topstockalerts
Oct 24, 12:46 AM
Instacart is exploring a potential sale and has held preliminary discussions with Uber and DoorDash, according to The Information. The grocery-delivery company, valued at approximately
$12 billion, is working with an investment bank to evaluate its options. A typical 30%–40% acquisition premium would imply a valuation of roughly
$16 billion–
$17 billion, although talks remain preliminary and may not result in a deal.
Any acquisition would likely face antitrust scrutiny because of overlapping grocery-delivery operations. Instacart has closer commercial ties with Uber through a partnership that allows customers to order via Uber Eats directly from Instacart’s app.
Instacart’s growth has lagged behind major rivals since its 2023 IPO, with revenue growth slowing to 11% in both 2024 and 2025, compared with DoorDash’s 28% growth last year. However, Instacart’s second-quarter revenue rose 14% year over year to
$1 billion, while free cash flow reached
$480 million.
$CART $UBER $DASH
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