earnings
confidence high
sentiment positive
materiality 0.80
Maplebear (CART) Q1 orders up 14%; Adj EBITDA $244M, up 23% YoY
Maplebear Inc.
2025-Q1 EPS reported
$0.37
revenue$897,000,000
- 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.