Instacart reportedly weighs sale talks with DoorDash and Uber
Instacart is reportedly in talks with DoorDash and Uber about a sale, according to The Information. Any deal would reshape the U.S. grocery-delivery market and give the buyer a path to Instacart’s customer and retailer network.
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Instacart is reportedly discussing a potential sale with DoorDash and Uber, The Information reported on Oct. 23. The talks involve two major delivery-platform operators, but no transaction terms or outcome are established here.
Instacart operates in grocery delivery, while DoorDash and Uber would evaluate the opportunity against their existing delivery businesses. A sale would connect Instacart’s platform and retailer relationships with whichever bidder ultimately advances, though the structure and timing remain uncertain.
For Uber, the concrete mechanism would be an acquisition of an established grocery-delivery business alongside its broader platform. Uber reported fiscal-year 2025 revenue of $52.0B, up 18.3% year over year, with $4.73 in diluted EPS and a 19.3% net margin.
The discussions are preliminary enough that the reported participants include two potential buyers and no confirmed agreement. The next evidence would be a formal bid, announced transaction terms or a decision by Instacart and the prospective buyers to end the talks.
Our read · Fri, Oct 23
Instacart is reportedly discussing a sale with DoorDash and Uber, according to The Information.
Why. The immediate implication is strategic optionality rather than a settled transaction: Uber could add Instacart’s grocery-delivery platform and retailer relationships, but the reported talks have not produced established terms. Uber’s $52.0B fiscal-year 2025 revenue and 19.3% net margin provide scale for a potential transaction, while the absence of a confirmed bid keeps the read two-sided.
Both cases
What could change this view: The talks could end without a transaction, or a purchase could require terms that dilute Uber’s returns or add integration costs.
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Reported by Investing.com as Instacart in talks with DoorDash and Uber for sale, The Information reports
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