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Just reported
Q3 2026 results
From Maplebear's results release of 29. Oktober 2026; its quarterly report has since been filed.
Revenue
Actual
1,1B $
+17 % y/y
+5,0 % q/qGuided
—
No guide given
EPS, GAAP
Actual
0,60 $
+18 % y/y
+33 % q/qGuided
—
No guide given
Operating income, GAAP
Actual
174M $
+4,8 % y/y
+22 % q/qGuided
—
No guide given
Set against the company's own guidance and the same quarter a year earlier, not analysts' estimates, which we do not hold. Adjusted figures are the company's own non-GAAP measures, as stated in the release.
Keep exploring
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The theme it is part of
Highest-graded in Internet Retail
Graded A or B and worth $2B or more: A first, then the largest.
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Grade rose recently in Consumer Discretionary
Rose to A or B on a filing in the last 90 days, worth $2B or more: largest first.
TMToyota Motor Corp.4. Aug. 2026BAGraded B, now A
RCLRoyal Caribbean Cruises Ltd.27. Okt. 2026FBGraded F, now B
AZOAutoZone, Inc.26. Okt. 2026CBGraded C, now B
SWSmurfit Westrock plc28. Okt. 2026CBGraded C, now B
HSAIHesai Group10. Nov. 2026CBGraded C, now B
Womit das Unternehmen Geld verdient
- Transaction revenue72 %
- Advertising and other revenue28 %
Die Umsatzanteile sind Schätzungen für quarter ended March 31, 2026, high confidence und keine Zahlen aus einem eingereichten Bericht.
Konkurriert mit
Was es verkauft4
Instacart Marketplace
An app and website where customers order from participating retailers for delivery or pickup.
Instacart Enterprise platform
Software grocers can use for their own online stores, order fulfillment, in-store technology, advertising, promotions, and business insights.
Instacart Ads
Advertising tools that let brands promote products to grocery shoppers, including sponsored products, display ads, coupons, and brand pages.
Instacart+
A paid membership that includes benefits such as no delivery fees on qualifying orders.
Wer es kauft3
- Consumers pay service or delivery fees on orders and may pay recurring fees for Instacart+ membership.
- Grocery retailers pay service or fulfillment fees and may pay subscription fees for software used on their own websites or in stores.
- Consumer brands pay for advertising aimed at grocery shoppers.
Worauf es steht, und was es umwerfen könnte
Wovon das Geschäft abhängt
- 1The business depends on retailers continuing to participate and use Instacart’s services.
- 2Orders depend on shoppers being available to pick, pack, and deliver groceries.
- 3The business relies on third parties for payment processing and on a small number of providers to host or support significant parts of its technology and data.
- 4Customer and shopper access depends in part on mobile operating systems and app marketplaces.
Was schiefgehen könnte
- 1If retail partners leave or reduce their use of Instacart, the company may lose orders, fees, and access to customers shopping through those retailers.
- 2Changes to laws on shopper classification, pay, benefits, or access to work could raise costs or limit how Instacart can use independent shoppers.
- 3Instacart competes for retailers, customers, brands, and shoppers; other services or changes in shopping habits could reduce participation or spending on its services.
Über Maplebear Inc.
Consumers use Instacart’s app or website to order groceries for delivery or pickup from participating retailers. Independent shoppers usually pick and pack orders, and may deliver them; Instacart also provides software that grocers use for their own online stores and in-store tools. Brands pay to advertise products to shoppers, and some retailers pay subscription fees for Instacart software. In the quarter ended June 30, 2026, customers completed 90.3 million orders (quarter ended June 30, 2026, high confidence), and gross transaction value—the value of goods and related order amounts counted by the company—was $10.351 billion (quarter ended June 30, 2026, high confidence).
- Hauptsitz
- San Francisco, California
- Gegründet
- 2012
- Beschäftigte
- approximately 3,600 full-time employees (December 31, 2025, high confidence)
- Notiert an
- Nasdaq Global Select Market
- Geschäftsjahresende
- December 31
Gebaut aus den eigenen Einreichungen von Maplebear Inc. bei der US-Börsenaufsicht Securities and Exchange Commission (SEC). Die Zahlen sind wie berichtet, die Historie je Aktie auf die heutige Aktienbasis umgerechnet. Dies beschreibt ein Unternehmen — es ist keine Anlageberatung und keine Kauf- oder Verkaufsempfehlung.