Grocery upstarts Instacart and Gopuff haven’t been able to deliver two things at once this year: growth and profits.

Privately held Instacart posted a 2% decline in the number of grocery orders it facilitated in the first quarter compared with the same period last year, according to people familiar with the matter. The number, which hasn't been previously reported, was flat compared to last year’s fourth quarter, and it disappointed investors who saw it for the first time last week, the people said. The company’s gross transaction volume—the amount of money customers spend on grocery orders—inched up by just 3% from the same period last year.