公司财务表现 - 2026年第一季度营收为10.2亿美元，高于去年同期的8.97亿美元 [4] - 第一季度每股收益为0.57美元，略低于市场普遍预期的0.58美元，但较去年同期的0.37美元有显著增长 [3] - 公司GAAP净利润同比增长36%，达到1.44亿美元 [5] 运营指标与增长 - 第一季度总交易额首次突破100亿美元，同比增长13% [4] - 首席执行官将本季度业绩描述为“里程碑式的一个季度” [5] - 强劲的财务表现使公司能够加大对人工智能解决方案和国际扩张等新领域的投资 [5] 市场与分析师观点 - 投资公司Stifel Nicolaus于2026年5月6日将Instacart的目标股价下调至45美元 [2] - 新的目标价较当时40.16美元的股价有约12.05%的潜在上涨空间 [2] - 公司在一个竞争激烈的配送服务市场中运营 [1]

Transaction revenue was $733 million, up 13% year over year, representing 7.1% of GTV. Reuter said transaction revenue as a percentage of GTV was flat year over year due to "increased fulfillment efficiencies, largely offset by lower payment revenue," and noted the metric may fluctuate quarter to quarter. Chief Financial Officer Emily Reuter reported GTV of $10.29 billion, up 13% year over year, driven primarily by 91.2 million orders, up 10%. Average order value was $113, up 3% year over year, which Reuter ...