生鲜配送平台Instacart（CART）夜盘交易中股价大涨7.73%，引发市场广泛关注。
消息面上，公司公布的2026年第二季度财报显示，其总交易额（GTV）达到103.5亿美元，超出分析师预期的102.0亿美元；调整后核心利润为3.13亿美元，同样高于预期的2.98亿美元。此外，公司还发布了强劲的第三季度业绩指引，预计GTV将在103.0亿至105.5亿美元之间，调整后核心利润将在3.2亿至3.4亿美元之间，均显著超出分析师平均预期。这一超预期的业绩表现和乐观展望，主要得益于消费者在通胀环境下对线上生鲜配送便利性和性价比的持续青睐，以及公司广告业务16%的强劲增长，极大地提振了市场信心。
公司首席执行官Chris Rogers表示，Instacart正通过市场平台和企业平台吸引并留住更多客户，为零售商、品牌和消费者创造更多价值。分析人士指出，Instacart已形成飞轮效应，更多的购物者吸引了更多零售商和品牌，进一步强化了其市场、广告和企业业务。
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