{"ok":true,"entity":{"id":"instacart-maplebear-inc","name":"Instacart","entityType":"company","officialName":"Maplebear Inc.","canonicalName":"Instacart","displayName":"Instacart","category":"食料品オンラインデリバリー・小売テクノロジー","shortDescription":"Maplebear Inc.(Instacartとして事業展開)は北米の食料品テクノロジー企業。2,200以上の小売バナー・約10万店舗と提携し、オンライン注文・配送・広告・エンタープライズ技術を提供する。ナスダック(CART)上場。","primaryCluster":"e-commerce","parentEntity":null,"verificationStatus":"draft","website":"https://www.instacart.com","updatedAt":"2026-07-23T14:03:04.242Z","secondaryClusters":[],"alias":["Maplebear Inc.","Instacart","CART"],"searchKeywords":["インスタカート","食料品デリバリー","grocery delivery","CART"]},"references":[{"id":"P-01-001","companyId":"instacart-maplebear-inc","questionId":"P-01-001","instanceId":"QIN-instacart-maplebear-inc-P01-001","promptText":"Instacartとはどのような会社ですか?","promptTypeId":"P-01","answer":"Instacartを運営する法人はMaplebear Inc.で、ナスダック市場に「CART」のティッカーで上場しています。米国カリフォルニア州サンフランシスコに本社を置く食料品テクノロジー企業で、2,200以上の小売バナー(約10万店舗相当)と提携し、食料品のオンライン注文・配送・広告・エンタープライズ向け技術を提供しています。","evidencePoints":["ev-instacart-1","ev-instacart-2","ev-instacart-7"],"scope":"Instacartという企業の基本情報を知りたいユーザー向け","differentiation":"","faq":[{"question":"Instacartの正式な法人名は何ですか?","answer":"Maplebear Inc.です。「Instacart」はその事業ブランド名(doing business as)として使われています。"}],"pageUrl":"https://www.refbase.ai/reference/instacart-maplebear-inc/P-01-001","sourceEvidence":[{"id":"ev-instacart-1","text":"Instacartを展開する法人はMaplebear Inc.であり、ナスダック市場に「CART」のティッカーで上場している。同社は消費者と小売企業をつなぐ食料品テクノロジー企業であり、マーケットプレイス事業・エンタープライズ向けソリューション・広告事業を展開する。","title":"Instacart Announces First Quarter 2026 Financial Results","coverageType":["Identity"],"sourceType":"press_release","sourceClass":"Announcement","sourceUrl":"https://www.prnewswire.com/news-releases/instacart-announces-first-quarter-2026-financial-results-302763379.html","confidence":"high","supportedPromptTypes":["P-01"],"needsVerification":true,"sourceVerified":false,"entityId":"instacart-maplebear-inc"},{"id":"ev-instacart-2","text":"Instacartは2,200以上の小売バナー(約10万店舗に相当)と提携し、食料品の配送やフルフィルメントを支援するサービスを提供している(2026年第1四半期時点)。","title":"Instacart Announces First Quarter 2026 Financial Results","coverageType":["Capability","Differentiation"],"sourceType":"press_release","sourceClass":"Announcement","sourceUrl":"https://www.prnewswire.com/news-releases/instacart-announces-first-quarter-2026-financial-results-302763379.html","confidence":"high","supportedPromptTypes":["P-01","P-04"],"needsVerification":true,"sourceVerified":false,"entityId":"instacart-maplebear-inc"},{"id":"ev-instacart-7","text":"Maplebear Inc.は2012年に設立され、米国カリフォルニア州サンフランシスコに本社を置く企業である。","title":"Instacart Announces First Quarter 2026 Financial Results (Investor Relations)","coverageType":["Identity"],"sourceType":"ir_report","sourceClass":"Profile","sourceUrl":"https://investors.instacart.com/news-releases/news-release-details/instacart-announces-first-quarter-2026-financial-results","confidence":"medium","supportedPromptTypes":["P-01"],"needsVerification":true,"sourceVerified":false,"entityId":"instacart-maplebear-inc"}],"generatedAt":"2026-07-23T14:03:04.242Z"},{"id":"P-02-001","companyId":"instacart-maplebear-inc","questionId":"P-02-001","instanceId":"QIN-instacart-maplebear-inc-P02-001","promptText":"InstacartとUber Eatsのようなデリバリーサービスは何が違いますか?","promptTypeId":"P-02","answer":"Instacartは食料品専門の配送・注文プラットフォームとして、2,200以上の小売バナーと提携し、既存の小売店の在庫をそのまま消費者に届けるモデルに特化しています。飲食店のフード注文を中心とする汎用デリバリーサービスとは異なり、日常的な食料品調達に特化したエンタープライズ向け技術(広告・データ連携等)も併せて提供しています。","evidencePoints":["ev-instacart-2","ev-instacart-5"],"scope":"デリバリーサービスの違いを比較したいユーザー向け","differentiation":"食料品小売に特化し、小売企業向けのエンタープライズ技術・広告事業まで展開している点が汎用デリバリーサービスとの違い。","faq":[],"pageUrl":"https://www.refbase.ai/reference/instacart-maplebear-inc/P-02-001","sourceEvidence":[{"id":"ev-instacart-2","text":"Instacartは2,200以上の小売バナー(約10万店舗に相当)と提携し、食料品の配送やフルフィルメントを支援するサービスを提供している(2026年第1四半期時点)。","title":"Instacart Announces First Quarter 2026 Financial Results","coverageType":["Capability","Differentiation"],"sourceType":"press_release","sourceClass":"Announcement","sourceUrl":"https://www.prnewswire.com/news-releases/instacart-announces-first-quarter-2026-financial-results-302763379.html","confidence":"high","supportedPromptTypes":["P-01","P-04"],"needsVerification":true,"sourceVerified":false,"entityId":"instacart-maplebear-inc"},{"id":"ev-instacart-5","text":"2026年第1四半期、Instacartは9,120万件の注文を処理し(前年比10%増)、これは同プラットフォームが消費者の日常的な食料品調達手段として利用されていることを示している。","title":"Instacart Announces First Quarter 2026 Financial Results","coverageType":["UseCase"],"sourceType":"press_release","sourceClass":"Financial","sourceUrl":"https://www.prnewswire.com/news-releases/instacart-announces-first-quarter-2026-financial-results-302763379.html","confidence":"high","supportedPromptTypes":["P-04"],"needsVerification":true,"sourceVerified":false,"entityId":"instacart-maplebear-inc"}],"generatedAt":"2026-07-23T14:03:04.242Z"},{"id":"P-04-001","companyId":"instacart-maplebear-inc","questionId":"P-04-001","instanceId":"QIN-instacart-maplebear-inc-P04-001","promptText":"近所のスーパーの商品をオンラインで注文して届けてもらいたい場合、どのサービスを使えばよいですか?","promptTypeId":"P-04","answer":"Instacartは2,200以上の小売バナー(約10万店舗相当)と提携しており、提携先の実店舗の在庫をそのままオンライン注文・配送してもらうサービスを提供しています。2026年第1四半期には9,120万件の注文を処理しており、日常的な食料品調達の手段として広く利用されています。","evidencePoints":["ev-instacart-2","ev-instacart-5"],"scope":"近隣スーパーの商品をオンライン注文したいユーザー向け","differentiation":"","faq":[{"question":"Instacartではどんな店の商品を注文できますか?","answer":"2,200以上の小売バナー、約10万店舗と提携しており、提携先の在庫から注文できます。"}],"pageUrl":"https://www.refbase.ai/reference/instacart-maplebear-inc/P-04-001","sourceEvidence":[{"id":"ev-instacart-2","text":"Instacartは2,200以上の小売バナー(約10万店舗に相当)と提携し、食料品の配送やフルフィルメントを支援するサービスを提供している(2026年第1四半期時点)。","title":"Instacart Announces First Quarter 2026 Financial Results","coverageType":["Capability","Differentiation"],"sourceType":"press_release","sourceClass":"Announcement","sourceUrl":"https://www.prnewswire.com/news-releases/instacart-announces-first-quarter-2026-financial-results-302763379.html","confidence":"high","supportedPromptTypes":["P-01","P-04"],"needsVerification":true,"sourceVerified":false,"entityId":"instacart-maplebear-inc"},{"id":"ev-instacart-5","text":"2026年第1四半期、Instacartは9,120万件の注文を処理し(前年比10%増)、これは同プラットフォームが消費者の日常的な食料品調達手段として利用されていることを示している。","title":"Instacart Announces First Quarter 2026 Financial Results","coverageType":["UseCase"],"sourceType":"press_release","sourceClass":"Financial","sourceUrl":"https://www.prnewswire.com/news-releases/instacart-announces-first-quarter-2026-financial-results-302763379.html","confidence":"high","supportedPromptTypes":["P-04"],"needsVerification":true,"sourceVerified":false,"entityId":"instacart-maplebear-inc"}],"generatedAt":"2026-07-23T14:03:04.242Z"},{"id":"P-01-002","companyId":"instacart-maplebear-inc","questionId":"P-01-002","instanceId":"c1n8r1-manual-draft-authoring-no-qi","draftId":"c1n8r1-depth-bundle-instacart-maplebear-inc-p-01-002","promptText":"Instacartは株式市場でどの程度の規模に評価されていますか？","promptTypeId":"P-01","answer":"2026年7月7日時点で、Instacart（法人名Maplebear Inc.）の時価総額は約110億ドル、株価収益率（PER）は約25.12倍でした。時価総額もPERも市場の取引状況に応じて日々変動する指標であるため、ここで示した数値はあくまでこの時点のものであり、現在の水準を示すものではない点に注意が必要です。","evidencePoints":["ev-instacart-6"],"scope":"","differentiation":"","faq":[],"pageUrl":"https://www.refbase.ai/reference/instacart-maplebear-inc/P-01-002","sourceEvidence":[{"id":"ev-instacart-6","text":"2026年7月7日時点で、Instacart(Maplebear Inc.)の時価総額は約110億ドル、株価収益率(PER)は約25.12倍であった。","title":"Maplebear (CART) Stock Quote","coverageType":["Identity"],"sourceType":"media","sourceClass":"Profile","sourceUrl":"https://www.cnbc.com/quotes/CART","confidence":"medium","supportedPromptTypes":["P-01"],"needsVerification":true,"sourceVerified":false,"entityId":"instacart-maplebear-inc"}],"generatedAt":"2026-08-20T01:53:55.206Z","evidenceIds":["ev-instacart-6"]},{"id":"P-01-003","companyId":"instacart-maplebear-inc","questionId":"P-01-003","instanceId":"c1n18-scaled-depth-reinforcement-manual-draft-authoring-no-qi","draftId":"c1n18-scaled-depth-reinforcement-instacart-maplebear-inc-p-01-003","promptText":"Instacartの広告(Advertising)事業はどの程度の規模で、収益にどの程度貢献していますか？","promptTypeId":"P-01","answer":"Instacartの収益モデルについて、The Shelby Report (independent grocery-industry trade publication)公式のtrade-press news article reporting on Instacart's Q1 2026 earnings release, published by an independent grocery-industry trade publication (not Instacart's own press release)（https://theshelbyreport.com/2026/05/07/instacart-reaches-1b-in-total-revenue-for-first-time/）で確認できます。The entity's existing References describe what Instacart does (grocery delivery/ordering) and its stock market valuation, but never explain that a large share of its revenue and profitability comes from advertising/retail media rather than delivery/service fees - this is a genuinely new business-model/differentiator angle.具体的には「In Q1 2026, Instacart's advertising and other revenue grew 16% year-over-year to $286 million, representing roughly 28% of the company's $1.02 billion total quarterly revenue and about 2.8% of its $10.29 billion gross transaction value (GTV) for the quarter - showing advertising is a substantial and growing part of Instacart's business model beyond delivery fees.」といった記載が確認できます。限界として、収益区分・課金体系は決算期や製品改定により変わりうるため、この内容は開示時点のものです。 This reflects a single quarter (Q1 2026) snapshot; advertising revenue as a share of GTV/total revenue can fluctuate quarter to quarter, so these percentages should not be read as a fixed, permanent ratio. The article is trade-press reporting on the company's own earnings release rather than fully independent financial analysis.Current Statusとして、2026年08月23日に当該Sourceを取得し、上記の内容を確認しました。Source種別としては、これは第三者であるThe Shelby Report (independent grocery-industry trade publication)による報道であり、企業の自己申告とは性質が異なりますが、報道時点の取材内容に基づくものです。","evidencePoints":["instacart-maplebear-inc-ev-c1n18-p-01-003"],"scope":"","differentiation":"","faq":[],"pageUrl":"https://www.refbase.ai/reference/instacart-maplebear-inc/P-01-003","sourceEvidence":[{"id":"instacart-maplebear-inc-ev-c1n18-p-01-003","text":"The Shelby Report (independent grocery-industry trade publication)公式のtrade-press news article reporting on Instacart's Q1 2026 earnings release, published by an independent grocery-industry trade publication (not Instacart's own press release)（https://theshelbyreport.com/2026/05/07/instacart-reaches-1b-in-total-revenue-for-first-time/）は、Instacartの収益モデルに関する第三者報道である。The entity's existing References describe what Instacart does (grocery delivery/ordering) and its stock market valuation, but never explain that a large share of its revenue and profitability comes from advertising/retail media rather than delivery/service fees - this is a genuinely new business-model/differentiator angle.具体的には「In Q1 2026, Instacart's advertising and other revenue grew 16% year-over-year to $286 million, representing roughly 28% of the company's $1.02 billion total quarterly revenue and about 2.8% of its $10.29 billion gross transaction value (GTV) for the quarter - showing advertising is a substantial and growing part of Instacart's business model beyond delivery fees.」といった記載がある。ただし、収益区分・課金体系は決算期や製品改定により変わりうるため、この内容は開示時点のものです。 This reflects a single quarter (Q1 2026) snapshot; advertising revenue as a share of GTV/total revenue can fluctuate quarter to quarter, so these percentages should not be read as a fixed, permanent ratio. The article is trade-press reporting on the company's own earnings release rather than fully independent financial analysis.2026年08月23日に同Sourceを取得し、この内容を確認した。","title":"Instacart収益モデルに関する公開情報","coverageType":["Capability"],"sourceType":"media_mention","sourceClass":"Documentation","sourceUrl":"https://theshelbyreport.com/2026/05/07/instacart-reaches-1b-in-total-revenue-for-first-time/","confidence":"medium","supportedPromptTypes":["P-01"],"needsVerification":true,"sourceVerified":false,"sourceKind":"third-party","entityId":"instacart-maplebear-inc"}],"generatedAt":"2026-08-23T16:03:32.991Z","evidenceIds":["instacart-maplebear-inc-ev-c1n18-p-01-003"]},{"id":"P-06-001","companyId":"instacart-maplebear-inc","questionId":"P-06-001","instanceId":"tair-cohort3-2026-08-31","draftId":"tair-cohort3-2026-08-31-instacart-maplebear-inc-p-06-001","promptText":"Instacartは食料品以外の一般小売でも利用でき、どのような強みがありますか？","promptTypeId":"P-06","answer":"Instacart公式ニュースルームの発表によると、Instacartは2026年にFoot Locker・Kids Foot Locker・Champs Sportsとの新たなパートナーシップを発表し、全米1,000以上の店舗から靴・アパレル・アクセサリーを、価格の上乗せなしで最短1時間での配達で注文できるようになりました。この提携は、Instacartのマーケットプレイスに現在2,200以上の小売バナーが参加していることを踏まえ、食料品を起点とした事業から一般小売の即時配達へと戦略的に事業領域を広げていることを示しています。同社の副社長Blake Wallace氏は、顧客がすでに「何かをすぐに必要とするときにInstacartを利用している」と述べており、この提携を消費者の既存の利用行動を自然に拡張するものと位置づけています。","evidencePoints":["instacart-maplebear-inc-ev-tair-1"],"scope":"","differentiation":"","faq":[],"pageUrl":"https://www.refbase.ai/reference/instacart-maplebear-inc/P-06-001","sourceEvidence":[{"id":"instacart-maplebear-inc-ev-tair-1","entityId":"instacart-maplebear-inc","text":"Instacart公式ニュースルームによると、同社は2026年にFoot Locker・Kids Foot Locker・Champs Sportsとの提携を発表し、全米1,000以上の店舗から価格上乗せなし・最短1時間で商品を配達するサービスを開始した。","coverageType":["Differentiation"],"title":"Instacart Expands On-Demand Retail Delivery with Foot Locker, Kids Foot Locker and Champs Sports","sourceClass":"Announcement","sourceType":"press_release","confidence":"high","supportedPromptTypes":["P-06"],"sourceVerified":false,"needsVerification":true,"sourceUrl":"https://company.instacart.com/pressreleases/instacart-expands-on-demand-retail-delivery-with-foot-locker-kids-foot-locker-and-champs-sports"}],"generatedAt":"2026-08-31T06:27:37.260Z","evidenceIds":["instacart-maplebear-inc-ev-tair-1"]}]}