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TUE, 22 SEPT · 78 ITEMS
"DoorDash and Uber expand delivery partnership, threatening Instacart's market share" — Business Insider · Geopolitics & Markets
DoorDash and Uber Eats are expanding their grocery-delivery partnership, most recently by adding Costco as a partner, which intensifies competition for Instacart in the U.S. grocery delivery market. The expansion signals that the two delivery giants are increasingly competing directly with Instacart for grocers' and consumers' delivery business, potentially eroding Instacart's dominant share.
The claim is broadly consistent with reporting from multiple outlets, including Business Insider and the Winnipeg Free Press, which confirm DoorDash and Uber Eats are expanding their U.S. grocery offerings, including a new Costco partnership. However, the specific threat to Instacart's is presented as an opinion/analysis rather than a hard data point, and the underlying sources are news reports rather than a primary filing or dataset.
This is genuinely new reporting from September 17, 2026, based on the verified publication window, though it builds on a longer trend of DoorDash and Uber expanding grocery delivery over the past year.
We previously covered Instacart's CEO commenting on Amazon's grocery expansion in September 2025, which is related but distinct from this DoorDash/Uber-Costco story. We also covered Kroger's delivery expansion with DoorDash in September 2025, which is a similar competitive dynamic.