DoorDash-Instacart deal would rival Uber’s $2 billion ad business
Adweek’s Mitchell Parton reports that DoorDash’s roughly $17 billion agreement to buy Instacart would unify the two companies’ retail media networks under one parent.
Why it matters. If regulators approve the deal, CPGs lose a competitive bidding dynamic between DoorDash and Instacart’s ad networks, concentrating retail media leverage among fewer scaled platforms.
Signal from adweek.com · Mitchell Parton · read the original.
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