Instacart Seen With Competitive Edge With ChatGPT Integration -- Market Talk

Dow Jones12-09

1450 ET - Instacart's integration with OpenAI's ChatGPT marks the first grocery platform to offer an instant checkout app experience, giving Instacart an edge over some of its competitors, Morgan Stanley analysts say in a note. Walmart has not yet included its grocery business in its existing ChatGPT integration, while Amazon has not partnered with the platform at all, creating a growth opportunity that isn't yet priced into Instacart's valuation, the analysts say. Grocery and consumer packaged goods will likely be the biggest bucket of spending set to drive faster ecommerce growth as more agentic shopping features emerge, the analysts say. The partnership shows the value of Instacart's inventory access and delivery infrastructure, which could help ChatGPT create more agentic grocery shopping products in the future, they say. (kelly.cloonan@wsj.com)

(END) Dow Jones Newswires

December 08, 2025 14:50 ET (19:50 GMT)

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Walmart has not yet included its grocery business in its existing ChatGPT integration, while <a href=\"https://laohu8.com/S/AMZN\">Amazon</a> has not partnered with the platform at all, creating a growth opportunity that isn't yet priced into Instacart's valuation, the analysts say. Grocery and consumer packaged goods will likely be the biggest bucket of spending set to drive faster ecommerce growth as more agentic shopping features emerge, the analysts say. The partnership shows the value of Instacart's inventory access and delivery infrastructure, which could help ChatGPT create more agentic grocery shopping products in the future, they say. 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Walmart has not yet included its grocery business in its existing ChatGPT integration, while Amazon has not partnered with the platform at all, creating a growth opportunity that isn't yet priced into Instacart's valuation, the analysts say. Grocery and consumer packaged goods will likely be the biggest bucket of spending set to drive faster ecommerce growth as more agentic shopping features emerge, the analysts say. The partnership shows the value of Instacart's inventory access and delivery infrastructure, which could help ChatGPT create more agentic grocery shopping products in the future, they say. 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