How Instacart is turning millions of daily shelf signals into insights CPGs can act on.

Instacart

Instacart

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A new SaaS insights solution from Instacart Enterprise platform is giving CPGs a daily, store-level read on their product’s on-shelf availability across nearly 100,000 stores.

CPG brands have invested billions in building demand: media, innovation, promotions, and trade. But all of that investment hinges on one moment that has remained difficult to answer consistently at scale: Is the product actually on the shelf when a consumer reaches for it? 

This carries a heavy price, as missing inventory triggers an instant chain reaction. Research from Harvard Business Review¹ highlights the impact of out-of-stock products on consumer behavior. With nearly two-thirds of consumers refusing to wait and abandoning the brand, every out-of-stock represents more than just immediate revenue loss; active market share is gifted to the competition at the very moment of purchase. 

For CPGs, the challenge has never been recognizing the importance of on-shelf availability, it's been accessing timely, store-level visibility at scale. Historically, retail execution has relied on audits from a sample of stores, with findings modeled across broader networks and often arriving a week or more later, after the opportunity to act has passed.

One model, many signals

That's why Instacart Enterprise has built Store Excellence Portal, a new SaaS insights solution that fuses daily shelf signals into one single view of the shelf. That single view does two things at once for CPGs:

  1. It shows them what's on the shelf today, down to the store, UPC, and timestamp: what consumers couldn't find, where they switched, and an estimate of how much revenue walked out the door. 

  2. It forecasts what's about to happen: projecting a brand's not-found rate up to seven days out and flagging the stores and products heading toward a gap while there's still time to act.

 

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Video is illustrative and subject to change

“An empty shelf is one of the most stubborn problems a CPG faces. Not only is it billions in lost sales a year, but it's also one of the biggest blind spots they have." said David Moran, General Manager, Insights Solutions, Instacart. "Store Excellence Portal changes that. It fuses shelf signals into connected insights brands can act on, so they can see what's on the shelf every day, where the gaps are, and what it's costing them."

Why Instacart can do this

The power of Store Excellence Portal is the data foundation behind it, backed by the significant scale Instacart has, approximately 600,000 Instacart Shoppers fulfilling orders for 26M+ annual consumers across 2,200+ retail banners and nearly 100,000 stores2. That adds up to more than 10 million unique daily data points3 and delivers precise availability insights with unmatched depth, breadth, and speed: 

  • Depth. Insights down to the store-level, the UPC, across both the time of day and day of week 

  • Breadth. Coverage across nearly 100,000 stores and 2,200+ retail banners means it is real measurement 

  • Speed. With refreshed daily data, teams act on what's happening

What you learn from Store Excellence Portal

Store Excellence Portal is helping brands better understand what's happening on the shelf through the following features: 

  • Predicted availability. A seven-day forecast of their not-found rate, flagging the stores and UPCs heading toward a gap.

  • Lost sales estimation: See how much revenue is being lost down to the store and UPC – refreshed daily – giving teams an estimated dollar figure to act on.

  • Substitution and competitive benchmarking: Track whether consumers who could not find your product switched to a different pack size or competitor, and see how your availability stacks up against the category - turning an empty shelf into an actionable sales signal.

  • Seasonal and forward-looking monitoring: Stay ahead of peak periods by tracking depletion patterns in the weeks before demand spikes and comparing against years of historical availability data. Built-in forecasting will flag which stores and SKUs are likely to go out of stock before it happens.

Taken together, that's what lets Sales build a stronger case for the shelf, Retail Execution prioritize and close gaps fast, and Insights teams quantify exactly what availability is costing the business.

Spot opportunities hiding on the shel

On-shelf availability is where brand investment is won or lost. For the first time, CPG teams can see that moment clearly and act on it every day.

Learn more about Store Excellence Portal here or request a demo here to see what it uncovers for your brand.

Footnotes:

¹ Corsten, D. and Gruen, T. (2004) "Stock-Outs Cause Walkouts," Harvard Business Review.

2 As of Q4 2025. 

3 As of June 30, 2026.

Cutting tomatoes on a cutting board after grocery delivery.
Instacart

Instacart

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Instacart is the leading grocery technology company in North America, partnering with more than 2,200 national, regional, and local retail banners to deliver from nearly 100,000 stores across more than 15,000 cities in North America. To read more Instacart posts, you can browse the company blog or search by keyword using the search bar at the top of the page.