A possible DoorDash-Instacart deal is all about keeping up with Walmart and Amazon, analysts say
THE SO WHAT
If DoorDash pays roughly $17 billion for Instacart, that’s a consolidation play to bulk up demand density and data against Walmart and Amazon’s vertically integrated grocery machines. Local retailers and CPGs should treat this as a signal to rationalize delivery partners and renegotiate data and placement terms while leverage is in flux.
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