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Maplebear (CART) investor relations material

Maplebear Goldman Sachs Communicopia + Technology Conference 2025 summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
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Goldman Sachs Communicopia + Technology Conference 2025 summary10 Sep, 2025

Leadership transition and strategic vision

  • New CEO brings experience from Procter & Gamble and Apple, emphasizing strong retailer relationships and enterprise platform growth.

  • Focus on continuity in strategy with a commitment to profitable growth and extending leadership in online grocery.

  • CEO aims to drive innovation beyond the status quo, targeting disproportionate market wins.

Key growth opportunities and initiatives

  • Prioritizing affordability through loyalty integrations, SNAP, and retailer price parity to reduce churn and boost adoption.

  • Expanding enterprise platform with rapid retailer onboarding, cross-selling, and international growth, especially after WinShop acquisition.

  • Accelerating ads and data revenue by building a robust ads ecosystem, diversifying demand, and launching new data products.

Competitive positioning and market dynamics

  • Holds a leading position in a $1.2 trillion U.S. grocery market, excelling in large basket orders and broad selection.

  • Differentiates through quality, speed, and affordability, with 1,800 retailers and strong loyalty integrations.

  • Responds to competitive moves (e.g., Amazon) by deepening retailer partnerships and leveraging technology as a rallying point.

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Q3 202510 Nov, 2025
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Frequently asked questions

Maplebear Inc., doing business as Instacart, is a North American technology company that specializes in grocery delivery and pick-up services. It operates in the United States and Canada, offering its services via a website and mobile app. Customers can order groceries and other household items from participating retailers, with the shopping and delivery being handled by personal shoppers. Instacart's platform provides a convenient solution for consumers looking to save time on grocery shopping, catering to a wide range of products including food, alcohol, consumer health items, pet care, and ready-made meals. The company is headquartered in San Francisco, California, and its shares are listed on the Nasdaq stock exchange.

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