Instacart (Maplebear Inc.) (CART)

Kroger Expands Partnerships with DoorDash, UberEats, Instacart

Kroger said it will book a $2.6 billion charge as it closes some automated facilities and said it expanded partnerships with DoorDash, UberEats and Instacart.

Wall Street Loves Nike, NVIDIA and Instacart

Instacart (NASDAQ: CART): BMO analysts just upgraded the stock following earnings, noting Instacart continues to deepen its integration of AI technologies in tools for retail partners and enterprises.

Associated Food Stores Expands Instacart E-Commerce and Retail Media Solutions to Owned Banners and Member Retailers

The adoption of Instacart's white-label e-commerce solutions comes after recent rollouts of Instacart enterprise technologies at AFS member retailers, including Davis Food & Drug and Stewart's Marketplace SAN FRANCISCO and SALT LAKE CITY , Nov. 11, 2025 /PRNewswire/ -- Instacart (NASDAQ: CART), the leading grocery technology company in North America, today announced that Associated Food Stores (AFS), a retail co-op, is bringing Instacart's white-label e-commerce solutions, Storefront and Storefront Pro, across five owned and operated banners and over 40 member-owned banners. Through this partnership, AFS will bring e-commerce and retail media capabilities to its owned and operated banners, including Fresh …

What Instacart's Results Tell Us About Grocery Delivery

Maplebear (CART), better known as Instacart, posted better-than-expected results as shoppers placed more orders and spent more money on them.

Instacart: The Growth Story Is Intact After Q3 (Rating Upgrade)

Maplebear Inc., Instacart's owner, reported good Q3 results. The company continues to grow despite competitive pressure, resulting in record earnings. Pressure from DoorDash, Amazon, Uber, and others hasn't deteriorated the growth story. Instacart's Q4 GTV guidance is highly encouraging. The market is now overly concerned with Instacart's market share pressure. I estimate 57% upside for CART stock to $55.8.

Maplebear Inc. (CART) Q3 2025 Earnings Call Transcript

Maplebear Inc. ( CART ) Q3 2025 Earnings Call November 10, 2025 8:00 AM EST Company Participants Rebecca Yoshiyama - Vice President of Investor Relations Chris Rogers - CEO, President & Director Emily Maher - CFO & Treasurer Conference Call Participants Eric Sheridan - Goldman Sachs Group, Inc., Research Division Colin Sebastian - Robert W. Baird & Co. Incorporated, Research Division Shweta Khajuria - Wolfe Research, LLC Nikhil Devnani - Sanford C.

October trends hold really strong for Instacart, says Needham's Bernie McTernan

Bernie McTernan, Needham senior analyst, joins CNBC's 'Squawk on the Street' to discuss outlooks on Instacart following the company's third quarter earnings.

Instacart shares slip on cautious fourth quarter guidance

Instacart (NASDAQ:CART) reported third quarter 2025 results that surpassed Wall Street estimates for both revenue and earnings per share, but cautious guidance for the holiday quarter weighed on its shares on Monday morning. The grocery technology company posted Q3 revenue of $939 million, slightly above analyst projections of $934.1 million, representing a 10.2% increase from the same period last year.

Maplebear (CART) Q3 Earnings: Taking a Look at Key Metrics Versus Estimates

While the top- and bottom-line numbers for Maplebear (CART) give a sense of how the business performed in the quarter ended September 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.

Maplebear (CART) Q3 Earnings and Revenues Surpass Estimates

Maplebear (CART) came out with quarterly earnings of $0.51 per share, beating the Zacks Consensus Estimate of $0.5 per share. This compares to earnings of $0.42 per share a year ago.

Restaurant Depot Partners with Instacart to Transform Member Ordering Experience

Wholesale foodservice distributor combines Instacart Business and e-commerce solutions in new mobile app and website for seamless shopping SAN FRANCISCO and NEW YORK , Oct. 21, 2025 /PRNewswire/ -- Instacart (NASDAQ: CART), the leading grocery technology company in North America, today announced its partnership with Restaurant Depot , the nation's premier cash and carry food wholesaler, to transform how restaurants and foodservice operators buy supplies. Building on their partnership since 2019, Restaurant Depot has launched a new mobile app and website, combining both Instacart Business and Instacart Storefront Pro for a seamless business-level ordering experience.

Instacart and TriMet Pilot Program Expands Access and Independence for Older Adults and Riders with Disabilities, While Saving Millions for the Transit Agency

Portland transit agency's award-winning initiative leverages Instacart+ memberships to enhance convenience and quality of life for paratransit riders, reducing costs and freeing up essential staff time SAN FRANCISCO , Oct. 16, 2025 /PRNewswire/ -- Instacart (NASDAQ: CART), the leading grocery technology company in North America, today announced results from a first-of-its-kind collaboration with the Tri-County Metropolitan Transportation District of Oregon (TriMet) , the public transportation agency serving the Portland, Oregon area and the ninth largest transit system in the U.S. The pilot program provides Instacart+ memberships to eligible paratransit riders, offering them the option to have groceries and essentials delivered …

Instacart to Report Third Quarter 2025 Financial Results on November 10, 2025

SAN FRANCISCO , Oct. 16, 2025 /PRNewswire/ -- Instacart (NASDAQ: CART) today announced it will report its third quarter 2025 financial results before market open on Monday, November 10, 2025. The company's third quarter 2025 Shareholder Letter will be available on Instacart's Investor Relations website at https://investors.instacart.com.

Instacart Announces First End-to-End Retail Media Solution on TikTok

Instacart becomes the first retail media partner to enable targeting and closed-loop measurement directly within TikTok Ads Manager SAN FRANCISCO , Oct. 7, 2025 /PRNewswire/ -- Instacart (Nasdaq: CART) announced a new integration with TikTok that enables select CPG advertisers to tap into its first-party retail media data to enhance campaign targeting, drive seamless product purchases, and measure performance—all within TikTok Ads Manager. This new integration marks a milestone for retail media innovation, making Instacart the first retail media network (RMN) to offer advertisers end-to-end capabilities natively on TikTok.

Kroger's delivery expansion with DoorDash is bad news for Instacart, analysts say

Shares of grocery-delivery app Instacart slid in afternoon trading Monday after rival DoorDash and supermarket giant Kroger said they were expanding an existing partnership to deliver more groceries to consumers' homes starting next month.

Instacart Caper Carts Roll Out New Omnichannel Capabilities for More Savings in Every Aisle

Customers can now track EBT SNAP-eligible items, clip digital coupons, earn cash back, and sign up for loyalty programs - all directly on the smart cart SAN FRANCISCO , Sept. 25, 2025 /PRNewswire/ -- Instacart (Nasdaq: CART), the leading grocery technology company in North America, today announced new savings features for its AI-powered Caper Carts , enhancing the omnichannel shopping experience.

Instacart Launches Consumer Insights Portal to Power Faster, Smarter Decisions for Brands

New self-serve platform gives partners like Applegate, Coca-Cola Bottling Canada, and Advantage Solutions access to real-time grocery shopping trends across 1,800+ retail partners SAN FRANCISCO , Sept. 23, 2025 /PRNewswire/ -- Instacart (NASDAQ: CART) today introduced the Consumer Insights Portal (CIP), a new software platform for brands to access Instacart's first-party grocery shopping data in real time.

Instacart: GTV Expansion Certifies Growth Trajectory

Instacart offers a compelling small/mid-cap opportunity, trading at attractive valuations despite strong fundamentals and resilient consumer demand. CART's share price has declined amid market rotation, but the company maintains robust order growth, GTV expansion, and smooth CEO succession. At a 7.4x EV/FY26 adjusted EBITDA multiple, CART is undervalued given its growth prospects and significant market share potential in online grocery.

Maplebear Inc. (CART) Presents At Goldman Sachs Communacopia + Technology Conference 2025 (Transcript)

Maplebear Inc. (NASDAQ:CART ) Goldman Sachs Communacopia + Technology Conference 2025 September 10, 2025 1:08 PM EDT Company Participants Chris Rogers - CEO, President & Director Conference Call Participants Eric Sheridan - Goldman Sachs Group, Inc., Research Division Presentation Eric Sheridan MD & US Internet Analyst I'm excited to have the team from Instacart here. We've got Chris Rogers, now CEO of Instacart.

Amazon's latest grocery expansion pushed supermarkets toward Instacart, its incoming CEO said

Amazon and Instacart are two of the biggest players in grocery delivery. Instacart got a boost from Amazon's same-day grocery expansion last month, the delivery app said.

Vroom Delivery Taps Instacart Carrot Ads to Power Retail Media for Convenience Stores Nationwide

Vroom Delivery to bring Instacart Sponsored Product and Display ads to 3,500 convenience stores SAN FRANCISCO and CHICAGO , Sept. 11, 2025 /PRNewswire/ -- Instacart (NASDAQ: CART), the leading grocery technology company in North America, today announced a new partnership with Vroom Delivery , an e-commerce platform for convenience stores, to bring Instacart Carrot Ads to its network of 3,500 convenience stores nationwide.

Movers: Walmart, Coty, Instacart, Canadian Solar

Instacart downgraded on competition concerns, shares slip

Instacart (NASDAQ:CART) shares moved lower after Wedbush downgraded the company to ‘Underperform' from ‘Neutral' and lowered its price target to $42 from $55, with analysts citing intensifying competition in the grocery delivery space. “Instacart has demonstrated healthy gross transaction volume (GTV) growth and an improving margin trajectory over the last few quarters, tempering some investor concern,” the analysts wrote.

Grocery Delivery Stock Downgraded on Stiff Competition

Shares of Maplebear Inc (NASDAQ:CART), which does business as Instacart, are down 3.2% at $44.07, after a downgrade from Wedbush to "underperform" from "neutral," with a price-target cut to $42 from $55.

INSTACART APPOINTS JOSH SILVERMAN TO BOARD OF DIRECTORS

SAN FRANCISCO , Aug. 15, 2025 /PRNewswire/ -- Instacart (NASDAQ: CART), the leading grocery technology company in North America, today announced that Josh Silverman, Chief Executive Officer of Etsy, Inc., has joined the company's Board of Directors. "Josh is a proven marketplace innovator with a track record of scaling consumer platforms such as Etsy, Evite, and Skype," said Chris Rogers, Instacart's Chief Executive Officer.

Amazon expands same-day grocery delivery to perishable foods to compete with Instacart, Walmart

Subscribers to Amazon.com's Prime service can now receive strawberries, milk, meats and frozen dinners on the same day they order them as the company expands its fast-delivery option to perishable food items, Amazon announced on Wednesday.

Instacart Stock Rises on Earnings Beat, Upgrade. Why Fierce Competition Is Helping.

Benchmark Equity Research upgraded Instacart to Buy from Hold due to its strong growth trajectory.

Maplebear (CART) Earnings Expected to Grow: Should You Buy?

Maplebear (CART) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

Is Maplebear Inc. (CART) Stock Outpacing Its Retail-Wholesale Peers This Year?

Here is how Maplebear (CART) and Groupon (GRPN) have performed compared to their sector so far this year.

Instacart CEO to Participate in Fireside Chat Hosted by Goldman Sachs

SAN FRANCISCO , July 17, 2025 /PRNewswire/ -- Instacart (NASDAQ: CART) today announced that Chris Rogers, current Chief Business Officer and incoming CEO, effective August 15, will participate in a fireside chat at the Goldman Sachs Communacopia & Technology Conference on Wednesday, September 10, 2025 at 10:10 a.m. PT. An audio webcast of the event will be available on Instacart's Investor Relations website at https://investors.instacart.com/.