people · May 16, 2026
Analyst Warns DoorDash POS Launch Could Pressure Toast Payments Business
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Rothschild & Co Redburn analyst Dominic Ball stated on May 12, 2026, that DoorDash is advancing toward in-store restaurant POS systems based on channel checks and hiring activity. The move targets payments firms including Toast amid market saturation from competitors like TableTurn, RevPOS, PNC's Linga, and Fiserv's Clover. Toast currently serves 171,000 locations with its integrated payments and operations platform. The analyst highlighted potential disruption risk to existing restaurant POS providers.
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