DoorDash’s $17B Instacart Deal & the Loyalty Tax Retailers Pay
Welcome to another edition of Retail Roundup, your weekly brief helping retail leaders decode the biggest shifts in retail, AI, and commerce. This week, Jeremy Goldman joins Aidan Mittra (OrderGrid), Avani Oswal (Catalyst Ventures), and Brittain Ladd (Independent Advisory) to discuss DoorDash’s deal for Instacart, Anthropic’s IPO filing, and the lawsuit over Dollar General’s checkout prices. After the break, Brenda Higuchi (Exchange Solutions) turns to another cost retailers often overlook: loyalty spend that rewards purchases that would have happened anyway. INSIDE THE EPISODE: Who should…
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