The potential acquisition would bring together two major delivery platforms as competition expands across restaurants, grocery, and retail.
DoorDash is in advanced talks to acquire grocery delivery platform Instacart in a deal that could value the company at approximately $17 billion, according to reports from The Wall Street Journal and Reuters.
The Journal first reported the discussions Monday, citing people familiar with the matter. A deal could be finalized as soon as this week, though the sources cautioned that an agreement is not guaranteed.
A source familiar with the matter told Reuters that a deal could come as early as Wednesday. Instacart also previously had active discussions with Uber.
The potential acquisition would bring together DoorDash’s delivery network and customer base with Instacart’s grocery marketplace and retailer relationships. Instacart had a market value of approximately $13 billion at the close of trading Friday, Reuters reported. Its shares rose roughly 8 percent during regular trading Monday, while DoorDash shares fell approximately 6 percent.
The discussions follow a shift in consumer spending across major restaurant and grocery delivery platforms. According to U.S. credit and debit card data from Consumer Edge, DoorDash’s share rose from approximately 44 percent in the second quarter of 2021 to nearly 59 percent in the third quarter of 2026. Instacart’s share fell from approximately 26 percent to 18 percent during that period.
Michael Gunther, senior vice president of research and market intelligence at Consumer Edge, said the trends partly reflects DoorDash expanding into grocery, convenience, and other retail categories that have historically been associated with Instacart.
“The boundaries between restaurant, grocery and broader retail delivery have become increasingly blurred,” Gunther said.
DoorDash has opened up its wallet in recent years.
The third-party aggregator previously acquired U.K.-based Deliveroo for approximately $3.9 billion and Finland-based Wolt for $8.1 billion. It also acquired restaurant technology company SevenRooms in 2025.
Uber, meanwhile, announced an agreement this year to acquire Germany-based Delivery Hero in a deal valued at $14.8 billion. Uber also purchased Postmates in a $2.65 billion deal announced in 2020.
Grubhub changed hands in early 2025, when Wonder completed its acquisition of the delivery company. The transaction included $150 million in cash and the assumption of $500 million in debt.