DoorDash CEO Tony Xu speaking at the Dash Forward event in San Francisco

Latest notes from third quarter in 2026

I’ll be honest. I did not intend for this space to become a quarterly update platform. But that seems to be where it’s going. So what happened from July through September? Quite a bit, actually.

In fact, last week I made a trip in to the DoorDash headquarters in San Francisco for their Dash Forward event where CEO Tony Xu and cast of other leaders talked up Dasher Returns, new drones, agentic ordering for offices and more, which we covered at Digital Commerce 360. You may even see me at work typing the first of those two stories up in the title image for the video on DoorDash’s announcement page. (I’m the one poking at the keys while everyone was watching Tony Xu.)

That was just last week, though. Q3 was a big one at DC360, because we launched the AI Commerce Rankings with ReFiBuy. That’s a new extension of Digital Commerce 360’s core database, using analysis to assess which Top 1000 retailers are seeing the most forward momentum with referral traffic from AI platforms.

We discussed the approach at length in this video:

And what else have I been personally covering along the way? See these quick reads and videos on:

And there’s plenty more where that came from. Stay tuned over the next few weeks and you’ll see some new survey results and other coverage that I think readers going to find interesting heading into the holiday season.