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Research Brief

Instacart

instacart.com
77ICP
Grocery Delivery / E-commerceSan Francisco, CAFounded 2012
77
ICP Score
Strong Fit

Public company with platform expansion focus. Values retail partnerships and technology innovation.

Industry
Grocery Delivery / E-commerce
Team Size
3,500+
Est. Revenue
$3.0B (2023)
Website
instacart.com

Key People

FS
Fidji Simo
CEO
ER
Emily Reuter
CFO
AS
Asha Sharma
COO

Discovery Questions

Tailored questions to ask on your call, based on research findings:

  1. 1

    How is Instacart Enterprise Platform driving B2B growth?

  2. 2

    What's the advertising strategy beyond retail media?

  3. 3

    How do Caper Smart Carts fit into the physical retail technology play?

  4. 4

    What AI capabilities are most impactful for the shopper experience?

Talking Points

  • 1

    Fidji Simo (ex-Facebook) brings strong product and advertising background

  • 2

    Advertising is the high-margin growth engine, not delivery fees

  • 3

    Enterprise Platform (white-label) is a B2B growth opportunity

  • 4

    Retailer partnerships are critical - don't compete with their customers

About

Instacart is a grocery technology company that operates an online grocery delivery and pickup platform. The company partners with over 1,500 retail banners across 14,000+ stores. Instacart went public in 2024 and is expanding into advertising and enterprise technology.

Instacart MarketplaceInstacart Enterprise PlatformInstacart AdsCarrot AdsCaper Smart CartsFoodstorm

Target market: Consumers ordering groceries, retailers needing e-commerce and fulfillment, CPG brands advertising to shoppers

Tech Stack

Backend

GoPythonRuby

Frontend

ReactTypeScript

Infrastructure

GCPKubernetes

AI

ML for picking optimizationPersonalization

Hiring Signals

Open Roles
165
Growth
Moderate

By Department

Engineering
85
Product
32
Sales
22
Operations
15
Marketing
11

Primary Focus: Expanding Engineering team

Recent News

Instacart IPO prices at $30, valuing company at $10B2024-09-19
Instacart advertising revenue grows 19% to $256M quarterly2024-08-08
Instacart launches AI-powered shopping list generation2024-05-14

Competitive Landscape

DoorDash
Uber Eats
Amazon Fresh
Walmart Delivery
Shipt

This research brief is generated for demonstration purposes.Instacart is a trademark of its respective owner. Prepd is not affiliated with Instacart.

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