消息称 Instacart 正与 Uber、DoorDash 洽谈出售，股价周五大涨约9%
旧金山——据《信息报》（The Information）10月23日（周五）援引知情人士报道，美国生鲜杂货配送公司 Instacart 正在探索出售的可能性，并已与潜在买家 Uber 与 DoorDash 进行了初步洽谈。消息传出后，Instacart 股价周五收涨约9%。路透社与彭博社均转述了这篇报道。
按10月22日（周四）收盘价计算，Instacart 的市值约为120亿美元。报道称，按近期科技交易常见的30%至40%收购溢价计算，交易对 Instacart 的估值约为160亿至170亿美元。报道同时强调，洽谈仍在进行中，不保证最终达成交易。Instacart 对路透社的置评请求不予置评，Uber 与 DoorDash 未立即回应。周五收盘，Uber 股价跌约3%，DoorDash 跌约4%。
若交易成行，买家将把 Instacart 已建立的配送市场与零售商关系，与自身庞大的配送网络与客户群结合，进一步扩大线上杂货配送版图；但路透社指出，此类交易也可能招致反垄断审查，因为它将使美国最大的两家外卖平台之一进一步做大，并加入行业整合浪潮——今年7月，Uber 刚达成以近150亿美元收购德国外卖公司 Delivery Hero 的交易。市场研究机构 eMarketer 分析师 Zak Stambor 表示，Instacart 面临被夹在自建数字渠道的零售商与能把杂货与其他服务打包的大平台之间的风险，“对 Instacart 而言，一笔交易能提供的资源与覆盖面，可能比它独自竞争更有效。”去年，Instacart 已把 Instacart+ 会员免费配送的最低订单额降至10美元，而 DoorDash 与 Uber Eats 都在扩张杂货与便利品配送，亚马逊也在扩大30分钟送达的 Amazon Now 服务。
（GSM 据路透社10月23日报道整理；洽谈消息源自《信息报》援引知情人士的报道，交易尚未确认）
Instacart in Talks With Uber and DoorDash Over a Possible Sale, Shares Jump About 9% on Friday
SAN FRANCISCO — Instacart is exploring a possible sale and has held preliminary discussions with potential buyers including Uber and DoorDash, The Information reported on Friday, October 23, citing people familiar with the matter. Shares of Instacart closed about 9% higher on Friday. Reuters and Bloomberg both relayed the report.
Instacart had a market value of about $12 billion as of Thursday's close. A typical takeover premium of 30% to 40% would value the company at roughly $16 billion to $17 billion, based on recent public technology deals, the report said. Discussions are ongoing with no guarantee of a deal, the report added. Instacart declined to comment when contacted by Reuters, while Uber and DoorDash did not immediately respond. Shares of Uber closed down around 3% and DoorDash about 4% lower on Friday.
A takeover by Uber or DoorDash could bolster the buyer's online grocery delivery ambitions by combining Instacart's established marketplace and retailer ties with its own vast delivery network and customer base. But either deal could draw antitrust scrutiny, Reuters noted, as it would bulk up two of the biggest food-delivery platforms in the US and add to a wave of consolidation: in July, Uber struck a nearly $15 billion deal to buy Germany's Delivery Hero. "Instacart risks getting squeezed between retailers building their own digital channels and larger platforms that can bundle grocery with other services," Emarketer analyst Zak Stambor said. "For Instacart, a deal could provide the resources and reach to compete more effectively than it could on its own." Last year, Instacart lowered its minimum order for free delivery for Instacart+ members to $10, as rivals DoorDash and Uber Eats expand grocery and convenience delivery, and Amazon expands its 30-minute Amazon Now service.
(GSM, from Reuters, October 23; the sale talks were reported by The Information citing people familiar with the matter, and no deal is confirmed)
来源：GSM·美国（原文链接）
图片来源：美国超市生鲜货架，资料图。照片：Pokemonprime，CC BY 4.0，经 Wikimedia Commons
