So sticking on kind of this expansion beyond food delivery, as we look at the U.S. market for grocery delivery that would pit you up against some pretty well entrenched players and Instacart and Amazon and grocery margins obviously don't allow for large commissions from grocery store.
Take context from the input text and decide on the accurate relationship between 'Instacart' and 'delivery' from the options provided.
Options: stock exchange, operator, industry, business division