Earnings summaries and quarterly performance for Maplebear.
Executive leadership at Maplebear.
Board of directors at Maplebear.
Research analysts who have asked questions during Maplebear earnings calls.
Eric Sheridan
Goldman Sachs
6 questions for CART
Also covers: ABNB, ACVA, AMZN +42 more
Jason Helfstein
Oppenheimer & Co. Inc.
6 questions for CART
Also covers: ANGI, BLDE, COMP +23 more
Nikhil Devnani
Bernstein
6 questions for CART
Also covers: DASH, EBAY, ETSY +2 more
Shweta Khajuria
Wolfe Research, LLC
6 questions for CART
Also covers: BMBL, CHWY, DASH +14 more
Andrew Boone
JMP Securities
5 questions for CART
Also covers: CARG, CVNA, DASH +23 more
Colin Sebastian
Baird
5 questions for CART
Also covers: ABNB, AMZN, EA +9 more
Ross Sandler
Barclays
5 questions for CART
Also covers: AMZN, DASH, DUOL +13 more
Deepak Mathivanan
Cantor Fitzgerald
4 questions for CART
Also covers: ABNB, DASH, EBAY +9 more
Justin Post
Bank of America Corporation
4 questions for CART
Also covers: ABNB, AMZN, BKNG +8 more
Ronald Josey
Citigroup Inc.
4 questions for CART
Also covers: ABNB, ACVA, AMZN +18 more
Steven Fox
Fox Research
4 questions for CART
Also covers: AMKR, APH, BDC +22 more
Douglas Anmuth
JPMorgan Chase & Co.
3 questions for CART
Also covers: ABNB, AMZN, BKNG +17 more
Brian Nowak
Morgan Stanley
2 questions for CART
Also covers: ABNB, AMZN, BKNG +8 more
Kenneth Gawrelski
Wells Fargo & Company
2 questions for CART
Also covers: ABNB, BKNG, DASH +12 more
Lee Horowitz
Deutsche Bank
2 questions for CART
Also covers: ABNB, BKNG, DASH +5 more
Michael Morton
MoffettNathanson
2 questions for CART
Also covers: AMZN, CHWY, DASH +5 more
Miles Jakubiak
KeyBanc Capital Markets
2 questions for CART
Also covers: EB, ZIP
Bernard McTernan
Needham & Company
1 question for CART
Also covers: APP, BBBY, BYON +17 more
James Lee
Mizuho Securities
1 question for CART
Also covers: ABNB, BABA, BIDU +5 more
Justin Patterson
KeyBanc Capital Markets
1 question for CART
Also covers: ABNB, ANGI, CRTO +12 more
Mark Zgutowicz
The Benchmark Company
1 question for CART
Also covers: CRTO, DASH, GDDY +7 more
Ross Compton
Macquarie Group Limited
1 question for CART
Recent press releases and 8-K filings for CART.
Instacart CFO Details Growth Strategy and Share Repurchase Program
CART
Share Buyback
New Projects/Investments
Revenue Acceleration/Inflection
- Instacart's CFO highlighted the company's unique value proposition, noting that 75% of orders are on demand with a median delivery time under 90 minutes, and 25% of priority deliveries are under 30 minutes. The company has achieved double-digit growth for the last seven quarters by focusing on selection, quality, affordability, and convenience.
- The company is driving affordability through initiatives like lowering the minimum basket size for IC Plus members and encouraging retailers to adopt price parity, as price parity retailers grow at double-digit higher rates. Operational efficiencies, such as improved shopper productivity and batching 25% of priority orders, allow for reinvestment in consumer pricing.
- Instacart's enterprise business, which constituted 20% of GTV at IPO, is a key differentiator, leveraging a single tech stack for both marketplace and enterprise solutions. The company is also investing in AI solutions, including a partnership with Kroger, to enhance personalized grocery shopping experiences based on its 1.5 billion orders of historical data.
- Instacart authorized a significant capital allocation plan, including a $1.5 billion share repurchase program and a $250 million accelerated share repurchase (ASR) program, reflecting an opportunistic and potentially more aggressive approach to share buybacks.
3 days ago
Instacart Discusses Growth, Strategy, and Capital Allocation at Morgan Stanley Nasdaq TMT Conference
CART
Revenue Acceleration/Inflection
New Projects/Investments
Share Buyback
- Instacart has maintained double-digit growth for the last seven quarters , driven by its comprehensive value proposition encompassing selection from 1,800 retailers, quality, affordability, and convenience, with 75% of orders delivered on demand within a median of 90 minutes.
- The company is strategically investing in its enterprise business, which represented 20% of its business at IPO, by leveraging a unified tech stack and launching AI solutions for retail partners, including Kroger.
- Operational efficiencies, such as improved shopper processes, order batching (including 25% of priority orders), and in-store technology like Electronic Shelf Tags in 10% of stores, enable Instacart to reinvest in consumer pricing and enhance the customer experience.
- Instacart has authorized a $1.5 billion share repurchase program and a $250 million ASR accelerator program, indicating an opportunistic approach to capital allocation based on perceived valuation.
3 days ago
Instacart Discusses Strategy, Efficiencies, and Capital Allocation at Morgan Stanley Conference
CART
Share Buyback
New Projects/Investments
Revenue Acceleration/Inflection
- Instacart's CFO, Emily Reuter, highlighted the company's unique value proposition, encompassing selection, quality, affordability, and convenience, which has contributed to double-digit growth for the last seven quarters.
- The company is strategically expanding its enterprise business, with over 80% of its Gross Transaction Value (GTV) now non-exclusive, and is investing in AI solutions for retailers, including a partnership with Kroger.
- Instacart is focused on driving operational efficiencies through methods like order density and batching orders, enabling reinvestment in consumer pricing and leading to continued improvement in non-GAAP OPEX.
- The company authorized a $1.5 billion share repurchase program and a $250 million ASR accelerator program, signaling an opportunistic and potentially more aggressive capital allocation approach.
3 days ago
Instacart Launches App with Instant Checkout on ChatGPT
CART
Product Launch
New Projects/Investments
- Instacart (NASDAQ: CART) has launched an app on ChatGPT, becoming the first grocery partner to offer an embedded, end-to-end shopping experience with Instant Checkout directly within ChatGPT.
- This integration allows consumers to transition from meal inspiration to doorstep delivery, leveraging Instacart's network of more than 1,800 retailers and nearly 100,000 stores across North America.
- The new feature supports secure credit card payments, powered by Stripe, and will soon include digital wallets like Apple Pay and Google Pay, available on desktop, mobile web, iOS, and Android.
- Instacart positions itself as a key partner for leading AI companies, connecting its extensive retail network with consumer platforms to drive the future of AI-powered grocery shopping.
4 days ago
Instacart Announces Nationwide Partnership with The Home Depot Canada
CART
New Projects/Investments
Product Launch
- Instacart (NASDAQ: CART) announced a new nationwide partnership with The Home Depot Canada (NYSE: HD) on December 2, 2025, to offer same-day delivery from over 175 stores across Canada.
- This partnership includes Instacart's Big& Bulky fulfillment solution, enabling same-day and scheduled deliveries for heavy items up to 60 pounds.
- The Home Depot Canada becomes the first nationwide home improvement retailer available on the Instacart App in Canada.
- A limited-time offer provides customers $20 off a Home Depot Canada purchase of $80 or more, valid until December 8, 2025.
Dec 2, 2025, 2:00 PM
Instacart Expands Partnership with Associated Food Stores for E-commerce and Retail Media Solutions
CART
New Projects/Investments
Product Launch
Revenue Acceleration/Inflection
- 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
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
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
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
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
Quarterly earnings call transcripts for Maplebear.
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