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themightyquinn • yesterday at 2:20 PM • 8 replies • view on HN

My initial take to this news was “what about anti trust?!” But I was surprised to learn that DD is essentially non existent in grocery delivery and instacart’s non grocery deliveries are powered by Uber Eats. For two massive brands they really don’t offer the same product.(edit: not effectively, at least) If anything maybe this helps Instacart/DD compete in grocery with the real giants in Walmart and Amazon. I wouldn’t be mad to see DOJ block this but I was just surprised to learn about the landscape of grocery delivery.


Replies

IncRnd • yesterday at 8:44 PM

I think your first instinct about antitrust is correct.

Out of the group of people who have food delivered, that food mostly comes from restaurants or grocery stores. Instacart/DD will be a behemoth of food delivery.

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themightyquinn • yesterday at 2:25 PM

For context Walmart, Amazon, and Instacart each have about a quarter of the online grocery delivery market with smaller outfits like Kroger and Albertsons eating up the remaining quarter. If you believe this data, that is. https://talkbusiness.net/2025/04/online-grocery-sales-rise-2...

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subarctic • yesterday at 4:11 PM

DoorDash has a ton of grocery delivery, it's the only one i use for that now because instacart has a payments bug. Very weird that the only two big competitors in this space in North America can just merge like this

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seizethecheese • yesterday at 3:04 PM

Interesting perspective.

They do serve the same market for gig workers that don’t want to be ride share drivers, though, right? I wonder what their market share is for that.

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gWPVhyxPHqvk • yesterday at 7:45 PM

DoorDash, at least for a while for me, was significantly cheaper than Instacart for grocery delivery, probably because they were trying to fight their way into the grocery delivery market. Now that they're just going to buy Instacart, this can only mean higher prices to me since they need to pay for their acquisition and they no longer need to compete on price. Great!

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BugsJustFindMe • yesterday at 2:54 PM

> compete in grocery with the real giants in Walmart

In my area Walmart is on Instacart and I've often wondered how that squares with their own delivery service.

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aprilthird2021 • today at 3:56 AM

Antitrust is completely dead with the current President brazenly taking bribes through his son in law and his sons fake crypto company and scamming his own supporters twice with rug pull memecoins. With that level of disdain for consumers who will ever enforce antitrust?

napierzaza • yesterday at 10:27 PM

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