DoorDash Capital, Bbot Acquisition Just A Layover to Full Restaurant POS Offering

The article discusses DoorDash’s recent acquisition of Bbot, a QR ordering company, and speculates that it is a step towards the company offering a total restaurant POS (point-of-sale) system. The author believes that DoorDash needs to grow to satiate investors and sees the acquisition of Bbot as a way to move towards offering a POS system. They argue that a POS system is becoming more like a KDS (kitchen display system), with everything else being headless commerce and an API call. The author believes that as customer ordering flows move more off-premises, QR ordering companies like GoTab and Bbot have been adding features of traditional POS systems and are effectively offering a POS replacement. They suggest that DoorDash’s aspirations to own more of the restaurant’s stack and that POS would be the common denominator needed to do that.

The article is “DoorDash Capital, Bbot Acquisition Just A Layover to Full Restaurant POS Offering.“