---
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"
generated_at: "2026-10-29T11:40:04.773898+00:00"
event_type: "m_and_a"
sentiment: "positive"
materiality_score: 1.0
calibrated_materiality_score: 1.0
confidence: "high"
source: SEC EDGAR
---

# Instacart to be acquired by DoorDash for ~$17B; Q3 revenue $1.1B, GTV up 15%

## Summary
- 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.

## SEC filing metadata
- 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
- event_type: m_and_a
- sentiment: positive
- materiality_score: 1.0
- calibrated_materiality_score: 1.0
- confidence: high
- sec_items: 2.02, 9.01
- 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

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001193125-26-437014
- JSON: https://secwatch.observer/filing/0001193125-26-437014.json
- Plain text: https://secwatch.observer/filing/0001193125-26-437014.txt

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.