Bedrijf laden
Just reported
Q3 2026 results
From Maplebear's results release of 29 oktober 2026; its quarterly report has since been filed.
Revenue
Actual
US$ 1,1B
+17% y/y
+5,0% q/qGuided
—
No guide given
EPS, GAAP
Actual
US$ 0,60
+18% y/y
+33% q/qGuided
—
No guide given
Operating income, GAAP
Actual
US$ 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.
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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 $2B or more: A first, then the largest.
MELIMercadoLibre, Inc.US$ 75,6BA
DASHDoordash, Inc.US$ 75,5BA
SESea LimitedUS$ 47,7BA
WWayfair Inc.US$ 15,3BA-
CHWYChewy, Inc.US$ 9,2BA
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
Hoe het geld verdient
- Transaction revenue72%
- Advertising and other revenue28%
De omzetaandelen zijn schattingen voor quarter ended March 31, 2026, high confidence, geen cijfers uit een ingediend rapport.
Concurreert met
Wat het verkoopt4
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.
Wie het koopt3
- 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.
Waar het op steunt, en wat het kan breken
Waar het bedrijf van afhangt
- 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.
Wat er mis kan gaan
- 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.
Over 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).
- Hoofdkantoor
- San Francisco, California
- Opgericht in
- 2012
- Medewerkers
- approximately 3,600 full-time employees (December 31, 2025, high confidence)
- Genoteerd aan
- Nasdaq Global Select Market
- Einde boekjaar
- December 31
Gebouwd uit de eigen deponeringen van Maplebear Inc. bij de Amerikaanse toezichthouder Securities and Exchange Commission (SEC). De cijfers zijn zoals gerapporteerd, met de historie per aandeel herrekend naar de huidige aandelenbasis. Dit beschrijft een bedrijf — het is geen beleggingsadvies en geen aanbeveling om iets te kopen of te verkopen.