Is AI the next big threat to online retailers and food delivery? [Yahoo! Finance]
Morgan Stanley (MS)
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Source: Yahoo! Finance
Instacart became the first grocery company to enable shopping inside ChatGPT. Morgan Stanley says such moves could accelerate questions about whether consumers might bypass retailer apps altogether. The feature will roll out in the coming weeks. While the debate around “agentic AI” has been well-developed in classifieds, Morgan Stanley says that similar risks in eCommerce like Allegro, HelloFresh, Ocado, Zalando and food delivery such as Delivery Hero, talabat, Prosus, Jahez, have received far less attention. Yet the core threat is the same: AI could redirect traffic, increase price transparency and weaken platform loyalty. The analysts point out that AI concerns are already influencing stock calls. MONY, for example, was recently downgraded partly because AI could erode comparison-site economics. HelloFresh , downgraded on rising competition, may also see substitution risks as AI reshapes how users plan meals and shop for ingredients. For food-delivery firms, AI agents cou
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MS
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- 10/16/25 - Beat
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- 12/17/25 - Form 424B2
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- MS's page on the SEC website