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DoorDash to Acquire Instacart

https://ir.doordash.com/news/news-details/2026/DoorDash-to-Acquire-Instacart-to-Help-Local-Stores-Win/default.aspx
80•WalterSobchak•1h ago

Comments

hubraumhugo•55m ago
I vividly remember the ZIRP era when there was a new food delivery (or e-scooter) startup almost every week.
htrp•49m ago
food delivery stayed around, the e scooters not so much
paxy•49m ago
I’d cry “antitrust” but who are we kidding at this point. The relevant parties have likely been paid off already.
boringg•44m ago
I mean neither of these companies provide an important service. If they both disappeared tomorrow I think most people wouldn't care.
ocd•41m ago
I'd be curious to see if it lowered food prices at all if these services and their upcharges weren't around anymore to influence pricing.
999900000999•40m ago
What if you’re disabled and need to order food ?
stevenwoo•26m ago
The way this was handled before these gig economy food delivery companies sprang up. People didn't automatically die of starvation because they were disabled and became adults prior to DoorDash. Medicaid and Meals on Wheels fill in some of the gaps depending upon age and state.
paxy•21m ago
These companies springing up put the old ones out of business. For example check the number of restaurants that hire their own drivers now. There's no going back to the "old way" when it doesn't exist. And now this kind of consolidation means they get to jack up prices however they want.
DaSHacka•26m ago
How many of their customers fit this description?
cj•35m ago
I know a lot of people who survive (almost) exclusively off take out and delivery. Especially in cities like NYC.
boringg•45m ago
Am I on the wrong side of perspective? I imagine of these companies are at big risk in a turn down with low margin - competitive space. The model is a tough one to work

Merging reduces platform inefficiencies and drivers can work both situation.

I am actually amazed both companies are alive and making a profit.

rckclmbr•27m ago
> Merging reduces platform inefficiencies

This was literally why Rockefeller was a big proponent of the monopoly. Unfortunately exploitation is the tradeoff that is enables

ocd•43m ago
I saw this show up in my newsreader and first thing that crossed my mind was the textbook example of eBay / PayPal acquiring everything, leaving us with probably the worst situation possible for auctions and payments.
joshstrange•40m ago
> DoorDash to Acquire Instacart to Help Local Stores Win

> to Help Local Stores Win

Any local store will tell you DD is a necessary evil they put up with but strongly dislike overall. From the % of sales they take to the incredibly rude delivery drivers, DD is not well liked.

On multiple occasions a family member's employees (or they, themselves) have had a DD delivery driver cut to the front of the line, interrupt the cashier, and shove their phone in their face. No words, no anything, just "here is the code/screen/whatever I need to show you to pick up the order". DD doesn't let stores rate delivery drivers so there isn't any recourse.

brookst•35m ago
Yeah mixed blessing at best. Increased volume, but not every 30-table restaurant is set up to do much more; kitchens are sized to expected in-person dining.

And all the stuff you mention.

The one restaurant owner I know who’s happy with DD set up an entirely separate kitchen in an industrial park. But to get to the DD revenue necessary to justify that investment, he had a couple of years of DD hell in his main restaurant.

ikety•6m ago
I hate industrial/ghost kitchens so much. Accidentally ordered from one with friends and it was so off-putting.

Could see the kitchen areas through a window and they weren't necessarily dirty, but looked sketchy for some reason. Few people, robots delivering orders, one set of cooks making the food. Just dystopian.

We might as well just build ready to eat food factories that pipe the slop directly into your house. We got rid of the "inconvenience" of going out to eat and enjoying a restaurant. Why not get rid of the pesky delivery middle-man too?

hkhanna•38m ago
Instacart fired my wife for running for office. My wife asked for approval to run from her boss, the Chief Corporate Affairs Officer, who approved it and the company was excited for her to run.

A couple days after my wife launched her campaign, Instacart did a 180 and told her they had to fire her for running. Bad for business to run for office and criticize a Republican incumbent!

My wife was also pregnant and she told them. They fired her the next day.

Congratulations on the merger.

https://www.washingtonpost.com/politics/2025/12/15/instacart...

reticulates•30m ago
I am of course very sympathetic to your wife and think it is outrageous that someone should lose their job this way but also given the insane behavior of the Trump administration, it seems like Instacart had no choice. I hope she wins the lawsuit and gets paid out but I can’t hate Instacart for being pragmatic.
01284a7e•26m ago
I can hate for you then.
dmit•22m ago
Same.
afavour•21m ago
How many examples do we need of the Trump administration doing some illegal move then getting slapped down by the courts? This would be a slam dunk for DoorDash. That they chose to capitulate instead is damning.
lkey•36m ago
"More Choice for Consumers"

A truly laughable fig leaf for the non-existent anti-trust regulators.

morelandjs•35m ago
Man, can only imagine this is more bad news for delivery drivers.
the__alchemist•32m ago
Hey - dumb question that is probably a derail: Is there a practical reason in the US to use Instacart over one of the Amazon services? It seems like they are fighting an uphill battle - Amazon has its own grocery warehouses (Prime food), and owns Whole foods. I haven't cross-shopped recently, but am having a hard time imagining them competing on price with either of those services. I suppose the obvious reason is you aren't limited to those two stores, so if you want specialty items, nice baked goods etc you would use Instacart?
micromacrofoot•23m ago
Yeah instacart isn't limited to specific stores, you can even order from multiple stores and group them
paxy•15m ago
They do compete on price. Amazon charges for Prime, charges extra for delivery, and Whole Foods is generally among the more expensive grocery stores. Instacart offers a ton of cheap alternatives.
thamer•24m ago
Since some other people are posting links about DoorDash, here’s one: https://www.nyc.gov/mayors-office/news/2026/09/mayor-mamdani...

From the NYT version of this story:

> DoorDash said the median payment to be returned to workers amounts to around $48. > City officials said about 700 workers are owed more than $10,000 each; more than 27,000 workers are owed more than $1,000; and more than 4,000 workers are owed more than $5,000.

DoorDash also spent (from what I can tell) (1+1.4+1.8) million dollars to campaign against Mamdani.

toomuchtodo•23m ago
NYC recovered $131M in unpaid wages from DoorDash.

https://www.nyc.gov/mayors-office/news/2026/09/mayor-mamdani...

Culper Research released a report about a year ago indicating a large component of DoorDash labor is very likely undocumented workers (which is not meant to be derogatory towards these workers, but signal that DoorDash needs labor willing to take gig payments on offer to make the model work).

https://img1.wsimg.com/blobby/go/cc91fda7-4669-4d1b-81ce-a0b...

I don't think the platform economics are working post ZIRP ("zero interest rate policy") as wages rise and margins compress, would need more data to understand what forward curves look like.

micromacrofoot•20m ago
Great, both are generally terrible. Nothing like ordering a pizza and having it sit in someone's car for an hour with a driver who has no attachment to the restaurant, who could not care less about what you think. At least delivery drivers employed by the restaurant had some slight incentive to get food to you while it was still edible.

Third party delivery services essentially break the chain of responsibility... food late and cold? tough luck, but please tip in advance. If you don't tip your driver will be very mad at you, maybe they'll text you about it, and we pay them so poorly that it's actually your fault for keeping them impoverished. Talk to our customer service bots and maybe we'll give you a $5 coupon for your next Doordash order.

mithr•11m ago
I'm mostly hoping this doesn't end up affecting Costco delivery, which works reasonably well and uses Instacart behind the scenes.
rovr138•31m ago
And takeout and delivery existed before this.
the__alchemist•23m ago
Takeout and prepared food delivery is much more expensive than grocery delivery.
the__alchemist•28m ago
IMO grocery delivery is a game changer. I don't use either service, but use a different one[s]. Even with a tip (I have been doing $15/per delivery), it's not much more expensive than normal groceries at Trader Joe's etc, and I don't have to put on outdoor clothes, walk to my car, navigate traffic, navigate the aisles, wait in line, reverse... IMO big QOL of life increase.

And second-order effects like I can always have fresh fruit + veggies / not worrying about rot by getting it in smaller quantities delivered more often.

For those wondering about price: It's much cheaper than takeout or prepared food delivery, but more expensive than getting your own groceries. Offset a bit by less food waste.

toomuchtodo•26m ago
But if they were gone, the worst is you're putting pants on and getting your own products. There are not essential, they're simply a labor and regulatory arbitrage for gig workers to schlep product to consumers at very low wages.
the__alchemist•25m ago
Valid!
stevetron•23m ago
TYVM. But I rely on Instacart as I live alone and can't drive anymore since my eye surgery 10 years ago. If I didn't have instacart I don't know how I'd ever get any groceries.
stackskipton•19m ago
Antitrust does not have "important service" requirement. What has happened in gaming is another travesty but there is plenty of people who would say it's not "important service". Antitrust must be universal.
paxy•18m ago
Grocery delivery is an important service for a large chunk of the population. About 40 million people in the country (mostly low income) live in food deserts. Plenty more don't own cars. Doordash & co have burned VC money for a decade to monopolize the delivery pipeline so restaurants and grocery stores rarely hire their own drivers anymore. And now with this kind of consolidation they can raise their prices unchecked.
chunky1994•2m ago
Do you have a source that these low income Americans are the ones who are ordering food? My understanding was this was largely people with additional disposable income who were doing it for convenience and not necessity as the product for the price was a good enough trade off. I find it hard to believe low income Americans are getting their groceries delivered when they can’t afford the base prices for the most part.
reticulates•3m ago
The courts eventually ruling against the administration doesn’t undo the harm caused. A Trump tirade against Instacart could be a death sentence for the business.
jkaplowitz•13m ago
> I can’t hate Instacart for being pragmatic

Can you criticize them instead for firing her for something that their Chief Corporate Affairs Officer explicitly gave her permission to do? If it was a matter of pragmatism, they could have declined her request for permission. (One might separately argue about whether this should be a matter of right vs a matter of permission, but regardless, she did seek permission and was granted it.)

skeeter2020•1m ago
>> but also given the insane behavior of the Trump administration, it seems like Instacart had no choice

That's a terrible attitude that's resulted in some of the worst behaviour of capitulation history has ever recorded. What will you call their "pragmatism" when your the target?

AdmiralAsshat•29m ago
How's the lawsuit going?
thinkindie•23m ago
I see this totally wild she even had to ask permission for running for office, or at least from an European perspective.
PyWoody•20m ago
I don't understand it from an American perspective. Is this a standard practice in large companies?
thinkindie•16m ago
Apparently.
63stack•4m ago
I don't understand why this is getting downvoted, I'm surprised as well
herval•18m ago
They always had a slimy reputation. I interviewed there very early on and two of the engineers interviewing me told me they fire people 1 day from vesting constantly...
patentatt•16m ago
Fascinatingly, this is not prima facie illegal in many US states! Wow. We live in a corporatist hell hole don’t we?
charcircuit•1m ago
What would be illegal about firing an employee who you think is causing your company to get a bad image?

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DoorDash to Acquire Instacart

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