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Just reported
Q3 2026 results
From Maplebear's results release of 29 de octubre de 2026; its quarterly report has since been filed.
Revenue
Actual
1,1B US$
+17 % y/y
+5,0 % q/qGuided
—
No guide given
EPS, GAAP
Actual
0,60 US$
+18 % y/y
+33 % q/qGuided
—
No guide given
Operating income, GAAP
Actual
174M US$
+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.
The full earnings report →Keep exploring
The themes Maplebear is part of, the highest-graded companies in its industry, and the companies in its sector whose grade rose recently.
The theme it is part of
Highest-graded in Internet Retail
Graded A or B and worth $2B or more: A first, then the largest.
MELIMercadoLibre, Inc.75,6B US$A
DASHDoordash, Inc.75,5B US$A
SESea Limited47,7B US$A
WWayfair Inc.15,3B US$A-
CHWYChewy, Inc.9,2B US$A
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 ago 2026BAGraded B, now A
SBUXStarbucks Corporation12 nov 2026CBGraded C, now B
RCLRoyal Caribbean Cruises Ltd.27 oct 2026FBGraded F, now B
AZOAutoZone, Inc.26 oct 2026CBGraded C, now B
SWSmurfit Westrock plc28 oct 2026CBGraded C, now B
Cómo gana dinero
- Transaction revenue72 %
- Advertising and other revenue28 %
Los porcentajes de ingresos son estimaciones para quarter ended March 31, 2026, high confidence, no cifras de un informe oficial.
Compite con
Qué vende4
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.
Quién se lo compra3
- 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.
En qué se apoya y qué podría romperlo
De qué depende el negocio
- 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.
Qué podría salir mal
- 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.
Estados financieros completos →
Sobre 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).
- Sede
- San Francisco, California
- Fundada en
- 2012
- Empleados
- approximately 3,600 full-time employees (December 31, 2025, high confidence)
- Cotiza en
- Nasdaq Global Select Market
- Cierre del ejercicio
- December 31
Construido a partir de los propios informes de Maplebear Inc. ante la Comisión de Bolsa y Valores de EE. UU. (SEC). Las cifras son las declaradas, con el historial por acción reexpresado a la base de acciones de hoy. Esto describe un negocio: no es asesoramiento de inversión ni una recomendación de compra o venta.