaurants," CEO Tony Xu said.

Restaurant delivery juggernaut DoorDash is leaning into its three-year-old grocery business and consumers are noticing. The company said more new customers are turning to the app for non-restaurant orders as DoorDash has grown its retail selection to more than 100,000 stores.