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Moment

Two Delivery Apps Merge Their Ad Businesses

2026年11月10日 1 分钟阅读

The combined commerce-media operation would out-earn Uber’s, in a deal announced on 29 October.

DoorDash agreed on 29 October 2026 to acquire Instacart for about $17 billion, or $65 per share, a 26% premium to Instacart’s close on 22 October. More than three quarters of the consideration is cash, backed by a $13 billion bridge facility from JPMorgan, with closing expected in late 2027 or early 2028. The commerce-media arithmetic is what advertisers should watch: DoorDash’s $1.33 billion in US ad revenue plus Instacart’s $1.20 billion gives $2.53 billion, against Uber’s projected $2.11 billion, per EMARKETER. Together they would serve close to a fifth of US grocery e-commerce sales.

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