Why one delivery integration doesn't reach the market…

Why one delivery integration doesn't reach the market: Instacart's 8M monthly orders are 5% of the US consumer app population, and the rest are spread across five other habits.

Dark slide listing grocery behaviours — 8M monthly Instacart orders at 5% of the US consumer app population — with shares
What this documents

The reframing number for the whole project: 8M Instacart orders is 5% of the market, and 25% of research participants shop Trader Joe's in person and will not move.

Text in this image

Transcribed from the asset above and checked against the record. Figures are reproduced as printed, including where the original is itself a claim rather than an audited number.

8M monthly active orders, only 5% of Consumer App Population in US.

Curbside Pickup (Intra-coastal). Cult following, in-person only — 25% of users. Digital — 20% of users. Don't feel like making dinner 1x / week — 50% of users. Subscription Meal Prep.

Provenance
Source
I built an AI that watches TikTok and shops Instacart →
File
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Description
Dark slide listing grocery behaviours — 8M monthly Instacart orders at 5% of the US consumer app population — with shares