Maplebear Inc. (CART)
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Instacart faces FTC probe over AI-powered pricing tool
The US Federal Trade Commission (FTC) has issued a civil investigative demand to Instacart (NASDAQ:CART) for information on its Eversight tool, which allows retailers to test price changes through A/B experiments, the company said. The move comes after reports last fall, including by Consumer Reports, found that identical grocery baskets often cost an average of 7% more online, potentially adding about $1,200 annually to a typical family of four's grocery bills.
Instacart Parent's Stock Tumbles. It Faces an FTC Investigation, Report Says.
Maplebear stock was dropping following a report that the FTC has sent Instacart a civil investigative demand over its use of AI-set pricing.
Instacart's AI-driven pricing tool attracted attention — now the FTC has questions
According to Reuters, Instacart is currently getting the regulatory equivalent of a throat-clearing from the FTC, which has sent the grocery delivery platform a civil investigative demand regarding its AI-powered pricing tool, Eversight. Put another way, the agency wants to know why some people are paying significantly more for their organic granola than others.
Instacart shares plunge 11% on report that FTC is probing company over AI pricing tool
Instacart shares plunge 11% on report that FTC is probing company over AI pricing tool
Instacart is charging different prices to different customers in a dangerous AI experiment, report says
The grocery delivery service Instacart is using artificial intelligence to experiment with prices and charge some shoppers more than others for the same items, a new study found.
Instacart's AI pricing experiment drives up costs for some shoppers, study says
Instacart's AI-pricing experiments can charge customers up to 23% more for identical products, potentially costing families $1,200 extra annually through hidden markups.
Instacart Shares Fall on Report Alleging Price Discrimination
The grocery-delivery company's stock was down in morning trading after a report said it displayed several different prices for users who added the same item from the same store at the same time.
Instacart's AI pricing tools drive up the cost of some groceries, study finds
Instacart's algorithmic pricing tools caused shoppers to pay different prices for identical items from the same store, according to a new study. The grocery delivery platform said some of its retail partners run limited pricing tests, but it denied that they use personal data or change prices in real time.
Instacart: Risks Are Rising, But Cheap Valuation Keeps Me Invested
Instacart remains a buy despite competitive and advertising headwinds, trading at a compelling 7.7x EV/FY26 adjusted EBITDA multiple. CART delivered 10% revenue growth and 22% adjusted EBITDA growth in Q3, with disciplined cost control supporting margin expansion to 30%. Competitive risks from Uber Eats, DoorDash, and Amazon Fresh are rising, while advertising revenue growth is expected to slow further near-term.
What Instacart's Results Tell Us About Grocery Delivery
Maplebear (CART), better known as Instacart, posted better-than-expected results as shoppers placed more orders and spent more money on them.
Instacart: The Growth Story Is Intact After Q3 (Rating Upgrade)
Maplebear Inc., Instacart's owner, reported good Q3 results. The company continues to grow despite competitive pressure, resulting in record earnings. Pressure from DoorDash, Amazon, Uber, and others hasn't deteriorated the growth story. Instacart's Q4 GTV guidance is highly encouraging. The market is now overly concerned with Instacart's market share pressure. I estimate 57% upside for CART stock to $55.8.
Maplebear Inc. (CART) Q3 2025 Earnings Call Transcript
Maplebear Inc. ( CART ) Q3 2025 Earnings Call November 10, 2025 8:00 AM EST Company Participants Rebecca Yoshiyama - Vice President of Investor Relations Chris Rogers - CEO, President & Director Emily Maher - CFO & Treasurer Conference Call Participants Eric Sheridan - Goldman Sachs Group, Inc., Research Division Colin Sebastian - Robert W. Baird & Co. Incorporated, Research Division Shweta Khajuria - Wolfe Research, LLC Nikhil Devnani - Sanford C.
