Instacart CEO to Participate in Fireside Chat at Morgan Stanley Conference
Rhea-AI Summary
Instacart (NASDAQ: CART) said CEO Chris Rogers will participate in a fireside chat at the Morgan Stanley Technology, Media & Telecom Conference on Wednesday, March 4, 2026 at 12:20 p.m. PT.
An audio webcast will be available on Instacart's investor relations website for public access.
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Key Figures
Market Reality Check
Peers on Argus
CART slipped 0.25% while several internet retail peers like W, CHWY, EBAY, and JD showed gains between 0.57% and 1.55%. Momentum scanners flagged MELI and PDD moving up, but CART’s slight dip and mixed peer moves point to stock-specific trading rather than a broad sector move.
Historical Context
| Date | Event | Sentiment | Move | Catalyst |
|---|---|---|---|---|
| Feb 12 | Earnings release | Positive | +0.9% | Reported Q4 and full-year 2025 financial results with earnings call. |
| Feb 11 | Retail partnership | Positive | -4.9% | Same-day delivery partnership with Lush across 250 stores in U.S. and Canada. |
| Feb 10 | Strategic partnership | Positive | -1.5% | Strategic partnership with Toast to streamline onboarding and procurement. |
| Jan 30 | International expansion | Positive | +0.2% | Launch of Costco same-day delivery websites in France and Spain. |
| Jan 28 | Marketing campaign | Positive | -0.4% | Super Bowl LX ad promoting Preference Picker personalization feature. |
Recent news flow shows generally positive strategic and marketing updates, but price reactions have been mixed, with partnerships and brand campaigns sometimes met by modest declines, while earnings and international expansion saw small gains.
Over the past month, Instacart’s news has focused on partnerships, marketing, and earnings. A Lush partnership and a Toast strategic integration highlighted marketplace expansion, while Costco same-day sites in France and Spain underscored international growth. The Super Bowl “Bananas” campaign showcased product differentiation. Earnings on Feb 12 produced a modest 0.94% gain, but several partnership headlines saw small selloffs, indicating investor selectivity around growth initiatives. Today’s conference participation fits into this ongoing investor-relations cadence.
Market Pulse Summary
This announcement highlights Instacart’s plan for CEO Chris Rogers to appear in a fireside chat at a major Morgan Stanley technology conference, with an audio webcast available to investors. It adds to a steady cadence of recent earnings, partnerships, and marketing news. Investors may focus on what management communicates about growth, profitability, and capital allocation, especially in light of prior earnings and expansion updates, and can monitor future filings and releases for concrete follow-ups.
Key Terms
nasdaq financial
AI-generated analysis. Not financial advice.
An audio webcast of the event will be available on Instacart's Investor Relations website at https://investors.instacart.com/.
About Instacart
Instacart is a leading grocery technology company that partners with more than 2,200 retail banners – representing nearly 100,000 stores – to transform how people shop for the groceries they need from the retailers they trust, while creating flexible earning opportunities for shoppers. Through the Instacart Marketplace, Instacart Enterprise platform, and Instacart Ads ecosystem, the company powers e-commerce, fulfillment, in-store technology, AI Solutions, and advertising for partners. For more information, visit www.instacart.com/company. Maplebear Inc. is the registered corporate name of Instacart.
Forward-Looking Statements
In the course of the fireside chat, Instacart may make forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. Forward-looking statements generally relate to future events or Instacart's future financial or operating performance as well as Instacart's other expectations, strategies, priorities, plans or intentions. Instacart's expectations and beliefs regarding these matters may not materialize, and actual results in future periods are subject to risks and uncertainties that could cause actual results to differ materially from those projected, including those more fully described in Instacart's filings with the Securities and Exchange Commission.
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SOURCE Maplebear Inc. dba Instacart