东部时间1420 - 自第二季度业绩公布以来，Instacart母公司Maplebear的股价已下跌超过20%，原因是有消息称亚马逊和DoorDash将各自扩大其杂货配送业务。但Oppenheimer分析师表示，市场对Instacart面临的竞争风险过度担忧，并重申其跑赢大盘的评级。
分析师指出，亚马逊的杂货业务扩张实际上只会增加Instacart对其杂货合作伙伴的价值，因为这些合作伙伴不愿意与亚马逊合作，毕竟这家电商巨头本身就是竞争对手。与此同时，DoorDash与克罗格的合作主要会吸引快速便民订单，但不会威胁到Instacart在大额订单方面的主导地位。
投资者情绪似乎已经触底，为该股票提供了一个令人信服的投资机会。Maplebear股价下跌3.7%。
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