Maplebear (CART) Company Report

Instacart has partnered with Associated Food Stores (AFS) to implement its white-label e-commerce solutions, Storefront and Storefront Pro, across five owned and operated banners and over 40 member-owned banners.
This collaboration extends e-commerce and retail media capabilities to AFS's stores, including major banners like Fresh Market, Lin's, and Macey's, and independent members such as Broulim's, Davis Food & Drug, Kent's, and Lee's.
Retailers utilizing Storefront Pro will gain access to Instacart's Carrot Ads, facilitating new opportunities for retail media monetization.
Davis Food & Drug, an AFS member, reported a 24% increase in sales and 2-3x growth in monthly retail media revenue over a 12-week period from July 15, 2024, to September 29, 2024, by using Instacart's solutions.

Nov 11, 2025, 2:00 PM

Press Release

Maplebear announces new enterprise AI Solutions

CART

Product Launch

New Projects/Investments

Instacart (Maplebear Inc.) launched Instacart's AI Solutions, a new suite of enterprise offerings designed to help grocers compete in an AI-first world by delivering smarter, more personalized shopping experiences through AI.
The new AI Solutions build on Instacart's existing enterprise ecosystem and focus on five key areas: Agentic Commerce, AI Assistant (Cart Assistant), In-Store Intelligence (Store View), Catalog Intelligence (Catalog Engine), and Agentic Analytics.
Retailers launching these AI solutions include Kroger, Sprouts Farmers Market, and Good Food Holdings.
Instacart is collaborating with generative AI companies such as OpenAI, Google, and Microsoft to define how grocery shopping works across the next generation of digital agents.

Nov 4, 2025, 2:00 PM

Press Release

Instacart Partners with Pet Supplies Plus for Same-Day Delivery

CART

New Projects/Investments

Product Launch

Instacart announced a new partnership with Pet Supplies Plus and its sister brand Wag N' Wash to offer same-day delivery from over 700 stores across the US.
This collaboration provides Instacart customers with access to over 11,000 pet products from 400 trusted brands at exclusive loyalty member pricing.
With this launch, Instacart becomes the only online marketplace to feature all five of the top US pet retailers.
To celebrate the partnership, Instacart customers can receive $15 off their first purchase of $75 or more from Pet Supplies Plus or Wag N' Wash through November 16.

Oct 30, 2025, 1:00 PM

Press Release

Instacart Announces Retail Media Integration with TikTok

CART

Product Launch

New Projects/Investments

Instacart has launched a new integration with TikTok, making it the first retail media network to offer end-to-end capabilities natively on the platform.
This partnership enables select CPG advertisers to utilize Instacart's first-party retail media data for enhanced campaign targeting, seamless product purchases, and direct performance measurement within TikTok Ads Manager.
The integration provides Audience Data, Grocery Selection Data, and Conversion Data to improve ad performance, power shoppable formats, and enable closed-loop measurement on purchases.

Oct 7, 2025, 4:00 PM

Press Release

Instacart Enhances Caper Carts with New Omnichannel Savings Features

CART

Product Launch

New Projects/Investments

Revenue Acceleration/Inflection

Instacart (CART) announced new savings features for its AI-powered Caper Carts, including EBT SNAP item eligibility tracking, on-cart loyalty sign-up, and omnichannel savings.
Caper Carts are the first smart carts to offer EBT SNAP tracking directly on the digital screen, allowing customers to monitor EBT SNAP and non-EBT SNAP totals in real time to reduce checkout surprises.
The new features enable customers to earn "Cart Cash" rewards and sign up for retailer loyalty programs directly on the cart, with one major retailer observing 1 in 4 new Caper users signing up for loyalty programs.
Instacart has nearly tripled the number of stores with Caper Carts in the last year, expanding to nearly 100 cities across 15 states, with retailers reporting increased omnichannel purchases, basket size, and loyalty.

Sep 25, 2025, 1:00 PM

Press Release

Maplebear Inc. faces pressure from Amazon's grocery delivery expansion

CART

Demand Weakening

New Projects/Investments

Revenue Acceleration/Inflection

Maplebear Inc. (Instacart) and DoorDash are under pressure, with Instacart's stock falling 15% since yesterday, attributed to Amazon's enhanced grocery delivery service.
Amazon's new same-day delivery service is viewed as a "Trojan horse" to significantly grow its grocery and household essentials business, which already generated approximately $100 billion last year.
This strategy leverages Amazon's 100 million Prime customers by facilitating cross-selling of groceries during existing same-day deliveries, offering a competitive advantage with no excess delivery fees or tipping, unlike Instacart.
Amazon's household essential categories are growing 2x faster than the rest of its business, indicating a strong competitive threat to existing players like Instacart.

Aug 14, 2025, 6:25 PM

CNBC Television

Ibotta Reports Second Quarter 2025 Financial Results

CART

Earnings

CFO Change

Guidance Update

Ibotta reported total revenue of $86.0 million for the second quarter ended June 30, 2025, representing a 2% year-over-year decline, with net income of $2.5 million and Adjusted EBITDA of $17.9 million.
The Ibotta Performance Network (IPN) experienced a 27% year-over-year growth in redeemers, reaching 17.3 million in Q2 2025.
During the quarter, Ibotta repurchased 1.4 million shares for a total of $67.5 million.
The company announced Matt Puckett as its new CFO.
For the third quarter of 2025, Ibotta provided guidance of revenue between $79.0 million and $85.0 million and Adjusted EBITDA between $9.5 million and $13.5 million.

Aug 13, 2025, 8:10 PM

Press Release

Instacart announces strong Q2 2025 results and CEO transition

CART

Earnings

CEO Change

Guidance Update

Instacart reported strong Q2 2025 financial results, with GTV growing 11% year over year, orders increasing 17%, and transaction revenue up 11%. Advertising and other revenue also grew 12% year over year.
Profitability remained strong, with GAAP net income at $116 million (up 92% year over year) and adjusted EBITDA at $262 million (up 26% year over year). The company also bought back $111 million worth of shares in Q2 and authorized a $250 million increase to its buyback program.
The current CEO, Fiji, is stepping down, and Chris Rogers will assume the role of CEO.
For Q3 2025, Instacart anticipates GTV to range between $9 billion and $9.15 billion, representing 8% to 10% year over year growth, and adjusted EBITDA is guided to be between $260 million and $270 million.
The company continues to drive user growth and order frequency, with improved customer retention and deepening engagement among Instacart Plus members, supported by ongoing investments in AI and enterprise solutions.

Aug 8, 2025, 2:15 AM

Maplebear Inc. Announces CEO Transition and Share Buyback Increase

CART

CEO Change

Board Change

Share Buyback

CEO Resignation: Fidji Simo will resign as CEO and President effective August 15, 2025, while continuing as Chair of the Board.
New CEO Appointment: Chris Rogers has been named CEO and President, effective August 15, 2025, with significant compensation and equity awards detailed in his offer letter.
Board Expansion: The Board is increasing its size from 8 to 9 directors concurrent with the new CEO appointment.
Share Repurchase Program: The Board approved an increase of the share buyback authorization to $1 billion.

May 28, 2025, 12:00 AM

8-K

[Maplebear Inc. announces CEO departure and guidance update]

CART

CEO Change

Guidance Update

CEO Departure: CEO Fidji Simo plans to step down while remaining as Chair of the Board, with a new CEO announcement expected soon.
Guidance Update: The company reaffirmed its financial outlook for Q2 2025 and FY 2025 as stated on its earnings call.

May 8, 2025, 12:00 AM

8-K

Filings & Transcripts

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