Company Leadership - Kroger has appointed Greg Foran, a former Walmart executive, as its new CEO, succeeding Ron Sargent, who served as interim CEO since March [2][3] - Foran previously served as CEO of Walmart U.S. from 2014 to 2019, where he oversaw a business turnaround and led a digital overhaul, including online ordering and pickup [3] Strategic Focus - Foran emphasized Kroger's strong foundation and talented leadership team, expressing confidence in the company's direction and commitment to customers and communities [4] - His appointment comes at a critical time as Kroger seeks to enhance its brick-and-mortar presence following the collapse of a $20 billion deal for rival Albertsons in 2024 and is addressing challenges related to food inflation [5] Consumer Behavior Trends - The grocery sector is experiencing shifts in consumer behavior due to financial pressures, with a notable increase in online grocery shopping among consumers facing high financial stress [6] - Consumers under financial stress are 6 percentage points more likely to purchase groceries online compared to those with lower stress levels, indicating a targeted shift rather than a general increase in online shopping [6]

Core Insights - Grubhub and Instacart have formed a partnership to enhance grocery delivery options for Grubhub customers, allowing them to order from over a thousand grocery retailers directly through Grubhub's platform [2][3][4] Group 1: Partnership Details - The partnership enables Grubhub customers to access Instacart's extensive network of grocery retailers, enhancing convenience and value [2][4] - Orders placed through Grubhub will be fulfilled and delivered by Instacart shoppers, maintaining a seamless user experience [3][4] Group 2: Customer Experience - Customers can start shopping by selecting the Grocery icon in the Grubhub app, choosing a nearby store, and tracking their delivery in real time [3] - The grocery delivery service will be available nationwide by the end of October 2025, with additional pharmacy ordering options coming soon [3] Group 3: Promotional Offers - Grubhub+ members will receive special savings, including $0 standard delivery fees on grocery orders of $25 or more from participating retailers [4] - All customers can enjoy a 30% discount on up to three grocery orders of $75 or more for the next three months [4] Group 4: Company Background - Grubhub is a leading U.S. ordering and delivery marketplace with access to over 415,000 restaurants across more than 4,000 cities [5] - Instacart partners with over 1,800 retail banners, facilitating online shopping and delivery from nearly 100,000 stores across North America [6]

Table of Contents As filed with the Securities and Exchange Commission on September 11, 2023. Registration No. 333-274213 (Exact name of Registrant as specified in its charter) (State or other jurisdiction of incorporation or organization) Delaware 7389 46-0723335 (Primary Standard Industrial Classification Code Number) 50 Beale Street, Suite 600 San Francisco, California 94105 (888) 246-7822 UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 AMENDMENT NO. 1 TO FORM S-1 REGISTRATION STA ...