Instacart accused of charging customers different prices for identical items through AI pricing experiments. Report finds price gaps up to 23%, potentially costing families $1,200 yearly.
Instacart becomes the first grocery platform to offer instant checkout inside ChatGPT, giving it a competitive edge and opening new growth opportunities as AI-powered “agentic commerce” expands.
Kroger cuts 2025 sales outlook to 2.8-3% growth as budget-conscious shoppers trade down and competitors slash prices. Stock falls 7% despite beating profit expectations.
Amazon plans ultrafast 30-minute grocery delivery service in major U.S. cities, causing Instacart stock to drop 4% as competition intensifies in the delivery market.
Instacart delivered better-than-expected Q3 2025 results. Key drivers include huge order growth, new AI tools for grocers, and strategies focused on making online shopping more affordable.
DoorDash is launching 2,700 Kroger stores on its app (Oct 1). This challenges Instacart, which handles 10%+ of Kroger’s delivery sales. Instacart risks losing its top spot with Kroger and losing market share to rivals.
