{"schema_version":"secwatch.filing_event.v1","accession":"0001193125-26-437014","form_type":"8-K","ticker":"CART","cik":"0001579091","company_name":"Maplebear Inc.","filed_at":"2026-10-29T11:38:32+00:00","discovered_at":"2026-10-29T11:40:00.295160+00:00","generated_at":"2026-10-29T11:40:04.773898+00:00","sec_items":["2.02","9.01"],"event_type":"m_and_a","sentiment":"positive","materiality_score":1.0,"calibrated_materiality_score":1.0,"confidence":"high","headline":"Instacart to be acquired by DoorDash for ~$17B; Q3 revenue $1.1B, GTV up 15%","bullets":["DoorDash (NASDAQ: DASH) agreed to acquire Instacart (NASDAQ: CART) in a cash-and-stock transaction with an equity value of approximately $17 billion.","Q3 2026 GTV was $10,528 million, up 15% YoY; orders rose 10% to 91.4 million; total revenue was $1,095 million, up 17% YoY.","GAAP net income was $147 million; Adjusted EBITDA was $342 million, up 23% YoY; advertising and other revenue was $331 million, up 23%.","Operating cash flow was $324 million and free cash flow was $307 million, both up 13%; Instacart repurchased $230 million in shares and ended the quarter with $1 billion in cash.","CEO Chris Rogers called Q3 'our best quarter as a public company,' citing grocery platform expansion across ecommerce, fulfillment, retail media, and AI Solutions."],"urls":{"canonical":"https://secwatch.observer/filing/0001193125-26-437014","json":"https://secwatch.observer/filing/0001193125-26-437014.json","markdown":"https://secwatch.observer/filing/0001193125-26-437014.md","text":"https://secwatch.observer/filing/0001193125-26-437014.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1579091/000119312526437014/0001193125-26-437014-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1579091/000119312526437014/d24470d8k.htm"},"model":{"generated_by":"deepseek-v4.1-flash:cloud@v2","generated_at":"2026-10-29T11:40:04.773898+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}