{"id":18850,"date":"2024-02-29T21:08:16","date_gmt":"2024-02-29T21:08:16","guid":{"rendered":"https:\/\/apptopia.com\/en\/insights\/instacart-improves-frequency-of-use-but-time-spent-per-average-user-lags-peers\/"},"modified":"2024-02-29T21:08:16","modified_gmt":"2024-02-29T21:08:16","slug":"instacart-improves-frequency-of-use-but-time-spent-per-average-user-lags-peers","status":"publish","type":"insight","link":"https:\/\/apptopia.com\/en\/insights\/instacart-improves-frequency-of-use-but-time-spent-per-average-user-lags-peers\/","title":{"rendered":"Instacart improves frequency of use, but time spent per average user lags peers"},"content":{"rendered":"\n<p><em>This was first published February 28, in our weekly newsletter\u00a0<\/em>Apptopia Insight<em>. To receive insights like this weekly, sign up\u00a0<\/em><strong><em><a href=\"https:\/\/learn.apptopia.com\/newsletter\/\" target=\"_blank\" rel=\"noreferrer noopener\">here<\/a><\/em><\/strong><em>.<\/em><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Instacart (CART) reported its first full quarter of results last week, and its shares fell due to a profit miss. Management spoke to strength in Q4 and Q1 due to seasonality, which we see in our frequency of use metric.<br><\/li>\n\n\n\n<li>&nbsp;Average minutes per daily user trends for CART trail peers on an absolute and Y\/Y basis; just like for social media companies, time spent in app is an important ingredient for ad revenue.<br><\/li>\n\n\n\n<li>Lower engagement for CART users, combined with lower user churn, implies CART\u2019s core users are \u201csometimes shoppers\u201d<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-large\"><img fetchpriority=\"high\" decoding=\"async\" width=\"1024\" height=\"740\" src=\"https:\/\/apptopia.com\/en\/wp-content\/uploads\/2024\/02\/image-1024x740.png\" alt=\"\" class=\"wp-image-2693\" srcset=\"https:\/\/apptopia.com\/en\/wp-content\/uploads\/2024\/02\/image-1024x740.png 1024w, https:\/\/apptopia.com\/en\/wp-content\/uploads\/2024\/02\/image-300x217.png 300w, https:\/\/apptopia.com\/en\/wp-content\/uploads\/2024\/02\/image-768x555.png 768w, https:\/\/apptopia.com\/en\/wp-content\/uploads\/2024\/02\/image.png 1120w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p>DoorDash\u2019s (DASH) strength is apparent in both engagement (average minutes per daily user) and frequency of use. From August through December, DoorDash\u2019s minutes per daily user increased sequentially in absolute terms. In January, minutes per user fell sequentially but continued to show strength on a Y\/Y basis.<\/p>\n\n\n\n<p>DoorDash and Uber Eats remain market leaders in frequency of use among food delivery apps. However, both apps have been range-bound without signs increasing the frequency of user orders.<\/p>\n\n\n\n<p>By contrast, Instacart average minutes per daily user dipped in August \u2013 in both absolute terms and on a Y\/Y basis \u2013 and has continued to decline. This trend, alongside Instacart\u2019s low user churn, indicates Instacart users are \u201csometimes shoppers\u201d. We will continue to watch frequency of use trends to see if management maintains this improvement, or if it was only seasonal strength.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Instacart engagement per day is weakest among peers<\/h2>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" width=\"1024\" height=\"740\" src=\"https:\/\/apptopia.com\/en\/wp-content\/uploads\/2024\/02\/image-1-1024x740.png\" alt=\"\" class=\"wp-image-2694\" srcset=\"https:\/\/apptopia.com\/en\/wp-content\/uploads\/2024\/02\/image-1-1024x740.png 1024w, https:\/\/apptopia.com\/en\/wp-content\/uploads\/2024\/02\/image-1-300x217.png 300w, https:\/\/apptopia.com\/en\/wp-content\/uploads\/2024\/02\/image-1-768x555.png 768w, https:\/\/apptopia.com\/en\/wp-content\/uploads\/2024\/02\/image-1.png 1120w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\">Questions on the underlying data included in this analysis?<\/h2>\n\n\n\n<div class=\"wp-block-buttons is-layout-flex wp-block-buttons-is-layout-flex\">\n<div class=\"wp-block-button\"><a class=\"wp-block-button__link wp-element-button\" href=\"https:\/\/engage.apptopia.com\/custom-research-request\" target=\"_blank\" rel=\"noreferrer noopener\">Data request<\/a><\/div>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>This was first published February 28, in our weekly newsletter\u00a0Apptopia Insight. To receive insights like this weekly, sign up\u00a0here. DoorDash\u2019s (DASH) strength is apparent in both engagement (average minutes per daily user) and frequency of use. From August through December, DoorDash\u2019s minutes per daily user increased sequentially in absolute terms. In January, minutes per user [&hellip;]<\/p>\n","protected":false},"author":21,"featured_media":2695,"comment_status":"open","ping_status":"open","template":"","insight_category":[213],"insight_tag":[235,236],"class_list":["post-18850","insight","type-insight","status-publish","has-post-thumbnail","hentry","insight_category-app-economy","insight_tag-digital-transformation","insight_tag-mobile-channel-check"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.2 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Instacart improves frequency of use, but time spent per average user lags peers - Apptopia<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/apptopia.com\/en\/insights\/instacart-improves-frequency-of-use-but-time-spent-per-average-user-lags-peers\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Instacart improves frequency of use, but time spent per average user lags peers - Apptopia\" \/>\n<meta property=\"og:description\" content=\"This was first published February 28, in our weekly newsletter\u00a0Apptopia Insight. 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