Maplebear Q2 net income up 92% to $116M; orders grow 17%, Q3 guidance implies 8-10% GTV growth and CEO transition

Maplebear Inc.

2025-Q2 EPS reported $0.79 revenue$1,811,000,000

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.

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