I think Instacart has to provide more to retailers. At any moment intense competition could spring from TaskRabbit, Google, Postmates, Uber or Amazon. They aren

I think Instacart has to provide more to retailers. At any moment intense competition could spring from TaskRabbit, Google, Postmates, Uber or Amazon. They aren’t providing a service that has a uniquely broad appeal or combining their niche offering with services for adjacent audiences. Walmart and Target are already trialing delivery with Uber and Lyft. Major alarm bells right now