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.
Amazon targets grocery dominance using Prime and same-day delivery, but Instacart, DoorDash, and Walmart have competitive strengths of their own. Can it overcome vast infrastructure and selection gaps?
