DoorDash expands Dot fleet and targets high-single-digit order share
DoorDash increased its Dot delivery-robot fleet and deliveries per robot, and expects Dot to handle a high-single-digit share of orders in its largest test market by year-end.
Evidence notes
- Both the number of Dot robots operating and deliveries completed per robot increased during the quarter.
- The company expects Dot to fulfil a high-single-digit percentage of orders in its largest test market by the end of 2026.
- Dot operates through DoorDash's Autonomous Delivery Platform, which assigns eligible orders across human couriers, robots and other delivery modes.
Company context
Local-commerce platform operator building autonomous ground-delivery systems, delivery orchestration and an in-house drone-delivery operation.