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2. $DASH to buy $CART (Instacart) for ~$17B — consolidates US grocery delivery, antitrust review is the swing factor — https://t.co/CgnuRRx1A2
@USSGoodGirl @hollaback_pearl that's ok since DoorDash is buying Instacart...now some porch monkey, dirty Jeet, camel jockey, or illegal Mexican will be "shopping" for your Instacart orders too!
@0xdoppo Good point. The membership fee is the cleanest number to watch, but the real friction is still price consistency.Right now the same item can show three different prices across DoorDash, Instacart and the physical shelf, and nothing in the deal language promises those'll converge.
@arnaudmercier The premium isn't for the delivery network. It's for the retailer relationships and the catalogs. Of 131 grocery chains I track, only about 8 publish data a machine can read. Instacart quietly built the rest.
Instacart コネクタって機能、知ってる？
ClaudeがInstacartで
献立から食料品を注文してくれるよ
「今週の夕食の食材をまとめて注文して」
と言うだけで買い物完了だね
https://t.co/xiXXwtYpHU
@Cryptic_Dollar Wait, the Instacart buyout counts as a bonus for you? I figured most DoorDash drivers would just be worried about the shakeup.
“DoorDash” par aptuveni 15 miljardiem eiro iegādāsies pārtikas piegādes milzi “Instacart” https://t.co/6VBoNtND7U
I love the DoorDash Instacart merger.
DoorDash is buying Instacart for ~$17B. Add Wolt and Deliveroo and one app sits between a lot of restaurants and their customers.
Restaurant owners: if your delivery app raised fees a few points next year, how much could you move to direct orders?
DoorDash will purchase Instacart in a cash and stock deal representing a 26% premium on Instacart’s stock price, the company said. https://t.co/iGTGQQXUMM
DoorDash is growing fast. But its biggest opportunity may come from what it acquires next.
DoorDash has agreed to acquire Instacart for approximately $17 billion, expanding its ambitions in grocery delivery.
Its latest numbers show strong momentum:
📈 Revenue: $4.62bn (+34%)
📈 Total orders: +28%
📈 Net income: $466m (+91%)
📈 Adjusted EBITDA: $1.06bn (+41%)
But growth is only one side of the story.
Investors must also assess the acquisition price, integration risks, regulatory approval and whether the deal creates lasting shareholder value.
A big acquisition is not automatically a good investment. The value created matters more than the size of the deal.
Would you rather see DoorDash build organically or expand through acquisitions?
UZEE STOCKS UPDATE LTD
FUNDAMENTALS FIRST. ALWAYS.
🌐 https://t.co/NBR4BVTucj
Educational content only—not financial advice. Investments involve risk.
DoorDash is growing fast. But its biggest opportunity may come from what it acquires next.
DoorDash has agreed to acquire Instacart for approximately $17 billion, expanding its ambitions in grocery delivery.
Its latest numbers show strong momentum:
📈 Revenue: $4.62bn (+34%)
📈 Total orders: +28%
📈 Net income: $466m (+91%)
📈 Adjusted EBITDA: $1.06bn (+41%)
But growth is only one side of the story.
Investors must also assess the acquisition price, integration risks, regulatory approval and whether the deal creates lasting shareholder value.
A big acquisition is not automatically a good investment. The value created matters more than the size of the deal.
Would you rather see DoorDash build organically or expand through acquisitions?
UZEE STOCKS UPDATE LTD
FUNDAMENTALS FIRST. ALWAYS.
🌐 https://t.co/wnHQN4AnpE
Educational content only—not financial advice. Investments involve risk.
3. DoorDash to acquire Instacart — grocery delivery consolidates as big retail squeezes local stores. https://t.co/G3mWFwkfGm
DoorDash will acquire Instacart for about $17B, joining the top restaurant and grocery delivery platforms. Closing could take up to 18 months and antitrust review is the key risk.
https://t.co/c163SBJWz1
🧵 7 Things That Matter (10/30/2026)
1. Patrick Stewart dies at 86
2. Binance: $6.3B drained
3. DoorDash buys Instacart
4. Spain train crash: dozens dead
5. PHP2Shell roots 25 servers
6. Einstein w/o dark energy?
7. 40k DHS identities exposed
sources in reply thread ↓
@gd_reaper1 @AscensionMount @scottygirl2014 @AP At least Instacart straight up tells you that then price is higher than in store.
@TheDashboard @DoorDash @Instacart doordash and instacrt under one roof means one company holding delivery, grocery and ad data, so publish what the two apps share before this closes 🔐