Core Viewpoint - Amazon is significantly expanding its same-day delivery service for groceries in the U.S., aiming to enhance its competitive position against Walmart in the e-commerce market [1][4]. Group 1: Expansion Plans - Amazon's same-day delivery service for groceries will increase its coverage from over 1,000 cities to more than 2,300 cities by the end of the year [1]. - The expansion is part of a broader logistics investment, with Amazon planning to invest $4 billion to double its rural delivery network by 2026, adding over 200 delivery stations [3]. Group 2: Market Potential - The grocery retail market in the U.S. represents a significant opportunity, accounting for approximately 43% of adjusted retail sales, yet online penetration is only around 15% [2]. - Amazon's grocery business is projected to exceed $100 billion in revenue in 2024, representing over 20% of its total U.S. gross merchandise volume (GMV) [3]. Group 3: Competitive Landscape - Amazon's move is seen as a direct response to Walmart, which has gained 80 basis points in e-commerce market share, compared to Amazon's 65 basis points [4]. - Amazon's pricing strategy and extensive product selection are expected to help regain market share, with projections indicating a 140 basis point increase in its e-commerce market share to about 47% by year-end [4]. Group 4: Impact on Competitors - The announcement has negatively impacted other grocery delivery platforms like Instacart, which saw a stock price drop of over 10% [5]. - Despite the pressure, Instacart maintains a competitive edge with over 1,800 retail brands on its platform and a significant market share in high-value orders [5]. Group 5: Industry Implications - Amazon's increased involvement in grocery delivery may catalyze overall industry growth, potentially benefiting large retailers like Kroger and Costco that partner with Instacart [6].

消息面上，Maplebear第二季度营收同比增长11%至9.14亿美元，高于分析师预期的8.96亿美元；调整后 EBITDA同比增长26%至2.62亿美元，亦高于预期的2.42亿美元。总交易额(GTV)同比增长11%至90.81亿 美元，超过指引范围(88.5-91.5亿美元)的上限，订单量同比增长17%至8270万单。由于Instacart今年稍早 降低免费送货的最低购物金额，令顾客下单频率持续上升。公司预计，第三季度总交易额将在90亿至 91.5亿美元之间，超过预期的89.6亿美元；调整后息税折旧摊提前利润将在2.6亿至2.7亿美元之间，亦超 预期。(格隆汇) 杂货配送平台Instacart的母公司Maplebear(CART.US)夜盘涨超11.3%，报55美元。 ...