DoorDash tells employees not to connect with Instacart peers on LinkedIn. It's an uncommon M&A ask

Impact · against what's priced in

The LinkedIn restriction is a procedural detail of the existing M&A agreement and does not alter the fundamental valuations of DoorDash or Instacart. While it highlights regulatory sensitivity, the market has already priced in the deal's timeline and the associated antitrust risks.

CART+0.00

Already priced in

The price assumes

risk that competing delivery platforms like DoorDash and Uber Eats will capture more national retail partnerships