How Investors May Respond To Maplebear (CART) As Amazon Speeds Up Groceries And Instacart Adds New Partners

• In late November 2025, Amazon announced plans for an ultrafast grocery delivery option under 30 minutes in major cities, coinciding with Maplebear’s Instacart platform rolling out new partnerships, including same-day Home Depot Canada delivery and a WellTheory collaboration focused on food-as-medicine for autoimmune care.
• Taken together, these developments highlight how Instacart is expanding its retail and health ecosystems even as investor attention shifts to intensifying competition from Amazon’s speed-focused offering.
• We’ll now explore how Amazon’s ultrafast delivery push, alongside Instacart’s new Home Depot Canada partnership, may reshape Maplebear’s investment narrative.

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Maplebear Investment Narrative Recap

To own Maplebear, you need to believe Instacart can stay relevant as grocery and essentials keep shifting online, even as delivery becomes faster and more commoditized. Amazon’s under 30‑minute push sharpens the competitive risk around pricing and speed, while the key near term catalyst remains Instacart’s ability to grow higher margin services like advertising and enterprise solutions. For now, the Amazon news mainly reinforces an existing competitive risk rather than creating a new one.

The new Home Depot Canada partnership is the clearest counterpoint to Amazon’s ultrafast headlines, because it shows Instacart extending beyond groceries into home improvement and bulky-item delivery. Same day fulfillment from more than 175 stores, with in store pricing and support for heavier goods, reinforces the thesis that Instacart’s platform can deepen retailer integrations and widen its role in everyday essentials, even if competition on speed and fees intensifies.

But while partnerships are expanding, investors should also be aware that rising competition and potential price pressure could...

Read the full narrative on Maplebear (it's free!)

Maplebear's narrative projects $4.6 billion revenue and $779.9 million earnings by 2028.

Uncover how Maplebear's forecasts yield a $50.70 fair value, a 22% upside to its current price.

Exploring Other Perspectives

Two fair value estimates from the Simply Wall St Community span roughly US$50.70 to US$94.63, underscoring how far apart individual views can be. Against that wide range, Amazon’s push into ultrafast grocery delivery keeps competitive pressure front and center for Instacart’s future performance, so it is worth weighing several viewpoints before forming your own.

Explore 2 other fair value estimates on Maplebear - why the stock might be worth over 2x more than the current price!

Build Your Own Maplebear Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your Maplebear research is our analysis highlighting 3 key rewards that could impact your investment decision.
• Our free Maplebear research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Maplebear's overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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