DoorDash-Instacart Deal Hinges on Antitrust Market Definition

Posted on by Eben@CANSLIM Research

In a report weighing whether a DoorDash and Instacart combination would survive antitrust review, and setting out four ways to frame the market, the analysis concludes that the strategic case is sound but the regulatory case is genuinely uncertain. The note follows reports that DASH was in advanced talks to acquire CART, with a deal potentially closing within the week, while stressing that nothing is guaranteed.

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