{"filings":[{"id":746436,"accession_number":"0001628280-26-039143","cik":1579091,"company_name":"Maplebear Inc.","ticker":"CART","form_type":"8-K","filed_at":"2026-05-29T20:04:25+00:00","items":["5.07"],"status":"ready","headline":"Maplebear stockholders elect directors, ratify PwC, approve executive compensation at annual meeting","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Elected Meredith Kopit Levien with 169,590,945 for and Lily Sarafan with 152,967,518 for as Class III directors.","Ratified PricewaterhouseCoopers LLP as independent auditor for FY2026: 203,285,613 for, 488,888 against, 81,281 abstain.","Approved, on an advisory basis, 2026 NEO compensation: 143,732,039 for, 38,736,539 against, 1,221,758 abstain."],"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":0.15,"calibrated_materiality_score":0.15,"market_cap_usd":9499904826.846193,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"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","summary_kind":"llm","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,"calibrated_materiality_score":0.9,"market_cap_usd":9499904826.846193,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","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; 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repurchase increased to $2.5B","summary_kind":"llm","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,"calibrated_materiality_score":0.75,"market_cap_usd":9499904826.846193,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","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","summary_kind":"llm","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,"calibrated_materiality_score":0.5,"market_cap_usd":9499904826.846193,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","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","summary_kind":"llm","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,"calibrated_materiality_score":0.75,"market_cap_usd":9499904826.846193,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","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","summary_kind":"llm","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,"calibrated_materiality_score":0.8,"market_cap_usd":9499904826.846193,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","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","summary_kind":"llm","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,"calibrated_materiality_score":0.15,"market_cap_usd":9499904826.846193,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":156162,"accession_number":"0001579091-25-000044","cik":1579091,"company_name":"Maplebear Inc.","ticker":"CART","form_type":"8-K","filed_at":"2025-05-08T23:59:59+00:00","items":["5.02","7.01"],"status":"ready","headline":"CEO Fidji Simo resigns; remains Chair; reaffirms 2025 outlook","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["CEO Fidji Simo notified resignation on May 7, 2025 to pursue another opportunity; effective date TBD.","Simo will continue as Chair of the Board; new CEO expected from internal senior executives soon.","Company reaffirms Q2 2025 and FY 2025 financial outlook provided on May 1, 2025 earnings call."],"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":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":9499904826.846193,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":156161,"accession_number":"0001579091-25-000040","cik":1579091,"company_name":"Maplebear Inc.","ticker":"CART","form_type":"8-K","filed_at":"2025-05-01T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Maplebear (CART) Q1 orders up 14%; Adj EBITDA $244M, up 23% YoY","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Orders 83.2M (+14% YoY); GTV $9,122M (+10%); revenue $897M (+9%).","GAAP net income $106M (down $24M YoY); Adjusted EBITDA $244M (+23%).","Q2 guidance: GTV $8,850-$9,000M; Adj EBITDA $240-$250M.","Repurchased $94M of shares in Q1; $218M remaining repurchase capacity.","Acquired Wynshop (no terms); Carrot Ads added Uber Eats as partner."],"consensus_eps_estimate":null,"consensus_eps_actual":0.37,"consensus_revenue_estimate":null,"consensus_revenue_actual":897000000.0,"consensus_period":"2025-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":9499904826.846193,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":174616,"accession_number":"0001579091-25-000025","cik":1579091,"company_name":"Maplebear Inc.","ticker":"CART","form_type":"8-K","filed_at":"2025-03-04T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Maplebear CAO Alan Ramsay resigns; Lisa Blackwood-Kapral appointed as successor","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Alan Ramsay resigned as Chief Accounting Officer, effective March 10, 2025; will assist transition through March 14.","Lisa Blackwood-Kapral, former CAO at Lyft, appointed as new CAO effective March 10, 2025.","New CAO to receive base salary $425,000, RSU grant with $3,000,000 target value, and $75,000 sign-on bonus.","Resignation not due to any disagreement with the company or its operations, policies, or practices.","Blackwood-Kapral also eligible for severance plan and standard indemnification agreement."],"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":0.4,"calibrated_materiality_score":0.4,"market_cap_usd":9499904826.846193,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":174615,"accession_number":"0001579091-25-000009","cik":1579091,"company_name":"Maplebear Inc.","ticker":"CART","form_type":"8-K","filed_at":"2025-02-25T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Instacart Q4 GTV +10% to $8.6B, Adj EBITDA +27% to $252M; FY2024 net income $457M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Full year 2024: GTV $33.5B (+10%), revenue $3.4B (+11%), orders 294M (+9%)","Q4 GAAP net income $148M (up $13M YoY); Adjusted EBITDA $252M (27% margin)","Q1 2025 guidance: GTV $9.0-9.15B (8-10% growth), Adj EBITDA $220-230M","Targeting 2025 stock-based compensation <$425M; AOV declined 1% in Q4"],"consensus_eps_estimate":null,"consensus_eps_actual":1.58,"consensus_revenue_estimate":null,"consensus_revenue_actual":3378000000.0,"consensus_period":"2024-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":9499904826.846193,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":191583,"accession_number":"0001579091-24-000099","cik":1579091,"company_name":"Maplebear Inc.","ticker":"CART","form_type":"8-K","filed_at":"2024-11-12T23:59:59+00:00","items":["2.02","8.01","9.01"],"status":"ready","headline":"Instacart (CART) Q3 GTV $8.3B (+11% YoY), GAAP net income $118M, boosts buyback to $750M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["GTV $8,303M (+11% YoY), orders 72.9M (+10%), revenue $852M (+12%).","GAAP net income $118M (fourth consecutive positive quarter), vs -$1,999M in Q3'23; adjusted EBITDA $227M (+39%).","Share repurchase program increased to $750M from $500M; cumulative repurchases $1,432M at avg $30.27.","Advertising & other revenue $246M (+11%), transaction revenue $606M (+12%), gross profit margin 75%.","AOV $114 (+1%); customer savings $1.1B YTD; EBT SNAP, loyalty integrations expanding."],"consensus_eps_estimate":null,"consensus_eps_actual":1.06,"consensus_revenue_estimate":null,"consensus_revenue_actual":2495000000.0,"consensus_period":"2024-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":9499904826.846193,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":208053,"accession_number":"0001579091-24-000094","cik":1579091,"company_name":"Maplebear Inc.","ticker":"CART","form_type":"8-K","filed_at":"2024-08-19T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Maplebear appoints Mary Beth Laughton as Class I director, expanding board to nine","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Board expanded from 8 to 9 directors; appointment effective August 16, 2024.","Laughton serves as Head of Nike Global Direct to Consumer, former CEO of Athleta, and held senior roles at Sephora.","Her term expires at the 2027 Annual Meeting; compensation follows non-employee director policy.","No reportable transactions or arrangements under SEC Rule 404(a) between Laughton and Maplebear."],"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,"calibrated_materiality_score":0.3,"market_cap_usd":9499904826.846193,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":208052,"accession_number":"0001579091-24-000091","cik":1579091,"company_name":"Maplebear Inc.","ticker":"CART","form_type":"8-K","filed_at":"2024-08-14T23:59:59+00:00","items":["8.01"],"status":"ready","headline":"Maplebear repurchases 3.7M shares from D1 Capital affiliate for $117M","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Repurchased 3.7 million shares from D1 Iconoclast Holdings LP, an affiliate of board member Daniel Sundheim.","Aggregate purchase price of $117 million in a privately negotiated transaction.","Transaction approved by Audit Committee under the Related Person Transactions Policy.","Shares retired immediately following the repurchase; repurchase is part of existing share repurchase program."],"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":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":9499904826.846193,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":208051,"accession_number":"0001579091-24-000081","cik":1579091,"company_name":"Maplebear Inc.","ticker":"CART","form_type":"8-K","filed_at":"2024-08-06T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Instacart Q2 GTV $8.19B (+10% YoY); adj. EBITDA $208M (+89%) beats guidance","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $823M (+15% YoY); transaction revenue $595M (+17%); advertising & other $228M (+11%).","GAAP net income $61M (down $53M YoY due to $132M higher stock-based compensation post-IPO).","Adjusted EBITDA $208M (above $180-190M guidance); margin 2.5% of GTV vs 1.5% YoY.","Completed initial $1B buyback; authorized new $500M repurchase program.","Q3 guidance: GTV $8.10-8.25B (8-10% YoY growth), adj. EBITDA $205-215M."],"consensus_eps_estimate":null,"consensus_eps_actual":0.64,"consensus_revenue_estimate":null,"consensus_revenue_actual":1643000000.0,"consensus_period":"2024-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":9499904826.846193,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":225589,"accession_number":"0001579091-24-000074","cik":1579091,"company_name":"Maplebear Inc.","ticker":"CART","form_type":"8-K","filed_at":"2024-06-06T23:59:59+00:00","items":["8.01"],"status":"ready","headline":"Maplebear Board authorizes $500M share repurchase program; prior $1B program exhausted","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["New $500M share repurchase program approved by Board on June 2, 2024; no expiration date.","Prior $1B program (Nov 2023 & Feb 2024 authorizations) fully utilized, repurchasing ~34M shares.","Repurchases may occur via open market or private transactions; Rule 10b5-1 plans may be used.","Company not obligated to repurchase any specific amount; program may be suspended at any time."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":9499904826.846193,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":225588,"accession_number":"0001579091-24-000070","cik":1579091,"company_name":"Maplebear Inc.","ticker":"CART","form_type":"8-K","filed_at":"2024-06-04T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"Maplebear (CART) stockholders elect directors, ratify auditor, approve say-on-pay at 2024 annual meeting","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Elected Fidji Simo and Victoria Dolan as Class I directors with 134.8M and 146.8M votes for, respectively.","Ratified PricewaterhouseCoopers LLP as independent registered public accounting firm for FY2024 (183.4M for).","Approved non-binding advisory vote on named executive officer compensation (146.1M for).","Stockholders selected one-year frequency for future say-on-pay votes; company will hold annual advisory votes."],"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":0.25,"calibrated_materiality_score":0.15,"market_cap_usd":9499904826.846193,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":225587,"accession_number":"0001579091-24-000056","cik":1579091,"company_name":"Maplebear Inc.","ticker":"CART","form_type":"8-K","filed_at":"2024-05-08T23:59:59+00:00","items":["2.02","5.02","9.01"],"status":"ready","headline":"Instacart (CART) Q1: GTV $8.32B, Adj EBITDA $198M; CFO transition","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q1 GTV $8,319M (+11% YoY), revenue $820M (+8% YoY), GAAP net income $130M.","Adjusted EBITDA $198M (+17% YoY) above guidance; Q2 outlook: GTV $8.0-8.15B, Adj EBITDA $180M.","Orders 72.8M (+9% YoY); advertising revenue $217M (+9% YoY).","CFO Nick Giovanni resigns; Emily Reuter appointed, $500k salary and 123,153 RSU award."],"consensus_eps_estimate":null,"consensus_eps_actual":0.43,"consensus_revenue_estimate":null,"consensus_revenue_actual":820000000.0,"consensus_period":"2024-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":9499904826.846193,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":225586,"accession_number":"0001579091-24-000039","cik":1579091,"company_name":"Maplebear Inc.","ticker":"CART","form_type":"8-K","filed_at":"2024-04-16T23:59:59+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"Instacart appoints Victoria Dolan to board; Jordan and McCarthy to retire at 2024 annual meeting","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Victoria Dolan, former Revlon CFO, appointed Class I director and Audit Committee member, effective April 12, 2024.","Jeff Jordan (Andreessen Horowitz) and Barry McCarthy (Peloton CEO) will not stand for re-election at 2024 annual meeting.","Dolan to become Audit Committee chair after McCarthy's term expires at the annual meeting.","No disagreement cited for Jordan's and McCarthy's retirements.","Dolan's compensation follows standard non-employee director policy including cash retainer and RSU awards."],"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":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":9499904826.846193,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":244759,"accession_number":"0001579091-24-000006","cik":1579091,"company_name":"Maplebear Inc.","ticker":"CART","form_type":"8-K","filed_at":"2024-02-13T23:59:59+00:00","items":["2.02","2.05","5.02","8.01","9.01"],"status":"ready","headline":"Instacart reports solid Q4 results; announces 250 layoffs, COO resignation, $1B buyback","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 results showed ongoing order and GTV growth, expanding profitability; Q1 2024 GTV growth expected to accelerate for fourth consecutive quarter.","Layoff of ~250 employees (7% of global workforce) approved Feb 9; expects $19-24M in charges, majority in Q1 2024.","COO Asha Sharma resigns effective March 1, 2024; no replacement planned.","Share repurchase authorization increased to $1B from $500M; ~$430M remained under previous program.","Average order value $113; priority delivery on 38% of orders in Q4'23 vs 29% in Q4'22."],"consensus_eps_estimate":null,"consensus_eps_actual":-12.43,"consensus_revenue_estimate":null,"consensus_revenue_actual":3042000000.0,"consensus_period":"2023-FY","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":9499904826.846193,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":262202,"accession_number":"0001579091-23-000009","cik":1579091,"company_name":"Maplebear Inc.","ticker":"CART","form_type":"8-K","filed_at":"2023-11-08T23:59:59+00:00","items":["2.02","8.01","9.01"],"status":"ready","headline":"Instacart Q3 2023: GTV $7.5B (+6%), adj EBITDA $163M (+120%), $500M buyback","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["GTV $7,494M (+6% YoY), orders 66.2M (+4%), revenue $764M (+14%).","GAAP net loss $1,999M due to $2.6B IPO-related SBC; adj EBITDA $163M (+120%).","Advertising & other revenue $222M (+19%), now 3.0% of GTV.","Board approved $500M share repurchase program with no expiration.","Launched partnerships with Giant Eagle, Mastercard, and expanded Caper Cart."],"consensus_eps_estimate":null,"consensus_eps_actual":-21.92,"consensus_revenue_estimate":null,"consensus_revenue_actual":2239000000.0,"consensus_period":"2023-Q3","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":9499904826.846193,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":279409,"accession_number":"0001193125-23-240556","cik":1579091,"company_name":"Maplebear Inc.","ticker":"CART","form_type":"8-K","filed_at":"2023-09-22T23:59:59+00:00","items":["3.02","3.03","5.02","5.03","9.01"],"status":"ready","headline":"Maplebear (CART) closes IPO, sells $175M Series A Preferred to PepsiCo","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Closed IPO on Sep 21, 2023; concurrently sold 5,833,333 Series A Preferred shares to PepsiCo for approx. $175M.","Series A Preferred ranks senior to common, no voting rights except class votes, convertible after 7 years or optionally at year 3 if stock price exceeds conversion price.","Appointed Ravi Gupta (Sequoia Capital Managing Member and former CFO/COO) to board; granted 8,333 RSUs vesting over 3 years.","Amended and restated certificate of incorporation and bylaws effective with IPO closing.","Sequoia affiliates purchased approx. $30M of common stock in IPO at public offering price."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":9499904826.846193,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null}],"next_cursor":null}