Instacart vs Walmart
Side-by-side comparison of AI visibility scores, market position, and capabilities
NASDAQ: CART grocery marketplace at $3.22B FY2024 revenue with 1,400+ retailers and $1B+ Carrot Ads business; Caper Cart AI smart cart competing with DoorDash and Walmart+ for online grocery and CPG advertising.
About
Instacart (Maplebear Inc.) is a San Francisco-based grocery technology company — listed on NASDAQ (NASDAQ: CART) following its September 2023 IPO at a $9.9 billion valuation — operating the largest US online grocery marketplace with partnerships with 1,400+ retailers and 85,000+ stores (Kroger, Costco, Albertsons, Publix, Aldi, Whole Foods), 600,000+ shoppers who fulfill same-day delivery and pickup orders, and advertising technology (Instacart Ads) that enables consumer packaged goods brands to reach shoppers at the moment of purchase intent. Instacart generated $3.22 billion in total revenue in fiscal year 2024 (+11% year-over-year) and is developing Caper Cart (AI-powered smart shopping cart technology with integrated computer vision scanning), Carrot Ads (retail media network for CPG brands), and Instacart Platform (white-label grocery e-commerce infrastructure) as its technology expansion beyond the core marketplace. Founded in 2012 by Apoorva Mehta, who famously ordered beer as the first Instacart delivery to test the service.
Walmart Inc., $680.985B revenue FY2025, $15.51B net income (+32.8%), e-commerce: $120.9B (+20.8%), +27% globally, +22% US, 10,771 stores worldwide (4,606 US Walmart, 602 Sam's Club), 90% US population within 10 miles, 438M monthly online visitors, 6.
About
Walmart is the world's largest retailer and the largest company by revenue in the United States, founded by Sam Walton in Rogers, Arkansas in 1962. Built on the principle of everyday low prices (EDLP) and relentless supply chain efficiency, Walmart transformed American retail and became the defining model for mass-market discount retailing globally. Its scale — spanning 10,771 stores across 20 countries under banners including Walmart, Sam's Club, and Flipkart — gives it unmatched purchasing power and logistics infrastructure that competitors cannot easily replicate.\n\nWalmart's business spans brick-and-mortar supercenters, neighborhood market stores, wholesale clubs through Sam's Club, and a rapidly growing e-commerce operation. E-commerce revenue reached $120.9 billion in FY2025, a 20.8% year-over-year increase, cementing Walmart as the clear #2 US e-commerce player behind Amazon. Walmart+ membership, the company's subscription loyalty program offering free delivery, fuel discounts, and Paramount+ streaming, continues to grow and is central to deepening customer relationships and increasing purchase frequency beyond the physical store.\n\nWalmart reported $680.985 billion in revenue for FY2025 with $15.51 billion in net income, a 32.8% increase in profitability reflecting operating leverage and margin expansion. Its advertising business, Walmart Connect, is a high-margin revenue stream growing over 25% annually, establishing Walmart as a significant player in retail media networks alongside Amazon Advertising and Kroger. The combination of physical scale, e-commerce momentum, and advertising revenue diversification makes Walmart uniquely positioned to compete in the next era of retail.
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