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What DoorDash’s Instacart acquisition says about the modern delivery platform pitch

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What DoorDash’s Instacart acquisition says about the modern delivery platform pitch

These days, delivery platforms have to offer more than just delivery services to brands and retailers.

DoorDash’s announced plans to acquire Instacart for $17 billion point to the constant need to gain market share by diversifying services and offerings.

Over the years, both DoorDash and Instacart have invested heavily in new services like AI assistants, advertising programs and in-store B-to-B solutions. DoorDash, in particular, has been on an expansion streak, acquiring U.K.-based competitor Deliveroo and restaurant reservations platform SevenRooms in 2025. Last year, DoorDash also acquired search ad startup Symbiosys for $175 million to deepen its advertising capabilities.

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