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Company Research18 Apr 2024
Companies That Had Their IPO in 2023: Cautious Optimism
The cautiously optimistic market in 2023 saw stocks rebounded upwards, and interest in IPOs picked up from the previous year.
Maplebear (CART) investor relations material
Maplebear 53rd Annual Nasdaq Investor Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.53rd Annual Nasdaq Investor Conference summary9 Dec, 2025
Key business insights and competitive positioning
Emphasizes a unique value proposition combining selection, quality, affordability, and convenience, with 1,800 retailers and white-label solutions for over 350 partners.
75% of orders are on-demand, with a median delivery time under 90 minutes and 25% delivered in under 30 minutes.
Double-digit growth sustained for seven quarters, attributed to competitive advantages and customer-centric offerings.
Serves a broad income spectrum, including EBT SNAP users, and works with retailers to encourage price parity for affordability.
Over 80% of GTV is non-exclusive, and enterprise relationships drive continued double-digit GTV growth even after exclusivity ends.
Enterprise and technology strategy
Enterprise business, now 20% of operations, leverages a single tech stack for both marketplace and enterprise, enabling rapid feature deployment.
Recent launch of AI solutions, including partnerships with major retailers like Kroger, to provide advanced technology and personalized experiences.
Enterprise relationships are sticky due to deep integration, offering unique market access not available to traditional competitors.
Investments in AI and R&D are ongoing, with a focus on expanding services and driving future growth.
Agentic and AI-driven personalization
Rapid progress toward agentic grocery shopping, integrating external context and personal preferences for seamless, personalized experiences.
Utilizes data from 1.5 billion orders to enhance personalization, considering dietary needs, allergies, and shopping behaviors.
Integration with GPT and adaptive approach to AI ensures presence wherever customers engage, leveraging proprietary data for differentiation.
Focus on customer engagement and behavior, with a belief that vertical expertise and data depth provide a lasting advantage.
Progress on retailer price parity adoption
Key gating factors for Agentic grocery adoption
Shopper efficiency impact on consumer pricing
Partial view of Summaries dataset, powered by Quartr API
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Q4 202513 Feb, 2026
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Eferix Drawings Google Play
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Frequently asked questions
Maplebear Inc., doing business as Instacart, is a North American technology company that specializes in grocery delivery and pick-up services. It operates in the United States and Canada, offering its services via a website and mobile app. Customers can order groceries and other household items from participating retailers, with the shopping and delivery being handled by personal shoppers. Instacart's platform provides a convenient solution for consumers looking to save time on grocery shopping, catering to a wide range of products including food, alcohol, consumer health items, pet care, and ready-made meals. The company is headquartered in San Francisco, California, and its shares are listed on the Nasdaq stock exchange.
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