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Instacart's profitability and growth spark investor interest. They discuss how Instacart makes money and being a grocery technology company. Live Nation profits from blockbuster tours. They talk about the challenges faced by Live Nation and Ticketmaster, potential monopoly concerns, and the impact of executive compensation on investment theses. The importance of key figures in a company and the resurgence of live concerts are also explored.
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Quick takeaways
- Online grocery shopping still has room for growth, driven by convenience and younger generations.
- Instacart's ad platform is a significant revenue source, but it faces challenges from cyclicality and competition.
Deep dives
Changing consumer behavior and the appeal of online grocery shopping
According to Instacart's S1, only 12% of grocery shopping took place online last year, indicating that online grocery shopping still has room for growth. However, changing consumer behavior is challenging, and many people, like the speaker, are still accustomed to in-person grocery shopping. The convenience and integration into daily lives of younger generations may drive future growth in online grocery shopping.
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