CART Maplebear Inc.

CIK 0001579091 24 ready 8-Ks latest May 29, 2026, 4:04 PM ET RSS · JSON

Activity: QUIET 0 filings / 30d vs 1 baseline

Ready 8-Ks 24

Latest filing May 29, 2026, 4:04 PM ET

Top materiality 0.90

Event mix earnings ×11 · leadership ×7 · other ×3

Sentiment 11 pos · 0 neg · 13 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

May 6, 2026, 7:59 PM ET earnings materiality 0.90 positive item 1.01 item 2.02 item 2.03 item 8.01 item 9.01 ◈ Debt Financings◈ Earnings Releases◈ Material Agreements

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.

Read filing →

May 29, 2026, 4:04 PM ET other materiality 0.15 neutral item 5.07 ◈ Shareholder Votes ×3

Maplebear stockholders elect directors, ratify PwC, approve executive compensation at annual meeting

Elected Meredith Kopit Levien with 169,590,945 for and Lily Sarafan with 152,967,518 for as Class III directors.
May 6, 2026, 7:59 PM ET earnings materiality 0.90 positive item 1.01 item 2.02 item 2.03 item 8.01 item 9.01 ◈ Debt Financings◈ Earnings Releases◈ Material Agreements

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.
February 12, 2026, 6:59 PM ET earnings materiality 0.80 positive item 2.02 item 9.01

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%).
November 25, 2025, 6:59 PM ET leadership materiality 0.30 neutral item 5.02

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.
November 10, 2025, 6:59 PM ET earnings materiality 0.75 positive item 2.02 item 8.01 item 9.01

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%).
August 15, 2025, 7:59 PM ET leadership materiality 0.50 neutral item 5.02 item 7.01 item 9.01

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.
August 7, 2025, 7:59 PM ET earnings materiality 0.75 positive item 2.02 item 9.01

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

Orders 82.7M (+17% YoY), GTV $9.08B (+11%), revenue $914M (+11%), net income $116M (+92%).
May 28, 2025, 7:59 PM ET leadership materiality 0.80 neutral item 5.02 item 8.01 item 9.01 ◈ executive_change ×3

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.
May 27, 2025, 7:59 PM ET other materiality 0.15 neutral item 5.07

Maplebear holds annual meeting; elects two directors, ratifies auditor, passes say-on-pay with ~55% support

Elected Ravi Gupta (142M for, 37M withheld) and Daniel Sundheim (160M for, 19M withheld) as Class II directors.
May 8, 2025, 7:59 PM ET leadership materiality 0.75 neutral item 5.02 item 7.01 ◈ executive_change

CEO Fidji Simo resigns; remains Chair; reaffirms 2025 outlook

CEO Fidji Simo notified resignation on May 7, 2025 to pursue another opportunity; effective date TBD.
May 1, 2025, 7:59 PM ET earnings materiality 0.80 positive item 2.02 item 9.01

Maplebear (CART) Q1 orders up 14%; Adj EBITDA $244M, up 23% YoY

Orders 83.2M (+14% YoY); GTV $9,122M (+10%); revenue $897M (+9%).
March 4, 2025, 6:59 PM ET leadership materiality 0.40 neutral item 5.02 ◈ executive_change ×2

Maplebear CAO Alan Ramsay resigns; Lisa Blackwood-Kapral appointed as successor

Alan Ramsay resigned as Chief Accounting Officer, effective March 10, 2025; will assist transition through March 14.
February 25, 2025, 6:59 PM ET earnings materiality 0.70 positive item 2.02 item 9.01

Instacart Q4 GTV +10% to $8.6B, Adj EBITDA +27% to $252M; FY2024 net income $457M

Full year 2024: GTV $33.5B (+10%), revenue $3.4B (+11%), orders 294M (+9%)
November 12, 2024, 6:59 PM ET earnings materiality 0.80 positive item 2.02 item 8.01 item 9.01

Instacart (CART) Q3 GTV $8.3B (+11% YoY), GAAP net income $118M, boosts buyback to $750M

GTV $8,303M (+11% YoY), orders 72.9M (+10%), revenue $852M (+12%).
August 19, 2024, 7:59 PM ET leadership materiality 0.30 neutral item 5.02 ◈ executive_change

Maplebear appoints Mary Beth Laughton as Class I director, expanding board to nine

Board expanded from 8 to 9 directors; appointment effective August 16, 2024.
August 14, 2024, 7:59 PM ET other material materiality 0.65 neutral item 8.01

Maplebear repurchases 3.7M shares from D1 Capital affiliate for $117M

Repurchased 3.7 million shares from D1 Iconoclast Holdings LP, an affiliate of board member Daniel Sundheim.
August 6, 2024, 7:59 PM ET earnings materiality 0.85 positive item 2.02 item 9.01

Instacart Q2 GTV $8.19B (+10% YoY); adj. EBITDA $208M (+89%) beats guidance

Revenue $823M (+15% YoY); transaction revenue $595M (+17%); advertising & other $228M (+11%).
June 6, 2024, 7:59 PM ET other material materiality 0.60 positive item 8.01

Maplebear Board authorizes $500M share repurchase program; prior $1B program exhausted

New $500M share repurchase program approved by Board on June 2, 2024; no expiration date.
June 4, 2024, 7:59 PM ET other materiality 0.15 neutral item 5.07

Maplebear (CART) stockholders elect directors, ratify auditor, approve say-on-pay at 2024 annual meeting

Elected Fidji Simo and Victoria Dolan as Class I directors with 134.8M and 146.8M votes for, respectively.
May 8, 2024, 7:59 PM ET earnings materiality 0.85 positive item 2.02 item 5.02 item 9.01 ◈ executive_change ×2◈ Earnings Releases

Instacart (CART) Q1: GTV $8.32B, Adj EBITDA $198M; CFO transition

Q1 GTV $8,319M (+11% YoY), revenue $820M (+8% YoY), GAAP net income $130M.
April 16, 2024, 7:59 PM ET leadership materiality 0.60 neutral item 5.02 item 7.01 item 9.01 ◈ executive_change ×4

Instacart appoints Victoria Dolan to board; Jordan and McCarthy to retire at 2024 annual meeting

Victoria Dolan, former Revlon CFO, appointed Class I director and Audit Committee member, effective April 12, 2024.
February 13, 2024, 6:59 PM ET earnings materiality 0.75 neutral item 2.02 item 2.05 item 5.02 item 8.01 item 9.01 ◈ Earnings Releases ×2◈ executive_change◈ Restructurings & Charges

Instacart reports solid Q4 results; announces 250 layoffs, COO resignation, $1B buyback

Q4 results showed ongoing order and GTV growth, expanding profitability; Q1 2024 GTV growth expected to accelerate for fourth consecutive quarter.
November 8, 2023, 6:59 PM ET earnings materiality 0.80 neutral item 2.02 item 8.01 item 9.01 ◈ Earnings Releases

Instacart Q3 2023: GTV $7.5B (+6%), adj EBITDA $163M (+120%), $500M buyback

GTV $7,494M (+6% YoY), orders 66.2M (+4%), revenue $764M (+14%).
September 22, 2023, 7:59 PM ET other material materiality 0.75 positive item 3.02 item 3.03 item 5.02 item 5.03 item 9.01 ◈ Governance Changes ×2◈ executive_change

Maplebear (CART) closes IPO, sells $175M Series A Preferred to PepsiCo

Closed IPO on Sep 21, 2023; concurrently sold 5,833,333 Series A Preferred shares to PepsiCo for approx. $175M.

Executive changes

Role change

Chris Rogers

Chief Executive Officer and President

CART · Maplebear Inc.

Effective: 2025-08-15
Filed: May 28, 2025, 7:59 PM ET

the Company appointed Chris Rogers to serve as the Company’s CEO and President

Departed

Fidji Simo

Chief Executive Officer and President

CART · Maplebear Inc.

Effective: 2025-08-15
Successor: Chris Rogers
Filed: May 28, 2025, 7:59 PM ET

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.

Effective: 2025-08-15
Filed: May 28, 2025, 7:59 PM ET

and to serve as a Class II director on the Board

Departed

Fidji Simo

Chief Executive Officer

CART · Maplebear Inc.

Filed: May 8, 2025, 7:59 PM ET

On May 7, 2025, Fidji Simo, Chief Executive Officer of Maplebear Inc. (the “ Company ”), notified the Company of her intent to resign as Chief Executive Officer (“ CEO ”) to pursue another opportunity.

Appointed

Lisa Blackwood-Kapral

Chief Accounting Officer

CART · Maplebear Inc.

Effective: 2025-03-10
Filed: March 4, 2025, 6:59 PM ET

On March 3, 2025, the board of directors of the Company appointed Lisa Blackwood-Kapral to serve as the Company’s Chief Accounting Officer and principal accounting officer, effective as of the Effective Date.

Departed

Alan Ramsay

Chief Accounting Officer

CART · Maplebear Inc.

Effective: 2025-03-10
Successor: Lisa Blackwood-Kapral
Filed: March 4, 2025, 6:59 PM ET

On February 28, 2025, Alan Ramsay informed Maplebear Inc. (the “ Company ”) of his decision to resign from his position as the Company’s Chief Accounting Officer and principal accounting officer, effective as of March 10, 2025

Appointed

Mary Beth Laughton

Class I director

CART · Maplebear Inc.

Effective: 2024-08-16
Filed: August 19, 2024, 7:59 PM ET

On August 16, 2024, the Board of Directors (the “ Board ”) of Maplebear Inc. (the “ Company ”), upon recommendation of the Nominating and Corporate Governance Committee of the Board, expanded the size of the Board from eight to nine directors and appointed Mary Beth Laughton as a Class I director, effective immediately.

Appointed

Emily Reuter

Chief Financial Officer

CART · Maplebear Inc.

Effective: 2024-05-08
Filed: May 8, 2024, 7:59 PM ET

On May 7, 2024, the Company appointed Emily Reuter to serve as the Company’s Chief Financial Officer, effective as of the Effective Date.

Departed

Nick Giovanni

Chief Financial Officer

CART · Maplebear Inc.

Effective: 2024-05-08
Successor: Emily Reuter
Filed: May 8, 2024, 7:59 PM ET

On May 7, 2024, Nick Giovanni informed the Company of his decision to resign from his position as the Company’s Chief Financial Officer, effective immediately following the filing of the Company’s Quarterly Report on Form 10-Q for the quarter ended March 31, 2024

Appointed

Victoria Dolan

Chairperson of the Audit Committee

CART · Maplebear Inc.

Filed: April 16, 2024, 7:59 PM ET

Ms. Dolan will also begin serving as chairperson of the Audit Committee, effective upon the expiration of Mr. McCarthy’s term as a director at the 2024 Annual Meeting.

Departed

Jeffrey Jordan

Director

CART · Maplebear Inc.

Filed: April 16, 2024, 7:59 PM ET

Jeffrey Jordan and Barry McCarthy each determined to retire from and not stand for re-election to the Board

Appointed

Victoria Dolan

Director

CART · Maplebear Inc.

Effective: 2024-04-12
Filed: April 16, 2024, 7:59 PM ET

appointed Victoria Dolan as a Class I director and member of the Audit Committee of the Board

Earnings & guidance

2026-Q1 EPS reported $0.57 filing →

Materiality & sentiment trend

Max materiality 0.90 · Median 0.75 · Most common event earnings

11 positive 0 negative 13 neutral

source · CART on sec.gov