Instacart's Competition Woes Worsen With Amazon's Grocery Expansion -- Market Talk

Dow Jones

Aug 22, 2025

1032 ET - Amazon's recent expansion of same-day grocery delivery makes a bad competitive environment even worse for Instacart, say Wedbush analysts Scott Devitt and Matthew Weiss, who lower their rating of the stock of Instacart parent company Maplebear to underperform. Instacart's grocery delivery market share has already fallen to 58% in 2024 from 70% in 2022 due to competition from Uber and Doordash. Now, "Amazon can meet logistical challenges faced by many grocery retailers, which have typically been addressed by third parties, such as Instacart," the analysts say. Amazon's grocery expansion makes Prime "a more compelling subscription for grocery shoppers, diminishing the appeal of Instacart." (nicholas.miller@wsj.com)

(END) Dow Jones Newswires

August 22, 2025 10:32 ET (14:32 GMT)

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Instacart's grocery delivery market share has already fallen to 58% in 2024 from 70% in 2022 due to competition from Uber and <a href=\"https://laohu8.com/S/DASH\">Doordash</a>. Now, \"Amazon can meet logistical challenges faced by many grocery retailers, which have typically been addressed by third parties, such as Instacart,\" the analysts say. Amazon's grocery expansion makes Prime \"a more compelling subscription for grocery shoppers, diminishing the appeal of Instacart.\" (nicholas.miller@wsj.com) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  August 22, 2025 10:32 ET (14:32 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Instacart's Competition Woes Worsen With Amazon's Grocery Expansion -- Market Talk</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nInstacart's Competition Woes Worsen With Amazon's Grocery Expansion -- Market Talk\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2025-08-22 22:32</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     1032 ET - <a href=\"https://laohu8.com/S/AMZN\">Amazon</a>'s recent expansion of same-day grocery delivery makes a bad competitive environment even worse for Instacart, say Wedbush analysts Scott Devitt and Matthew Weiss, who lower their rating of the stock of Instacart parent company Maplebear to underperform. Instacart's grocery delivery market share has already fallen to 58% in 2024 from 70% in 2022 due to competition from Uber and <a href=\"https://laohu8.com/S/DASH\">Doordash</a>. Now, \"Amazon can meet logistical challenges faced by many grocery retailers, which have typically been addressed by third parties, such as Instacart,\" the analysts say. Amazon's grocery expansion makes Prime \"a more compelling subscription for grocery shoppers, diminishing the appeal of Instacart.\" (nicholas.miller@wsj.com) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  August 22, 2025 10:32 ET (14:32 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0353189680.USD","symbol_name":"富国美国全盘成长基金Cl A Acc","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2561408036","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2561408036","pubTimestamp":1755873120,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"1032 ET - Amazon's recent expansion of same-day grocery delivery makes a bad competitive environment even worse for Instacart, say Wedbush analysts Scott Devitt and Matthew Weiss, who lower their rating of the stock of Instacart parent company Maplebear to underperform. 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Instacart's grocery delivery market share has already fallen to 58% in 2024 from 70% in 2022 due to competition from Uber and Doordash. Now, \"Amazon can meet logistical challenges faced by many grocery retailers, which have typically been addressed by third parties, such as Instacart,\" the analysts say. Amazon's grocery expansion makes Prime \"a more compelling subscription for grocery shoppers, diminishing the appeal of Instacart.\" (nicholas.miller@wsj.com) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  August 22, 2025 10:32 ET (14:32 GMT)\n\n\n  Copyright (c) 2025 Dow Jones & Company, Inc.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"-1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":true,"code":"91000000","status":"200"}}}