Just reported
From Maplebear's results release of October 29, 2026; its quarterly report has since been filed.
Actual
$1.1B
+17% y/y
+5.0% q/q
Guided
—
No guide given
Actual
$0.60
+18% y/y
+33% q/q
Guided
—
No guide given
Actual
$174M
+4.8% y/y
+22% q/q
Guided
—
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 →Shares of revenue are estimates for quarter ended March 31, 2026, high confidence, not figures from a filing.
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.
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).
Built from Maplebear Inc.’s own filings with the U.S. Securities and Exchange Commission (SEC). Figures are as reported, with per-share history restated onto today’s share basis. This describes a business — it is not investment advice and not a recommendation to buy or sell anything.
$58.89+0.7%Nov 11 close
Figures through September 30, 2026, from the 10-Q filed November 5, 2026
Instacart arranges grocery delivery and pickup for consumers and sells advertising to grocery brands.
The themes Maplebear is part of, the highest-graded companies in its industry, and the companies in its sector whose grade rose recently.
Graded A or B and worth $2B or more: A first, then the largest.
DASHDoordash, Inc.$78.5BA
MELIMercadoLibre, Inc.$76.6BA
SESea Limited$46.8BA
WWayfair Inc.$15.7BA-
CHWYChewy, Inc.$9.5BARose to A or B on a filing in the last 90 days, worth $2B or more: largest first.
TMToyota Motor Corp.Aug 4, 2026BAGraded B, now A
RCLRoyal Caribbean Cruises Ltd.Oct 27, 2026FBGraded F, now B
AZOAutoZone, Inc.Oct 26, 2026CBGraded C, now B
SWSmurfit Westrock plcOct 28, 2026CBGraded C, now B
HSAIHesai GroupNov 10, 2026CBGraded C, now BGrade A+
The band under the price shows the grade on each date, built only from filings that were public by then.
Showing 2 of 12 quarters of Maplebear Inc.’s grade history. The other 10 go back to March 2024.
