Amazon is closing its Amazon Go and Amazon Fresh stores while adding more same-day grocery delivery services.By completing this form, you agree to receive marketing communications from PYMNTS and to the sharing of your information with our sponsor, if applicable, in accordance with our Privacy Policy and Terms and Conditions .Complete the form to unlock this article and enjoy unlimited free access to all PYMNTS content — no additional logins required.“While we’ve seen encouraging signals in our Amazon-brand ...

Core Insights - DoorDash Inc. has entered a partnership with Family Dollar, allowing customers to order a variety of products through the DoorDash app, which has positively impacted its stock price [1][2]. Partnership Details - The partnership enables customers to order groceries, household goods, health products, and convenience items from approximately 7,000 Family Dollar stores [2]. - Family Dollar's President emphasized that this collaboration enhances accessibility for families relying on their services [2]. - DoorDash's vice-president highlighted the importance of combining affordability with convenience for customers [2]. Promotions and Payment Options - New customers can receive a 25% discount (up to $12) on orders of $30 or more from Family Dollar through DoorDash until the end of the year using the promo code FDONDD [3]. - Family Dollar products are available through DoorDash's DashPass membership, which offers $0 delivery fees and reduced service fees on eligible orders [3]. - Customers can utilize HSA or FSA debit cards for eligible purchases from Family Dollar on DoorDash [3]. Stock Performance - DoorDash shares have increased by 26.43% year-to-date, with a market capitalization of $91.41 billion [4]. - The stock price has fluctuated between $155.40 and $285.49 over the past year [4]. - As of the last trading session, DASH closed at $212.08, reflecting a 0.68% increase [4].

Core Insights - Instacart released its financial results for the third quarter ended September 30, 2025, which are detailed in the company's Shareholder Letter [1] - A conference call to discuss these results was scheduled for 5:00 a.m. Pacific Time (8:00 a.m. Eastern Time) on the same day [2] Company Overview - Instacart is recognized as the leading grocery technology company in North America, collaborating with over 1,800 retail partners to enhance online shopping, delivery, and pickup services from nearly 100,000 stores [3] - The company enables approximately 600,000 shoppers to earn income by picking, packing, and delivering orders on a flexible schedule [3] - Instacart provides a suite of enterprise-grade technology products and services to retailers, facilitating e-commerce experiences, order fulfillment, and advertising services [3] - The company also focuses on nutrition security and health outcomes through its Instacart Health initiative, which aims to make healthy choices more accessible for consumers [3]

Core Insights - Instacart has announced a partnership with Pet Supplies Plus to offer same-day delivery from over 700 stores across the US, enhancing convenience for customers [1][2] - The partnership includes access to over 11,000 products from 400 brands at exclusive loyalty member pricing, aiming to provide value without sacrificing convenience [1][2] - Instacart is now the only online marketplace featuring all five of the top US pet retailers, strengthening its position in the pet category [2] Company Overview - Instacart is a leading grocery technology company in North America, partnering with over 1,800 retail banners to facilitate online shopping and delivery services from nearly 100,000 stores [4] - The company enables approximately 600,000 shoppers to earn income by picking, packing, and delivering orders on a flexible schedule [4] - Instacart also offers enterprise-grade technology products and services to retailers, enhancing their e-commerce capabilities and providing advertising services [4] Pet Supplies Plus Overview - Pet Supplies Plus is the largest pet retail franchise in the US, with over 725 locations, focusing on making pet ownership easier [5] - The company ranked No. 20 in Entrepreneur's Annual Franchise 500 list and No. 33 on Forbes' list of 'Best Customer Service' brands in 2025 [5] Wag N' Wash Overview - Wag N' Wash is a sister brand of Pet Supplies Plus, specializing in self-wash and grooming services, along with natural pet food [6] - The franchise has 27 locations across the nation and has received recognition in various franchise rankings [6]

Core Insights - Supermarkets operate on very thin profit margins, with the average net profit for food retailers projected at 1.7% in 2024 [2] - Traditional supermarkets face competition from online-only retailers, which can maintain lower costs by utilizing cheaper warehouse spaces [3] - Online grocery sales currently account for only 7.1% of total grocery item sales, but online shoppers tend to spend more per transaction compared to in-store shoppers [4] Group 1: Supermarket Operations - Supermarkets stock an average of 31,795 items in stores that average over 42,000 square feet [3] - In-store shoppers spend an average of $45.70 per transaction, while online shoppers spend $108 per transaction [5] Group 2: Amazon's Grocery Strategy - Amazon Fresh has seen more growth in its online delivery service than in its physical stores [7] - Amazon's CEO noted that the company is one of the largest grocers in the U.S., with over $100 billion in gross sales last year, excluding Whole Foods [8] - Amazon serves over 150 million customers and offers nearly three million grocery items for online delivery, pick-up, or in-store shopping [11]

Core Insights - Amazon is contemplating the closure of its U.K. Fresh stores due to a significant shift towards online grocery shopping, indicating a strategic pivot towards enhancing its online delivery services [2][4] - The company reported a nearly 20% year-over-year increase in the delivery of everyday essentials in the U.K., highlighting the growing demand for online grocery services [3] - Amazon aims to double the number of Prime members in the U.K. by 2026, expanding access to multiple online grocery delivery options through partnerships with various retailers [4] Company Strategy - The proposed closure of Fresh locations is part of Amazon's evaluation of its operations, focusing on substantial growth opportunities in online grocery delivery [2] - Amazon plans to convert five Fresh locations into Whole Foods Markets, indicating a shift in strategy to leverage the Whole Foods brand [4] - The company is working to expand its online grocery selection and delivery services to new areas, aiming to enhance its competitive position in the grocery market [3] Market Context - Despite significant investments in Whole Foods and Fresh, Amazon's grocery market share has only modestly increased to 2.7%, reflecting challenges in competing with established players like Walmart [6] - Walmart maintains a dominant position in the grocery market with a 21% share, supported by its extensive physical store network, which provides convenience and immediate fulfillment for shoppers [5][8] - Research indicates that 88% of U.S. grocery shoppers prefer in-store shopping over online options, emphasizing the importance of the physical shopping experience in the grocery sector [7]