Likefolio’s Megan Brantley brings consumer sentiment data on Instacart (CART), which reports quarterly earnings on Monday. She calls it a “mixed bag” for the company this quarter, with a -4% y/y change in visits while competitors DoorDash (DASH) and Uber Eats (UBER) gain. However, she notes that seasonal activity could bring it a boost in 4Q.
Fast Market
07 Nov 2025
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