DoorDash (DASH) Held Early Acquisition Talks With A Delivery Rival

DoorDash (NasdaqGS:DASH) has reportedly held early talks with Instacart about a possible acquisition. Instacart is said to be exploring a potential sale and has engaged DoorDash in preliminary discussions on terms. Any combination of DoorDash and Instacart would bring together two major US players in restaurant and grocery delivery. These early DoorDash and Instacart sale talks only capture one piece of the broader investment story for the delivery platform. Our analysis turns up 4 other big...