This analysis is pretty weak. DoorDash is running a net loss overall - gross margin isn't covering their fixed costs - especially marketing to obtain customers. In their most recent 10-K https://www.sec.gov/ix?doc=/Archives/edgar/data/1792789/0001..., they have a non-gaap measure contribution profit per order which is -0.8%. So yeah, it's not surprising that they're trying to increase fees.