CART Maplebear Inc.

45.67USD+3.21%Mkt Cap: 10.84B $P/E: 24.96

Maplebear Inc., doing business as Instacart, operates as a technology and enablement partner for the grocery industry in the United States and internationally. The company offers Instacart Marketplace which helps retaile…

HeadlineSourceTime
Older
Dollar General (DG) After Instacart Delivery Push Has A Modest Undervalued Narrative

Dollar General (DG) just rolled out a same day delivery partnership with Instacart that starts with roughly 7,000 stores and is planned to reach about 20,000 locations across 48 states this fall. These delivery and merchandising moves come after a mixed run for Dollar General’s stock, with the share price down 10.36% year to date but up 6.46% over the past 90 days, while the 1 year total shareholder return of 21.07% indicates improving momentum. Scan how Dollar General’s delivery pivot...

Simply Wall St.
Dollar General (DG) Brings Same Day Delivery to Thousands of Stores Nationwide

Dollar General (NYSE:DG) has partnered with Instacart to offer same-day delivery of everyday essentials to customers across the United States. The service is scheduled to roll out across thousands of Dollar General locations in multiple states before expanding nationwide. Shoppers will be able to order a broad mix of household items and groceries from Dollar General through Instacart’s online and app-based platform. This new Instacart delivery tie up at Dollar General sits alongside wider...

Simply Wall St.
Inside McDonald’s push to have AI price your Big Mac

By Waylon Cunningham NEW YORK, Sept 29 (Reuters) - McDonald’s is increasingly using artificial intelligence to guide menu prices across the U.S. and some global markets, a plan that aims to boost

Reuters
Implied Volatility Surging for Instacart Stock Options

Investors need to pay close attention to CART stock based on the movements in the options market lately.

Zacks
Instacart vs. Walmart vs. Amazon: 7 Best Grocery Delivery Services in 2026

Wondering what the best grocery delivery service is for you? Here are the details on nine options that could help you save time (and your sanity). This was originally published on The Penny Hoarder, a personal finance website that empowers millions of readers nationwide to make smart decisions with their money through actionable and inspirational advice, and resources about how to make, save and manage money.

TThe Penny Hoarder
1 Profitable Stock with Impressive Fundamentals and 2 That Underwhelm

While profitability is essential, it doesn’t guarantee long-term success. Some companies that rest on their margins will lose ground as competition intensifies — as Jeff Bezos said, “Your margin is my opportunity”.

StockStory
Instacart's Chief Accounting Officer Sells Over 3,000 Shares After the Stock Falls from a One-Year High

The platform provider for the grocery industry reported a notable insider stock sale.

Motley Fool
Costco killed a popular member perk and finally says why

Some of the deals members lost may come back, but Costco isn’t saying which ones.

TheStreet
The Friday Checkout: Grocery AI is in full hype mode right now

The fast-evolving technology was the focus of this year’s Groceryshop. But amid all the optimism, key executives sounded notes of caution.

Grocery Dive
META Stock Is Set For Its Best Month In Over 13 Years — It’s Inches Away From $2 Trillion Market Cap

Meta shares are experiencing their strongest monthly surge in over a decade, driven by strong consumer adoption of its new Muse AI assistant.

Stocktwits
Home Depot (HD) Stock Could Be 7% Overvalued Following Gig Delivery Cost Questions

Home Depot has seen its share price slide over the past year, and that pullback puts the spotlight squarely on a simple question for investors who care about valuation: whether the current market price still lines up with the cash the business is expected to generate. The stock story has become less about momentum and more about what its cash flows can justify. Over the past 12 months, Home Depot shares have fallen 25.5%, which puts recent buyers and long term holders in the same place,...

Simply Wall St.
StockStory
The Biggest AI Adoption RIsk

Former Instacart President and current Beacon CEO Nilam Ganenthiran says the biggest obstacle to AI adoption is trust. He explains why AI is "arming both the good guys and bad guys," how safety fears are holding back the real economy, and why Beacon is building what he calls an "AI-native Berkshire Hathaway."

Bloomberg
Instacart and DoorDash wrestle with online grocery’s growing affordability problem

Cost concerns have long challenged e-grocery, and addressing the issue is becoming more urgent as consumer price sensitivity rises, executives of the companies said.

Grocery Dive
Meta Maps Out Muse Monetization Strategy: Tap With ETFs or Stock?

Meta's Muse AI agent is expanding into commerce ahead of the holiday season. Can it unlock a new revenue stream?

Zacks
Maplebear (CART) Expands Same Day Delivery To 20,000 Stores

Instacart (NasdaqGS:CART), operated by Maplebear, announced an expanded relationship with Dollar General to provide same-day delivery from thousands of stores across the United States. The business is adding Gopuff inventory into the Instacart Marketplace, giving customers access to rapid delivery convenience items through Instacart’s app and website. Gopuff’s arrival on the platform also feeds into Instacart’s retail media offering, increasing available ad inventory for brands targeting...

Simply Wall St.
Meta Platforms Unveils Muse AI Agent, Expands Smart Glasses and VR Push

Meta Platforms (NASDAQ:META) used its Connect event to outline an expanded artificial intelligence strategy centered on Muse, a personal agent the company said is designed to help users complete tasks, manage information and interact across devices. The event’s keynote speaker described personal su

MarketBeat
Why Instacart (CART) Shares Are Trading Lower Today

Shares of online grocery delivery platform Instacart (NASDAQ:CART) fell 2.4% in the afternoon session after the market digested the long-term implications of the company's new integration with Meta's Muse AI.

StockStory
Meta Rallies Into Connect Conference. Why The Muse AI Agent Is Sending Some Stocks Lower.

Meta stock is riding high as the social media giant readies its annual Connect conference, helped by buzz around Muse AI.

Investor's Business Daily
Airbnb Makes Major Push Beyond Rentals

The expansion brings Airbnb closer to travelers' full trip spending

GuruFocus.com
Airbnb Adds a New Service to the Stay

The service is launching in the U.S. and is expected to reach Canada by year-end.

GuruFocus.com
DoorDash Retains Lowest-Cost Delivery Position Despite Fee Increases, Wells Fargo Finds

DoorDash (NYSE:DASH) remained the lowest-cost third-party delivery provider in the third quarter, according to a Wells Fargo pricing survey released on Tuesday, despite recording the largest quarterly fee increase among the platforms compared. The survey found that DoorDash’s total basket costs were approximately 2% below those of Uber (NYSE:UBER) and Instacart, even as its fees increased 3.

InvestorsHub
Is Maplebear (CART) Undervalued After Its YMCA Deal And Recent Pullback?

Maplebear (CART) is back in focus after YMCA of the USA announced a two year national collaboration with Instacart aimed at disaster response, food security programs, and community engagement across key markets. Recent headlines around Maplebear’s Clementine AI assistant and the YMCA partnership arrive after a choppy stretch, with the share price down 6.9% over the past week and 8.95% over 30 days, yet still showing a 3.33% year to date share price return and a 51.23% three year total...

Simply Wall St.
Should You Buy the Instacart Dip Even After Costco Just Let DoorDash In?

Costco just handed DoorDash a new same-day delivery deal, and Instacart shareholders took the hit, but the sell-off may have punished the wrong narrative entirely.

24/7 Wall St.
Costco Ramps Up Same-Day Delivery, Expanding Uber, DoorDash Partnerships

Costco is expanding its fast delivery network as it works to grow sales in new ways. Earlier this week Uber said it would expand its partnership with Costco to deliver products in 47 U.S. states, up from 17 states. On Thursday DoorDash said it would also start delivering Costco products in the U.S. from all U.S. locations.

The Wall Street Journal
Beacon is betting AI can reinvent Main Street software

After acquiring more than 40 niche software businesses, the fast-growing rollup is buying Haize Labs to bring more sophisticated AI to everything from campgrounds to labor unions.

FastCompany
It’s not a winner-take-all stock market. This hedge-fund manager favors three underdogs.

There’s a winner-take-all fallacy in certain industries, says a hedge-fund manager.

MarketWatch
DoorDash and Uber Eats to offer delivery from US Costco stores

Costco said Thursday it's partnering with DoorDash to offer delivery from its U.S. warehouse stores. DoorDash already offers Costco delivery in a few markets, including Australia, Sweden and Puerto Rico. DoorDash said it will deliver groceries, household items and electronics from all of Costco’s U.S. stores.

Associated Press
Amazon's Delivery War Is About to Get Bigger

The next retail battle may come down to distance

GuruFocus.com
Costco expands Uber Eats delivery to 47 states

A nationwide expansion puts nearly 600 Costco warehouses inside Uber Eats as competition for everyday spending intensifies.

GuruFocus.com
How gig delivery apps became retail infrastructure

Three delivery apps turned other companies' store shelves into a shared same-day network. Thousands of retailers now pay for that reach

Quartz
Nscale adds former OpenAI exec Fidji Simo to its board ahead of potential IPO

The No. 2 exec at OpenAI also led Instacart through its IPO in 2023.

TechCrunch
OpenAI’s Fidji Simo to Join Board of Cloud Provider Nscale Ahead of IPO

Former OpenAI executive Fidji Simo has joined the board of directors at Nscale, a startup that has raised billions to build data centers for AI.

The Wall Street Journal
Highstock, a B2B Marketplace for Surplus Beauty Inventory, Secures $30M Series A Led by a16z

Highstock has mainly worked with beauty companies, but plans to use the funds to expand into the apparel industry.

WWD
Kroger and Albertsons make key moves to take on Amazon, Walmart

Both companies are adapting to a grocery battlefield that now extends far beyond traditional supermarkets.

TheStreet
Morrisons partners with Instaleap to streamline online order fulfilment

Through Instaleap's technology, Morrisons will be able to manage orders from marketplace partners, including Uber Eats, Just Eat and Deliveroo, via a single, unified system.

Retail Insight Network
Tractor Supply’s Petsense selects Instacart for same-day delivery

The pet supply company's exclusive arrangement builds upon Tractor Supply and Instacart's existing relationship.

Supply Chain Dive
Instacart partners with World Market for one-hour delivery

The partnership gives World Market a new e-commerce delivery channel and expands Instacart’s presence beyond grocery.

Retail Insight Network
Kroger (KR) Stock Looks Fair On Earnings While Returns Stay Strong

Kroger stock has delivered a solid gain over the past five years, yet the current checks on valuation paint more of a middle of the road picture rather than a clear bargain or a clear stretch price. Recent returns have softened, so the key issue is whether the current share price still fairly reflects Kroger’s role in mainstream grocery and its push into digital ordering and pharmacy services. The stock has returned about 40.2% over five years, which points to a respectable long term outcome...

Simply Wall St.
Uber lays off 10% of its workforce in biggest cut since 2020

The ride-hailing company Uber is cutting thousands of jobs to simplify its management structure, the chief executive said in a letter to employees Wednesday.

LA Times
Costco shuts down a key service with no notice

Members weren’t told and just found the popular buying option had gone away.

TheStreet
Bear of the Day: Albertsons (ACI)

Despite maintaining a vast physical retail footprint, Albertsons faces severe headwinds, including shrinking profit margins, shifting consumer habits, and negative projected sales and earnings growth.

Zacks
Costco makes a delivery change members will love

Costco is making it easier for members to get some of its most popular items without setting foot inside a warehouse.

TheStreet
Are Costco’s Slower Store Openings Undermining Its Membership Flywheel Story for Costco (COST)?

In recent days, Sports Research announced the launch of its new creatine capsules and upcoming Creatine + Electrolytes line at Costco, while Costco and Instacart enabled nationwide online ordering and delivery of custom cakes and party platters from Costco warehouses. Alongside these product and service expansions, Costco reported double-digit fiscal Q3 2026 net sales growth but slower growth in in-store shopping frequency and slightly reduced plans for net new warehouse openings,...

Simply Wall St.
Maplebear CEO Chris Rogers Sells 7,606 Shares

Sale executed under pre-planned Rule 10b5-1 trading plan; Rogers retains 916,636 shares worth $46.45 million.

Motley Fool
Amazon, Walmart Double Down Where Shoppers Spend

Both retailers are moving closer to the final sale

GuruFocus.com
How Instacart’s Petsense Partnership Could Shape Tractor Supply’s (TSCO) Recurring Pet Spend Story

Instacart recently announced an exclusive same-day delivery partnership with Petsense by Tractor Supply, extending fast, no-markup delivery from more than 130 stores via its app and website. This arrangement deepens Tractor Supply’s reach into pet owners’ everyday spending, potentially strengthening recurring demand for consumable pet products across the broader Tractor Supply ecosystem. With this new same-day delivery exclusivity enhancing Petsense’s convenience for pet owners, we’ll...

Simply Wall St.
Tractor Supply (TSCO) Looks Fully Valued On Petsense Instacart Delivery Deal

Tractor Supply (TSCO) is back in focus after its Petsense chain signed an exclusive same day delivery partnership with Instacart, placing more than 130 stores on the grocery tech company’s platform. For investors, the Petsense Instacart deal lands at a time when Tractor Supply’s share price has gained 14.1% over the past 30 days and 15.4% over 90 days, while the year-to-date share price return is down 30.4% and the 1-year total shareholder return has declined 41.3%. This points to improving...

Simply Wall St.
2 Surging Stocks with Exciting Potential and 1 We Question

The stocks featured in this article are seeing some big returns. Over the past month, they’ve outpaced the market due to some combination of positive news, upbeat results, or supportive macro developments. As such, investors are taking notice and bidding up shares.

StockStory
Instacart becomes exclusive delivery partner for pet retailer Petsense

The arrangement lets shoppers browse and order from Petsense's inventory via the Instacart app or site, with delivery windows as short as one hour in some areas.

Retail Insight Network