Instacart stock falls 15% by October 2026 due to Amazon Now competition

Amazon Now's $3.99 flat fee for Prime members undercuts Instacart's variable pricing model, which includes service fees and tips. Instacart's market share in grocery delivery will erode, leading to a 15% decline in its stock price by October 2026 as investors price in reduced growth.

Implied probability (Yes)

68%