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Company research18 Apr 2024
Companies That Had Their IPO in 2023: Cautious Optimism
The cautiously optimistic market in 2023 saw stocks rebounded upwards, and interest in IPOs picked up from the previous year.
Maplebear
Maplebear (CART) investor relations material
Maplebear Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2026 earnings summary29 Oct, 2026
Executive summary
Q3 revenue rose 17% YoY to $1.095B; GTV increased 15% to $10.528B and orders rose 10% to 91.4M.
Adjusted EBITDA increased 23% YoY to $342M; net income was $147M.
Entered a definitive cash-and-stock acquisition agreement with DoorDash at an equity value of ~$17B.
Financial highlights
Q3 revenue was $1.095B versus $939M YoY; gross profit rose 14% to $786M and operating income was $174M versus $166M.
Net income was $147M versus $144M; diluted EPS was $0.60 versus $0.51.
Nine-month revenue rose 15% to $3.157B; net income was $403M versus $366M and operating income was $499M versus $401M.
Nine-month Adjusted EBITDA increased to $955M from $784M; free cash flow rose to $1.040B from $739M.
Outlook and guidance
Suspended financial guidance and withdrew previously issued long-term guidance while the DoorDash transaction is pending; cancelled the November 5, 2026 earnings call.
Caper Cart wind-down is expected to be substantially complete by Q2 2027; estimated pre-tax charges are $55M–$80M, mainly in Q4 2026, including $30M–$50M in future cash expenditures.
Cash, cash equivalents, and marketable securities are expected to cover anticipated working-capital and capital-expenditure needs for at least 12 months and beyond.
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Latest events from Maplebear
- AI-powered personalization, affordability, and enterprise expansion fuel robust growth and innovation.CART
Goldman Sachs Communacopia + Technology Conference 2026 - Q2 2026 delivered 14% revenue growth, strong cash flow, and accelerating tech-driven expansion.CARTQ2 2026
- Double-digit GTV and order growth, expanding Instacart+ membership, and strong ad revenue.CARTQ4 2024
- Sustained double-digit growth fueled by user engagement, enterprise tech, and AI innovation.CART2026 Baird Global Consumer, Technology & Services Conference
- All proposals passed, including director elections and auditor ratification.CARTAGM 2026
- Director elections, auditor ratification, and executive pay are key focus areas for the 2025 meeting.CARTProxy filing
- Votes sought for director elections, auditor ratification, and executive pay approval.CARTProxy filing
- CEO to resign and remain Board Chair; no changes to annual meeting proposals.CARTProxy filing
- Q3 2024 delivered double-digit growth, profitability, and major share repurchases.CARTQ3 2024
Next Maplebear earnings date
Q4 202611 Feb, 2027
Maplebear
Next Maplebear earnings date
Q4 202611 Feb, 2027
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Frequently asked questions
Maplebear Inc., doing business as Instacart, is a North American technology company that specializes in grocery delivery and pick-up services. It operates in the United States and Canada, offering its services via a website and mobile app. Customers can order groceries and other household items from participating retailers, with the shopping and delivery being handled by personal shoppers. Instacart's platform provides a convenient solution for consumers looking to save time on grocery shopping, catering to a wide range of products including food, alcohol, consumer health items, pet care, and ready-made meals. The company is headquartered in San Francisco, California, and its shares are listed on the Nasdaq stock exchange.