TL;DR
Get business pricing on office and shipping supplies
- Business-only prices and quantity discounts
- Tax-exempt purchasing
- Multiple users, one account, clear invoices
DoorDash and Instacart announced a definitive agreement for DoorDash to acquire Instacart at $65 per share, an equity value of about $17 billion. The companies say the combination would join DoorDash’s delivery network with Instacart’s grocery technology, but the supplied announcement does not specify a closing date or regulatory timetable.
DoorDash has agreed to acquire Instacart for $65 per share, in a transaction that values the grocery-delivery company at approximately $17 billion. The companies say the deal would combine DoorDash’s delivery network with Instacart’s grocery and fulfillment technology, though the transaction has not yet closed.
The announced price is a 26% premium to Instacart’s closing share price on October 22, 2026, according to DoorDash. At least 75% of the total consideration will be cash. Instacart stockholders may elect cash, DoorDash stock, or a combination, subject to proration that caps DoorDash shares at 25% of the aggregate consideration. Instacart’s board unanimously approved the agreement.
DoorDash expects Instacart to retain its brand, app and enterprise technology products after closing. Until then, the companies say they will continue to operate as separate, independent businesses. The announcement does not describe an immediate change to how customers place orders or how stores work with either service.
The companies presented the combination as a way to offer retailers delivery, online ordering and advertising tools across their own websites and the two apps. DoorDash also said Instacart customers could gain access to more than 50,000 additional stores, on top of nearly 100,000 already on Instacart’s platform. These are projected benefits, not changes that have taken effect.
How the Deal Could Change Grocery Delivery
The deal would join two services with different strengths: Instacart’s grocery-focused technology and retailer relationships, and DoorDash’s delivery network and broader local-commerce platform. If completed, the combination could give participating grocers another way to reach online shoppers without building every part of an ordering, fulfillment and delivery system themselves.
For customers, DoorDash says the expanded store selection and a unified membership benefit could lower costs or make ordering more convenient. It estimates that DashPass and Instacart+ members together could save about $100 million a year in membership fees if they pay one fee instead of two. That figure is the company’s estimate; the announcement does not give the proposed membership terms or say when such a change would begin.
Workers who deliver or shop orders could also see a wider mix of work. DoorDash says Dashers and Instacart Shoppers would have more opportunities and flexibility. The actual effect on order volume, pay and working conditions will depend on how the combined service operates and how demand changes after closing.
Popular right now
KitchenAid Classic Series 4.5 Quart Tilt-Head Stand Mixer K45SS, Onyx Black
Ninja CREAMi Scoop & Swirl 13-in-1 Ice Cream and Soft Serve Maker, NC701
Sony BRAVIA 5 85-Inch Mini LED 4K HDR Smart TV (K-85XR50)
As an affiliate, we earn on qualifying purchases.
DoorDash and Instacart’s Different Roles
Instacart, operated by Maplebear Inc., built its business around online grocery shopping and technology used by retailers. DoorDash is known for restaurant delivery and has expanded into grocery and other local goods. Their announcement describes the merger rationale as combining Instacart’s grocery and fulfillment systems with DoorDash’s logistics and customer reach.
The companies also pointed to competition from large online retailers and grocers that invest in delivery fleets, warehouses, memberships and shopping technology. They argue that smaller retailers can have difficulty building comparable systems on their own. That is the companies’ case for the transaction; the announcement does not independently establish how much the merger would change competition or what its effects would be for particular grocers and brands.
DoorDash said it would keep Instacart’s platform open to grocery retailers that want to work with other delivery services, with no grocery exclusivity. It also said Instacart Shoppers would retain the flexibility to choose their work and decide whether to accept DoorDash orders or continue shopping only through Instacart.
““Instacart has spent years learning to do that well for grocers, while DoorDash has built a delivery network and technology that local stores rely on every day.””
— Tony Xu, DoorDash co-founder and CEO
Deal Timing and Integration Details
The supplied announcement does not state a target closing date, list the remaining regulatory or shareholder approvals, or provide a detailed review timetable. It also does not spell out how the proposed membership arrangement would work, whether prices or service areas would change, or how the two companies’ apps and operations would be integrated.
DoorDash’s statements about customer savings, more store access and additional earning opportunities are expected benefits, not confirmed outcomes. The announcement provides no detailed forecast for changes to delivery fees, shopper or driver pay, retailer costs, or the combined company’s financial performance. The stated $17 billion figure is the approximate equity value of Instacart under the announced per-share terms, not a description of all possible transaction costs.
Approvals Before the Transaction Closes
The agreement must proceed through the applicable closing process before DoorDash can take ownership of Instacart. The companies have not provided a timetable in the material supplied, so the next milestones and the expected completion date remain unspecified.
Until closing, both businesses say they will remain separate and independent. If the transaction closes, DoorDash says it expects to retain Instacart’s brand, app and enterprise products, while carrying out the commitments it announced for retailers and shoppers. Further details on approvals, timing, membership terms and operating arrangements would clarify what customers, workers and stores can expect.
Key Questions
How much is DoorDash paying for Instacart?
The announced value is $65 per Instacart share, putting Instacart’s equity value at approximately $17 billion. DoorDash said the price represents a 26% premium to Instacart’s October 22, 2026 closing price.
How will Instacart shareholders be paid?
At least 75% of the total consideration will be cash. Shareholders may elect cash, DoorDash stock or a mix, subject to proration that limits DoorDash stock to no more than 25% of the aggregate consideration.
When will DoorDash acquire Instacart?
The companies announced a definitive agreement, but the supplied announcement does not give a closing date or approval timetable. They say they will operate separately until the transaction closes.
Will Instacart keep its app and brand?
DoorDash said it expects Instacart to keep its brand, app and enterprise technology products after closing. The companies have not provided detailed plans for how their services would be integrated.
Will customers save money under the deal?
DoorDash estimates that DashPass and Instacart+ members could save about $100 million per year in membership fees by paying one membership fee instead of two. That is a projected benefit; the announcement does not specify the membership terms or when the change would take effect.
Source: about.doordash.com
