DoorDash Is Buying Instacart for $17 Billion
THE SO WHAT
A $17B tie‑up between DoorDash and Instacart concentrates grocery and last‑mile demand data under one roof—pricing power, ad inventory, and substitution algorithms all get sharper. If you’re a grocer or CPG brand, assume less leverage on these platforms and start modeling alternative channels and direct‑to‑consumer routes now.
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