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Archives Fidji Simo

Instacart CEO Fidji Simo

Prospectus Prospectus

Instacart got huge. It’s going public. Now how will it grow?

Analyzing the online grocery service’s S-1 filing. Read more →

Sweetgreen’s Infinite Kitchen

Executive Briefing

Consumer behavior is ‘difficult to predict at best right now’

Notes from Target and Walmart earnings. Also: Robot salads, Drizly data, and Instacart’s early vision for AI-native grocery shopping. Read more →

Executive Briefing

What will Instacart become?

The online grocery service has a new CEO, with a massive opportunity — and big questions — ahead. Read more →

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