Shares of Instacart (NASDAQ:CART) are 2.6% higher at $30.91 at last glance, following a bull note from Gordon Haskett. The analyst upgraded CART to "buy" from "hold," citing the security's overdone selloff and upbeat early data for the second quarter.Coming into today, the brokerage bunch was split on Instacart stock. Of the 21 covering brokerages, 13 rated CART a "strong buy," while eight recommended a tepid "hold." This leaves the security open to even more bull notes. A recent floor at the $30 level help ...

Home Depot teamed with Instacart to offer customers same-day delivery on home improvement products.The partnership offers delivery in as fast as an hour from nearly 2,000 stores, according to a Thursday (May 23) press release. It comes as Home Depot is dealing with a downturn in consumer spending.“Our brick-and-mortar stores are foundational to The Home Depot, and expanding our eCommerce capabilities is a key part of our ongoing efforts to deliver a seamless interconnected experience,” Jordan Broggi, presid ...

文章核心观点 - 家得宝与Instacart建立全国性合作,提供1小时内送货上门的服务 [1][2][3] - 这项服务包括Instacart的大件物品配送解决方案,可以当天或预约送货 [2] - 这项合作有助于家得宝提升电商能力,为客户提供更灵活的购物体验 [3] - Instacart作为家得宝的市场和配送合作伙伴,可以为客户提供更广泛的家居装修产品选择 [3] 公司信息 - 家得宝是全球最大的家居装修零售商,在美国50个州、哥伦比亚特区、波多黎各、美属维尔京群岛、关岛以及加拿大10个省和墨西哥共有2,337家门店 [5] - 家得宝拥有约465,000名员工,其股票在纽约证券交易所交易,并被纳入道琼斯工业平均指数和标准普尔500指数 [5] 行业信息 - Instacart是北美最大的杂货技术公司,与1,500多家全国性、区域性和本地零售商合作,在北美85,000多家门店提供在线购物、送货和自提服务 [4] - Instacart的平台为零售商提供企业级技术产品和服务,支持其电子商务体验、订单履行、实体店数字化、广告服务和数据洞察 [4] - Instacart与数千家消费品品牌合作,帮助他们在购买时刻直接与消费者建立联系 [4]

For those looking to find strong Business Services stocks, it is prudent to search for companies in the group that are outperforming their peers. Has Maplebear (CART) been one of those stocks this year? Let's take a closer look at the stock's year-to-date performance to find out.Maplebear is one of 315 companies in the Business Services group. The Business Services group currently sits at #3 within the Zacks Sector Rank. The Zacks Sector Rank considers 16 different groups, measuring the average Zacks Rank o ...

Maplebear (CART) has been beaten down lately with too much selling pressure. While the stock has lost 9.6% over the past four weeks, there is light at the end of the tunnel as it is now in oversold territory and Wall Street analysts expect the company to report better earnings than they predicted earlier.Guide to Identifying Oversold StocksWe use Relative Strength Index (RSI), one of the most commonly used technical indicators, for spotting whether a stock is oversold. This is a momentum oscillator that mea ...

CNBC's Jim Cramer on Monday provided his take on four major stocks in the gig economy sector: Uber, Lyft, DoorDash and Instacart parent Maplebear."After hearing from all of these companies, what I see is a confusing situation: Uber, DoorDash and Instacart are all lower after earnings, while Lyft managed to gain a bit of ground," he said. "But the reality's a lot more complicated than that."Uber: Cramer said Uber's recent quarter yielded solid results, but the ride-share company did report some weakness in b ...

SAN FRANCISCO, May 13, 2024 /PRNewswire/ -- Instacart (NASDAQ: CART) today announced that Emily Reuter, CFO, will participate in a fireside chat at the J.P. Morgan Global Technology, Media and Communications Conference on Monday, May 20, 2024 at 10:40 AM ET. An audio webcast of the event will be available on Instacart's Investors Relations website at https://investors.instacart.com/. About Instacart Maplebear Inc. dba Instacart, the leading grocery technology company in North America, works with grocers and ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2024 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 001-41805 MAPLEBEAR INC. (Exact name of registrant as specified in its charter) Delaware 46-0723335 (State or other jurisdiction of ...

财务数据和关键指标变化 - 第一季度公司业绩超出预期,GTV和调整后EBITDA均超出指引上限 [16][17] - 第二季度GTV预计增长7%-9%,调整后EBITDA预计为1.8亿-1.9亿美元 [17][18] - 公司承诺2024年全年调整后EBITDA将实现同比扩张,无论是绝对值还是占GTV的比重 [18] 各条业务线数据和关键指标变化 - 成熟客户群体的流失率持续改善,新客户群体规模持续超过疫情前水平 [16][26] - EBT SNAP业务从第一季度的小幅负面影响转为第二季度的正面推动 [16][46] 各个市场数据和关键指标变化 - 公司正在扩大送货半径,使80%的客户能够接入至少一家新的零售商 [85] - 公司持续提升拣货效率,通过批量拣货和缩短送货时间提升交易收入,同时增加了拣货员的收益 [85] 公司战略和发展方向及行业竞争 - 公司正在与Uber合作,将数百万家餐厅引入Instacart平台,为客户提供更全面的食品选择 [7][8] - 公司正在扩展到自提服务,为注重价格的客户提供更经济实惠的选择 [37][38] - 公司正在加强与大型零售商的合作,提供从前端到后端的一体化解决方案,包括门店前端、Caper购物车、FoodStorm外卖等 [80][81] - 公司广告业务增长受到一些大型品牌广告主削减广告投放的影响,正在努力提升广告业务的多元化 [88][89] 管理层对经营环境和未来前景的评论 - 管理层对公司长期增长前景保持乐观,认为公司在选品、服务质量、速度和价格等方面保持领先优势 [25][26] - 管理层认为公司在数据积累、预测建模和门店库存管理等方面拥有独特优势,为客户和零售商创造价值 [60][61][62] - 管理层对消费者需求保持乐观,认为即使在经济环境下行时,公司也能通过提供更多优惠和省钱方式来满足不同消费群体的需求 [66][67] 问答环节重要的提问和回答 问题1 **Eric Sheridan 提问** 询问公司中长期GTV增长的驱动因素 [23][24][25][26] **Fidji Simo 回答** 公司在选品、服务质量、速度和价格等方面保持领先优势,加上成熟客户群体的流失率改善和新客户群体规模持续增长,是公司中长期增长的关键驱动因素 [25][26] 问题2 **Nikhil Devnani 提问** 询问公司是否考虑加大投入以支持增长 [28][29] **Fidji Simo 回答** 公司一直在通过优化激励措施等方式大幅投入以支持增长,但这种投入可能不会立即反映在营销费用等数据上,而是从长期客户粘性和价值上体现 [29] 问题3 **Ross Sandler 提问** 询问公司与亚马逊的合作关系,以及与Uber的新合作对公司的影响 [33][34][35] **Fidji Simo 回答** 公司对亚马逊的定价策略变化保持乐观,认为公司的选品、速度和价格优势足以应对。与Uber的合作将为客户带来更多餐饮选择,有助于提升Instacart Plus会员的价值 [34][35]

Instacart is seeing in-store technologies impact grocery shoppers’ spending and loyalty.The aggregator’s CEO, Fidji Simo, noted in a letter shared with investors Wednesday (May 8) discussing its first-quarter 2024 earnings results that, according to merchants who have deployed the company’s Caper Cart smart self-checkout shopping carts, “people are seeking out stores” that offer the technology, including shoppers who are new to the merchant.“We made an early bet that smart carts would be the winning technol ...