Maplebear Inc CART

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Instacart Agrees to Sell Itself to DoorDash at an Attractive Price for Shareholders

Business Strategy and Outlook

In October 2026, Instacart agreed to sell to DoorDash for $17 billion, combining DoorDash's strong restaurant market share and Instacart's dominant grocery delivery position. We think this deal has a high probability of closing and lets DoorDash avoid a protracted battle for grocery market share.

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