Instacart reportedly discussed selling itself with DoorDash and Uber

Impact · against what's priced in

The potential sale of Instacart creates a catalyst for CART by introducing a premium exit path that the market had previously declined to price in. For DASH and UBER, the news is marginally negative as it confirms the competitive pressure on CART but introduces the risk of expensive consolidation costs.

CART+0.60

Challenges what's priced in

The price assumes

The upside from AI-powered enterprise tools and Caper Carts