Instacart plans North America AI assistant rollout to boost basket sizes

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Instacart plans to launch its AI assistant across its North American marketplace over the next several weeks, aiming to increase order values and attract new customers. The company beat Wall Street expectations for the second quarter, driven by advertising gains and higher order values, and set third-quarter guidance reflecting first-half business momentum. BofA Securities analyst Justin Post noted that orders placed with the AI assistant have larger than average order values, and a broader rollout could be a catalyst for the stock. Oppenheimer analyst Jason Helfstein also observed that AI assistant orders are driving larger basket sizes than the corporate average. CEO Chris Rogers said the AI assistant delivers an agentic experience that removes friction and makes shopping more personalized, calling AI a meaningful growth driver for the company and the category.

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AI assistant rollout expected to boost basket sizes and attract customers, with analysts noting larger order values.

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