Instacart rallied after reporting strong quarterly performance and a higher-than-expected outlook, pushing back on concerns that its grocery-delivery moat is shrinking.

## What happened

CNBC reported Instacart shares jumped **about 9%** following results and management commentary.

CEO Chris Rogers said competition concerns were “overblown,” adding the company monitors threats closely.

## Competitive backdrop

The company faces pressure from scaled rivals and adjacent platforms, including:

- **Amazon**

- **Uber Eats**

- **DoorDash**

CNBC also noted Instacart is investing in technology and AI tools to drive customer and merchant engagement.

## Key operating metrics cited

CNBC reported:

- **Gross transaction value (GTV)** grew **14%**, the strongest quarterly growth in three years

- **Orders:** **89.5M**, topping the StreetAccount estimate of **87.8M**

## Outlook

CNBC reported Instacart guided:

- **GTV:** **$10.13B–$10.28B** vs **$9.97B** estimated

- **Adjusted EBITDA:** **$280M–$290M** vs **$277M** estimated

Analysts quoted by CNBC described the quarter as a “solid rebuttal” to competitive and AI-related fears.

## What to watch

- Whether growth holds as rivals scale grocery delivery further

- Take rates and profitability as Instacart invests in new products

- AI-driven tooling and ad monetization traction on the platform

_Source: CNBC (link above). Topic: stock-markets._