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DoorDash Releases Second Quarter 2026 Financial Results

Business

DoorDash Releases Second Quarter 2026 Financial Results
Business

Business

DoorDash Releases Second Quarter 2026 Financial Results

2026-08-06 04:53 Last Updated At:05:10

SAN FRANCISCO--(BUSINESS WIRE)--Aug 5, 2026--

DoorDash, Inc. (NASDAQ: DASH) today announced its financial results for the quarter ended June 30, 2026.

This press release features multimedia. View the full release here: https://www.businesswire.com/news/home/20260805026190/en/

We completed the first half of 2026 with consistent execution across our business, driving continued strong growth in our marketplaces, membership programs, 1 and monthly active users (MAUs 2 ) compared to the same period in the prior year. We also made significant progress in a number of strategic areas. For example, we rolled out several components of our new global technology platform, launched new AI-based features within our products designed to help reduce friction and increase engagement, and continued to expand the scope and scale of our software and merchant services offerings. We believe these initiatives and others are establishing the foundations for our future growth, and we are excited to continue investing behind them to increase the impact we have on local commerce.

Second Quarter 2026 Key Financial Metrics

Operational Update

In Q2 2026, we grew Total Orders 27% Y/Y (17% Y/Y excluding the impact of Deliveroo), Marketplace GOV 36% Y/Y (23% Y/Y excluding the impact of Deliveroo), and revenue 36% Y/Y (24% Y/Y excluding the impact of Deliveroo). Net income attributable to our common stockholders was $200 million in Q2 2026 and Adjusted EBITDA was $914 million, which was well above our expectation.

Y/Y growth in Marketplace GOV in our U.S. restaurant category accelerated slightly in Q2 2026, supported by strong U.S. DashPass membership. In our U.S. grocery and retail categories, we drove strong Y/Y growth in Marketplace GOV in Q2 2026, while significantly improving unit economics. Y/Y growth in Marketplace GOV in our international countries in Q2 2026 was consistent with Q1 2026, with further improvement in unit economics. 3 Y/Y growth in Marketplace GOV at Deliveroo accelerated in Q2 2026. 3

We are proud of our Q2 2026 results and typically use this space to walk through our quarterly performance in more detail. Given the changes in our business over the last year, we are expanding that slightly to share more thoughts on our approach in a few areas of the business where we have been spending time. We expect to return to our previous format next quarter, but hope this is helpful.

The Value of Membership

The primary goal of our membership programs is to reduce transactional friction by improving affordability and, in doing so, drive greater consumer retention and engagement, more sales for merchants, and increased duration in our business. We believe the output of this has been most visible in the magnitude and consistency of growth in our U.S. restaurant category over the last four years: in Q2 2026, Y/Y growth in Marketplace GOV in our U.S. restaurant category was roughly the same as it was for the full year 2022.

In the 12 months through Q2 2026, we increased the number of U.S. paid DashPass members by more than we did over the previous 24 months combined, a sign that consumers are finding growing value in our program. Because DashPass lowers consumer fees, it typically drives an increase in average consumer order frequency 4 and retention, 5 but it does so at a lower gross margin percentage compared to non-DashPass orders. We are happy to make this trade as long as we believe the increase to consumer engagement is durable and average consumer lifetime value increases.

We continue to see strong signals that our U.S. DashPass program is producing excellent outcomes for consumers and for our business. This is driving a relatively consistent pattern within consumer cohorts in our U.S. marketplace: as cohorts age, DashPass penetration increases, order rates 6 increase, and Adjusted Gross Profit per MAU 7 increases, which helps drive more consistent growth and higher total profit dollar production.

In addition to supporting consistent growth in our U.S. restaurant category, we believe DashPass is helping to drive adoption in our U.S. grocery and retail categories. Within our consumer cohorts, we are seeing increased order rates in our U.S. grocery and retail categories and higher basket sizes within those categories and, in Q2 2026, DashPass members placed approximately 75% of Total Orders in our U.S. grocery and retail categories.

We believe we have significant room to continue increasing adoption of DashPass in the U.S., even among cohorts that are several years old. Our goal is to continue adding value to the program in order to drive greater consumer engagement across our categories, more sales for local merchants, and further growth in our business.

Serving Local Audiences, Globally

Our international aspirations are similar to those in the U.S.: to build world-class services that deliver great outcomes for consumers, merchants, and Dashers; 8 to empower local economies; and to generate strong long-term financial returns. While there are common components to achieving these goals in different regions around the world, each community is unique. Executing well across 40 international countries requires operating teams that excel at understanding local nuances, product teams with the capacity and capability to translate operator insights into compelling features, and finance teams with the acumen to identify attractive opportunities and the flexibility to dynamically allocate capital with long-term discipline.

As demonstrated in our Q2 2026 results, we believe we are executing well in our international countries. At Wolt, month-3 and month-6 cohort order rates increased compared to a year ago while substantially increasing unit economics. At Deliveroo, we accelerated Y/Y growth in MAUs and Total Orders while exceeding our profit expectations entering the quarter.

Nonetheless, we always strive to improve the speed, efficiency, and effectiveness of our execution and are currently working on three distinct efforts to do so: 1) building a single global technology platform, 2) reorganizing certain international operating groups around functional areas, rather than brands, and 3) updating our capital allocation processes to better account for long-term consumer engagement trends. Collectively, we believe these initiatives will allow us to accelerate our product development, reduce redundancy, and help us invest more efficiently, with the ultimate goal of building more services that are loved by consumers, merchants, and Dashers in each community we serve.

Our organizational efforts and the improvements to our capital allocation processes are well underway and are already contributing to our international performance. We expect to begin seeing benefits from our new global technology platform once it is fully rolled out, which we currently expect to be in the first half of 2027.

AI and Autonomy

In recent periods, we have increased investment in both our team and our tools in order to accelerate our pace of AI-based product development. This has allowed us to build new features designed to help improve personalization and reduce friction in basket-building for consumers; speed up onboarding, automate catalog ingestion, and improve ad monetization for merchants; and improve routing, traffic predictions, and safety for Dashers. As an example, we recently launched Ask, the DoorDash AI assistant, which can help consumers more easily discover new restaurants and build grocery baskets simply and quickly.

Internally, we actively promote AI-tool adoption across our business by making the tools available and by teaching through dedicated task forces. We are now finding valuable use cases in engineering, marketing, communications, finance, tax, legal, accounting, and HR, and we expect to find additional productivity benefits as the quality of the tools improves and employees gain more experience using them.

At the same time, as you have probably experienced, there is a difference between finding ways to use AI and finding ways to use it productively. Consequently, we are approaching the internal use of AI with disciplined execution, attempting to allow enough inefficiency in our usage to leave room for innovation, while holding ourselves to constraints to ensure productivity. To help with this we have built internal software to help route tokens to the most efficient AI model, so that we can apply the right amount of cost to the intelligence required. Like everyone, we are learning and will adjust our processes as time goes on to help maximize the benefits to our business.

In autonomy, our long-term goal is to complement Dashers in a way that expands merchants’ ability to reach consumers, while reducing the average cost of doing so. Building high quality robots with safe and dependable autonomous capabilities is just one of the challenges we face in pursuing this. Manufacturing, maintenance, building charging infrastructure, managing merchant and consumer handoffs, routing, and assignment in a multi-modal network are all extremely difficult and must be addressed at scale. However, we are learning quickly in these areas and with Dot, our land-based robot, we have increased the number of robots in operation and the average number of deliveries per robot per day. Based on our current progress, we expect Dot to deliver a high single-digit percentage of orders in our largest test market by the end of the year.

With DoorDash Air, we recently earned Part 135 air carrier certification from the Federal Aviation Administration, which allows us to operate as an air carrier and increase testing of more integrated drone delivery experiences. We are still very early in our autonomous efforts and expect many challenges as we learn to scale. We expect Dashers to remain the backbone of our logistics network for a very long time, but we are increasing our levels of investment in both our land and air based robots and are optimistic we can continue to make steady progress.

A Growth Engine for Local Merchants

DoorDash was founded to help local merchants grow and thrive by better connecting them with consumers in their communities, and we remain completely focused on this mission. We aim to do this in two primary ways: 1) building marketplaces that serve as all-in-one solutions to generate and fulfill demand for merchants, and 2) building services that help merchants generate and fulfill demand through their own channels, both their first-party digital channels and in their stores.

In addition to helping local merchants build better individual demand channels, we believe there is a clear opportunity to help merchants break down barriers between those channels in order to place the consumer at the center of everything they do. Over the last year, we have accelerated our pace of investment in services that help enable this. While this effort is early, we are seeing evidence that merchants value our ability to drive growth in multiple parts of their business. In Q2 2026, we grew new signed venues at SevenRooms by over 100% Y/Y and grew revenue from our digital ordering service, which is being used by over 150,000 merchants, by over 40% Y/Y.

Somewhat uniquely, our expansion of new merchant services is also helping us expand the consumer services we offer. Our growth of SevenRooms locations helped us launch a new reservations service in a number of cities and, in Q2 2026, reservations booked through our marketplaces increased by over 150% Q/Q. This suggests consumers value being able to connect with their favorite restaurants in more ways.

More important than the growth in each individual area, we believe expanding our services to drive more connections between local merchants and consumers can be synergistic, both in helping merchants grow and succeed and in increasing the value consumers find in our services. We are excited by this potential, and we intend to continue investing to expand the breadth of our services and improve their effectiveness.

Investing to Build a Large and Durable Business

We entered 2026 with strong momentum in many existing areas of our business and several significant new projects that we believe are critical to our future. Through the first half of the year, our team has managed through the increased scope, scale, and complexity tremendously well, and the business has performed better than we expected. The more we have done, the more opportunities arise to do even more. However, we must continue to balance our ambition with discipline and execution, and earn our right to do more by proving our ability to drive outcomes for consumers, merchants, Dashers, and our shareholders. We have had a strong start to 2026 and will work hard to continue our progress through the second half of the year.

Financial Outlook

In H2 2026, we expect Adjusted EBITDA as a percentage of Marketplace GOV to follow a similar pattern to H2 2025, with a Q/Q increase in Q3 2026 followed by a Q/Q decline in Q4 2026. We expect the Q/Q decline in Adjusted EBITDA as a percentage of Marketplace GOV in Q4 2026 to be driven primarily by a seasonal increase in Dasher costs, an annual increase in insurance expenses, and an increase in investments in our global technology platform and our autonomy initiatives, among other areas.

Based on our current outlook and assuming a stock price consistent with recent trading levels, we expect:

Unless otherwise indicated above, our guidance includes the expected impact of, and contributions from, Deliveroo.

Our expectations regarding the impact of, and contributions from, Deliveroo are based on judgments which we believe to be reasonable and certain assumptions that are subject to change, many of which are outside of our control. In addition to the other risks and uncertainties we describe in our filings with the U.S. Securities and Exchange Commission (the "SEC"), the ongoing integration of Deliveroo into our business presents certain execution and operational risks that could cause actual results to vary from the expectations expressed above.

Our outlook assumes that aggregate consumer demand and key foreign currency rates remain relatively stable at current levels. Our outlook also anticipates significant levels of ongoing investment in new categories, international markets, and in our system capacity to support further growth, as well as growing investment in new initiatives and our global technology platform.

We caution investors that consumer spending in any of our geographies could deteriorate relative to our outlook, which could drive results below our expectations. Additionally, our increasing international exposure heightens risks associated with operating in foreign markets, including geopolitical and currency risks. Changes in the international operating environment could negatively impact results versus our current outlook.

We have not provided GAAP net income (loss) attributable to DoorDash, Inc. common stockholders outlook or a reconciliation of Adjusted EBITDA outlook to GAAP net income (loss) attributable to DoorDash, Inc. common stockholders as a result of the uncertainty regarding, and the potential variability of, reconciling items such as legal, tax, and regulatory expenses and other items. Accordingly, a reconciliation of Adjusted EBITDA outlook to GAAP net income (loss) attributable to DoorDash, Inc. common stockholders is not available without unreasonable effort. However, it is important to note that material changes to reconciling items could have a significant effect on future GAAP results. We have provided historical reconciliations of GAAP to non-GAAP measures in tables at the end of this release. For more information regarding the non-GAAP financial measures discussed in this release, please see "Use of Non-GAAP Financial Measures" below.

Q2 2026 Financial Performance

The Y/Y increase in Total Orders in Q2 2026 was driven primarily by growth in the number of consumers and the acquisition of Deliveroo. Excluding the acquisition of Deliveroo, Total Orders increased 17% Y/Y in Q2 2026.

The Y/Y increase in Marketplace GOV in Q2 2026 was driven primarily by growth in Total Orders and an increase in average order value 9 on our Marketplaces. We estimate aggregate changes in currency rates added less than 1% to Y/Y growth in Marketplace GOV in Q2 2026. Excluding the acquisition of Deliveroo, Marketplace GOV increased 23% Y/Y in Q2 2026.

The Y/Y increase in revenue in Q2 2026 was driven primarily by growth in Marketplace GOV. Excluding Deliveroo, revenue increased 24% Y/Y in Q2 2026.

The Y/Y increase in GAAP cost of revenue, exclusive of depreciation and amortization in Q2 2026 was driven primarily by increases in Total Orders. As a percentage of Marketplace GOV, GAAP cost of revenue, exclusive of depreciation and amortization, was 6.4% in Q2 2026, down from 6.7% in Q2 2025 and up from 6.3% in Q1 2026.

The Y/Y increase in GAAP sales and marketing expense in Q2 2026 was driven primarily by increases in advertising expenses and personnel-related compensation expenses. As a percentage of Marketplace GOV, GAAP sales and marketing expense was 2.5% in Q2 2026, in line with 2.5% in Q2 2025 and up from 2.4% in Q1 2026.

The Y/Y increase in GAAP research and development expense in Q2 2026 was driven primarily by increases in personnel-related compensation expenses and third-party software expenses. As a percentage of Marketplace GOV, GAAP research and development expense was 1.6% in Q2 2026, up from 1.4% in Q2 2025 and 1.3% in Q1 2026.

The Y/Y increase in GAAP general and administrative expense in Q2 2026 was driven primarily by increases in legal, tax, and regulatory expenses and personnel-related compensation expenses. As a percentage of Marketplace GOV, GAAP general and administrative expense was 1.6% in Q2 2026, in line with 1.6% in Q2 2025 and up from 1.4% in Q1 2026.

GAAP net income attributable to DoorDash, Inc. common stockholders was $200 million in Q2 2026, a decrease from $285 million in Q2 2025 and an increase from $184 million in Q1 2026.

Adjusted EBITDA was $914 million in Q2 2026, up 40% from $655 million in Q2 2025 and up 21% from $754 million in Q1 2026. Adjusted EBITDA as a percentage of Marketplace GOV was 2.8% in Q2 2026, up from 2.7% in Q2 2025 and 2.4% in Q1 2026.

In Q2 2026, we generated net cash provided by operating activities of $944 million and Free Cash Flow of $742 million, up from $504 million and $355 million, respectively, in Q2 2025.

In February 2025, our board of directors authorized the repurchase of up to $5.0 billion of our Class A common stock. Year to date through August 5, we have repurchased a total of 6.8 million shares of our Class A common stock for $1,049 million under the February 2025 authorization. We currently have approximately $3,951 million remaining under the current stock repurchase authorization. We may or may not repurchase any portion of the remaining amount.

Analyst and Investor Conference Call and Earnings Webcast

DoorDash will host a conference call and webcast to discuss our quarterly results today at 1:30 p.m. Pacific Time (4:30 p.m. Eastern Time). Those interested in listening to the call can register and attend by visiting our Investor Relations page at https://ir.doordash.com. An archived webcast will be available on our Investor Relations page shortly after the call.

Available Information

We announce material information to the public about us, our products and services, and other matters through a variety of means, including filings with the SEC, press releases, public conference calls, webcasts, the investor relations section of our website (ir.doordash.com), our blog (doordash.news), and our social media accounts on X and LinkedIn in order to achieve broad, non-exclusionary distribution of information to the public and for complying with our disclosure obligations under Regulation FD.

Forward-Looking Statements

This release contains forward-looking statements within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended, which statements involve substantial risks and uncertainties. Forward-looking statements generally relate to future events or our future financial or operating performance. In some cases, you can identify forward-looking statements because they contain words such as “may,” "aim," “will,” “should,” “expect,” “plan,” "try," “anticipate,” “could,” “would,” “intend,” “target,” “project,” “contemplate,” “believe,” “estimate,” “predict,” “potential,” or “continue” or the negative of these words or other similar terms or expressions that concern our expectations, strategies, plans, or intentions. Forward-looking statements in this release include, but are not limited to, our expectations regarding our financial position and financial and operating performance, including our outlook and guidance for the third quarter of 2026 and our assumptions underlying such guidance; our expectations regarding Adjusted EBITDA as a percent of Marketplace GOV in H2 and full year 2026; our expectations regarding our stock-based compensation expense, our depreciation and amortization expense, and our Free Cash Flow; our expectations regarding the impact of year-end timing of merchant payments on 2026 Free Cash Flow; our priorities and our plans and expectations regarding our overall business strategy and investment approach; the expected benefits of our global technology platform, reorganization of certain international operating groups, and our updated capital allocation processes; our expectations regarding the value and benefits of our membership programs; our plans and expectations for our expanded services, our AI-integrated product features and other new product initiatives, and our use of AI-based tools; our expectations regarding the value of our platform and services to merchants, consumers, and Dashers; our plans and expectations regarding the integration of Deliveroo, including, among other things, its impact on, and contribution to, our business, financial position, and financial and operating performance; our ability to drive future growth, gain greater efficiency in unit economics, and execute on our goals and strategies; our expectations regarding trends in our business, demand for our platform and for local commerce platforms in general, the macroeconomic environment, including global consumer spending, foreign currency rates, gas prices, and geopolitical risks; and our plans and expectations regarding share dilution, including in connection with equity award issuances and our share repurchase authorization. Our expectations and beliefs regarding these matters may not materialize, and actual results in future periods are subject to risks and uncertainties that could cause actual results to differ materially from those projected, including risks and uncertainties related to: economic, financial, social or political conditions that could adversely affect us; competition; managing our growth and corporate culture; the macroeconomic environment and geopolitical uncertainty; financial performance; investments in new geographies, products, or offerings, as well as our technology infrastructure; our ability to successfully integrate and realize the benefits of acquisitions, including Deliveroo, strategic partnerships, joint ventures, and investments; our ability to attract merchants, consumers, and Dashers to our platform; legal proceedings and regulatory matters and developments; any future changes to our business or our financial or operating model; and our brand and reputation. The forward-looking statements contained in this release are also subject to other risks and uncertainties that could cause actual results to differ from the results predicted, including those more fully described in our filings with the SEC, including our Annual Report on Form 10-K for the year ended December 31, 2025 and our quarterly reports on Form 10-Q. All forward-looking statements in this release are based on information available to DoorDash and assumptions and beliefs as of the date hereof, and we disclaim any obligation to update any forward-looking statements, except as required by law.

Use of Non-GAAP Financial Measures

To supplement our financial information presented in accordance with accounting principles generally accepted in the United States of America ("GAAP"), we consider certain financial measures that are not prepared in accordance with GAAP, including adjusted cost of revenue, adjusted sales and marketing expense, adjusted research and development expense, adjusted general and administrative expense, Adjusted Gross Profit, Adjusted Gross Margin, Contribution Profit, Contribution Margin, Adjusted EBITDA, Free Cash Flow, and revenue, excluding Deliveroo. We use these financial measures in conjunction with GAAP measures as part of our overall assessment of our performance, including the preparation of our annual operating budget and quarterly forecasts, to evaluate the effectiveness of our business strategies and to communicate with our board of directors concerning our business and financial performance. We believe that these non-GAAP financial measures provide useful information to investors about our business and financial performance, enhance their overall understanding of our past performance and future prospects, and allow for greater transparency with respect to metrics used by our management in their financial and operational decision making. We are presenting these non-GAAP financial measures to assist investors in seeing our business and financial performance through the eyes of management, and because we believe that these non-GAAP financial measures provide an additional tool for investors to use in comparing results of operations of our business over multiple periods and with other companies in our industry.

We define adjusted cost of revenue as cost of revenue, exclusive of depreciation and amortization, excluding stock-based compensation expense and certain payroll tax expense, allocated overhead, and inventory write-off related to restructuring. Allocated overhead is determined based on an allocation of shared costs, such as facilities (including rent and utilities) and information technology costs, among all departments based on employee headcount. We define adjusted sales and marketing expense as sales and marketing expenses excluding stock-based compensation expense and certain payroll tax expense, and allocated overhead. We define adjusted research and development expense as research and development expenses excluding stock-based compensation expense and certain payroll tax expense, and allocated overhead. We define adjusted general and administrative expense as general and administrative expenses excluding stock-based compensation expense and certain payroll tax expense, certain legal, tax, and regulatory settlements, reserves, and expenses, transaction-related costs (primarily consists of acquisition, integration, and investment related costs), impairment expenses, and including allocated overhead from cost of revenue, sales and marketing, and research and development.

We define Adjusted Gross Profit as gross profit plus (i) depreciation and amortization expense related to cost of revenue, (ii) stock-based compensation expense and certain payroll tax expense included in cost of revenue, (iii) allocated overhead included in cost of revenue, and (iv) inventory write-off related to restructuring. Gross profit is defined as revenue less (i) cost of revenue, exclusive of depreciation and amortization and (ii) depreciation and amortization related to cost of revenue. Adjusted Gross Margin is defined as Adjusted Gross Profit as a percentage of revenue for the same period.

We define Contribution Profit as our gross profit less sales and marketing expense plus (i) depreciation and amortization expense related to cost of revenue, (ii) stock-based compensation expense and certain payroll tax expense included in cost of revenue and sales and marketing expenses, (iii) allocated overhead included in cost of revenue and sales and marketing expenses, and (iv) inventory write-off related to restructuring. We define gross margin as gross profit as a percentage of revenue for the same period and we define Contribution Margin as Contribution Profit as a percentage of revenue for the same period. We use Contribution Profit to evaluate our operating performance and trends. We believe that Contribution Profit is a useful indicator of the economic impact of orders fulfilled through DoorDash as it takes into account the direct expenses associated with generating and fulfilling orders.

Adjusted EBITDA is a measure that we use to assess our operating performance and the operating leverage in our business. We define Adjusted EBITDA as net income (loss) attributable to DoorDash, Inc. common stockholders, adjusted to include net income (loss) attributable to redeemable non-controlling interests and exclude (i) certain legal, tax, and regulatory settlements, reserves, and expenses, (ii) loss on disposal of property and equipment, (iii) transaction-related costs (primarily consists of acquisition, integration, and investment related costs), (iv) impairment expenses, (v) restructuring charges, (vi) inventory write-off related to restructuring, (vii) provision for (benefit from) income taxes, (viii) interest income, net, (ix) other (income) expense, net, (x) stock-based compensation expense and certain payroll tax expense, and (xi) depreciation and amortization expense.

We define Free Cash Flow as cash flows from operating activities less purchases of property and equipment and capitalized software and website development costs.

We define Total Orders as all orders completed through our marketplaces and Commerce Platform over the period of measurement.

We define Marketplace GOV as the total dollar value of orders completed on our marketplaces, including taxes, tips, and any applicable consumer fees, including membership fees related to DashPass, Wolt+, and Deliveroo Plus. Marketplace GOV does not include the dollar value of orders, taxes and tips, or fees charged to merchants, for orders fulfilled through our Commerce Platform.

We define Net Revenue Margin as revenue expressed as a percentage of Marketplace GOV.

We define revenue, excluding Deliveroo as revenue, excluding the revenue attributable to our Deliveroo branded marketplaces and Commerce Platform. We believe that revenue, excluding Deliveroo is a useful metric for period-over-period comparability of our legacy business.

Our definitions may differ from the definitions used by other companies and therefore comparability may be limited. In addition, other companies may not publish these or similar metrics. Further, these metrics have certain limitations in that they do not include the impact of certain expenses that are reflected in our consolidated statements of operations. Thus, our adjusted cost of revenue, adjusted sales and marketing expense, adjusted research and development expense, adjusted general and administrative expense, Adjusted Gross Profit, Adjusted Gross Margin, Contribution Profit, Contribution Margin, Adjusted EBITDA, Free Cash Flow, and revenue, excluding Deliveroo should be considered in addition to, not as substitutes for, or in isolation from, measures prepared in accordance with GAAP.

Reconciliation of net cash provided by operating activities to Free Cash Flow

Reconciliation of revenue to revenue, excluding Deliveroo

 

DoorDash Releases Second Quarter 2026 Financial Results

DoorDash Releases Second Quarter 2026 Financial Results

DoorDash Releases Second Quarter 2026 Financial Results

DoorDash Releases Second Quarter 2026 Financial Results

Progressive U.S. Senate candidate Abdul El-Sayed has defeated moderate U.S. Rep. Haley Stevens in Michigan's Democratic primary, which became a proxy battle for the party’s direction. Tuesday’s elections also included a Democratic primary victory by Missouri Rep. Wesley Bell in his rematch against Rep. Cori Bush, who was targeted by the American Israel Public Affairs Committee after denouncing Israel’s military action in Gaza.

President Donald Trump swings through Las Vegas on Wednesday for a speech on the economy after his Republican National Committee fundraiser at his Southern California golf course, where authorities arrested a man they said was claiming to be part of the security detail.

Here is the latest:

Republican Gov. Joe Lombardo faces Democratic Attorney General Aaron Ford in what is considered one of the most competitive governor’s races in the country.

“You have a choice to get up off the couch,” he told a crowd of hundreds waiting to hear Trump speak. “You have a choice to walk to the ballot and cast your vote.”

Nevada residents also have an opportunity to vote for a state ballot initiative on voter ID in November, he said. It passed by a significant margin in 2024 but needs a second vote to take effect.

Lombardo highlighted his partnership with Trump, the first Republican presidential candidate to win the Silver State in 20 years. He said a federal decision had threatened Nevada’s solar industry, so he spoke to Trump about it and Trump fixed it.

“He’s always taken my phone call,” the governor said.

Hundreds of people waited in a long line wrapped around slot machines at the Red Rock Casino Resort and Spa to get in to see the president.

Tom Port, a professional driver, said he is saving money with Trump’s move to cut tax from tips.

“That’s about the best thing he could have possibly done for me, considering a large portion of my income comes directly from tips,” said Port, 36.

Terilyn Taylor, 60, a teacher in Las Vegas, said she likes Trump, but also thinks home prices, interest rates and gas prices are too high.

“I don’t think it’s all Trump’s fault,” she said. But she would like to see the Iran war end.

“I thought the gas prices would be temporary, so I’m really ready for the Iran thing to be resolved,” she said.

U.S. District judge Ana Reyes on Wednesday was forced to lift her stay that had blocked the Trump administration from terminate Temporary Protected Status for about 350,000 Haitians who had been living and working legally in the United States since 2010.

She issued the order after a Supreme Court ruling on June 25 that sided with the administration’s decision to end the program.

As part of its crackdown on immigration, the Trump administration terminated TPS for about 1 million people from more than a dozen countries, including Haitians.

“As a result of today’s order implementing the Supreme Court’s decision, Haitian TPS holders — all of them noncriminals — can no longer legally work, and many are subject to removal to Haiti,” Geoff Pipoly, the lead counsel for the Haitians, said.

The United States’ decision followed Brazil’s denial of visas last month for two American diplomats who sought to visit ahead of upcoming elections as well as what the U.S. said was Brazil’s stalling on approving Trump’s nominee to be ambassador in Brasilia.

While Brazil’s ambassador Maria Luiza Ribeiro Viotti is not being expelled from the United States, if she leaves she would have to reapply for a visa, Brazilian President Luiz Inácio Lula da Silva said in an interview Wednesday.

“I think it’s an irresponsible, ill-considered course of action for a country with 203 years of diplomacy and diplomatic relations,” Lula said.

The FAA is investigating because it appears to be a violation of safety procedures put in place after last year’s midair collision between an airliner and an Army helicopter near Reagan National Airport.

A commercial jet took off Tuesday from the busy Washington, D.C., airport at the same time that Marine One left the White House for Andrews Air Force Base with the president aboard. The jet was climbing above Marine One as the helicopter approached, so the two aircraft were not on a collision course.

After a January 2025 collision that killed 67 people, the FAA decided all takeoffs and landings at Reagan would be halted anytime a helicopter passes by the airport.

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“Abdul’s victory was, in my opinion, the most extraordinary victory that I can think of in modern American politics,” said Vermont independent Sen. Sanders during a call with reporters.

Sanders also congratulated two progressive candidates who won U.S. House primaries in the state and commended Rep. Haley Stevens for conceding a “tough” race.

Sanders said El-Sayed “took on” the Democratic establishment and outside spending from groups such as the American Israel Public Affairs Committee. He said the result was a sign of further change.

“The new Democratic Party is going to be broad-based. It’s going to be open and encouraging the participation of working-class people, of young people, of lower-income people. Democracy is messy, and I’m not going to sit here and tell you that everything is going to go 100% smoothly and there’s not going to be differences of opinion. That’s called democracy. I happen to believe in that. But that is the direction in which we are heading, and I think that is unstoppable.”

Asked about progressive Abdul El-Sayed’s ability to turn out core Democratic constituencies including Black and Jewish voters, Sanders said that El-Sayed’s economic message had broad appeal.

“I think his economic message will resonate across Democratic constituencies, and I think there’ll be working-class Republicans who will support that,” Sanders told reporters.

He argued that El-Sayed “has the capability of expanding the voter turnout universe, and much many of those new voters will be voting for him.”

Sanders dismissed concerns that El-Sayed’s criticism of Israel’s handling of the war in Gaza will alienate Jewish voters.

“To be critical of the right-wing extremist government of Netanyahu and his horrific policies in Gaza does not make you antisemitic,” said Sanders, who is Jewish.

The Democratic U.S. Senate contest in Michigan has surpassed turnout for previous Senate and gubernatorial primaries and almost every presidential primary going back to at least 1978, according to Michigan Secretary of State records.

As of noon ET Wednesday, a total of 1,528,280 votes had been counted. The total could end up being higher as ballots continue to be processed.

But it already surpasses the roughly 1,181,000 votes counted in the 2020 U.S. Senate Democratic primary, and the approximately 1,131,000 votes counted in the 2018 Democratic gubernatorial primary.

The 2026 turnout total so far trails the nearly 1,588,000 votes counted in the 2020 Democratic presidential primary. About 1,117,000 votes were counted in the 2024 Republican presidential primary.

The House Ethics Committee recommended the Republican be censured for unprofessional and inappropriate conduct toward two young female aides in his office. Edwards denied intending any of his conduct to be a sexual or romantic advance, but the committee said his behavior would “lead a reasonable observer to interpret it as such.”

State law requires Edwards to submit his Wednesday withdrawal in writing to the state Board of Elections before ballots are mailed to overseas voters and the military. Since the primaries were months ago, the Republican executive committee in his district will name a replacement.

House Speaker Mike Johnson is already juggling other disruptions as he tries to retain the GOP House majority, including in Ohio where Rep. Max Miller is under pressure to resign over his own ethics investigation.

The seat Edwards will be vacating includes progressive Asheville, and farmer Jamie Ager, the Democratic nominee, is hoping to flip it.

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The U.S. removed sanctions on three Iran-linked companies, including Fly Baghdad Airlines, which was sanctioned in January 2024 for allegedly providing assistance to Iran’s Revolutionary Guard Corps and Iranian proxy groups in Iraq, Syria, and Lebanon. Also removed from the sanctions is Fly Baghdad’s CEO and two aircraft.

In addition to lifting sanctions on Fly Baghdad, the U.S. on Wednesday lifted sanctions on Iraq Express and another Fly Baghdad-linked company. A Treasury official who spoke on the condition of anonymity to preview the sanctions said the decision to remove Fly Baghdad from the designations list was not indicative of any shift in U.S. policy toward Iran’s government.

— By Fatima Hussein

El-Sayed said he wants to unify people rather than divide them, and that people should focus on ending wars and corporate influence in politics. He has previously faced criticism for calling Israel’s military campaign in Gaza a “genocide.”

El-Sayed said “we can be talking about everybody’s pain.”

“My commitment to Jewish safety is the same as I’ve got a commitment to my own kids,” he added. “That’s the highest commitment I can offer.”

Michigan Democratic Sen. Gary Peters, whose retirement led to the primary that Abdul El-Sayed won, said Wednesday that the new nominee needs to start reaching out to “folks” to unify the party.

“I’m sure he will, and that it has to start immediately, which, he assured me will happen,” Peters said.

Peters had little to say about El-Sayed’s views on Israel and whether his win marks a shift for the Democratic Party. El-Sayed has criticized Israel’s conduct in Gaza as well as pro-Israel campaign spending to defeat him in the primary.

“He campaigned on that issue, and the results speak for themselves,” Peters said.

The Republican Senate nominee posted a lengthy statement on social media Wednesday, saying his general election opponent “is leading a movement grounded in ideological fanaticism.”

Rogers also swiped at El-Sayed for stumping with popular but controversial streamer Hasan Piker, who has said “America deserved 9/11.”

Rogers said he never imagined he’d face an opponent with that view, ascribing the comment to the candidate, not the online personality.

His own campaign, Rogers said, is based on the notion that “Michigan has a future built on common sense.”

The American Israel Public Affairs Committee, which spent roughly $30 million in a failed effort to defeat El-Sayed in the Democratic primary, says it’s committed to opposing him in the general election.

“Our members remain determined to ensure that voters reject Dr. El-Sayed and his radical anti-Israel agenda in November,” the group’s statement said.

El-Sayed responded on Wednesday: “You want more pain?”

The son of Egyptian immigrants made AIPAC and the tens of millions of dollars it spent to support Rep. Haley Stevens a centerpiece of his primary campaign. He has called Israel’s military campaign in Gaza a “genocide,” described the Israeli government as “evil,” and argued that AIPAC’s influence distorts Democratic politics.

On Capitol Hill on Wednesday, the Senate Republican leader called the GOP nominee “a great candidate, very experienced” who is “running a terrific campaign.”

Thune spoke as El-Sayed addressed supporters at a victory news conference in Michigan and issued a five-debate challenge to Rogers.

Thune called the Democratic nominee “the extreme radical choice,” and said Democrats are “going to have to accept those positions that he has been advocating for in a general election setting, which I think puts us in a pretty good spot.”

That’s the theme of a new commercial out Wednesday from the Senate Leadership Fund, the principal super PAC aligned with Senate Majority Leader John Thune.

The ad features video clips of El-Sayed “in his own words,” calling himself “dangerous” and vowing that, “under my leadership, our state will not expend a dime enforcing federal immigration policy.”

The group says it’s spending hundreds of thousands of dollars to air the ad.

El-Sayed focused on affordability and healthcare in his speech, inviting people who voted for Trump in 2024 to “join this movement now.”

He positioned himself as the candidate who will stand up to Trump, in contrast to Rogers, who El-Sayed said went to Florida “so he could lick every single boot Donald Trump owns.”

“I know you’re gonna say no because you’re a coward,” El-Sayed, addressing his Republican opponent directly.

“Five debates, all right? If you’re willing to stand with me and have a conversation, you and I both know that you will wither in front of your own crimes.”

“In the words of Muhammad Ali, we shook up the world,” El-Sayed told supporters.

El-Sayed was heavily outspent in his primary campaign, and his candidacy was opposed by the Democratic establishment.

The vice president was addressing a roundtable focused on combating fraud, and making the point that the work of a task force he’s leading needs congressional approval to prevent its results from evaporating once the Trump administration is over.

“God forbid you’re going to have President El-Sayed in a few years,” Vance said, referencing Abdul El-Sayed, who clinched Michigan’s Democratic Senate primary just moments prior to his remarks.

“We don’t want him to undo all the incredible work that we’ve been doing,” Vance said.

Curtis Hertel, the chair of the Michigan Democratic Party, urged unity within the Democratic Party.

“We have got to work together to take this country back,” Hertel said. “I can tell you what we need is a fighter ... Abdul El-Sayed has been a fighter for the people over and over again.”

McMorrow said that “for all of the differences that we may have had in the primary, that those differences pale in comparison to the contrast that we face in November.”

Republicans are counting on rifts inside the Democratic Party, but “this is the start of a celebration of all of us coming together,” McMorrow said.

Before speaking to supporters on Wednesday morning, El-Sayed spoke to state party chair Curtis Hertel Jr.

El-Sayed was flanked by Mallory McMorrow, the state senator who dropped her own primary campaign earlier this year after failing to gain traction. She announced her support for El-Sayed, and Stevens has as well.

Hertel stressed Democratic enthusiasm as the party looks toward November.

“Yesterday was the highest turnout for Democrats in the history of a primary,” Hertel said.

Democratic Sen. Chris Van Hollen of Maryland, who backed Abdul El-Sayed, said in an interview that his victory is a “very significant win” and shows that his politics has gained traction with voters.

“This should be a wake-up call to, you know, the Washington Democratic establishment and the Washington insiders in the pundit class,” he said.

Van Hollen stressed how important winning in the fall is for the party. “We need to win Michigan, he can win Michigan,” the senator said, adding that El-Sayed’s “brand of populism can connect with voters across the political spectrum.”

Haley Stevens said in a statement Wednesday that she is “proud to offer my support” to Abdul El-Sayed, who won Michigan’s Democratic Senate primary.

Stevens said it’s important for Democrats to back him so the party can keep the Senate seat and win the chamber in the midterms.

“Donald Trump and Mike Rogers want us to come out of this primary tired and divided, so their billionaire backers can come in and let multimillionaire Mike Rogers walk away with this Senate seat,” she said.

El-Sayed’s defeat of Rep. Haley Stevens is a massive victory for the party’s progressive wing in a battleground state.

The real test of the progressives’ strength will now come in a November matchup against Republican Mike Rogers, a former congressman who ran unopposed for the GOP nomination. The seat is pivotal to Democrats’ chances of flipping the Senate and El-Sayed must now unite a divided Democratic base after a bruising primary.

The race remained tight throughout Tuesday night, with a winner not declared until early Wednesday. In his final remarks before the race was called, El-Sayed said “tomorrow we begin to mend fences.”

The Democratic Congressional Campaign Committee has expanded its list of targets to 58 House seats it believes are competitive, including districts Trump won easily less than two years ago.

The ambitious list reflects Trump’s diminished standing with the electorate and Democrats’ belief they can capitalize on voters’ frustrations over the economy, the war in Iran and the chaotic nature of Republican control during Trump’s second term.

“MAGA Republicans who historically have considered themselves ‘safe’ have let down the people they were elected to represent, passing disastrous policies that are crushing working families and our communities,” DCCC Chair Suzan DelBene said in a statement.

Democrats need just a handful of seats to erase Republicans’ narrow majority and control the chamber.

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Rep. Haley Stevens, D-Mich., a candidate in the Democratic primary for U.S. Senate in Michigan, speaks during a primary election night event Wednesday, Aug. 5, 2026, in Detroit. (AP Photo/Paul Sancya)

Rep. Haley Stevens, D-Mich., a candidate in the Democratic primary for U.S. Senate in Michigan, speaks during a primary election night event Wednesday, Aug. 5, 2026, in Detroit. (AP Photo/Paul Sancya)

Abdul El-Sayed, a progressive candidate in the Democratic primary for U.S. Senate in Michigan, speaks during a primary election night event Wednesday, Aug. 5, 2026, at the Majestic Theatre in Detroit. (AP Photo/Julia Demaree Nikhinson)

Abdul El-Sayed, a progressive candidate in the Democratic primary for U.S. Senate in Michigan, speaks during a primary election night event Wednesday, Aug. 5, 2026, at the Majestic Theatre in Detroit. (AP Photo/Julia Demaree Nikhinson)

Marine One, with President Donald Trump onboard, lifts off near Trump National Golf Club Los Angeles, Tuesday, Aug. 4, 2026, in Rancho Palos Verdes, Calif. (AP Photo/Mark Schiefelbein)

Marine One, with President Donald Trump onboard, lifts off near Trump National Golf Club Los Angeles, Tuesday, Aug. 4, 2026, in Rancho Palos Verdes, Calif. (AP Photo/Mark Schiefelbein)

President Donald Trump, left, is escorted by Air Force Col. Christopher M. Robinson, commander of the 89th Airlift Wing, right, as he walk from Marine One to Air Force One, at Joint Base Andrews, Md., Tuesday, Aug. 4, 2026. (AP Photo/Luis M. Alvarez)

President Donald Trump, left, is escorted by Air Force Col. Christopher M. Robinson, commander of the 89th Airlift Wing, right, as he walk from Marine One to Air Force One, at Joint Base Andrews, Md., Tuesday, Aug. 4, 2026. (AP Photo/Luis M. Alvarez)

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