Insight ReportDoorDash’s $17 Billion Instacart Deal: How Scale, Ads and Owned Fulfillment Are Reshaping Quick Commerce Charlie Poon, Analyst Sector Lead: John Mercer, Head of Global Research and Managing Director of Retail Research November 2, 2026 Reasons to ReadDiscover how the proposed $17 billion DoorDash-Instacart deal could reshape grocery delivery, retail media and fulfillment economics for your business. Read this report to discover answers to these and other questions: How would DoorDash’s proposed Instacart acquisition accelerate its expansion into large-basket grocery shopping? How could Instacart’s order volume improve the economics of DoorDash’s owned fulfillment network? Why do advertising, retailer software and membership underpin the deal’s profit potential? How will antitrust scrutiny and grocer acceptance determine how much value the combination can deliver? Companies mentioned in this report include: Amazon, Best Buy, CVS Health, Delivery Hero, DoorDash, Gopuff, Instacart, Macy’s, Party City, Sally Beauty, Shipt, Target, Uber and Walmart. Data in this report include: Shares of combined DoorDash and Instacart orders and order value in Q2 2026; Instacart advertising and other revenue, GTV and adjusted EBITDA in Q2 and Q3 2026; the announced transaction timeline and potential closing extensions. Other relevant research: Visit the Coresight Research Food, Grocery and CPG Retail Hub and Retail Technology Hub. Already a member? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our membership plans. View Membership Plans or Contact us to purchase this report. Contact us ✕ This document was generated for
