Instacart vs DoorDash
Side-by-side comparison of AI visibility scores, market position, and capabilities
NASDAQ: CART grocery marketplace at $3.22B FY2024 revenue with 1,400+ retailers and $1B+ Carrot Ads business; Caper Cart AI smart cart competing with DoorDash and Walmart+ for online grocery and CPG advertising.
About
Instacart (Maplebear Inc.) is a San Francisco-based grocery technology company — listed on NASDAQ (NASDAQ: CART) following its September 2023 IPO at a $9.9 billion valuation — operating the largest US online grocery marketplace with partnerships with 1,400+ retailers and 85,000+ stores (Kroger, Costco, Albertsons, Publix, Aldi, Whole Foods), 600,000+ shoppers who fulfill same-day delivery and pickup orders, and advertising technology (Instacart Ads) that enables consumer packaged goods brands to reach shoppers at the moment of purchase intent. Instacart generated $3.22 billion in total revenue in fiscal year 2024 (+11% year-over-year) and is developing Caper Cart (AI-powered smart shopping cart technology with integrated computer vision scanning), Carrot Ads (retail media network for CPG brands), and Instacart Platform (white-label grocery e-commerce infrastructure) as its technology expansion beyond the core marketplace. Founded in 2012 by Apoorva Mehta, who famously ordered beer as the first Instacart delivery to test the service.
67% US food delivery market share with $10.7B FY2024 revenue; 18M+ DashPass subscribers; Wolt acquisition ($8.1B, 2022) creates 25+ country international platform; autonomous delivery trials.
About
DoorDash is the largest food delivery and local commerce platform in the United States, founded in 2013 by Tony Xu, Stanley Tang, Andy Fang, and Evan Moore in Palo Alto, California, now headquartered in San Francisco and trading on NYSE (DASH). The company generated approximately $10.7 billion in revenues for FY2024, capturing approximately 67% of the U.S. food delivery market by order volume under CEO Tony Xu, who has expanded DoorDash's addressable market beyond restaurant delivery into grocery, convenience, retail merchandise, and alcohol delivery. The 2022 acquisition of Finnish delivery platform Wolt for approximately $8.1 billion transformed DoorDash into a global operator with presence across 25+ international markets spanning Europe, Japan, Australia, and Israel.
AI Visibility Head-to-Head
Key Details
Capabilities & Ecosystem
Also Compare
Instacart vs
Track AI Visibility in Real Time
Monitor how your brand performs across ChatGPT, Gemini, Perplexity, Claude, and Grok daily.