Maplebear’s (Instacart) AI Efficiencies Are Growing—Can Faster Deliveries Positively Change Consumer Behavior In Their Favor?

Instacart’s second quarter of 2025 financial results demonstrated significant progress and dynamism across key metrics, driven by both strategic initiatives and technological advancements. The company exhibited strong growth in several areas, with gross transaction value (GTV) growing 11% year-over-year, driven by a 17% increase in orders. However, this growth was slightly offset by a 5% decline in average order value, attributed to the incorporation of restaurant orders and a lower basket minimum for Instacart+ members.