Key insights
- DoorDash is acquiring grocery delivery rival Instacart for approximately $17 billion. This deal signifies a trend of consolidation within the delivery industry, driven by increased competition, cautious consumer spending, and rising regulatory and labor costs. The acquisition is expected to strengthen DoorDash's market position and accelerate industry consolidation.
Oct 29 (Reuters) - Doordash said on Thursday it would buy US grocery delivery rival Instacart in a deal valued at about $17 billion.
Intensifying competition amid cautious consumer spending, slower growth since the pandemic boom and mounting regulatory and labor-related costs are driving a consolidation in the delivery industry.
In July, Uber agreed to buy Germany’s Delivery Hero to create the largest food-delivery group outside China.
Here are some of the companies that have announced buyouts since 2020:
Year Buyer Target Deal value Link
2026 DoorDash Instacart $17
billion
2026 Uber Delivery $14.8
Hero billion
2025 DoorDash Deliveroo $3.85
billion
2025 Prosus Just Eat $4.3
Takeaway.c billion
om
2025 Wonder Grubhub $650
million
including
debt
2022 DoorDash Wolt $3.5
billion
2021 Just Eat Grubhub $7.3
Takeaway.c billion
om
2020 Uber Postmates $2.65
billion
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