Role change
Chris Rogers
Chief Executive Officer and President
CART ·
Maplebear Inc.
the Company appointed Chris Rogers to serve as the Company’s CEO and President
CART
Maplebear Inc.
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Ready 8-Ks
8
Latest filing
May 06, 2026 23:59 UTC
Top materiality
0.90
Event mix
earnings ×4 · leadership ×3 · other ×1
Sentiment
4 pos · 0 neg · 4 neu
Latest earnings
reported 2026-Q1
Executive change
recent →
Recent 8-K filings for CART
Highest-materiality recent filing
Maplebear (Instacart) Q1: Revenue +14%, net income +36%, announces $500M revolver and $3.5B buyback
- Q1 2026 GTV hit $10.288B (+13% YoY), total revenue $1.019B (+14%), and orders grew 10% to 91.2M.
- GAAP net income rose 36% to $144M; Adjusted EBITDA up 23% to $300M; free cash flow of $253M.
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Maplebear (Instacart) Q1: Revenue +14%, net income +36%, announces $500M revolver and $3.5B buyback
Q1 2026 GTV hit $10.288B (+13% YoY), total revenue $1.019B (+14%), and orders grew 10% to 91.2M.
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Instacart Q4 GTV +14% to $9.85B; Adj EBITDA $303M (+20%); guides Q1 GTV $10.1-10.3B
Q4 GTV $9,852M (+14% YoY); orders 89.5M (+16%); revenue $992M (+12%).
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Fidji Simo resigns as Chair of Instacart board; Chris Rogers appointed successor
Fidji Simo resigned as Chair and board member effective upon appointment of new Chair, completing transition after CEO change.
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Instacart Q3 revenue $939M (+10% YoY), net income $144M (+22%); repurchase increased to $2.5B
Orders 83.4M (+14%), GTV $9.17B (+10%); transaction revenue $670M (+10%), ad revenue $269M (+10%).
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Instacart appoints Josh Silverman (Etsy CEO) to its Board of Directors effective August 15, 2025
Josh Silverman, CEO of Etsy, appointed to Instacart's Board as a Class I director effective August 15, 2025.
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Orders 82.7M (+17% YoY), GTV $9.08B (+11%), revenue $914M (+11%), net income $116M (+92%).
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Maplebear CEO Simo resigns; CBO Rogers named CEO; share buyback raised to $1B
CEO Fidji Simo resigns effective Aug 15, 2025, remains Chair of Board; resignation not due to disagreement.
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Elected Ravi Gupta (142M for, 37M withheld) and Daniel Sundheim (160M for, 19M withheld) as Class II directors.
Executive changes
Departed
Fidji Simo
Chief Executive Officer and President
CART ·
Maplebear Inc.
Ms. Simo’s resignation as CEO and President of the Company will take effect on August 15, 2025
Appointed
Chris Rogers
Class II Director
CART ·
Maplebear Inc.
and to serve as a Class II director on the Board
Earnings & guidance
Materiality & sentiment trend
Max materiality 0.90 · Median 0.75 · Most common event earnings