Instacart Shares Drop as Uber Partners with Kroger for Grocery Delivery
Instacart stock falls 3% following Uber's announcement of Kroger grocery delivery across nearly 2,700 stores on Uber Eats, Uber, and Postmates apps nationwide.
/ 7 items
#KR↓
Kroger Lowers Sales Forecast Amid Intense Grocery Competition
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.
Instacart's Big Wins: Strong Q3 Growth Fueled by AI and Lower Prices
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.
GoodRx and Kroger Partner for Instant Drug Savings
GoodRx and Kroger launched RxSmartSaver at 2,200 pharmacies. Scan a code for instant discounts on brand drugs like Ozempic and Lantus.
Amazon is Doubling Down on Groceries with a New Private-Label Collection
Amazon launched Amazon Grocery, a new private-label food brand (1000+ items) replacing Fresh/Happy Belly. Most items are under $5. Rivals slipped.
DoorDash Challenges Instacart with Kroger Partnership Expansion
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.