Instacart points to Walmart and Amazon as reasons its merger with DoorDash should be approved
Published . Updated .
Covered by 2 outlets: Grocery Dive, Yahoo Finance.
Who covered it: Center 1 · Not rated 1. How we rate outlets
Market Call
Think this story will push the stock up or down over the next three trading days? Make a free call and see what other readers think. Points are play money with no cash value.
Get these market calls by email
The week's biggest market-moving stories, Congress trades and Trump posts, with the tickers they touch. Free, one email a week.
Free. We only use your email to send the digest, never sell or share it, and every email has a one-click unsubscribe link. See our privacy policy.
“Those two giants are just going to continue to chip away at grocers across the U.S., and it’s actually going to reduce competition further,” Instacart’s chief commercial officer said in an interview.
Directly affected
- WMT Walmart+20.2% 30d
Named in this report.
- AMZN Amazon Com+5.3% 30d
Named in this report.
- DASH DoorDash+0.7% 30d
Named in this report.
Indirectly affected
- XLY Consumer Discretionary Select Sector SPDR+5.7% 30d
Consumer Discretionary Select Sector SPDR holds the consumer sector that Amazon.com belongs to, so it often moves with news about it.
- CPNG Coupang+18.5% 30d
Coupang is a peer of Amazon.com in catalog and mail-order houses; rivals often move on the same news.
- CDW Cdw+6.5% 30d
Cdw is a peer of Amazon.com in catalog and mail-order houses; rivals often move on the same news.
- W Wayfair
Wayfair is a peer of Amazon.com in catalog and mail-order houses; rivals often move on the same news.
- CHWY Chewy+8.5% 18d
Chewy is a peer of Amazon.com in catalog and mail-order houses; rivals often move on the same news.
- NSIT Insight Enterprises+1.3% 30d
Insight Enterprises is a peer of Amazon.com in catalog and mail-order houses; rivals often move on the same news.
- V Visa+14.9% 30d
Visa is a peer of DoorDash in business services; rivals often move on the same news.
- MA Mastercard
Mastercard is a peer of DoorDash in business services; rivals often move on the same news.
Price reaction, T-5 to T+3
| Ticker | T-5 | T-3 | T-1 | T0 | T+1 | T+2 | T+3 |
|---|---|---|---|---|---|---|---|
| WMT | +1.78% | +2.99% | base | +0.11% | after close | after close | after close |
| AMZN | -5.28% | +2.58% | base | +2.88% | after close | after close | after close |
| DASH | +5.89% | +10.58% | base | +0.77% | after close | after close | after close |
| XLY | +0.50% | +4.03% | base | +2.90% | after close | after close | after close |
| CPNG | -9.73% | +4.70% | base | +0.89% | after close | after close | after close |
| CDW | -4.15% | +7.50% | base | +4.81% | after close | after close | after close |
| W | +1.38% | +10.67% | base | +4.72% | after close | after close | after close |
| CHWY | -1.24% | +3.73% | base | +2.24% | after close | after close | after close |
| NSIT | +5.48% | +10.90% | base | +3.64% | after close | after close | after close |
| V | +0.68% | +3.31% | base | -0.06% | after close | after close | after close |
| MA | +0.84% | +3.02% | base | +0.38% | after close | after close | after close |
Closing-price change versus T-1, the last close before the story. T0 to T+3 fill in after each market close. Prices: Alpaca IEX.
Instacart points to Walmart and Amazon as reasons its merger with DoorDash should be approved Grocery Dive
Source: Grocery Dive
This story
| Company | When | Move | Status |
|---|---|---|---|
| AMZN | that day | +2.88% | final price |
| AMZN | three days earlier | +2.58% | final price |
| AMZN | five days earlier | -5.28% | final price |
| CDW | that day | +4.81% | final price |
| CDW | three days earlier | +7.50% | final price |
| CDW | five days earlier | -4.15% | final price |
| CHWY | that day | +2.24% | final price |
| CHWY | three days earlier | +3.73% | final price |
| CHWY | five days earlier | -1.24% | final price |
| CPNG | that day | +0.89% | final price |
| CPNG | three days earlier | +4.70% | final price |
| CPNG | five days earlier | -9.73% | final price |
| DASH | that day | +0.77% | final price |
| DASH | three days earlier | +10.58% | final price |
| DASH | five days earlier | +5.89% | final price |
| MA | that day | +0.38% | final price |
| MA | three days earlier | +3.02% | final price |
| MA | five days earlier | +0.84% | final price |
| NSIT | that day | +3.64% | final price |
| NSIT | three days earlier | +10.90% | final price |
| NSIT | five days earlier | +5.48% | final price |
| V | that day | -0.06% | final price |
| V | three days earlier | +3.31% | final price |
| V | five days earlier | +0.68% | final price |
| W | that day | +4.72% | final price |
| W | three days earlier | +10.67% | final price |
| W | five days earlier | +1.38% | final price |
| WMT | that day | +0.11% | final price |
| WMT | three days earlier | +2.99% | final price |
| WMT | five days earlier | +1.78% | final price |
| XLY | that day | +2.90% | final price |
| XLY | three days earlier | +4.03% | final price |
| XLY | five days earlier | +0.50% | final price |
Trades by members of Congress and officials in the stocks in this story
- Rep. Pete Sessions sold Walmart (WMT) (held by a spouse), worth $50,001 - $100,000 on 2 Oct 2026. That is 38 days before publication. Filed 27 Oct 2026. View the filing.
- Rep. Jonathan Jackson sold Walmart (WMT) (jointly held), worth $50,001 - $100,000 on 28 Sep 2026. That is 42 days before publication. Filed 19 Oct 2026. View the filing.
- Rep. Rohit Khanna bought Walmart (WMT) (held by a spouse), worth $1,001 - $15,000 on 25 Sep 2026. That is 45 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. Pete Sessions sold Amazon Com (AMZN), worth $15,001 - $50,000 on 27 Oct 2026. That is 13 days before publication. Filed 27 Oct 2026. View the filing.
- Rep. Pete Sessions sold Amazon Com (AMZN) (held by a spouse), worth $100,001 - $250,000 on 2 Oct 2026. That is 38 days before publication. Filed 27 Oct 2026. View the filing.
- Rep. Michael T. McCaul sold Amazon Com (AMZN) (held by a spouse), worth $1,001 - $15,000 on 28 Aug 2026. That is 73 days before publication. Filed 14 Oct 2026. View the filing.
- Rep. Rohit Khanna sold DoorDash (DASH) (held by a dependent child), worth $1,001 - $15,000 on 11 Sep 2026. That is 59 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. Gilbert Cisneros sold DoorDash (DASH), worth $1,001 - $15,000 on 28 Aug 2026. That is 73 days before publication. Filed 10 Sep 2026. View the filing.
- Donald J Trump, an executive branch official, bought Coupang (CPNG), worth $15,001 - $50,000 on 28 Aug 2026. That is 73 days before publication. Filed 8 Oct 2026. View the filing.
- Donald J Trump, an executive branch official, sold CDW, worth $500,001 - $1,000,000 on 21 Aug 2026. That is 80 days before publication. Filed 8 Oct 2026. View the filing.
- Rep. Gilbert Cisneros bought CDW, worth $1,001 - $15,000 on 19 Aug 2026. That is 82 days before publication. Filed 10 Sep 2026. View the filing.
- Rep. David J. Taylor sold Visa (V), worth $1,001 - $15,000 on 15 Oct 2026. That is 25 days before publication. Filed 29 Oct 2026. View the filing.
Public disclosure filings, not a recommendation. The filing link is the source document. News use of these reports still sits under 5 U.S.C. § 13107(c).
This story
25 out of 100
“Instacart points to Walmart and Amazon as reasons its merger with DoorDash should be approved” scores 25 out of 100. The score uses 2 sources.