Maplebear Inc. (operating as Instacart) filed a Form 425 on October 30, 2026, disclosing a definitive agreement under which DoorDash, Inc. will acquire the company, as communicated through a blog post made available beginning October 29, 2026.

Key Highlights

  • Definitive agreement signed: Instacart disclosed it has signed a definitive agreement to be acquired by DoorDash, Inc.
  • Merger structure: The transaction involves Ibiza Merger Sub, Inc., a wholly owned subsidiary of DoorDash, as a party to the Agreement and Plan of Merger.
  • Regulatory approvals required: Closing is subject to Hart-Scott-Rodino Act waiting period expiration, as well as clearances under Canada's Competition Act and the Israeli Economic Competition Law-1988.
  • Stockholder vote required: The filing notes the transaction requires requisite approval from Company stockholders, with a proxy statement/prospectus to be mailed after the Form S-4 Registration Statement is declared effective.
  • Form S-4 planned: DoorDash intends to file a registration statement on Form S-4 to register shares of DoorDash common stock to be issued in connection with the transaction.
  • Commission File No.: The Company's Commission File Number is listed as 001-41805.

Maplebear and DoorDash Announce Grocery Technology Combination

According to the filing, Maplebear Inc., the parent company of Instacart, has entered into a definitive merger agreement with DoorDash, Inc. The blog post included in the Form 425 describes the combination as bringing together "DoorDash's global consumer reach and logistics capabilities with Instacart's purpose-built grocery technology and trusted retailer and brand relationships." Instacart operates a grocery delivery marketplace and also provides enterprise technology services to retail partners, alongside an advertising and data business serving consumer brands.

The filing identifies the merger vehicle as Ibiza Merger Sub, Inc., a wholly owned subsidiary of DoorDash. Closing conditions disclosed in the communication include obtaining governmental and regulatory approvals across multiple jurisdictions, satisfaction or waiver of other closing conditions, and approval from Company stockholders. The filing also notes the risk that DoorDash common stock price fluctuations could affect the form of consideration that Company stockholders ultimately receive due to proration provisions.

The communication, filed pursuant to Rule 425 under the Securities Act of 1933 and deemed filed pursuant to Rule 14a-12 under the Exchange Act of 1934, cautions that forward-looking statements are the company's own and are "subject to risks and uncertainties that could cause actual results to differ materially from those projected." The filing references DoorDash's and the Company's respective Annual Reports on Form 10-K for the year ended December 31, 2025 as containing additional relevant risk factors.

What Was Disclosed

Maplebear Inc. filed a Form 425 disclosing a definitive agreement for DoorDash to acquire Instacart. The filing included a blog post announcing the transaction, a description of the merger parties, regulatory approval requirements, and details about planned proxy and registration filings with the SEC.