Recent 8-K filings for CART

• May 06, 2026 23:59 UTC earnings materiality 0.90 positive item 1.01item 2.02item 2.03item 8.01item 9.01

  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.

• Feb 12, 2026 23:59 UTC earnings materiality 0.80 positive item 2.02item 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%).

• Nov 10, 2025 23:59 UTC earnings materiality 0.75 positive item 2.02item 8.01item 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%).

• Aug 07, 2025 23:59 UTC earnings materiality 0.75 positive item 2.02item 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 23:59 UTC leadership materiality 0.80 neutral item 5.02item 8.01item 9.01

  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.

Executive changes

Earnings & guidance

Materiality & sentiment trend

Max materiality 0.90 · Median 0.75 · Most common event earnings

4 positive 0 negative 4 neutral

source · CART on sec.gov