DoorDash in Talks to Acquire Instacart

✦ Meridian Analysis

DoorDash is in advanced talks to acquire grocery‑delivery platform Instacart in a transaction that could value the target at roughly $17 billion, according to a source familiar with the matter cited by Reuters. The deal remains at the discussion stage, with a possible signing as early as Wednesday, though no guarantee exists that the parties will reach a definitive agreement. DoorDash could combine Instacart’s retailer‑focused marketplace and established grocery‑delivery infrastructure with its own extensive logistics network and consumer base. Instacart, which has been exploring a sale and previously held talks with Uber, is positioned as the target. Key items that remain undisclosed include the exact purchase price and implied multiple, the composition of the financing package and any senior lender participation, and the identities of financial advisers.

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