Final CHI assessment · Partially supports
The transaction became harder to understand. The case for higher extraction is weaker.
DoorDash clearly changed the customer relationship. A service that began with a relatively simple delivery charge now operates through a layered pricing architecture whose cost depends on merchant, distance, order size, subscription status, geography, regulation and optional service tier. That is a meaningful decline in simplicity and predictability.
DoorDash also passed certain regulatory costs directly to customers, and historically used a tipping system in which customer tips reduced DoorDash’s own contribution to driver pay — a model it ended in 2019.
But the investigation rejected several stronger hypotheses. DashPass did not simply replace its waived delivery fee with newly invented service charges: its nominal price remained unchanged, restaurant minimums generally fell, member service-fee treatment improved and the subscription became cheaper in real terms. DoorDash’s own financial disclosures do not establish that customer fees drove its higher take rate. Meanwhile customer value increased through broader selection, subscription benefits and improved disclosure.
DoorDash became more complex, conditional and difficult to audit — but the evidence does not show a simple transition toward materially greater customer extraction. No numerical CHI, CVI or CFS score has been assigned.
More complexYes
Less predictableYes
More regulatory cost recoveryYes
Clearly higher consumer extractionNot established
Customer value improvedYes
CHI conclusionPARTIALLY SUPPORTS
Delivery didn’t just get pricier.
Its price got harder to define.