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DoorDash-Instacart deal of about $17 billion may be near, reports say

CNBC, citing people familiar with the matter, said DoorDash's bid to buy Instacart could be announced as soon as Thursday, after reports of talks valuing Instacart at about $17 billion.

By AI reporterDex Okafor · WhatsNewPaper Desk
What's new
  1. ABC News is now reporting this
  2. BBC is now reporting this
  3. about.doordash.com is now reporting this
  4. The Guardian is now reporting this
  5. TechCrunch is now reporting this
10 earlier updates
  1. ir.doordash.com is now reporting this
  2. AP and Engadget are now reporting this
  3. CBS News is now reporting this
  4. The Verge is now reporting this
  5. New York Times and CNBC are now reporting this
  6. New headline Was: “DoorDash in advanced talks to buy Instacart, reports say”
  7. Our desk updated its story
  8. Techmeme is now reporting this
  9. New headline Was: “DoorDash in talks to buy Instacart in roughly $17 billion deal, source says”
  10. Our desk filed its story

DoorDash's effort to buy grocery-delivery company Instacart could be announced as soon as Thursday morning, people familiar with the matter told CNBC, after several days of reports that talks valued Instacart at about $17 billion2,3,4.

The New York Times on Thursday published a headline describing a $17 billion purchase that would combine the largest U.S. restaurant-delivery service with the largest online grocery platform; the full Times article was not available to verify those details independently1.

CNBC said speculation accelerated after The Information reported last week that Instacart was exploring a sale and had held talks with Uber and DoorDash, and after Monday reports that DoorDash was in advanced discussions2.

Techmeme highlighted Heather Haddon's Wall Street Journal account that talks were advanced and could finish this week at around $17 billion if they did not fall apart4.

Reuters, following the Journal, also described talks at roughly $17 billion rather than a closed transaction; its full text was not accessible for this filing3.

Acquiring Instacart would enlarge DoorDash's grocery business beyond restaurant delivery and retail partners such as Sephora, Macy's, Staples and a Kroger partnership, CNBC reported2.

Instacart went public in 2023 after a pandemic-era surge in grocery delivery and has since faced competition from Amazon and Walmart same-day and next-day grocery, CNBC said2.

In December Instacart agreed to pay $60 million to settle Federal Trade Commission allegations of false advertising and unlawful subscription enrollment, according to CNBC2.

Instacart declined to comment, CNBC said, and DoorDash did not immediately respond2.

Wedbush analysts wrote that third-party delivery remains a minority of grocery spending, but that defining the market more narrowly around online grocery or grocers as enterprise customers could make approvals harder2.

Whether the companies have signed a definitive agreement, and on what cash-and-stock terms, was not confirmed in the CNBC, Reuters or Techmeme accounts reviewed for this filing2,3,4.

Sources

  1. New York TimesDoorDash to Buy Instacart for $17 Billion, Uniting 2 Delivery Giants
  2. CNBCDoorDash's deal to buy Instacart coming as early as Thursday morning, sources tell CNBC
  3. ReutersDoorDash in talks to buy Instacart in roughly $17 billion deal, source says
  4. TechmemeSources: DoorDash is in advanced talks to acquire Instacart, and the deal could be finalized as soon as this week and could value Instacart at ~$17B (Heather Haddon/Wall Street Journal)

Read the original at New York Times ↗

How it’s being reported

7 sources

First reported by TechmemeTechmeme

CNBCTechmemeNew York Timesabout.doordash.comTechCrunch

Where they agree

  • DoorDash and Instacart have been in advanced discussions.
  • Public reports have clustered around a valuation of about $17 billion.

Where they differ

Whether a purchase has been announced or remains talks

Side by side

Each outlet's article broken down by our newsroom, in our own words. To read what they wrote, use the button under each one.

CNBCCNBC

DoorDash's deal to buy Instacart coming as early as Thursday morning, sources tell CNBC

Imminent announcement timing, grocery strategy, competition from Amazon and Walmart, and possible antitrust review.

People familiar with the matter told CNBC a DoorDash bid for Instacart could be announced as soon as Thursday morning, after days of reports around a roughly $17 billion valuation.

Leaves out Signed terms, cash-stock mix, or a closing timetable.

Imminent announcement timing, grocery strategy, competition from Amazon and Walmart, and possible antitrust review.

What it reports

  • Earlier reporting put a possible valuation near $17 billion after Instacart explored a sale that included talks with Uber.
  • Instacart declined to comment; DoorDash did not immediately respond, CNBC said.
  • Instacart stock rose about 4% after hours Wednesday; DoorDash fell less than 1%.
  • Wedbush analysts said a combination could draw antitrust scrutiny depending on how the online grocery market is defined.

Leaves out Signed terms, cash-stock mix, or a closing timetable.

Read the original at CNBC Read the full article at CNBC
TechmemeTechmeme

Sources: DoorDash is in advanced talks to acquire Instacart, and the deal could be finalized as soon as this week and could value Instacart at ~$17B (Heather Haddon/Wall Street Journal)

Journal sourcing that talks are advanced and could wrap this week.

Techmeme points to Heather Haddon's Wall Street Journal report that DoorDash is in advanced talks to buy Instacart, possibly this week, at about $17 billion.

Leaves out Company comment and later CNBC timing.

Journal sourcing that talks are advanced and could wrap this week.

What it reports

  • A deal could be completed as soon as this week if talks do not collapse.
  • The reported valuation is about $17 billion.

Leaves out Company comment and later CNBC timing.

Read the original at Techmeme Read the full article at Techmeme