{"filings":[{"id":93810,"accession_number":"0001579091-26-000032","cik":1579091,"company_name":"Maplebear Inc.","ticker":"CART","form_type":"8-K","filed_at":"2026-05-06T23:59:59+00:00","items":["1.01","2.02","2.03","8.01","9.01"],"status":"ready","headline":"Maplebear (Instacart) Q1: Revenue +14%, net income +36%, announces $500M revolver and $3.5B buyback","event_type":"earnings","confidence":"high","bullets":["Q1 2026 GTV hit $10.288B (+13% YoY), total revenue $1.019B (+14%), and orders grew 10% to 91.2M.","GAAP net income rose 36% to $144M; Adjusted EBITDA up 23% to $300M; free cash flow of $253M.","Entered a $500M unsecured revolving credit facility with Morgan Stanley, maturing April 2031, with an uncommitted incremental facility of up to $1B.","Board increased share repurchase authorization to $3.5B from $2.5B; $349M in shares repurchased in Q1, ending with $880M cash."],"consensus_eps_estimate":null,"consensus_eps_actual":0.57,"consensus_revenue_estimate":null,"consensus_revenue_actual":1019000000.0,"consensus_period":"2026-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.9,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":105734,"accession_number":"0001579091-26-000006","cik":1579091,"company_name":"Maplebear Inc.","ticker":"CART","form_type":"8-K","filed_at":"2026-02-12T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Instacart Q4 GTV +14% to $9.85B; Adj EBITDA $303M (+20%); guides Q1 GTV $10.1-10.3B","event_type":"earnings","confidence":"high","bullets":["Q4 GTV $9,852M (+14% YoY); orders 89.5M (+16%); revenue $992M (+12%).","GAAP net income $81M (-46% YoY) due to $60M FTC settlement; Adj EBITDA $303M (+20%).","Full year 2025: revenue $3,742M (+11%); Adj EBITDA $1,087M (+23%); operating cash flow $971M.","Q1 2026 guidance: GTV $10,125-$10,275M (+11-13% YoY); Adj EBITDA $280-$290M (+15-19%).","Repurchased $1.4B of shares in 2025 ($1.1B in Q4)."],"consensus_eps_estimate":null,"consensus_eps_actual":1.6,"consensus_revenue_estimate":null,"consensus_revenue_actual":3742000000.0,"consensus_period":"2025-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":122016,"accession_number":"0001628280-25-053981","cik":1579091,"company_name":"Maplebear Inc.","ticker":"CART","form_type":"8-K","filed_at":"2025-11-25T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Fidji Simo resigns as Chair of Instacart board; Chris Rogers appointed successor","event_type":"leadership","confidence":"high","bullets":["Fidji Simo resigned as Chair and board member effective upon appointment of new Chair, completing transition after CEO change.","Board appointed Chris Rogers as new Chair on November 24, 2025.","Board size reduced from 10 to 9 directors due to Simo's resignation.","Simo's resignation not due to any disagreement with the company or its operations.","Simo stated she steps down following Rogers' successful transition to CEO."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":122015,"accession_number":"0001579091-25-000095","cik":1579091,"company_name":"Maplebear Inc.","ticker":"CART","form_type":"8-K","filed_at":"2025-11-10T23:59:59+00:00","items":["2.02","8.01","9.01"],"status":"ready","headline":"Instacart Q3 revenue $939M (+10% YoY), net income $144M (+22%); repurchase increased to $2.5B","event_type":"earnings","confidence":"high","bullets":["Orders 83.4M (+14%), GTV $9.17B (+10%); transaction revenue $670M (+10%), ad revenue $269M (+10%).","GAAP net income $144M (+22%); Adjusted EBITDA $278M (+22%, 3.0% of GTV).","Board boosted share repurchase program to $2.5B (from $1B); $250M ASR with Goldman Sachs planned.","GAAP gross profit $692M (+8%), 74% of revenue; operating expenses 5.7% of GTV vs 6.1% a year ago.","CEO highlights new AI solutions; expanded Kroger delivery partnership; Grubhub and United Airlines deals."],"consensus_eps_estimate":null,"consensus_eps_actual":1.3,"consensus_revenue_estimate":null,"consensus_revenue_actual":2750000000.0,"consensus_period":"2025-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":138727,"accession_number":"0001579091-25-000071","cik":1579091,"company_name":"Maplebear Inc.","ticker":"CART","form_type":"8-K","filed_at":"2025-08-15T23:59:59+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"Instacart appoints Josh Silverman (Etsy CEO) to its Board of Directors effective August 15, 2025","event_type":"leadership","confidence":"high","bullets":["Josh Silverman, CEO of Etsy, appointed to Instacart's Board as a Class I director effective August 15, 2025.","Board expanded from nine to ten members; Silverman's term runs until 2027 Annual Meeting.","Silverman previously CEO of Skype and Shopping.com, co-founder of Evite; brings marketplace expertise.","Silverman will receive compensation under Instacart's standard non-employee director policy.","Previously announced CEO transition (Chris Rogers as CEO, Fidji Simo as Chair) also became effective."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":138726,"accession_number":"0001579091-25-000063","cik":1579091,"company_name":"Maplebear Inc.","ticker":"CART","form_type":"8-K","filed_at":"2025-08-07T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Maplebear Q2 net income up 92% to $116M; orders grow 17%, Q3 guidance implies 8-10% GTV growth and CEO transition","event_type":"earnings","confidence":"high","bullets":["Orders 82.7M (+17% YoY), GTV $9.08B (+11%), revenue $914M (+11%), net income $116M (+92%).","Adjusted EBITDA $262M (+26% YoY); Q3 guidance: GTV $9.0-9.15B, Adj. EBITDA $260-270M.","Advertising & other revenue $255M (+12%) at 2.8% of GTV.","Share repurchase increased $250M, remaining capacity $357M; cash & equivalents $1.7B.","CEO Fidji Simo becomes Board Chair; Chris Rogers named new CEO."],"consensus_eps_estimate":null,"consensus_eps_actual":0.79,"consensus_revenue_estimate":null,"consensus_revenue_actual":1811000000.0,"consensus_period":"2025-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":156164,"accession_number":"0001579091-25-000058","cik":1579091,"company_name":"Maplebear Inc.","ticker":"CART","form_type":"8-K","filed_at":"2025-05-28T23:59:59+00:00","items":["5.02","8.01","9.01"],"status":"ready","headline":"Maplebear CEO Simo resigns; CBO Rogers named CEO; share buyback raised to $1B","event_type":"leadership","confidence":"high","bullets":["CEO Fidji Simo resigns effective Aug 15, 2025, remains Chair of Board; resignation not due to disagreement.","Chris Rogers (Chief Business Officer) appointed CEO and President effective Aug 15; joins Board as Class II director.","Rogers base salary CAD $1.37M; $15M promotion RSU grant with 8% Nov 15, 2025 vest then 11.5% quarterly; $15M target 2026 equity.","Share repurchase program increased to $1B aggregate from $750M; ~$218M remaining as of March 31, 2025."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.8,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":156163,"accession_number":"0001579091-25-000054","cik":1579091,"company_name":"Maplebear Inc.","ticker":"CART","form_type":"8-K","filed_at":"2025-05-27T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"Maplebear holds annual meeting; elects two directors, ratifies auditor, passes say-on-pay with ~55% support","event_type":"other","confidence":"high","bullets":["Elected Ravi Gupta (142M for, 37M withheld) and Daniel Sundheim (160M for, 19M withheld) as Class II directors.","Ratified PwC as independent auditor for FY2025; 204,313,243 for, 393,393 against, 65,343 abstain.","Non-binding say-on-pay approved with 98,904,648 for (55%) vs 80,342,478 against; broker non-votes 25,443,324.","All three proposals passed; final vote totals include 25.4M broker non-votes on director election and say-on-pay."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.2,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null}],"next_cursor":null}