secwatch.observer — SEC 8-K summary
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Issuer:     Maplebear Inc. (CART)
CIK:        0001579091
Form:       8-K
Filed at:   2026-10-29T11:38:32+00:00
Accession:  0001193125-26-437014
Event type: m_and_a
Sentiment:  positive
Materiality: 1.00
Item codes: 2.02, 9.01
LLM model:  deepseek-v4.1-flash:cloud@v2

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

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1579091/000119312526437014/0001193125-26-437014-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1579091/000119312526437014/d24470d8k.htm
  HTML page:      https://secwatch.observer/filing/0001193125-26-437014

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer