Maplebear

CART

Market cap $10.4B

Instacart's (NASDAQ:CART) stock already reflects the intensifying competitive landscape in online grocery delivery, according to Goldman Sachs.

Instacart becomes the first retail media partner to enable targeting and closed-loop measurement directly within TikTok Ads Manager SAN FRANCISCO , Oct. 7, 2025 /PRNewswire/ -- Instacart (Nasdaq: CART) announced a new integration with TikTok that enables select CPG advertisers to tap into its first-party retail media data to enhance campaign targeting, drive seamless product purchases, and measure performance—all within TikTok Ads Manager. This new integration marks a milestone for retail media innovation, making Instacart the first retail media network (RMN) to offer advertisers end-to-end capabilities natively on TikTok.

United MileagePlus® members get $0 delivery fees on orders placed right before, during or shortly after domestic flights – a simple and fast way to stock the fridge at a rental, add items that were forgotten or just place an order that's ready when you get home MileagePlus members who are new to Instacart can also enjoy 5,000 bonus MileagePlus bonus miles when they sign up and complete four orders, and can earn an additional 5,000 miles if they enroll in an Instacart+ membership CHICAGO and SAN FRANCISCO , Oct. 6, 2025 /PRNewswire/ -- United (NASDAQ: UAL) and Instacart (NASDAQ: CART), today launched a new collaboration that gives the airline's loyalty members even more ways to save time, earn rewards, and unlock exclusive benefits when they shop with Instacart. In a first for an airline, Instacart is offering United MileagePlus members $0 delivery fees* on orders placed right before, during or shortly after they take a domestic flight – making it effortless to replace forgotten items on the go or restock their fridge the moment they arrive home.

Maplebear Inc. (NASDAQ:CART), operating as Instacart, saw its shares decline on Friday after research highlighted topline risks associated with rising competition in online grocery delivery.

The final trades of the day with CNBC's Melissa Lee and the Fast Money traders.

Shares of grocery-delivery app Instacart slid in afternoon trading Monday after rival DoorDash and supermarket giant Kroger said they were expanding an existing partnership to deliver more groceries to consumers' homes starting next month.

New Partnership Helps CPGs Quickly Identify Gaps, Take Action, and Improve In-Store Execution SAN FRANCISCO , Sept. 29, 2025 /PRNewswire/ -- Instacart (NASDAQ: CART) and Advantage Solutions Inc. (NASDAQ: ADV), a leading sales and marketing agency for consumer goods manufacturers and retailers, today announced a strategic partnership to help consumer packaged goods companies (CPGs) of all sizes improve in-store execution.

Customers can now track EBT SNAP-eligible items, clip digital coupons, earn cash back, and sign up for loyalty programs - all directly on the smart cart SAN FRANCISCO , Sept. 25, 2025 /PRNewswire/ -- Instacart (Nasdaq: CART), the leading grocery technology company in North America, today announced new savings features for its AI-powered Caper Carts , enhancing the omnichannel shopping experience.

New self-serve platform gives partners like Applegate, Coca-Cola Bottling Canada, and Advantage Solutions access to real-time grocery shopping trends across 1,800+ retail partners SAN FRANCISCO , Sept. 23, 2025 /PRNewswire/ -- Instacart (NASDAQ: CART) today introduced the Consumer Insights Portal (CIP), a new software platform for brands to access Instacart's first-party grocery shopping data in real time.

Maplebear, operating as Instacart, dominates the US grocery intermediary market and continues to show robust growth and profitability. It benefits from expanding partnerships, high-margin advertising, and investments in AI and logistics, driving further growth in a rapidly expanding online grocery sector. The company boasts strong financials, positive cash flow, and trades at a lower valuation compared to peers.