DoorDash to Acquire Instacart in $17 Billion Deal, Aiming for Delivery Dominance

In brief

• DoorDash planuje przejąć Instacart w transakcji wycenianej na około 17 mld USD.
• Fuzja ma połączyć siłę DoorDascha w dostawach restauracji z siecią sklepów Instacart.
• Zamknięcie transakcji przewidywane jest na drugą połowę 2027 lub pierwszą połowę 2028 roku.
• Po przejęciu użytkownicy Instacart zyskają dostęp do ponad 50 000 dodatkowych sklepów.

Deal Combines Restaurant and Grocery Delivery

DoorDash confirmed its agreement to buy Instacart in a transaction valued at around $17 billion (DoorDash plans to buy Instacart for $17 billion, creating a delivery powerhouse – Business Insider). The acquisition will merge DoorDash's established strength in restaurant delivery with the extensive network of grocery partners that Instacart manages (Właściciel Wolta przejmuje giganta. Transakcja za prawie 67 mld zł – WNP.pl). The closing of the deal is now anticipated in the latter half of 2027 or the first half of 2028.

Speculation Preceded the Announcement

Rumors about a potential sale began circulating last week, when The Information reported that Instacart was examining various options and had held discussions with entities such as Uber and DoorDash. Subsequent reports from several news sources indicated that DoorDash was in advanced talks to acquire Instacart, suggesting a valuation near $17 billion (DoorDash is acquiring Instacart for around $17 billion – The Verge).

Expanded Reach for Customers

Both companies stated that Instacart users will gain access to purchasing items from over 50,000 additional stores, supplementing the nearly 100,000 locations currently available on the Instacart platform (Doordash to acquire Instacart for $17 billion, creating delivery giant – NBCNews.com). Subscribers to DashPass and Instacart+ will also consolidate their payments into a single membership fee instead of two separate charges.

Competitive Landscape

DoorDash initially concentrated on restaurant delivery and has since expanded into the grocery sector following the pandemic, collaborating with numerous grocers. Its grocery operations compete against Amazon, Walmart, Instacart, and Uber. Other food delivery firms have also increased their market presence, with Uber finalizing its purchase of Postmates and Delivery Hero. Instacart has focused on grocery delivery since its founding in 2012, working with thousands of retailers across North America.

Founder's Stake Increases

Market speculation surrounding the potential deal caused Instacart's share price to rise. The publicly traded company's shares were reported to be up about 40% over the preceding month, which lifted the stake held by founder Apoorva Mehta above $1 billion (Instacart Founder Is A Billionaire Again After DoorDash Acquisition Talks – Forbes).

Integration Strategy

DoorDash plans to maintain the Instacart brand and its existing technology after the acquisition.