DoorDash收购Instacart的交易或面临FTC审查，因生活成本担忧作者：Jody Godoy 10月29日 - 食品配送巨头DoorDash斥资170亿美元收购Instacart的交易，很可能面临联邦贸易委员会（FTC）的审查。FTC一直关注可负担性问题，因为生活成本仍然是美国消费者持续面临的痛点，也是特朗普政府的一个主题。
DoorDash’s Instacart deal may draw FTC scrutiny amid cost-of-living concerns By Jody Godoy Oct 29 - Food delivery giant DoorDash's $17 billion acquisition of Instacart is likely to face scrutiny from the Federal Trade Commission, which has focused on affordability as the cost of living remains a persistent source of pain for US consumers and a theme of the Trump administration.
FTC传统上负责审查零售和杂货相关的并购交易，一直在关注钱包问题，并有审查配送应用商业惯例的记录。该机构正在就订阅惯例问题对Uber提起诉讼，并正在考虑制定一项规则，禁止食品配送服务收取意外费用。
The FTC, which traditionally handles the review of retail and grocery-related mergers, has been homing in on pocketbook issues and has a track record of scrutinizing delivery apps' business practices. The agency has an ongoing case against Uber over subscription practices, and is considering a rule to prohibit food delivery services from charging surprise fees.
去年，FTC表示，正在调查Instacart的定价实验行为。一项研究发现，该行为导致一些购物者在同一时间从同一商店订购相同商品时，支付的价格高于其他人。在消费者报告（Consumer Reports）和经济智库Groundwork Collaborative的研究引发批评后，Instacart终止了该做法。
Last year, the FTC said it was looking into Instacart's practice of running price experiments that a study found resulted in some shoppers paying more than others for the same items ordered from the same store at the same time. Instacart ended the practice following criticism after the study by Consumer Reports and Groundwork Collaborative, an economic think tank.
美国监管机构还采取了多项行动，称这些行动将帮助使肉类和鸡蛋等消费食品更加实惠，因为美国人正面临不断上涨的生活成本。
US regulators have also taken several actions they said would help make consumer foods like meat and eggs more affordable as Americans grapple with the rising cost of living.
Emarketer零售和电子商务分析师Zak Stambor表示，监管障碍是DoorDash-Instacart交易最大的不确定因素。该交易将为DoorDash进入其长期试图构建的杂货业务提供一条捷径。
Regulatory hurdles are the biggest wildcard for the DoorDash-Instacart deal, which would give DoorDash a shortcut into the grocery business it has long tried to build, said Zak Stambor, retail and ecommerce analyst at Emarketer.
他说：“两家公司之间存在显著的重叠，尤其是在杂货配送领域，因此该交易几乎肯定会引发反垄断审查。”
"There is meaningful overlap between the companies, especially in grocery delivery, so a deal would almost certainly draw antitrust scrutiny," he said.
不过，DoorDash在华盛顿并非新面孔。它支持特朗普总统免除小费税的计划，并今年早些时候向白宫送餐，以突出该政策如何为其司机节省了资金。
Still, DoorDash is not a new face in Washington. It supported President Donald Trump's plan to exempt taxes on tips, and delivered food to the White House earlier this year to highlight how the policy had saved its drivers money.
INSTACART V DOORDASH V UBER EATS 在独立配送应用中，Instacart与DoorDash和Uber Eats竞争，后两者都已扩展到杂货领域。这些应用派遣司机直接前往包括Kroger和Albertsons在内的商店购物。
INSTACART V DOORDASH V UBER EATS Among standalone delivery apps, Instacart competes with DoorDash and Uber Eats, which have both expanded into grocery. The apps dispatch drivers to shop directly at stores including Kroger and Albertsons.
Instacart去年宣布与Grubhub建立合作伙伴关系，Grubhub是另一家由私人持有的Wonder Group拥有的食品配送应用，用于配送杂货。
Instacart last year announced a partnership with Grubhub, another food delivery app owned by privately held Wonder Group, to deliver groceries.
DoorDash一直宣称其在杂货和零售领域处于领先地位，并在2月份表示，2025年其此类订单数量超过其他食品配送应用。该公司引用了YipitData的分析，YipitData是一家分析信用卡数据、电子邮件收据和其他来源以评估交易的公司。
DoorDash has touted its lead on grocery and retail, saying in February that it had more of those orders in 2025 than other food delivery apps. The company cited analysis by YipitData, a firm that analyzes credit card data, email receipts and other sources to gauge transactions.
监管机构在任何审查中都可能比较竞争对手的数据。根据YipitData提供给路透社的统计数据，去年DoorDash占据了包括零售、杂货和餐馆配送在内的所有订单的65.1%。根据YipitData对超过300万消费者电子邮件收据的分析，Uber Eats占25.8%，Instacart占9.1%。
Regulators will likely compare data on competitors as part of any review. Last year, DoorDash had 65.1% of all orders, including retail, grocery and restaurant delivery, according to statistics YipitData provided to Reuters. Uber Eats had 25.8% and Instacart 9.1% of orders, according to YipitData's analysis of more than 3 million consumers' email receipts.
但DoorDash可能会辩称，它还与Walmart、Amazon.com和Target以及较小的运营商Gopuff竞争，这些公司都从自己的商店和仓库提供杂货当日配送服务。
But DoorDash could argue it also competes with Walmart, Amazon.com and Target, and smaller operator Gopuff, all of which offer same-day delivery on groceries from their own stores and warehouses.
合并后的公司将共享大量关于美国人购物习惯的数据。Groundwork Collaborative主席Lindsay Owens批评了DoorDash拟收购Instacart的计划，称这“显然是非法的，并将令人震惊的大量监控和定价技术集中在一家公司”。收集和分析购物者数据以制定定价和广告策略，已成为许多公司的有利可图的业务。
The combined companies would share an enormous amount of data on Americans' shopping habits. Groundwork Collaborative President Lindsay Owens criticized DoorDash's proposed acquisition of Instacart, saying it "would be obviously illegal and consolidate an alarming amount of surveillance and pricing technology in one company.”Gathering and analyzing shoppers' data to inform pricing and advertising strategies has become a lucrative line of business for many companies.
美国联邦贸易委员会周三启动了一项研究，调查包括DoorDash和Instacart在内的公司是否以及如何利用个别购物者的数据来设定价格和司机工资。
The FTC on Wednesday launched a study of whether and how companies including DoorDash and Instacart use individual shoppers' data to set prices and wages for drivers.