Instacart Delivers Accelerating Orders And Profitability

Instacart reported first-quarter 2025 results showing approximately $9.0 billion in gross transaction volume and stronger-than-expected order growth, the company said. Revenue and adjusted EBITDA beat expectations as its Instacart Ads unit and retailer-facing Instacart Platform (including Caper Cart deployments) expanded, driving improving margins; investors responded with a sharp stock rally, suggesting renewed confidence in online grocery's growth outlook.