It’s now been a week since the news was officially confirmed that DoorDash has reached a definitive agreement to acquire Instacart. We learned a lot in the deal announcement, and since then analysts right across the industry have shared their views on the $17bn deal. But what has the response…
Instacart is shutting down its Caper Smart Cart business five years after acquiring Caper AI for $350 million, citing slow retailer adoption. Does this mark the end of smart carts in grocery retail, or just Instacart’s version of it? In this clip, we discuss why physical smart carts are being…
DoorDash has agreed to acquire Instacart for $65 a share in a deal valued at roughly $17 billion. In this clip, we break down why this acquisition is a strategic move for DoorDash: Accelerating Grocery Expansion: Gaining immediate access to Instacart’s extensive retailer network and data ecosystem. Combining Consumer Segments:…
Watch the full video with FMI’s Jennifer Shawgo here:https://youtu.be/1k5UMtnfWNw
Halloween is over, but the leftover candy decisions are just beginning! Chris Walton asks Kelly Carey which candy she's hoarding for herself and which one she's happily passing along to the office. Her choices spark a surprisingly passionate candy debate, proving that even a retail podcast can't escape a little…
With Instacart officially winding down its Caper Cart business, Chris Walton asks Kelly Carey which piece of in-store retail technology deserves the title of most overhyped. Kelly points to another technology retailers have been investing in heavily, raising an interesting question about whether shoppers actually need more technology inside stores…
The clocks fell back, and that means one extra hour to spend however you want. But what if you had to spend it inside a retail store? Chris Walton asks Kelly Carey where she'd go, and her answer leads to a conversation about grocery shopping, product discovery, and the kind…
Every underdog deserves a championship moment! Inspired by the Milwaukee Brewers' World Series victory, Chris Walton asks Kelly Carey which retailer has been quietly putting in the work and deserves a little more recognition. Kelly's pick catches Chris off guard, leading to a fun conversation about what it really means…
Amazon CEO Andy Jassy says Wall Street may be overlooking Amazon's retail progress, pointing to fresh groceries and everyday essentials growing three times faster than the rest of its stores business. However, Amazon's online store sales increased just 2% in Q3. Is Amazon quietly becoming a bigger threat to traditional…
Walmart has officially launched Walmart+ in Mexico for MXN $89 per month, bundling free shipping and delivery with streaming, mobile data, and healthcare benefits. The expansion follows Walmart+'s recent launch in Canada as the retailer looks to grow its membership program internationally. Could Mexico become the blueprint for Walmart+'s next…
Starbucks reported a 7.7% increase in U.S. comparable sales in Q4, driven by a 5.2% increase in average ticket and 2.4% transaction growth. The results signal progress under CEO Brian Niccol's Back to Starbucks turnaround strategy. Is Starbucks' performance proof that its turnaround is working, or should slowing traffic growth…
Instacart is winding down its Caper Cart smart shopping cart business, five years after acquiring Caper AI for $350 million. The company cited slower-than-expected retailer adoption as the reason for ending its investment. Does Instacart's exit signal the end of the smart cart altogether, or will the technology eventually make…
DoorDash has agreed to acquire Instacart for approximately $17 billion, or $65 per share, combining two of the biggest names in restaurant and grocery delivery. The deal faces regulatory review and isn't expected to close until late 2027 or early 2028. Is this a major opportunity for DoorDash to expand…
Starbucks reported a 7.7% increase in U.S. comparable sales in Q4, driven by a 5.2% increase in average ticket and 2.4% transaction growth. The results signal progress under CEO Brian Niccol's Back to Starbucks turnaround strategy. Is Starbucks' performance proof that its turnaround is working, or should slowing traffic growth…
Walmart has officially launched Walmart+ in Mexico for MXN $89 per month, bundling free shipping and delivery with streaming, mobile data, and healthcare benefits. The expansion follows Walmart+'s recent launch in Canada as the retailer looks to grow its membership program internationally. Could Mexico become the blueprint for Walmart+'s next…
Which retailer deserves its long-awaited championship moment? If you could spend one extra hour inside any store, where would you go? And with Instacart pulling the plug on Caper Carts, what's the next most overhyped piece of in-store technology? Chris Walton puts Kelly Carey in the hot seat for this…
Amazon CEO Andy Jassy says Wall Street may be overlooking Amazon's retail progress, pointing to fresh groceries and everyday essentials growing three times faster than the rest of its stores business. However, Amazon's online store sales increased just 2% in Q3. Is Amazon quietly becoming a bigger threat to traditional…
Instacart is winding down its Caper Cart smart shopping cart business, five years after acquiring Caper AI for $350 million. The company cited slower-than-expected retailer adoption as the reason for ending its investment. Does Instacart's exit signal the end of the smart cart altogether, or will the technology eventually make…
DoorDash has agreed to acquire Instacart for approximately $17 billion, or $65 per share, combining two of the biggest names in restaurant and grocery delivery. The deal faces regulatory review and isn't expected to close until late 2027 or early 2028. Is this a major opportunity for DoorDash to expand…
Watch the full video with FMI’s Jennifer Shawgo here:https://youtu.be/1k5UMtnfWNw
Walmart, Target and Amazon all ran deal events in the same October week. So why could you barely tell from inside the stores? On episode 4 of Making Space Real Time, host Chris Niesen is joined by guest host Dave Glaza, owner and CEO of retail media agency Digits Agency.…
Retail news came in by the truckload this week! Chris Walton is joined by Kelly Carey, Senior Director at the A&M Consumer and Retail Group, for a packed Fast Five covering DoorDash's $17 billion Instacart acquisition, the end of Caper Carts, Starbucks' comeback, Walmart+'s international expansion, and whether Wall Street…
Watch the full video with FMI’s Jennifer Shawgo here:https://youtu.be/1k5UMtnfWNw
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