Maplebear

CART

Market cap $11.3B

Instacart (NASDAQ:CART) is seeing early signs that price parity, in which grocers charge the same prices online as in-store, could become a meaningful growth lever, according to a new Jefferies survey of US grocery delivery users. The firm reiterated its Buy rating on the stock and raised its price target to $56 from $48.

The Amplify Online Retail ETF (IBUY) has rallied over the past month, signaling a robust appetite for online consumer discretionary spending despite persistent macroeconomic headwinds. Outsized gains in specialized healthcare retail and online travel names have driven performance for IBUY's underlying index.

New "Immersive Feed" Experience Gives Consumers a More Engaging Way to Discover and Shop Meals and Recipes Hellmann's, Kettle & Fire, Rachael Ray® Nutrish™, and Siete Foods Among First Brand Partners Piloting New Ad Surface to Drive Even More Inspiration and Conversion on Instacart SAN FRANCISCO and CANNES, France, June 22, 2026 /PRNewswire/ -- Instacart (NASDAQ: CART), the leading grocery technology company in North America, today introduced "Immersive Feed," a new short-form, vertical video feed that showcases meals and recipes, currently in pilot as part of Instacart's suite of inspiration ads. Customers can now browse the video feed directly within their favorite retail storefronts on Instacart and seamlessly add items to their cart.

Instacart stands out as a differentiated small/mid-cap growth opportunity in a top-heavy market. CART has underperformed the S&P 500, losing ~5% YTD, but continues to deliver consistent top-line and profit growth. I maintain a "Buy" rating on CART, emphasizing its strong fundamentals and uncorrelated success drivers.

Cash App says several new retailers now offer its payment products at checkout. The new integrations with Afterpay and Cash App Pay are designed to give shoppers greater flexibility, the Block-owned company announced in a news release Monday (June 8).

Maplebear Inc. (CART) Presents at 2026 Baird Global Consumer, Technology & Services Conference Transcript

The launch gives Weis customers real-time spend tracking, personalized coupons, and seamless loyalty rewards SAN FRANCISCO and SUNBURY, Pa., June 4, 2026 /PRNewswire/ -- Instacart (Nasdaq: CART), the leading grocery technology company in North America, and Weis Markets, a Mid-Atlantic food retailer, today announced the launch of Caper Carts at select Weis locations in Pennsylvania with additional rollouts planned throughout the year.

SAN FRANCISCO--(BUSINESS WIRE)--Vida Health, a value-based, virtual cardiometabolic provider that enables patients to manage metabolic instability, today announced a partnership with Instacart (NASDAQ: CART), the leading grocery technology company in North America, to expand access to nutritious food for Vida members nationwide through the use of Instacart Health Fresh Funds, category-specific grocery stipends. The collaboration connects Vida's members directly to Instacart, with funds that ena.

SAN FRANCISCO, May 26, 2026 /PRNewswire/ -- Instacart (NASDAQ: CART) today announced that Emily Reuter, CFO, will participate in a fireside chat at the Baird Global Consumer, Technology & Services Conference on Thursday, June 4th, 2026 at 10:15 a.m. ET. An audio webcast of the event will be available on Instacart's Investor Relations website at https://investors.instacart.com/.

Ace Hardware is now available nationwide on the Instacart Marketplace with no markups and a limited-time offer SAN FRANCISCO and OAK BROOK, Ill., May 14, 2026 /PRNewswire/ -- Instacart (NASDAQ: CART), the leading grocery technology company in North America, and Ace Hardware, the world's largest hardware cooperative, today announced a new partnership that brings Ace's trusted assortment of home preservation essentials, tools, grilling and barbeque must-haves, and lawn and garden supplies directly to customers' doorsteps in as fast as one hour.