Instacart vs Swiggy

8-K Financial Filing Analysis for Instacart (2026-09-25)

Maplebear Inc. (Instacart) reported that on September 21, 2026, it received notice to convert all 5,833,333 outstanding shares of Series A Convertible Preferred Stock into 5,833,333 shares of Common Stock on a 1-for-1 basis. Following the transaction, no shares of Series A Preferred Stock remain outstanding. The newly issued common shares are subject to a 35-day lock-up period prohibiting transfer or disposal. Subsequently, on September 24, 2026, the company filed a Certificate of Elimination in Delaware to remove all Series A provisions from its charter, returning the shares to authorized but undesignated preferred stock.

• Conversion of all 5,833,333 Series A Convertible Preferred shares into 5,833,333 common shares, leaving zero Series A preferred shares outstanding.
• The newly issued common shares are subject to a mandatory 35-day transfer lock-up period post-issuance.
• Filed a Certificate of Elimination on September 24, 2026, eliminating the Series A designation from the Certificate of Incorporation.

Unite Us and Instacart Partner to Scale Food-as-Medicine Programs Nationwide

Announcement comes as the nation recognizes Hunger Action Month, with the partnership helping organizations deliver, manage, and measure nutrition programs at scale. NEW YORK and SAN FRANCISCO – September 29, 2026 — Unite Us ,...

Costco Digital Sales Hit $33B, Up 20%

Costco reported that digitally-enabled sales, including third-party delivery, surpassed $33 billion in fiscal 2026, growing over 20%. The company expanded partnerships with DoorDash and Uber Eats for nationwide U.S. delivery, complementing its long-standing Instacart relationship. CEO Ron Vachris noted these channels drive incremental sales and attract younger members, with members under 40 growing 60% since Covid and now representing over 25% of the base. Costco's total net sales reached $297.2 billion, up 10% year-over-year, with pharmacy growing 20% due to digital capabilities. Delivery partners require membership verification at checkout, reinforcing the membership model.

• Costco digitally-enabled sales exceeded $33 billion in fiscal 2026, growing over 20%.
• Costco partnered with DoorDash and Uber Eats for nationwide U.S. delivery.
• Costco total net sales reached $297.2 billion, up 10% year over year.

Amazon Launches Alexa+ in India with Hindi Support

Amazon has launched its AI-powered Alexa+ assistant in India in early access, with support for Hindi and English. The assistant can handle complex multi-step tasks, such as ordering groceries via Amazon Now and controlling smart home devices, and allows mid-sentence language switching. Alexa+ is integrated with local services including Swiggy, Zomato's District, TripAdvisor, MakeMyTrip, and EazyDiner, as well as music platforms Amazon Music and JioSaavn. After the early access phase, Alexa+ will be free for Prime members, while non-Prime users will pay a subscription fee. This move targets India's large Hindi-speaking population and aims to strengthen Amazon's presence in the smart home and AI assistant market.

• Amazon launched Alexa+ in India with Hindi and English support in early access for all customers.
• After the early access period, Alexa+ will be free for Prime customers; non-Prime users will pay ₹2,000 per month (approximately $20.85).
• Alexa+ can handle multi-step tasks like ordering groceries from Amazon Now and controlling smart home devices.