异动解读 | Instacart盘后大涨7.35%,第三季度业绩预期超华尔街预估

异动解读
Aug 08

杂货配送平台Instacart(CART)周四盘后股价大涨7.35%,主要受益于公司发布的强劲财报和乐观展望。

根据公司最新财报,Instacart第二季度总交易额(GTV)同比增长11%至90.8亿美元,订单量同比增长17%。公司总收入达9.14亿美元,超过分析师预期的8.96亿美元。广告收入同比增长12%,显示出公司业务的稳健发展。

更令投资者振奋的是Instacart对未来的乐观预期。公司预计第三季度GTV将达90亿至91.5亿美元,高于华尔街89.9亿美元的预期。Instacart表示,通过在平台上提供与实体店价格相匹配的产品,以及推出会员计划等促销活动,成功吸引了更多注重性价比的消费者。公司还与UberEats合作,扩大了平台上的餐厅数量,进一步提升了用户粘性。

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