Instacart is set to air its second Big Game commercial, “Bananas,” on February 8, 2026 (first quarter U.S., second quarter Canada). Directed by Spike Jonze—his first Super Bowl spot in over 20 years—the 30-second ad stars Ben Stiller and Benson Boone as a retro disco-pop duo locked in a musical rivalry over Instacart’s new Preference Picker feature. The production takes place on a 60-foot glittering stage, employs vintage tube cameras for a tactile, throwback feel, and concludes with a theatrical onstage crash underscoring the tagline “Bananas just how you like.”

Preference Picker, Instacart’s latest in-app tool, allows customers to specify banana ripeness from “Not Ripe” to “Ripe,” and is live across most retailers on the Instacart Marketplace. Bananas are the platform’s number one product, with over 1.8 billion delivered to date and more than 32 million shopper notes documenting ripeness and size preferences. Instacart plans to extend Preference Picker to additional categories, including avocado ripeness and deli meat thickness, reinforcing its suite of Grocery Quality Controls that already includes Inventory Check, Shopper Notes, Replacement Preferences, Smart Backup and Second Store Check.

Shares of Maplebear Inc. (Instacart) fell 6.2 percent on Tuesday after Stifel Nicolaus lowered its 12-month target from 49 to 46 while maintaining a buy rating. Trading volume that day was 998,983 shares, down 81 percent from the 5.18 million average daily volume. Other recent analyst moves include Wells Fargo’s equal-weight rating with a target reduction to 47, Argus’s newly initiated buy rating at 52, and BNP Paribas Exane’s underperform outlook at 41. On November 10, 2025, the company reported Q3 revenue of 939 million (up 10.2 percent year-over-year), earnings of 0.51 per share (beating consensus by 0.01), a return on equity of 15.72 percent and a 14.09 percent net margin.

Instacart expanded its partnership with Allegiance Retail Services to power e-commerce and in-store technology for more than 125 independent supermarket banners across the Northeast. Storefront Pro now delivers white-label online storefronts, Carrot Ads retail media and FoodStorm order management for catering and prepared foods. AI-powered Caper Carts have launched at three Foodtown locations—Mt. Vernon, NY; Red Bank, NJ; and East Stroudsburg, PA—with additional deployments planned in 2026. Integration with AppCard’s loyalty platform will unify digital promotions, coupons and personalized rewards across online and brick-and-mortar channels.