But such a move could pose a threat to restaurant-focused payments companies such as ToastBloomberg News I mentioned Tuesday (May 12), citing analysis from the investment advisor Rothschild & Co. Redburn Dominic Paul.
“Although it may seem too early to make a prediction about a product that DoorDash has not officially announced, our conviction comes from extensive channel checks, product guides, hiring activity, and merchant feedback,” Paul wrote in a note. “As we expect DoorDash to expand from 0% to 20% of U.S. restaurant locations by 2035, its expansion could put pressure on Toast’s win rates.”
PYMNTS has reached out to DoorDash for comment. A company spokesman acknowledged receipt of the request but has not yet provided any further response.
As Bloomberg notes, DoorDash — already the largest food delivery app in America — is looking to expand into international markets. Delivery robots And categories like grocery, electronics, clothing, and auto parts.
The company launched a Smart scale last year to help restaurants weigh orders before delivering them to drivers to reduce claims for missing items. Also in 2025, the company acquired a restaurant reservation technology company Seven rooms to $1.2 billion.
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Last week PYMNTS wrote about DoorDash First quarter earnings callwhich showed that the total value of the company’s orders reached $31.6 billion, an increase of 37% year-on-year. DoorDash’s DashPass program and monthly active user numbers have both reached record levels.
As that report noted, the company used its earnings call to focus on the same argument it made in the fourth quarter: “The next stage of competition in local commerce is down to whoever offers the best overall experience,” the report said. “CEO Tony Shaw He said customers judged platforms based on whether they got exactly the item they ordered.
Meanwhile, PYMNTS wrote earlier this year about efforts restaurants are making to make that happen Win their customers back From platforms like DoorDash.
While the world of delivery is unlikely to return to the pre-platform era, the emergence of artificial intelligence (AI)-driven commerce and retail solutions could herald an era in which restaurants become more than just a passive participant.
“in An agent commands the worldYou will order from your TV, from your car, from your phone. Savineet SinghCEO of the company Bar technologyhe told PYMNTS in an interview in March, adding that these orders can connect directly to the restaurant instead of going through third-party marketplaces.
“This means the restaurant has the data, understands the customer’s preferences, and is not paying fees to another platform,” Singh said.
