Maplebear (CART) 51st Nasdaq London Investor Conference summary

Key business learnings and opportunities

• Large total addressable market and leading digital-first position provide a strong foundation for growth.

• Deep, long-term retailer relationships and integrations are a unique competitive advantage.

• White-glove business development approach differentiates from other industries.

• Flexibility in managing P&L allows for both reinvestment and profitability improvements.

Competitive landscape and differentiation

• Operates in a highly competitive space with established players, maintaining a leading position in large basket digital grocery.

• Superior retailer integrations and order execution drive high found and fill rates and customer satisfaction.

• Broad selection from 1,500 retailers and fast delivery times are key differentiators.

• 80% of orders are on-demand, with half delivered in under 50 minutes.

Technology and operational efficiency

• Advanced inventory prediction combines retailer data and proprietary analytics to improve order accuracy.

• Real-time stock alerts and flexible substitution options enhance customer experience and reduce costs.

• Store planograms and bypass checkout streamline shopper efficiency.