Competitive PressureIntensifying competition from companies like Uber, DoorDash, and Amazon is creating challenges for Maplebear Inc. in the grocery delivery space.
Market PerformanceShares of CART have underperformed the market following Amazon's announcement and NYC minimum wage changes.
Pricing ChallengesCART may face pricing challenges, as studies indicate a ~30% price premium for delivery compared to in-store options, making it less competitive against rivals like WMT and AMZN.