The Dashboard | DoorDash

The latest from @DoorDash and our global brands.

[The Dashboard | DoorDash @TheDashboard]

Today we’re announcing @DoorDash’s intent to acquire @Instacart.

Both DoorDash and Instacart share a mission to help local businesses succeed. Together, we could give grocers and retailers of every size the best of both in one service: DoorDash's delivery network and Instacart’s grocery and fulfillment technology, along with the advertising and AI tools each company has built.

Until closing, DoorDash and Instacart will keep operating as separate, independent companies.

Find out on how we’re helping Main Street compete and keeping more dollars local: https://t.co/hjCDE6fLCC

For important additional information, read more here: https://t.co/OhGX576XtD

[The Dashboard | DoorDash @TheDashboard]

Combining @DoorDash and @Instacart means more orders, and more ways for Dashers and Shoppers to earn.

And more orders in the same neighborhoods would reduce time waiting between deliveries, whether they choose grocery orders, restaurant orders at peak times, or both.

At close, we’re committed to keeping what Shoppers and Dashers love about both platforms: the flexibility to decide how much they work, and having the information they need to decide which offers to accept. And they’ll be able to dash, shop, or both – the choice is theirs.

Additional important information here:
https://t.co/33wtpG08Au

[The Dashboard | DoorDash @TheDashboard]

Together, we believe @DoorDash and @Instacart would give consumers more choice about where to shop and faster delivery options. With our intended acquisition of Instacart, Instacart customers would gain access to an estimated 50,000 additional stores.

We’re also committed to saving DashPass and Instacart+ members over $100M annually in membership fees by offering two memberships for the price of one, alongside discounts members receive.

Additional important information here: https://t.co/33wtpG08Au

[The Dashboard | DoorDash @TheDashboard]

We believe bringing @DoorDash and @Instacart together would help local businesses serve their customers better, grow, and compete. Our platforms only work when they work for the businesses that use them.

That’s why, after the deal closes, we’re committing to freeing grocers that have an exclusivity agreement with either DoorDash or Instacart to list on other platforms if they choose.

More important information here: https://t.co/33wtpFZAKW

[The Dashboard | DoorDash @TheDashboard]

When more people shop local, more dollars stay local.

In 2025, more than 600,000 merchants partnered with @DoorDash in the U.S. and generated over $60B in sales. @Instacart has helped retailers add more than 237,000 grocery jobs and generate $22.5B in revenue since 2012.

And neighbors earn by delivering those orders: 8M+ people dashed in the U.S. in 2025, earning nearly $20B on their own terms.

The store makes the sale. Dashers and Shoppers gain more ways to earn. And families have more reasons to shop local. This is the power of local commerce, and the future we’re building for.

Additional important information here: https://t.co/33wtpFZAKW

[Tony Xu @t_xu]

Main Street doesn’t need to out-build the world’s biggest online retailers and grocers. What it needs is access to what others have built for themselves. @DoorDash and @Instacart share that mission and focus. Coming together will enable the best possible logistics and software infrastructure to produce the best possible grocery delivery experience. The combined reach and network density will lower fulfillment costs for grocers, offer more savings and faster delivery options for consumers, and provide greater earning opportunities for Dashers and Shoppers. Grocery delivery is still early and the product isn’t there yet, but we think its future is local - because when more people shop local, more dollars stay local.

[The Dashboard | DoorDash @TheDashboard]

We just delivered @DoorDash’s Q3 2026 financial results, with new quarterly records in Marketplace GOV, revenue, and net income.

This was another strong quarter for us as we continued to grow our membership programs, expand selection, and launch new products that make DoorDash more useful every day for our consumers and merchants.

And ICYMI, we also announced a definitive agreement to acquire @Instacart to help local stores win.

View our results and join our earnings conference call live today at 5:30am PT / 8:30am ET: https://t.co/m6gxcdAdeK

Read important additional information here: https://t.co/OhGX576XtD

[The Dashboard | DoorDash @TheDashboard]

UPDATE: We have rescheduled our Q3 2026 financial results and earnings conference call. We’ll report on @DoorDash’s third quarter 2026 earnings tomorrow, October 29th, prior to market open, and will host our conference call at 5:30am PT / 8:30am ET the same day.

More details: https://t.co/VADMHDcMBZ

[The Dashboard | DoorDash @TheDashboard]

You can quote us on this: we have a new home for @DoorDash news, perspectives, and data.

Introducing The Dashboard, a closer look at what we’re building.