DASH · Earnings call · 2026Q2T · Full report

Acquisition / Partnership / Divestiture

DoorDash, Inc. · 2026-08-05 · Importance 55 · Surprise 66

DoorDash identified SevenRooms as an acquisition completed about a year earlier and is incorporating it into its broader merchant-services ecosystem. The ecosystem combines the DoorDash marketplace, digital-business tools for restaurants and retailers, and products such as go-outs and reservations. Merchant-services products served more than 150,000 businesses and grew 40% year over year in Q2 2026, exceeding the 10% material-growth threshold. Management said the strategy is to help local businesses build loyalty and repeat customer relationships by connecting delivery, merchant loyalty programs and in-store visits.

Key facts

• DoorDash acquired SevenRooms about a year ago and includes it in products that drive customers inside the store like go-outs and reservations.