Quarterly guidance

Quarterly guidance
No quarterly guidance was given.

Annual guidance

Annual guidance
No annual guidance was given.

Outlook

Instacart Synergies
The company targets $500 million in annual synergies by year three, with 100% of year one synergies reinvested into the business.
Tech Stack
The replatforming project remains on track for completion by the first half of 2027.
New Verticals
The new vertical portfolio is expected to be gross profit positive by the end of the year.
Marketplace Strategy
Management intends to continue playing offense by investing in product innovation and logistics to help retailers compete.