Costco's new same-day delivery deal with DoorDash caused Instacart's stock to drop, but Instacart still powers Costco's branded sites and expanded internationally. The market reacted sharply, yet analysts remain optimistic with a $58 price target, citing strong advertising revenue growth and enterprise scaling. DoorDash's shares also declined, reflecting skepticism about profitability in same-day grocery delivery. The key factor to watch is whether Instacart can maintain its high-value marketplace baskets and advertising growth as DoorDash ramps up.
Costco holds a massive market cap of $396.44 billion and shows steady investor confidence with a 0.18% gain as of Sep 19, 2026 04:02 WIB on Pluang, where 92% of orders are buys. DoorDash, by contrast, has a market cap of $84.30 billion and saw a 0.75% decline in the same period, with a majority of Pluang users selling (56%). This contrast highlights the differing market sentiment toward these companies amid the evolving grocery delivery landscape.
Intapp (INTA) gained nearly 1.5% pre-market after announcing a new partnership with OpenAI, supported by improving fundamentals and positive analyst revisions despite recent stock volatility. Boot Barn (BOOT) holds a positive outlook with strong forw...
Costco's fiscal Q4 earnings report on September 24 excludes impact from its new DoorDash partnership, which launched after the quarter ended. The quarter's results highlight strong digital sales growth and robust membership economics, with 82.9 milli...
Mastercard, Amazon, and Costco have each delivered over 500% returns in the past decade by leveraging durable business models and reinvesting cash flow. Mastercard benefits from network effects in payments, Amazon combines retail with a fast-growing ...
Retail sales in the U.S. posted their largest increase since the U.S.-Iran conflict, suggesting the end of the so-called 'Vibecession'—a period where consumer sentiment was weak despite strong economic data. Core goods, which make up 19.3% of the Con...
Intapp has integrated its AI assistant Celeste into ChatGPT Enterprise, enhancing access to proprietary knowledge for regulated industries like law and banking. Boot Barn reports strong growth in work boot sales driven by increased data center constr...
