What DoorDash’s proposed acquisition of Instacart means for Uber, Amazon and the rest of the quick commerce space
Published . Updated .
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This report does not map to a usual set of affected companies.
Directly affected
- DASH DoorDash+5.9% 30d
Named in this report.
- UBER Uber Technologies+1.1% 30d
Named in this report.
- AMZN Amazon Com+6.7% 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+22.8% 30d
Coupang is a peer of Amazon.com in catalog and mail-order houses; rivals often move on the same news.
- CDW Cdw+15.4% 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+3.5% 30d
Chewy is a peer of Amazon.com in catalog and mail-order houses; rivals often move on the same news.
- NSIT Insight Enterprises+9.8% 30d
Insight Enterprises is a peer of Amazon.com in catalog and mail-order houses; rivals often move on the same news.
- V Visa+18.7% 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 |
|---|---|---|---|---|---|---|---|
| DASH | -5.96% | -5.40% | base | +6.20% | +2.39% | +10.99% | +0.46% |
| UBER | +1.38% | +0.07% | base | +2.25% | +2.11% | +7.21% | +5.46% |
| AMZN | +3.66% | +5.97% | base | +2.24% | +4.32% | +10.73% | +7.98% |
| XLY | -0.96% | -0.06% | base | +2.40% | +1.70% | +6.04% | +1.71% |
| CPNG | -4.31% | -1.67% | base | +2.30% | +6.12% | +18.65% | +14.44% |
| CDW | +6.14% | +5.80% | base | -2.09% | -2.82% | +9.82% | +2.86% |
| W | -2.54% | -1.62% | base | -2.47% | -3.98% | +6.46% | -2.16% |
| CHWY | +2.87% | -3.10% | base | +4.60% | +3.66% | +9.86% | +8.13% |
| NSIT | +3.53% | +2.89% | base | -3.40% | -3.21% | +1.57% | -11.29% |
| V | -2.22% | -3.03% | base | +2.90% | +1.65% | +5.47% | +2.15% |
| MA | -3.81% | -4.29% | base | +3.17% | +1.42% | +5.25% | +2.74% |
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.
What DoorDash’s proposed acquisition of Instacart means for Uber, Amazon and the rest of the quick commerce space Modern Retail
Source: Modern Retail
This story
| Company | When | Move | Status |
|---|---|---|---|
| AMZN | that day | +2.24% | final price |
| AMZN | the next day | +4.32% | final price |
| AMZN | two days later | +10.73% | final price |
| AMZN | three days later | +7.98% | final price |
| AMZN | three days earlier | +5.97% | final price |
| AMZN | five days earlier | +3.66% | final price |
| CDW | that day | -2.09% | final price |
| CDW | the next day | -2.82% | final price |
| CDW | two days later | +9.82% | final price |
| CDW | three days later | +2.86% | final price |
| CDW | three days earlier | +5.80% | final price |
| CDW | five days earlier | +6.14% | final price |
| CHWY | that day | +4.60% | final price |
| CHWY | the next day | +3.66% | final price |
| CHWY | two days later | +9.86% | final price |
| CHWY | three days later | +8.13% | final price |
| CHWY | three days earlier | -3.10% | final price |
| CHWY | five days earlier | +2.87% | final price |
| CPNG | that day | +2.30% | final price |
| CPNG | the next day | +6.12% | final price |
| CPNG | two days later | +18.65% | final price |
| CPNG | three days later | +14.44% | final price |
| CPNG | three days earlier | -1.67% | final price |
| CPNG | five days earlier | -4.31% | final price |
| DASH | that day | +6.20% | final price |
| DASH | the next day | +2.39% | final price |
| DASH | two days later | +10.99% | final price |
| DASH | three days later | +0.46% | final price |
| DASH | three days earlier | -5.40% | final price |
| DASH | five days earlier | -5.96% | final price |
| MA | that day | +3.17% | final price |
| MA | the next day | +1.42% | final price |
| MA | two days later | +5.25% | final price |
| MA | three days later | +2.74% | final price |
| MA | three days earlier | -4.29% | final price |
| MA | five days earlier | -3.81% | final price |
| NSIT | that day | -3.40% | final price |
| NSIT | the next day | -3.21% | final price |
| NSIT | two days later | +1.57% | final price |
| NSIT | three days later | -11.29% | final price |
| NSIT | three days earlier | +2.89% | final price |
| NSIT | five days earlier | +3.53% | final price |
| UBER | that day | +2.25% | final price |
| UBER | the next day | +2.11% | final price |
| UBER | two days later | +7.21% | final price |
| UBER | three days later | +5.46% | final price |
| UBER | three days earlier | +0.07% | final price |
| UBER | five days earlier | +1.38% | final price |
| V | that day | +2.90% | final price |
| V | the next day | +1.65% | final price |
| V | two days later | +5.47% | final price |
| V | three days later | +2.15% | final price |
| V | three days earlier | -3.03% | final price |
| V | five days earlier | -2.22% | final price |
| W | that day | -2.47% | final price |
| W | the next day | -3.98% | final price |
| W | two days later | +6.46% | final price |
| W | three days later | -2.16% | final price |
| W | three days earlier | -1.62% | final price |
| W | five days earlier | -2.54% | final price |
| XLY | that day | +2.40% | final price |
| XLY | the next day | +1.70% | final price |
| XLY | two days later | +6.04% | final price |
| XLY | three days later | +1.71% | final price |
| XLY | three days earlier | -0.06% | final price |
| XLY | five days earlier | -0.96% | final price |
Trades by members of Congress and officials in the stocks in this story
- Rep. Rohit Khanna sold DoorDash (DASH) (held by a dependent child), worth $1,001 - $15,000 on 11 Sep 2026. That is 52 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 66 days before publication. Filed 10 Sep 2026. View the filing.
- Rep. Rohit Khanna bought DoorDash (DASH) (held by a dependent child), worth $1,001 - $15,000 on 10 Aug 2026. That is 84 days before publication. Filed 4 Sep 2026. View the filing.
- Donald J Trump, an executive branch official, bought Uber Technologies (UBER), worth $50,001 - $100,000 on 28 Aug 2026. That is 66 days before publication. Filed 8 Oct 2026. View the filing.
- Donald J Trump, an executive branch official, bought Uber Technologies (UBER), worth $15,001 - $50,000 on 17 Aug 2026. That is 77 days before publication. Filed 8 Oct 2026. View the filing.
- Rep. Michael T. McCaul sold Uber Technologies (UBER) (held by a spouse), worth $15,001 - $50,000 on 7 Aug 2026. That is 87 days before publication. Filed 14 Oct 2026. View the filing.
- Rep. Pete Sessions sold Amazon Com (AMZN), worth $15,001 - $50,000 on 27 Oct 2026. That is 6 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 31 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 66 days before publication. Filed 14 Oct 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 66 days before publication. Filed 8 Oct 2026. View the filing.
- Donald J Trump, an executive branch official, bought Coupang (CPNG), worth $1,001 - $15,000 on 10 Aug 2026. That is 84 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 73 days before publication. Filed 8 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
12 out of 100
“What DoorDash’s proposed acquisition of Instacart means for Uber, Amazon and the rest of the quick commerce space” scores 12 out of 100. The score uses 1 sources.