DoorDash (DASH.US) outperforms Nasdaq amid tech stock sell-off! Officially announces $17 billions acquisition of Instacart, with supermarket delivery and retail advertising driving value revaluation?

Zhitong Finance APP has learned that DoorDash (DASH.US), the leading food delivery company in the US, has officially announced plans to acquire Instacart for approximately $17 billion. What the market truly needs to reprice and reconsider is the user gateway and online delivery network established by food delivery, which may further connect integrated online grocery shopping for households, online and offline retail advertising, as well as the digital service ecosystem for merchants. A recent report by Wall Street financial giant Morgan Stanley, titled "DoorDash + Instacart: The Impact on Retailers," shows that full integration of the two platforms could enhance their combined bargaining power and competitiveness in delivery efficiency, consumer reach, and retail media monetization. Food and grocery retailers lacking their own delivery networks will inevitably face more significant pricing pressure; in contrast, Walmart and Target, which own Spark and Shipt respectively, are relatively better positioned to withstand this impact.