Instacart

Instacart

Online grocery delivery marketplace with shoppers

Overview

Company Historically Provides H1B Sponsorship

Instacart operates an online grocery delivery platform across North America, allowing customers to order from local stores via website or app. Personal shoppers pick, pack, and deliver the items to customers’ doors or offer in-store pickup. Revenue comes from delivery fees, the Express membership, a service fee, and in-app advertising; it offers a catalog of about 1 billion products from 500+ retailers. The goal is to be the leading, reliable platform for same-day grocery delivery with broad reach and strong service standards.

YC Company

About Instacart

Simplify's Rating
Why Instacart is rated
B-
Rated B on Competitive Edge
Rated B on Growth Potential
Rated C on Differentiation

Industries

Data & Analytics

Consumer Software

Company Size

10,001+

Company Stage

IPO

Headquarters

San Francisco, California

Founded

2012

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Simplify's Take

What believers are saying

  • Q2 2026 revenue rose 14% to $1.043 billion, with orders at 90.3 million.
  • Advertising and other revenue grew 16% to $297 million, outpacing GTV growth.
  • August 2026 partnerships with Foot Locker and Academy Sports extend one-hour delivery beyond groceries.

What critics are saying

  • FTC settlement reportedly forces $60 million refunds, exposing fees and membership practices.
  • Transaction revenue still depends on retailer economics; lower markups compress monetization as partners scale.
  • Amazon and Walmart can subsidize delivery inside broader memberships, squeezing Instacart's marketplace relevance.

What makes Instacart unique

  • Instacart integrates 2,200+ retail banners and nearly 100,000 stores, not one chain.
  • Blueberry uses 14 years of incident history to speed internal operations and reliability.
  • Storefront Pro powers Costco France, Spain, and Morrisons’ connected commerce expansion.

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Funding

Total Funding

$4.1B

Above

Industry Average

Funded Over

18 Rounds

Post IPO Debt funding comparison data is currently unavailable. We're working to provide this information soon!
Post IPO Debt Funding Comparison
Coming Soon

Benefits

Go far together

Grow the pie

Roll up your sleeves

Put it all on the table

Serve generously

Stock Price

Growth & Insights and Company News

Headcount

6 month growth

0%

1 year growth

0%

2 year growth

0%
WWAY-TV, LLC
Aug 19th, 2026
New Hanover County launches free delivery program for food, prescriptions.

New Hanover County launches free delivery program for food, prescriptions. 5 hours ago WILMINGTON, N.C. (WWAY) - New Hanover County is helping residents living in food deserts access fresh food and prescription medications through a new delivery program with Instacart. The county launched its Food and Medical Delivery Program on Tuesday. The initiative is funded by a $1.2 million grant from the New Hanover Community Endowment. Qualified residents will receive a 12-month Instacart membership, with delivery fees waived on orders of $10 or more. Participants will also receive a $120 stipend to purchase fresh food. Tonya Jackson, chief of New Hanover County Health and Human Services, said the program is designed to address both food insecurity and transportation barriers. "Getting health foods to residents is not the only issue, couple it with the issue of transportation and mobility issue and making sure that we take care of access to prescription drugs," Jackson said. To qualify, residents must live in one of eight identified food deserts in New Hanover County, including an area in downtown Wilmington. Eligibility is also based on household income at or below 300 percent of the federal poverty level.

PR Newswire
Aug 19th, 2026
Instacart expands on-demand retail delivery with Foot Locker, Kids Foot Locker, and Champs Sports.

Instacart expands on-demand retail delivery with Foot Locker, Kids Foot Locker, and Champs Sports. Aug 19, 2026, 09:00 ET New partnership offers customers on-demand, fast delivery of the latest footwear styles, apparel and accessories SAN FRANCISCO and NEW YORK, Aug. 19, 2026 /PRNewswire/ - Instacart (Nasdaq: CART), the leading grocery technology company in North America, and Foot Locker today announced a new partnership bringing Foot Locker, Kids Foot Locker, and Champs Sports to the Instacart Marketplace. Customers can now shop a wide assortment of footwear, apparel and accessories from more than 1,000 locations nationwide for delivery in as fast as one hour with no markups. The partnership arrives at a key moment as families wrap up their back-to-school shopping and prepare for the year ahead. With students heading back to classrooms, sports practices, and extracurricular activities, shoppers can conveniently access the latest footwear styles and head-to-toe looks from Foot Locker, Kids Foot Locker, and Champs Sports through Instacart. "Foot Locker is one of the most iconic names in footwear and apparel and we're thrilled to welcome their family of brands to the Instacart Marketplace," said Blake Wallace, Vice President of Commercial Partnerships at Instacart. "What makes this partnership special is that our customers already come to Instacart when they need something fast, and now that includes the perfect pair of sneakers and apparel with no markups." "We're always looking for new ways to bring our assortment closer to our customers, and partnering with Instacart is a natural extension to that commitment," said Ashley Chiang, Senior Director of Strategy at Foot Locker. "This partnership is about making it faster and more convenient for our customers to access the latest styles on-demand from Foot Locker, Kids Foot Locker, and Champs Sports." The partnership gives Instacart customers access to the latest styles from top footwear and apparel brands across Foot Locker, Kids Foot Locker, and Champs Sports, and joins more than 2,200 retail banners available on the Instacart Marketplace. Whether it's a fresh pair of sneakers for the first day of school or new apparel for the season ahead, new qualifying customers can receive $15 off a $75+ purchase from Foot Locker, Kids Foot Locker, and Champs on Instacart through August 24*. To start shopping, visit Foot Locker, Kids Foot Locker, or Champs Sports on the Instacart Marketplace or download the Instacart App. About Instacart Instacart is a leading grocery technology company that partners with more than 2,200 retail banners - representing nearly 100,000 stores - to transform how people shop for the groceries they need from the retailers they trust, while creating flexible earning opportunities for shoppers. Through the Instacart Marketplace, Instacart Enterprise platform, and Instacart Ads ecosystem, the company powers ecommerce, fulfillment, in-store technology, AI offerings, and advertising for partners. For more information, visit www.instacart.com/company. Maplebear Inc. is the registered corporate name of Instacart. About Foot Locker Foot Locker is a leading footwear and apparel retailer. With a global presence across North America, Europe, Asia, Australia, and New Zealand, and a licensed store presence in Europe, the Middle East and Asia, Foot Locker has a strong history of sneaker authority that sparks discovery and ignites the power of sneaker culture. *$15 off is valid from 08/19/2026 through 08/24/2026 at 11:59PM PT and is valid only in the United States for one order of $75 or more with one of Foot Locker, Kids Foot Locker, or Champs Sports and purchased through Instacart, while supplies last. Discount will be applied to the total purchase price for all non-alcohol products, and excludes taxes, service fees, special handling fees and/or other fees; offer cannot be applied to alcohol products. Product and brand exclusions apply and may vary; excluded items will not count toward the qualifying spend and are not eligible for the discount. Deliveries subject to availability. In order to take advantage of this offer, customers must have a valid account on Instacart with a valid form of accepted payment on file. Only one offer per household. Instacart reserves the right to modify or cancel this offer at any time. Offer may not be sold, copied, modified, transferred or used retroactively for prior purchases. Void where restricted or prohibited by law. Offer may not be combined with any other sale, promotion, discount, code, coupon, and/or offer. Offer has no cash value. Instacart is not a retailer or seller. Instacart may not be available in all zip or post codes. SOURCE Maplebear Inc. dba Instacart

Instacart
Aug 19th, 2026
New Circana studies show Instacart display ads drive in-store sales.

New Circana studies show Instacart display ads drive in-store sales. Instacart Ads Aug 19, 2026 Brands running display campaigns on Instacart aren't just influencing online purchases. New research shows they're driving consumers into stores, too. Brands can reach millions of high-intent consumers with one buy on the Instacart Ads ecosystem. It is the largest grocery ad ecosystem in North America, connecting nearly 100,000 stores and 2,200+ retail banners on Instacart Marketplace with 310+ grocery ecommerce sites - retailer owned-and-operated sites for retailers like Publix, Costco, Sprouts, and also third-party marketplaces like Thrive Market. As well, it syndicates to Caper Carts in-store in over 100 cities. Because display campaigns on Instacart reach consumers at the point of purchase, right when they're actively deciding what to add to their cart, they can drive awareness and purchase intent simultaneously. They reach consumers who are shopping, paying attention, and open to discovery at a moment when it's easiest for them to convert. This drives strong performance online, but most consumers that brands reach through the Instacart Ads ecosystem are omnichannel, meaning they also shop at brick-and-mortar stores. Most brands do not consider how the ads consumers see online influence their buying decisions at the grocery store. Arguably, if an ad on Instacart influences what someone picks up at the store later that week, that sale belongs in the ad campaign's results. Without including it, brands are underestimating the value of every dollar they spend. Partnering with Circana to measure the full impact. To give advertisers a complete view of their campaign performance, Instacart partnered with Circana, a leading advisor on the complexity of consumer behavior, to measure the in-store sales impact of display advertising on the Instacart Marketplace. The methodology matches consumers who were exposed to Instacart Ads against a control group, then isolates the incremental in-store sales lift of the campaign. Instacart previously published Circana research showing that sponsored product ads drive in-store purchases. These new studies extend that measurement to Instacart Ads' suite of display formats - display ads, shoppable display ads, and shoppable video ads. What the data shows. These numbers should change how brands score their display investments. A pickle brand saw +11.8% in-store sales lift among consumers exposed to its display ads on Instacart.[1] A household cleaning brand saw +5.6%.[2] These results, alongside additional studies with Circana, suggest that advertising exposure on Instacart can influence purchasing behavior beyond online transactions alone. When a consumer sees a display, shoppable display, or shoppable video ad on Instacart, that impression doesn't stop there. It travels with them to the store - and helps move product off the physical shelf. Adding more value to display campaigns. For brands measuring Instacart display campaigns purely by online metrics, these findings represent real, quantifiable value that isn't showing up in their numbers. Display campaigns on Instacart reach consumers at one of the highest-intent moments in grocery advertising: the moment they're actively building a cart at their favorite retailer. That context makes the impression more meaningful and the lift more durable. As brands evaluate where to put their display budgets, this data gives brands a stronger case to include Instacart display campaigns. Instacart sits at the point of purchase, where consumers are already building carts, making it one of the most attributable channels in grocery advertising. And now, Circana measurement provides additional evidence of the in-store impact associated with these campaigns. [1] [Data for exposed users from 11/10/25-3/29/26, measured for 11/10/25-4/12/26 vs. Circana control group. Results provided by Circana. Prior results do not guarantee future outcomes.] [2] [Data for exposed users from 8/1/25-12/21/25 measured for 8/1/25-1/4/26 vs. Circana control group. Results provided by Circana. Prior results do not guarantee future outcomes.] [Looking to advertise with Instacart? Get started] [here] [.] Instacart Ads Instacart Ads has products, tools, insights and automation to help brands of all sizes succeed, from the very large to the mighty upstart. Learn more at ads.instacart.com

Yahoo Finance
Aug 18th, 2026
Maplebear CAO sells $298K in shares for tax withholding on vested stock

Maplebear's Chief Accounting Officer Lisa Blackwood-Kapral sold 6,103 shares on 15 August 2026 for approximately $298,000 to cover tax withholding obligations from vesting restricted stock units, according to an SEC Form 4 filing. The transaction was non-discretionary and part of the officer's pre-arranged equity compensation structure. Following the sale, Blackwood-Kapral retains 40,732 shares valued at $1.99 million based on the 14 August closing price of $48.88. Maplebear, operating as Instacart, provides a grocery delivery and pickup platform. The San Francisco-based company reported trailing twelve-month revenue of $4.0 billion and net income of $480.0 million, with a market capitalisation of $11.4 billion.

SmartBrief
Aug 18th, 2026
How connected retail is reshaping grocery

How connected retail is reshaping grocery. 2026-08-18 Grocery retail is evolving toward a seamless blend of physical and digital shopping experiences. By combining real-time data from smart trolleys, in-store sensors and more, retailers can gain a more complete view of customers, products and store operations. At NRF 2026: Retail's Big Show Europe, Instacart Chief Commercial Officer Ryan Hamburger and SONAE MC Head of Ecommerce Guilherme Cardoso will discuss how retailers can build connected online-to-offline ecosystems. Learn more and register now for NRF Europe. Full story: NRF SmartBrief News and trends about the U.S. Retail industry Designed specifically for retail professionals, NRF SmartBrief is a free, daily email newsletter. It provides the latest need-to-know news and industry information that maximizes your time, giving you an edge over your competition.

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