Instacart Shows Strong Order Growth
"Ticket uh ticker is cart. Uh stuck up 5% in today's session. The company posted better than expected order growth, provide an upbeat earnings outlook for the current period, indicating that demand for its uh core grocery delivery service has been holding strong and we've seen that uh for some of the um companies uh Uber Tech and Door Dash. They have also uh seen uh some expansion beyond restaurant takeout into the grocery category. So, we're kind of seeing an all-in on that."
Instacart is highlighted with a 5% session gain driven by strong order growth and an upbeat earnings outlook, suggesting robust demand for its core grocery delivery business.
Target:N/A
Horizon:Immediate
Company CommentaryBullish
Medium ConvictionScore: 7.6
Company Opinion •Stock Movers • Nov 11, 2025
Instacart Shows Robust Growth and Diversification
"Instacart C A R T. It is had been as up as much as 8%. Um publicly trades as Maple Bear. Um better than expected growth um in their orders, provided upbeat earnings, but it just shows this strong demand for grocery restaurant delivery services are still strong. Um Uber, Door Dash, we kind of heard the same story from them last week cuz they're expanding beyond restaurants and getting into that grocery category. But the interesting thing is it's not just its delivery. The company made about 29% of its revenue from non-dely transactions. That's like grocery technology s uh uh additions um advertising sales. Those are some big ways that they're making money."
The speaker discusses Instacart (CART), noting an 8% increase and positive order growth. They emphasize the company's diversified revenue streams, with nearly 29% coming from non-delivery services, underscoring strong market demand.
Target:N/A
Horizon:Short-term <3 months
Company CommentaryBullish
Medium ConvictionScore: 7.0
Company Opinion •Stock Movers • Nov 10, 2025