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Instacart's Order Growth Accelerates, But Tougher Comparisons Loom in 2025, Says Analyst

Summary

Needham analyst Bernie McTernan sees a path for order growth acceleration in 2025, but investor focus will shift to the company's investments and take rate. Increased competition from DASH, Uber Eats, and mass merchants may dampen growth.

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Article published on February 26, 2025 by benzinga