Core Insights - Amazon is significantly expanding its same-day grocery delivery service, now offering perishable groceries in 1,000 U.S. cities and plans to more than double that by year-end while lowering the price threshold for free deliveries for Prime members [2][6] Group 1: Competitive Landscape - Despite Amazon's expansion, competitors like DoorDash and Instacart have their own strengths, including a wider inventory from local stores and faster delivery times [3][4] - Instacart is launching a new advertising campaign to maintain brand awareness and is expanding its Carrot Ads retail media platform through a partnership with Bottlecapps [5] Group 2: Market Potential - Deutsche Bank estimates that if 5% to 10% of American Prime subscribers use Amazon's grocery service bi-weekly at an average order size of $45, it could increase Amazon's revenues by up to 3% [6] Group 3: Operational Challenges - Amazon faces challenges in maintaining the freshness of perishable items due to the need for expanded infrastructure, currently having about 1.5 million square feet of refrigerated fulfillment space compared to Walmart's 19.6 million square feet [7]