The transaction will link DoorDash's global logistics scale with Instacart's established grocery fulfillment capabilities. Although the platforms will merge corporate ownership, the Instacart app, brand identity, and independent shopper network will continue operating normally. Customers will gain access to an additional 50,000 stores currently serviced by DoorDash, while grocers can choose to partner with either service. However, the future of specific merchant relationships remains uncertain, including Instacart's existing partnership with Walmart.
Key points
Instacart will maintain its independent brand name, mobile application, and shopper base…: Instacart will maintain its independent brand name, mobile application, and shopper base rather than being fully absorbed into DoorDash.
Consumers using the platform will see their shopping options expand through the addition…: Consumers using the platform will see their shopping options expand through the addition of 50,000 DoorDash-covered stores.
Questions remain regarding how legacy merchant agreements will be handled, specifically I…: Questions remain regarding how legacy merchant agreements will be handled, specifically Instacart's partnership with Walmart after DoorDash ended its own service with the retailer in 2022.
Sources checked by our analysis pipeline: 1
DoorDash is gobbling up Instacart in a $17bn acquisition that will supercharge its grocery delivery business.
DoorDash said the Instacart brand name and app will remain, and Instacart shoppers can continue fulfilling orders for Instacart. Grocers can also choose to work with Instacart or DoorDash. Instacart customers will now have access to 50,000 additional stores covered by DoorDash, the company said.
Instacart, founded in 2012, specializes in grocery and convenience store delivery in the US and Canada. Its 600,000 “shoppers” – who are independent contractors – completed 338m orders last year, according to company filings. Instacart has a market value of $14bn.
DoorDash, founded in San Francisco in 2013, began as a restaurant delivery business but has expanded to pet food and electronics. Operating in 40 countries, it completed more than 3bn orders last year using a network of 9m independent delivery workers. It has a market value of $73bn.
DoorDash began delivering groceries in 2020 amid a surge in pandemic-era demand. Grocers were initially cautious. Kroger partnered with the San Francisco company in 2022 but initially allowed the company…
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