Unhidea explains global investment research, selected interviews and market briefs. Explore source attribution, dates, key assumptions and the reasoning behind each article.
Bernstein estimates that the combined transaction value represents about 3.5% of the entire U.S. grocery market and about 23% of the online grocery market; looking only at third-party platforms, the share rises to 88%. The deal is still under negotiation, and financing arrangements have not been determined.
Bernstein ·
Bernstein sees the business logic of Instacart joining a larger platform, but is skeptical of a near-term deal: Uber’s financial commitments are tight, while DoorDash is busy with integrations and continues to build its own business. The bank’s acquisition scenario implies 68–74 dollars per share; a deal also depends on buyer interest and regulatory approval.
Bernstein ·
