DASH · Earnings call · 2026Q2T · Full report

Merchant Services Ecosystem Expansion

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

DoorDash is expanding beyond its marketplace into digital-business tools for restaurants and retailers, as well as products that drive in-store visits, including go-outs, reservations and SevenRooms. Its merchant-services business serves more than 150,000 businesses and grew 40% year over year in the quarter, exceeding the materiality threshold through its growth rate. Management said the ecosystem enables merchants to build loyalty programs and customer relationships, while DoorDash uses its scale and customer data to drive engagement. The company views merchant services as having a long runway and as a way to become a broader growth partner for local businesses.

Key facts

• DoorDash uses automation to build catalogs for retailers or menus for restaurants, including photos and metadata to onboard merchants faster and drive same-store sales growth.