Instacart IPO Presentation Deck

Customer Cohorts Quarterly GTV by Annual Cohort $8B NM Not Meaningful. $6B $4B $2B $OB Indexed to Q1 & Q2 2022 2017 Cohort 2018 Cohort 2019 Cohort 2020 Cohort 2021 Cohort 2022 Cohort 2023 Cohort Q1 2022 1.00x 1.00x 1.00x 1.00x 1.00x 1.00x NM Q1 2023 0.98x 0.96x 0.93x 0.86x 0.84x NM 1.00x Q2 2022 1.00x 1.00x 1.00x 1.00x 1.00x 1.00x NM Q2 2023 0.99x 0.97x 0.96x 0.91x 0.90x NM 1.00x

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