Core Insights - Instacart released its financial results for the fourth quarter and full year ended December 31, 2024, which are detailed in the fourth quarter 2024 Shareholder Letter available on the company's Investor Relations website [1] Company Overview - Instacart is the leading grocery technology company in North America, partnering with over 1,800 retail banners to facilitate online shopping, delivery, and pickup services from nearly 100,000 stores [3] - The company enables millions of consumers to obtain groceries from their preferred retailers and provides approximately 600,000 Instacart shoppers with flexible earning opportunities through order picking, packing, and delivery [3] - Instacart offers a suite of enterprise-grade technology products and services to retailers, enhancing their e-commerce capabilities, order fulfillment, and advertising services [3] - The company also focuses on nutrition security and health outcomes through its Instacart Health initiative, which provides tools to help consumers make healthier choices [3]

Core Insights - Instacart's CFO, Emily Reuter, will participate in a fireside chat at the Morgan Stanley Technology, Media & Telecom Conference on March 4, 2025 [1] - An audio webcast of the event will be available on Instacart's Investors Relations website [1] Company Overview - Instacart is the leading grocery technology company in North America, partnering with over 1,500 retail banners to facilitate online shopping, delivery, and pickup services from more than 85,000 stores [2] - The platform enables approximately 600,000 Instacart shoppers to earn income by picking, packing, and delivering orders on a flexible schedule [2] - Instacart offers retailers a suite of enterprise-grade technology products and services to enhance e-commerce experiences, fulfill orders, digitize stores, provide advertising services, and gain insights [2] - Instacart Ads allows thousands of CPG brands to connect directly with consumers online at the point of purchase [2] - Instacart Health provides tools to improve nutrition security and promote healthier choices for consumers [2]

Core Insights - Maplebear (CART), operating in the Zacks Internet-Commerce industry, has consistently surpassed earnings estimates, averaging a 72.38% beat over the last two quarters [1][3]. Earnings Performance - In the most recent quarter, Maplebear reported earnings of $0.42 per share, exceeding the expected $0.22 per share, resulting in a surprise of 90.91% [2]. - For the previous quarter, the company reported $0.20 per share against an expectation of $0.13 per share, leading to a surprise of 53.85% [2]. Earnings Estimates and Predictions - Analysts have been revising their estimates upward for Maplebear, contributing to a positive Earnings ESP of +23.68%, indicating bullish sentiment regarding the company's earnings prospects [6]. - The combination of a positive Earnings ESP and a Zacks Rank of 3 (Hold) suggests a high likelihood of another earnings beat in the upcoming report [6]. Statistical Insights - Research indicates that stocks with a positive Earnings ESP and a Zacks Rank of 3 or better have a nearly 70% chance of producing a positive surprise [4]. - The Earnings ESP metric compares the Most Accurate Estimate to the Zacks Consensus Estimate, with the Most Accurate Estimate reflecting the latest analyst revisions [5].

Core Viewpoint - Seaport Global analyst Aaron Kessler initiated coverage on Maplebear Inc (Instacart) with a Buy rating and a price forecast of $62.00, highlighting the potential in the grocery sector despite a slower transition to online shopping [1][2]. Industry Overview - The grocery sector is the largest in retail, generating over $1.1 trillion annually in the U.S. [1] - Approximately 13% of grocery orders occur online, indicating a slower shift to eCommerce compared to other categories [1]. Company Positioning - Instacart has partnered with over 85,000 stores across 1,500 retail banners, representing more than 85% of the U.S. grocery market by December 31, 2023 [4]. - Instacart holds over 50% market share for small baskets (under $75) and more than 70% for large baskets (above $75), with large baskets accounting for about 75% of grocery spending in the U.S. [5]. Growth Strategy - Instacart focuses on selection, affordability, quality, and convenience to drive sustained growth despite the slower market transition [2]. - Long-term revenue growth is anticipated to be in the high single digits, driven by greater customer adoption, expanding retail partnerships, and increased spending on brand advertising [6]. Financial Outlook - Adjusted EBITDA margins are expected to exceed 35% over time, supported by efficiencies from scale and controlled investment levels [6]. - As of the last check, CART shares are trading higher by 1.01% at $50.21 [6].

Core Insights - Coles has launched AI-powered Caper Carts, enhancing the in-store shopping experience by allowing customers to bag items as they shop and track their spending in real-time [1][3][4] - The Caper Carts are integrated with Coles' Flybuys rewards program, enabling customers to earn points and access personalized offers [2][4] - Coles is the first retailer in the APAC region to introduce these smart trolleys, reflecting its commitment to improving the omnichannel shopping experience [3][4] Company Overview - Coles operates over 1,800 supermarkets and liquor stores across Australia, employing more than 120,000 team members and engaging with over 8,000 suppliers [7] - The company aims to help Australians eat and live better every day, focusing on enhancing customer experience through innovative technologies [7] Technology and Innovation - Caper Carts utilize AI, cameras, and built-in scales to automatically recognize items, providing a seamless shopping experience similar to online shopping [1][3] - The technology is part of Instacart's Connected Stores suite, designed to bridge the gap between online and in-store shopping [5] Customer Engagement - Customers using Caper Carts can view their purchase history and access a 'buy it again' list on the Coles app and website, enhancing convenience [2][4] - The introduction of gamified features, such as a digital wheel for discounts, aims to make shopping more engaging and enjoyable [2][4]

Group 1 - Instacart is launching its first-ever Super Bowl commercial, featuring beloved brand mascots delivering groceries in the Oscar Mayer Wienermobile [1][4] - The live delivery event will take place on February 8, 2025, in various neighborhoods across Philadelphia [3] - Customers placing orders through Instacart may receive a unique delivery experience with brand mascots and the opportunity to engage with the Oscar Mayer Wienermobile [4] Group 2 - The Super Bowl commercial, titled "We're Here," will air on February 9, 2025, and aims to highlight the convenience of Instacart's grocery delivery service [4] - Instacart is promoting a Game Day Essentials Collection, offering discounts of up to 40% on snacks and household essentials until February 9 [4]

Core Insights - Instacart emphasizes its commitment to customer care through a grocery-first technology platform and extensive partnerships, having fulfilled over 1 billion orders in 12 years [1][3][4] Group 1: Marketing Campaign - Instacart's Super Bowl commercial features iconic mascots on a mission to deliver groceries, showcasing the brand's dedication to customer service [2][3] - The campaign introduces the new brand platform "We're Here," highlighting Instacart's role in allowing customers to focus on important life moments [4][5] - A teaser for the Super Bowl ad was released, featuring well-known mascots rehearsing, and an extended version includes additional mascots and social media content [3][4] Group 2: Promotions and Engagement - Instacart is running a week of game day deals, offering free snacks with orders and special deliveries from mascots in key cities [5][6] - Customers can engage with the campaign on social media by tagging Instacart when encountering mascots, and they can access deals on game day essentials through the app [6] Group 3: Company Overview - Instacart partners with over 1,500 retailers, providing online shopping, delivery, and pickup services from more than 85,000 stores across North America [7][8] - The company supports approximately 600,000 shoppers who earn by fulfilling orders on a flexible schedule, while also offering technology solutions for retailers [8]

Maplebear Inc., D/B/A Instacart (NASDAQ: CART ) is an e-commerce company that we expect to outperform in 2025. We rate Instacart as a buy opportunity for the long term. Instacart is a data andI write for retail value investors who cannot afford to lose money but sometimes like to take a risk. I speak for free to community and school groups. I was teaching business, social/political activism, and Middle East politics to international university students in Tel Aviv b4 the pandemic hit. A college in Jerusalem ...

Committed To Helping People Eat Clean & Green™ in 2025, BrightFarms' Crunch Kits Will Come Free With an Instacart Order on Thursday, January 23IRVINGTON, N.Y., Jan. 23, 2025 /PRNewswire/ -- BrightFarms, a national leader in the indoor farming industry, today announced a campaign with Instacart (NASDAQ: CART), the leading grocery technology company in North America, to deliver free salad kits* following Quitters Day. Noted as the day when most people abandon their New Year's resolutions, Quitters Day is typi ...

Investors interested in Internet - Commerce stocks are likely familiar with JD.com, Inc. (JD) and Maplebear (CART) . But which of these two stocks presents investors with the better value opportunity right now? Let's take a closer look.We have found that the best way to discover great value opportunities is to pair a strong Zacks Rank with a great grade in the Value category of our Style Scores system. The proven Zacks Rank puts an emphasis on earnings estimates and estimate revisions, while our Style Score ...