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    Ross Compton

    Research Analyst at Macquarie Group Limited

    Ross Compton, CFA, is a Research Analyst at Macquarie Group based in New York, with expertise in equity research and a track record covering key companies within his sector focus. Known for his analytical rigor, he is recognized for providing actionable investment insights, though specific performance metrics and ranking data remain undisclosed. Compton has built his career at Macquarie, leveraging his CFA designation to support his professional analysis and strategic recommendations for institutional clients. His credentials include the Chartered Financial Analyst charter, demonstrating a high standard of investment knowledge and ethical practice.

    Ross Compton's questions to Maplebear (CART) leadership

    Ross Compton's questions to Maplebear (CART) leadership • Q3 2024

    Question

    Ross Compton asked about the competitive dynamics of Carrot Ads, particularly how its deep integrations help it win against competitors and what factors lead grocers to choose Instacart as a monetization partner.

    Answer

    CEO Fidji Simo explained that Carrot Ads' competitive advantage stems from its proven technology, which is refined on Instacart's own large-scale marketplace, and its ability to bring existing ad demand from over 6,000 brands. This creates a powerful virtuous cycle: more retailers on Carrot Ads attract more CPG ad spend, which in turn makes the network more attractive to other retailers. She noted that retailers are choosing Instacart to avoid subscale networks and gain access to a turnkey, high-demand monetization solution.

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