Instacart, Inc.(Maplebear Inc.) Stock Price, News & Analysis

Instacart (NASDAQ: CART) announced on October 15, 2025 that a new suite of business features is now available for its white-label Storefront and Storefront Pro e-commerce solutions.

Features—previously on the Instacart App—now let organizations place bulk orders by the case, set multi-user permissions, access an account dashboard, use shopping guides, apply controls and reconciliation, and share Instacart+ benefits (including 2% cash back on orders over $250). Instacart says Storefront retailers including Woodman's Markets are already adopting the tools; Instacart Business has served more than one million business customers since launch in 2023.

Instacart (Nasdaq: CART) announced on Oct 7, 2025 a partnership with TikTok to become the first retail media network to enable end-to-end targeting and closed-loop measurement directly inside TikTok Ads Manager.

The integration gives select CPG advertisers access to Instacart first-party audience segments, dynamic grocery selection for shoppable formats, and daily conversion measurement inside TikTok. Instacart cites scale across 7,500 active brands, 1,800 retail partners, and ad technology on 240+ grocery e-commerce sites as distribution advantages. TikTok metrics referenced include 180M+ US monthly active users and high user action rates.

United (NASDAQ: UAL) and Instacart (NASDAQ: CART) launched a partnership on October 6, 2025, giving MileagePlus members new delivery and rewards perks.

Key benefits: $0 delivery fees for seven days on qualifying Instacart orders placed right before, during, or shortly after domestic U.S. United flights; a 5,000-mile bonus for new Instacart users who complete four orders of $35+ within eight weeks; 500 miles for existing Instacart users who link accounts and place a $35+ order within 60 days; and an additional 5,000 miles for enrolling in an annual Instacart+ membership and keeping it 30+ days.

Members enroll at Instacart.com/United. Service fees and minimums apply.

United (NASDAQ: UAL) and Instacart (NASDAQ: CART) launched a collaboration giving MileagePlus members targeted benefits, including seven days of $0 delivery fees on Instacart orders placed right before, during, or shortly after a domestic U.S. United flight. New members earn 5,000 bonus miles after four orders of $35+ within eight weeks and can earn an additional 5,000 miles by enrolling in an annual Instacart+ membership and maintaining it 30 days. Existing Instacart users receive 500 miles for linking accounts and placing a $35+ order within 60 days. Offers include limitations, minimums, and enrollment windows; enroll at United.com/Instacart.

Instacart (NASDAQ: CART) and Advantage Solutions have announced a strategic partnership to enhance in-store execution for consumer packaged goods (CPG) companies. The collaboration leverages Instacart's network of 600,000 shoppers for in-store audits and Advantage's retail execution services to improve product availability and placement.

The partnership introduces a dynamic alert-based retail model where Instacart shoppers conduct audits on product availability, pricing, and display execution. These insights trigger immediate alerts to Advantage field teams for swift action, with Instacart shoppers later validating the execution. The companies have successfully piloted the program with plans for expansion in 2026.

Instacart (Nasdaq: CART) has unveiled enhanced savings features for its AI-powered Caper Carts, introducing groundbreaking omnichannel shopping capabilities. The smart carts now offer first-of-its-kind EBT SNAP eligibility tracking, on-cart loyalty program registration, and improved product recommendations.

Key developments include Cart Cash, a rewards system allowing customers to earn cash back through exclusive coupons and shopping milestones. The company has significantly expanded its presence, nearly tripling the number of stores with Caper Carts across nearly 100 cities in 15 states. The technology is currently implemented by major retailers including Coles, Kroger, Schnucks, and Wakefern.

Notably, one major retailer reported that 25% of new Caper users sign up for store loyalty programs directly through the cart. The system now reaches nearly 98% of EBT SNAP households, offering delivery and pick-up services from over 30,000 stores.

Instacart (NASDAQ: CART) has launched its Consumer Insights Portal (CIP), a new software platform providing brands with real-time access to grocery shopping data. The platform analyzes data from nearly 100,000 stores and over 1,800 retail banners, offering SKU-level performance metrics, search behavior patterns, and promotion impact analysis.

The CIP enables brands to track daily product-level sales, analyze consumer path-to-purchase, understand substitution behaviors, and measure promotion performance. Early adopters including Coca-Cola Bottling Canada and Advantage Solutions are already utilizing the platform to optimize their sales strategies and promotional effectiveness.

Instacart (NASDAQ: CART) has announced a strategic partnership with Vroom Delivery to integrate Instacart Carrot Ads across Vroom's network of 3,500 convenience stores nationwide. The collaboration will enable Vroom's convenience retailers to access Instacart's advertising technology, including Sponsored Product and Display ads.

Through this integration, over 7,500 brand advertisers in the Instacart Ads ecosystem will be able to extend their campaigns to Vroom Delivery's convenience store network. The partnership leverages Instacart's Carrot Ads platform, which is currently used by more than 240 partners to build and grow their retail media businesses.

Instacart (NASDAQ: CART) has partnered with Morrisons, one of the UK's largest supermarket chains, to introduce AI-powered Caper Carts to the UK market. The smart shopping trolleys will be deployed in early 2026 at one initial Morrisons store, marking Instacart's first retail partnership in the UK.

The Caper Carts feature interactive screens, built-in scales, and AI-powered sensors that enable customers to scan items, weigh produce, track spending in real-time, and checkout seamlessly. The technology integrates with Morrisons More Card loyalty program and includes a digital screen for personalized deals and product recommendations.

Currently, Caper Carts are deployed in nearly 100 cities across 15 states, serving major retailers including Coles, Kroger, Schnucks, and Wakefern.