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Core Viewpoint - Amazon is significantly expanding its same-day delivery service for fresh groceries to over 1,000 cities and towns in the U.S., with plans to reach more than 2,300 areas by the end of the year, impacting competitors negatively [1][3]. Group 1: Service Expansion - Amazon announced the launch of same-day delivery for perishable goods, allowing customers to order seafood, meat, frozen foods, and other items alongside other same-day eligible products [1]. - The company plans to invest $4 billion by the end of 2026 to enhance its logistics network in rural America, aiming to extend same-day and next-day delivery services to over 4,000 rural communities [2]. Group 2: Competitive Landscape - Following Amazon's announcement, stock prices of major grocery and delivery service companies fell, with Instacart dropping over 10% and DoorDash declining by 5% [3]. - Walmart, as a key competitor, has stated it will soon provide three-hour delivery services to 95% of Americans, highlighting the competitive pressure in the grocery delivery market [2]. Group 3: Pricing Strategy - Amazon Prime members can enjoy free same-day delivery on orders over $25, while non-members face a delivery fee of $12.99 regardless of order size [2]. - The lowered minimum order threshold to $25 poses a direct threat to Instacart, as it allows for quick, small purchases on Amazon, which is central to Instacart's value proposition [6]. Group 4: Market Impact - Analysts suggest that Amazon's expansion will likely increase its market share in the grocery sector, leveraging its extensive logistics infrastructure for profitable growth, a challenge for other online grocery retailers [6].