DoorDash to Acquire Instacart

(ir.doordash.com)

96 points | by WalterSobchak 1 hour ago

19 comments

  • hkhanna 1 hour ago
    Instacart fired my wife for running for office. My wife asked for approval to run from her boss, the Chief Corporate Affairs Officer, who approved it and the company was excited for her to run.

    A couple days after my wife launched her campaign, Instacart did a 180 and told her they had to fire her for running. Bad for business to run for office and criticize a Republican incumbent!

    My wife was also pregnant and she told them. They fired her the next day.

    Congratulations on the merger.

    https://www.washingtonpost.com/politics/2025/12/15/instacart...

    • assimpleaspossi 17 minutes ago
      My son lost his job so did InstaCart for a while. He got really good at it and started making good money. Then they sent him to an apartment complex but didn't give him an apartment number.

      He called support who contacted the customer and said they were on their way and could he wait five minutes. Of course he did but 30 minutes went by.

      Contacted support again who said customer would be there in five minutes but, 15 minutes later, support said to just take the goods back to the store.

      He took the goods back to the store but the store refused to accept them. Support said he could just donate them or keep them.

      Despite showing the back and forth text messages, he was deactivated for not delivering to the customer.

    • patentatt 42 minutes ago
      Fascinatingly, this is not prima facie illegal in many US states! Wow. We live in a corporatist hell hole don’t we?
      • charcircuit 27 minutes ago
        What would be illegal about firing an employee who you think is causing your company to get a bad image?
        • darkstar999 17 minutes ago
          > The lawsuit says Instacart violated a California law that bars companies from preventing their employees from becoming candidates for public office, among other complaints.
        • wpm 15 minutes ago
          What would be the consequences of ensuring that only those with enough personal wealth to be able to go without a job while campaigning can run for office?
        • sheepscreek 19 minutes ago
          She approached to ask for permission. If they had any reservations, that was the time to discuss them. She did what was expected of an employee. The fact that they blessed her and then went back on their word seems wrong.

          Not a lawyer but my intuition says there might be some legal grounds here favouring the wife.

          My take is someone even higher up found out later and did not like it. Now it’s entirely possible the individuals who gave their blessings were supportive of the party the wife was standing for, and the ones above them weren’t? Still whoever blessed the campaign did so in their capacity as a senior officer of the company. A total shit show nevertheless.

          To the original commenter: sorry this happened to your wife. Hope she’s able to find another job that treats her right. Also congrats on the baby, hoping parenthood makes up for all of this and more. Sending the best of wishes your way.

          • njovin 16 minutes ago
            AFAIK in every US state a company can fire you for any reason that’s not protected, and “we told you this was okay but changed our minds” is as good a reason as any in the law’s eyes.
            • GormHouj 0 minutes ago
              I think Montana is the only state not "at-will"
            • SoftTalker 11 minutes ago
              Correct. If she had something in writing, signed by a person with proper authority in the organization, she might be on stronger footing. But they could just find some other reason, or state "no reason" for her termination, and that's perfectly legal in an at-will employment.
          • charcircuit 8 minutes ago
            If I ask my employer if I can start a YouTube channel and then after getting permission I start posting videos that make the company look bad, and showing how awesome competitor products were I wouldn't be surprised if I got fired. I wouldn't be fired for the account but what I did with it.
        • avs733 19 minutes ago
          Well in normal countries…firing them for something they did outside work. In American vernacular, something something free speech.
          • SoftTalker 10 minutes ago
            You have the right to free speech. Your employer, like anyone else, has a right to not be associated with what you say.
      • drewbitt 17 minutes ago
        Even if an employee has the authority to make a decision, executive leadership should still have the legal right to terminate someone if they disagree with that choice. Let's not make running a business illegal.
    • another_twist 7 minutes ago
      Wow. Cant you sue for wrongful termination ? I am assuming this was considered and not followed through. What are the legal details here ?
    • AdmiralAsshat 54 minutes ago
      How's the lawsuit going?
    • willio58 23 minutes ago
      It should be illegal to do what instacart did to your wife.
    • thinkindie 49 minutes ago
      I see this totally wild she even had to ask permission for running for office, or at least from an European perspective.
      • PyWoody 46 minutes ago
        I don't understand it from an American perspective. Is this a standard practice in large companies?
        • SoftTalker 13 minutes ago
          Political beliefs or views are not a "protected class" in US federal employment law. That said, most employers at least say that they support political participation, but once you start taking public actions it becomes a bit different.

          If a person made a large contribution or gave other public support to an extremist candidate, an employer might not want any association with that.

          If running for an office is going to take up a significant amount of one's time, such that it might impact availability for work during normal hours, an employer would care about that.

          In this specfic case, if she was featuring "I work for Instacart" in any way in her campaign they might care about that.

          If she was saying anything inflamatory or controversial, Instacart might not want to be associated with that.

          So running for a nonpartisan office such as a local council or school board or similar would normally not be any issue. Anything where party politics feature prominently is going to be riskier.

        • thinkindie 42 minutes ago
          Apparently.
      • 63stack 29 minutes ago
        I don't understand why this is getting downvoted, I'm surprised as well
    • herval 44 minutes ago
      They always had a slimy reputation. I interviewed there very early on and two of the engineers interviewing me told me they fire people 1 day from vesting constantly...
    • mondomondo 52 minutes ago
      [dead]
    • reticulates 56 minutes ago
      I am of course very sympathetic to your wife and think it is outrageous that someone should lose their job this way but also given the insane behavior of the Trump administration, it seems like Instacart had no choice. I hope she wins the lawsuit and gets paid out but I can’t hate Instacart for being pragmatic.
      • jkaplowitz 39 minutes ago
        > I can’t hate Instacart for being pragmatic

        Can you criticize them instead for firing her for something that their Chief Corporate Affairs Officer explicitly gave her permission to do? If it was a matter of pragmatism, they could have declined her request for permission. (One might separately argue about whether this should be a matter of right vs a matter of permission, but regardless, she did seek permission and was granted it.)

      • skeeter2020 27 minutes ago
        >> but also given the insane behavior of the Trump administration, it seems like Instacart had no choice

        That's a terrible attitude that's resulted in some of the worst behaviour of capitulation history has ever recorded. What will you call their "pragmatism" when your the target?

      • afavour 46 minutes ago
        How many examples do we need of the Trump administration doing some illegal move then getting slapped down by the courts? This would be a slam dunk for DoorDash. That they chose to capitulate instead is damning.
        • reticulates 29 minutes ago
          The courts eventually ruling against the administration doesn’t undo the harm caused. A Trump tirade against Instacart could be a death sentence for the business.
      • 01284a7e 52 minutes ago
        I can hate for you then.
        • dmit 48 minutes ago
          Same.
  • clcaev 2 minutes ago
    Over the past 50 years, antitrust enforcement has been driven by the “Consumer Welfare Standard” and this doctrine have intentionally let oligopolies form and flourish.

    https://en.wikipedia.org/wiki/Consumer_welfare_standard

  • thamer 50 minutes ago
    Since some other people are posting links about DoorDash, here’s one: https://www.nyc.gov/mayors-office/news/2026/09/mayor-mamdani...

    From the NYT version of this story:

    > DoorDash said the median payment to be returned to workers amounts to around $48. > City officials said about 700 workers are owed more than $10,000 each; more than 27,000 workers are owed more than $1,000; and more than 4,000 workers are owed more than $5,000.

    DoorDash also spent (from what I can tell) (1+1.4+1.8) million dollars to campaign against Mamdani.

    • toomuchtodo 49 minutes ago
      NYC recovered $131M in unpaid wages from DoorDash.

      https://www.nyc.gov/mayors-office/news/2026/09/mayor-mamdani...

      Culper Research released a report about a year ago indicating a large component of DoorDash labor is very likely undocumented workers (which is not meant to be derogatory towards these workers, but signal that DoorDash needs labor willing to take gig payments on offer to make the model work).

      https://img1.wsimg.com/blobby/go/cc91fda7-4669-4d1b-81ce-a0b...

      I don't think the platform economics are working post ZIRP ("zero interest rate policy") as wages rise and margins compress, would need more data to understand what forward curves look like.

  • joshstrange 1 hour ago
    > DoorDash to Acquire Instacart to Help Local Stores Win

    > to Help Local Stores Win

    Any local store will tell you DD is a necessary evil they put up with but strongly dislike overall. From the % of sales they take to the incredibly rude delivery drivers, DD is not well liked.

    On multiple occasions a family member's employees (or they, themselves) have had a DD delivery driver cut to the front of the line, interrupt the cashier, and shove their phone in their face. No words, no anything, just "here is the code/screen/whatever I need to show you to pick up the order". DD doesn't let stores rate delivery drivers so there isn't any recourse.

    • Toynbeeidea 11 minutes ago
      I worked at a local grocery store while unemployed, and I actually PREFERRED the Doordash/Instacart customers.

      Quite a few of them spoke no English, so yes, they'd just present their phone screen. I didn't take it as rude. It was a very clear and direct communication. A simple scan, and boom, nothing further needed, I could just scan their items. Thr QR code scan handled payment and everything. They almost always helped with doing thier own bagging: Time is money, after all.

    • brookst 1 hour ago
      Yeah mixed blessing at best. Increased volume, but not every 30-table restaurant is set up to do much more; kitchens are sized to expected in-person dining.

      And all the stuff you mention.

      The one restaurant owner I know who’s happy with DD set up an entirely separate kitchen in an industrial park. But to get to the DD revenue necessary to justify that investment, he had a couple of years of DD hell in his main restaurant.

      • ikety 32 minutes ago
        I hate industrial/ghost kitchens so much. Accidentally ordered from one with friends and it was so off-putting.

        Could see the kitchen areas through a window and they weren't necessarily dirty, but looked sketchy for some reason. Few people, robots delivering orders, one set of cooks making the food. Just dystopian.

        We might as well just build ready to eat food factories that pipe the slop directly into your house. We got rid of the "inconvenience" of going out to eat and enjoying a restaurant. Why not get rid of the pesky delivery middle-man too?

        • brookst 20 minutes ago
          Look up commissary kitchens. A ton of food is made that way, and I don’t see it as being all that different.

          And the DD-specific kitchen I know is basically just a typical restaurant kitchen minus attached dining. You can make slop in an industrial park, you can make slop in a real restaurant (I’ve certainly experienced that).

          Why in the world would it be necessary to have dining tables for a kitchen to make good food?

  • paxy 1 hour ago
    I’d cry “antitrust” but who are we kidding at this point. The relevant parties have likely been paid off already.
    • malfist 16 minutes ago
      But doordash says this merger means more choice for the consumer, how could antitrust play a role here? I mean, unless they're lying about removing choices from the market place will result in more choices in the market place, but doordash wouldn't do that would they?
    • boringg 1 hour ago
      I mean neither of these companies provide an important service. If they both disappeared tomorrow I think most people wouldn't care.
      • the__alchemist 54 minutes ago
        IMO grocery delivery is a game changer. I don't use either service, but use a different one[s]. Even with a tip (I have been doing $15/per delivery), it's not much more expensive than normal groceries at Trader Joe's etc, and I don't have to put on outdoor clothes, walk to my car, navigate traffic, navigate the aisles, wait in line, reverse... IMO big QOL of life increase.

        And second-order effects like I can always have fresh fruit + veggies / not worrying about rot by getting it in smaller quantities delivered more often.

        For those wondering about price: It's much cheaper than takeout or prepared food delivery, but more expensive than getting your own groceries. Offset a bit by less food waste.

        • toomuchtodo 52 minutes ago
          But if they were gone, the worst is you're putting pants on and getting your own products. There are not essential, they're simply a labor and regulatory arbitrage for gig workers to schlep product to consumers at very low wages.
          • Toynbeeidea 7 minutes ago
            Not everyone can just "put their pants on." For some, its more of an ordeal at a physical level.
          • reaperducer 8 minutes ago
            if they were gone, the worst is you're putting pants on and getting your own products

            Says someone with no problems putting on his pants and making a grocery run.

            Just try to remember your own words when you get older. You'll get your turn. Everyone does.

          • the__alchemist 50 minutes ago
            Valid!
      • stackskipton 45 minutes ago
        Antitrust does not have "important service" requirement. What has happened in gaming is another travesty but there is plenty of people who would say it's not "important service". Antitrust must be universal.
      • paxy 44 minutes ago
        Grocery delivery is an important service for a large chunk of the population. About 40 million people in the country (mostly low income) live in food deserts. Plenty more don't own cars. Doordash & co have burned VC money for a decade to monopolize the delivery pipeline so restaurants and grocery stores rarely hire their own drivers anymore. And now with this kind of consolidation they can raise their prices unchecked.
        • chunky1994 27 minutes ago
          Do you have a source that these low income Americans are the ones who are ordering food? My understanding was this was largely people with additional disposable income who were doing it for convenience and not necessity as the product for the price was a good enough trade off. I find it hard to believe low income Americans are getting their groceries delivered when they can’t afford the base prices for the most part.
      • cj 1 hour ago
        I know a lot of people who survive (almost) exclusively off take out and delivery. Especially in cities like NYC.
        • rovr138 57 minutes ago
          And takeout and delivery existed before this.
          • the__alchemist 49 minutes ago
            Takeout and prepared food delivery is much more expensive than grocery delivery.
      • stevetron 49 minutes ago
        TYVM. But I rely on Instacart as I live alone and can't drive anymore since my eye surgery 10 years ago. If I didn't have instacart I don't know how I'd ever get any groceries.
      • ocd 1 hour ago
        I'd be curious to see if it lowered food prices at all if these services and their upcharges weren't around anymore to influence pricing.
      • 999900000999 1 hour ago
        What if you’re disabled and need to order food ?
        • stevenwoo 51 minutes ago
          The way this was handled before these gig economy food delivery companies sprang up. People didn't automatically die of starvation because they were disabled and became adults prior to DoorDash. Medicaid and Meals on Wheels fill in some of the gaps depending upon age and state.
          • paxy 47 minutes ago
            These companies springing up put the old ones out of business. For example check the number of restaurants that hire their own drivers now. There's no going back to the "old way" when it doesn't exist. And now this kind of consolidation means they get to jack up prices however they want.
        • DaSHacka 51 minutes ago
          How many of their customers fit this description?
  • the__alchemist 58 minutes ago
    Hey - dumb question that is probably a derail: Is there a practical reason in the US to use Instacart over one of the Amazon services? It seems like they are fighting an uphill battle - Amazon has its own grocery warehouses (Prime food), and owns Whole foods. I haven't cross-shopped recently, but am having a hard time imagining them competing on price with either of those services. I suppose the obvious reason is you aren't limited to those two stores, so if you want specialty items, nice baked goods etc you would use Instacart?
    • paxy 41 minutes ago
      They do compete on price. Amazon charges for Prime, charges extra for delivery, and Whole Foods is generally among the more expensive grocery stores. Instacart offers a ton of cheap alternatives.
      • the__alchemist 19 minutes ago
        Do you find it, total price charged to card, to be competitive? What if you already have a Prime membership?
        • BugsJustFindMe 7 minutes ago
          > Do you find it, total price charged to card, to be competitive?

          Yes. Instacart has low cost retailers like Walmart and Aldi in many areas, and their prices blow Amazon groceries away. Now Walmart does also have their own service, so technically you can do that, but then you're limited to just them.

    • micromacrofoot 49 minutes ago
      Yeah instacart isn't limited to specific stores, you can even order from multiple stores and group them
  • tomsellin23 4 minutes ago
    Great, just one less competitor in the marketplace.
  • morelandjs 1 hour ago
    Man, can only imagine this is more bad news for delivery drivers.
  • ashu1461 20 minutes ago
    Doordash as an app or a business model always feel scammy and full of dark patterns.

    With this merger I have a feeling that things are only going to go worse.

  • ocd 1 hour ago
    I saw this show up in my newsreader and first thing that crossed my mind was the textbook example of eBay / PayPal acquiring everything, leaving us with probably the worst situation possible for auctions and payments.
  • inom155 7 minutes ago
    Wow, really didn't see this one coming.
  • mithr 37 minutes ago
    I'm mostly hoping this doesn't end up affecting Costco delivery, which works reasonably well and uses Instacart behind the scenes.
  • boringg 1 hour ago
    Am I on the wrong side of perspective? I imagine of these companies are at big risk in a turn down with low margin - competitive space. The model is a tough one to work

    Merging reduces platform inefficiencies and drivers can work both situation.

    I am actually amazed both companies are alive and making a profit.

    • rckclmbr 53 minutes ago
      > Merging reduces platform inefficiencies

      This was literally why Rockefeller was a big proponent of the monopoly. Unfortunately exploitation is the tradeoff that is enables

  • randbyte 6 minutes ago
    These two slimy companies do belong to each other. Perfect match made in hell.
  • hubraumhugo 1 hour ago
    I vividly remember the ZIRP era when there was a new food delivery (or e-scooter) startup almost every week.
  • htrp 1 hour ago
    food delivery stayed around, the e scooters not so much
  • micromacrofoot 46 minutes ago
    Great, both are generally terrible. Nothing like ordering a pizza and having it sit in someone's car for an hour with a driver who has no attachment to the restaurant, who could not care less about what you think. At least delivery drivers employed by the restaurant had some slight incentive to get food to you while it was still edible.

    Third party delivery services essentially break the chain of responsibility... food late and cold? tough luck, but please tip in advance. If you don't tip your driver will be very mad at you, maybe they'll text you about it, and we pay them so poorly that it's actually your fault for keeping them impoverished. Talk to our customer service bots and maybe we'll give you a $5 coupon for your next Doordash order.

  • lkey 1 hour ago
    "More Choice for Consumers"

    A truly laughable fig leaf for the non-existent anti-trust regulators.

  • Zestymarble45 55 minutes ago
    [flagged]