Instacart 正在探索出售事宜，并已与 DoorDash 和 Uber 进行了至少初步的谈判。《The Information》的 Valida Pau、Jessica E. Lessin 和 Cory Weinberg 于 10 月 23 日援引知情人士消息报道了此事。该媒体称，这家杂货配送公司正与一家投资银行合作权衡各种选项。
Instacart is exploring a sale and has held at least preliminary talks with DoorDash and Uber. Valida Pau, Jessica E. Lessin and Cory Weinberg reported this for The Information on 23 October, citing people familiar with the matter. The grocery delivery company is working with an investment bank to weigh its options, the outlet said.
《The Information》随后报道称，与 Uber 的谈判似乎已告吹。彭博社的 Mark Gurman 从其自身消息源处获悉相同信息：Uber 已退出谈判，双方不再进行磋商。TNW 未能独立核实上述任何一份报道。
The talks with Uber appear to have fizzled, The Information said later. Bloomberg’s Mark Gurman heard the same from his own source: Uber walked away, and the two sides are no longer in talks. TNW has not independently verified either report.
据《The Information》称，与其他公司的讨论处于早期阶段，可能不会达成交易。
Discussions with other companies are early and may not lead to a deal, according to The Information.
彭博社称，受该报道影响，Instacart 股价于周五上涨 9.2% 至 56.44 美元。这使该公司（以 Maplebear 名义上市交易）的市值达到 131 亿美元。Uber 股价下跌 3.4%，DoorDash 股价下跌 3.5%。
Shares jump 9% Instacart shares rose 9.2% to $56.44 on Friday after the report, Bloomberg said. That gave the company, which trades as Maplebear, a market value of $13.1bn. Uber shares fell 3.4% and DoorDash shares 3.5%.
据路透社报道，《The Information》估算，按典型的 30% 至 40% 收购溢价计算，Instacart 的估值约为 160 亿至 170 亿美元。Instacart 拒绝就此向彭博社和路透社置评。
A typical takeover premium of 30% to 40% would value Instacart at roughly $16bn to $17bn, The Information estimated, according to Reuters. Instacart declined to comment to both Bloomberg and Reuters.
DoorDash 曾于 2021 年尝试收购 Instacart，当时估值为 400 亿至 500 亿美元，《The Information》当时曾报道此事。因担心在拜登政府领导下无法通过反垄断审查，谈判随之终止。Instacart 那一年在私募融资轮中的估值为 390 亿美元，并于 2023 年上市。
DoorDash tried before DoorDash held talks to buy Instacart once before, in 2021, at a valuation of $40bn to $50bn, The Information reported at the time. Worries about antitrust approval under the Biden administration ended them. Instacart was valued at $39bn in a private round that year and went public in 2023.
此后，两家潜在买家均持续进行收购。Uber 于 7 月同意以 148 亿美元收购 Delivery Hero。本月，Uber 同意以 23 亿美元收购 ezCater。DoorDash 去年收购了 Deliveroo。
Both possible buyers have been spending since. Uber agreed a $14.8bn Delivery Hero takeover in July. This month it agreed to buy ezCater for $2.3bn. DoorDash bought Deliveroo last year.
路透社指出，任一交易都可能引来反垄断审查，因为这将把美国最大的两个食品配送平台合二为一。
Either deal could draw antitrust scrutiny, Reuters noted, because it would combine two of the biggest food delivery platforms in the US.
Emarketer 分析师 Zak Stambor 告诉路透社，为何现在出售可能说得通。
Squeezed from both sides Zak Stambor, an analyst at Emarketer, told Reuters why a sale could make sense now.
“Instacart 面临被挤压的风险，一边是零售商自建数字渠道，另一边是能够将杂货与其他服务捆绑的大型平台，这给了消费者更多理由持续回流。”Emarketer 分析师扎克·斯坦博尔（Zak Stambor）表示。
“Instacart risks getting squeezed between retailers building their own digital channels and larger platforms that can bundle grocery with other services, giving consumers more reasons to keep coming back.”
斯坦博尔说，一笔交易可能为 Instacart 提供竞争所需的资源和触达范围。他认为这很有可能，因为特朗普政府表现出了“更大意愿”批准交易，尽管这或许要以出售部分业务为代价。
Zak Stambor, Emarketer A deal could give Instacart the resources and reach to compete, Stambor said. He called it plausible because the Trump administration has shown “greater willingness” to approve deals, though perhaps at the cost of selling off parts of the business.
据路透社报道，亚马逊也在扩展“Amazon Now”服务，可在 30 分钟或更短时间内送达杂货和日用品。Instacart 方面则称，其 AI 生成的购物车表现优于其平均购物篮。DoorDash 首席执行官徐璇（Tony Xu）表示，AI 智能体将增加配送需求。
Amazon is also expanding Amazon Now, which delivers groceries and essentials in 30 minutes or less, Reuters reported. Instacart, for its part, says its AI-built carts beat its average basket. DoorDash chief executive Tony Xu has said AI agents will increase delivery demand.
Instacart 将于 11 月 5 日发布季度财报，DoorDash 将于 11 月 4 日发布。
Instacart reports quarterly results on 5 November, and DoorDash on 4 November.