DoorDash in Advanced Talks to Acquire Instacart With Deal Possible This Week

DoorDash is in advanced talks to acquire grocery delivery rival Instacart, with a deal potentially finalized as soon as this week, according to people familiar with the matter reported by the Wall Street Journal. The talks could still fall apart, sources cautioned, but they have progressed significantly.

Uber, which had previously held discussions to acquire Instacart, is no longer in active talks. The Information had earlier reported that Instacart drew takeover interest from both DoorDash and Uber. A typical takeover premium of 30% to 40% would value Instacart at roughly $16 billion to $17 billion, based on analyst estimates cited in coverage of the story. DoorDash previously explored buying Instacart in 2021 at a reported valuation of $40 billion to $50 billion, with those talks ultimately falling apart partly over regulatory concerns.

Any deal would face significant antitrust scrutiny given the overlap between the two companies in grocery and delivery. DoorDash completed its acquisition of Deliveroo in October 2025, and an Instacart deal would further expand its footprint in the delivery space. Instacart shares had already jumped roughly 9% to 10% earlier in the week after The Information first reported takeover interest from both suitors.