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Analyst
Miles Jakubiak
Period: Reporting periods mapped to calendar 2024 Q4 – 2025 Q3 (4 quarters).
- Questions
- 5on tracked calls
- Challenge rate
- 0%none of 5 questionsLimited sample
- Companies
- 2questioned at least once
- Reporting periods
- 4with questions
These figures cover the whole profile: every tracked question, all reporting periods.
How to read these numbers
Challenge rate is the share of questions that pushed back, pressed for specifics or questioned management’s assumptions. It describes how questions were asked on the calls tracked here; it does not measure whether any view turned out to be right.
Rounding. Rates are rounded to whole percentages, so a small share can show as 0% even when some questions were challenging. The count beside each rate is exact; “none of N questions” means no question was challenging.
No questions recorded. “—” means there is nothing to calculate: no questions were recorded for that period on the calls tracked here. It does not mean there was no activity.
Fewer than 3 questions. A company-level rate is withheld when fewer than 3 questions were recorded for that company; the questions are still counted everywhere else.
Small samples. Profiles with fewer than 10 questions are marked Limited sample.
Reporting periods. Questions are grouped by the calendar quarter each company’s fiscal reporting period maps to, not by the date of the call. Periods without a calendar mapping are listed separately under their fiscal label.
Questions asked
Grouped by company, most questions first. Open a company to read its questions, newest reporting period first.
Showing 5 of 5 questions from 2 companies
CARTMaplebear Inc.3 questions · 3 reporting periods · 0 of 3 challenging
Calendar 2025 Q2
how you're seeing adoption trend or behavior within members like retention or order frequency
Show response
Directly answered: Instacart+ members grow and deepen engagement as more of MAU, spending more GTV; deep retailer integrations like Costco are not one-offs.
Calendar 2025 Q1
just curious if there is any early learnings you can share with that product, and maybe any characteristics
Show response
Early on universal campaigns (emerging brands benefit most) with a couple pilot wins cited; Smart Shop personalization improving stickiness.
Calendar 2024 Q4
how quickly you guys think that you can ramp the implementation of Caper Carts to a meaningful amount?
Show response
Fidji cited strong Caper Cart product-market fit and thousands of cart commitments while noting physical-deployment timelines; Emily tied Q1 order growth to restaurants and small baskets. Answered.
DASHDoorDash2 questions · 1 reporting period · 0 of 2 challenging
Calendar 2025 Q3
Curious if you're seeing any increase from grocers to move a bit faster on the delivery side and coming to the platform
Show response
Tony said every grocer recognizes DoorDash as order volume leader. Adding Kroger and expanding to local grocers. Grocers starting to ask for help with other B2B capabilities.
how you view that dining out experience fitting within the DoorDash ecosystem and the opportunity there
Show response
Tony described Going Out as connecting consumers to restaurants for in-store occasions. Currently high delivery frequency but almost no dine-in frequency. SevenRooms adds CRM for restaurant guest intelligence.
Challenge rate by company
Every company this analyst questioned, most questions first. A company-level rate is shown from 3 questions; below that it is withheld.
| Company | Questions | Challenge rate |
|---|---|---|
| CART Maplebear Inc. | 3 | 0%none of 3 questions |
| DASH DoorDash | 2 | —Rate withheld: fewer than 3 questions |
Activity by reporting period
Questions recorded for each calendar quarter that companies’ reporting periods map to (not the call date), with the challenge rate for that period. Periods inside the range with no questions are shown as “No questions recorded”.
| Calendar period | Questions | Challenge rate | Companies |
|---|---|---|---|
| 2024 Q4 | 1 | 0%none of 1 question | 1 |
| 2025 Q1 | 1 | 0%none of 1 question | 1 |
| 2025 Q2 | 1 | 0%none of 1 question | 1 |
| 2025 Q3 | 2 | 0%none of 2 questions | 1 |
- 2024 Q41 question · challenge rate 0% (none of 1 question) · 1 company
- 2025 Q11 question · challenge rate 0% (none of 1 question) · 1 company
- 2025 Q21 question · challenge rate 0% (none of 1 question) · 1 company
- 2025 Q32 questions · challenge rate 0% (none of 2 questions) · 1 company
Topics
Topics tagged on this analyst’s questions.
- Product Launch4
- Innovation & R&D2
- Competitive Dynamics1
- Subscriber Growth1
- Demand1
- Cloud & AI1