The news: Instacart’s efforts to win over more cost-conscious consumers and its growing suite of enterprise and advertising solutions helped the company handily beat Q2 expectations. Coming on the heels of record quarters for DoorDash and Uber, Instacart’s strong results point to resilient demand for delivery services in an otherwise challenging consumer environment.

By the numbers: Instacart’s orders jumped 17% YoY to 82.7 million, beating Wall Street’s expectations for 80.8 million. CFO Emily Reuter credited the surge to the company’s decision to lower the threshold for free delivery, as well as its partnership with Uber—both of which have reduced average basket sizes but increased order frequency, she told Bloomberg.