Instacart IPO Presentation Deck
Average U.S. Household
>$400
Monthly Grocery Spend
2021
U.S. Bureau of Labor Statistics; based on consumer expenditures in 2021.
Largest Retail Categories
U.S. 2022 Online Penetration (%)
66%
38%
23%
Consumer Apparel Restaurants
Electronics
20%
Home
Goods
12%
Grocery
Incisiv, Digital Maturity Benchmark: Grocery Industry 2022.
Euromonitor, Retail (2023 edition), Consumer Foodservice (2023 edition); categories: Consumer Electronics, Consumer Electronics ECommerce, Apparel and
Footwear, Apparel and Footwear E-Commerce, Homewares and Home Furnishings, Homewares and Home Furnishings E-Commerce, Consumer Foodservice by
Type, categorization type: online and total; Consumer Foodservice by Type covers Foodservice Value retail selling price, or RSP, data for the Retail Categories
covers Retail Value RSP excluding Sales Tax; U.S. dollars, or USD, current prices.
Grocery market size and online penetration data per Incisiv, while market size and online penetration data for other retail categories per Euromonitor.
"Restaurants" corresponds to Consumer Foodservice category per Euromonitor.
"Double or more over time" per McKinsey, The next horizon for grocery e-commerce: Beyond the pandemic bump.View entire presentation