Maplebear Inc. (CART)
NASDAQ (NGS) NASDAQ (NGS) Primary Summary
Instacart: GTV Acceleration Makes This A Dip Worth Buying (Rating Upgrade)
Instacart is upgraded to a buy after a strong Q4 and a sharp valuation reset. CART benefits from a massive $1T U.S. grocery market, ongoing convenience trends, and new AI-driven customer acquisition. Advertising (Carrot Ads) and AI integration are key growth catalysts, with GTV and adjusted EBITDA margins improving.
Instacart shares surge after strong Q4 volume
Instacart (NASDAQ:CART) shares jumped more than 14% in early trading on Friday after the grocery delivery company posted its strongest quarterly volume performance in three years, even as profit margins came under pressure. For the fourth quarter, gross transaction value (GTV) rose 14% year-over-year to $9.85 billion, while orders climbed 16% to 89.5 million.
Maplebear Inc. (CART) Q4 2025 Earnings Call Transcript
Maplebear Inc. (CART) Q4 2025 Earnings Call Transcript
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Maplebear Inc. Profile
| Specialty Retail Industry | Consumer Discretionary Sector | Chris Rogers CEO | NASDAQ (NGS) Exchange | 565394103 CUSIP |
| US Country | 3,265 Employees | - Last Dividend | 21 Nov 2007 Last Split | 19 Sep 2023 IPO Date |
Overview
Maplebear Inc., operating under the commercial name Instacart, is a prominent player in the online grocery delivery sector, serving customers across North America. Since its inception in 2012, Instacart has revolutionized the way people shop for groceries by offering a seamless, convenient online shopping experience. With its headquarters located in San Francisco, California, Instacart has quickly grown to become a key service provider for consumers seeking the convenience of home-delivered groceries and a variety of other retail items.
Products and Services
- Online Grocery Shopping Services - Instacart allows customers to shop for groceries online from various retailers via its mobile application or website. This service includes selecting groceries, placing an order, and scheduling delivery to the customer's doorstep, providing a convenient solution for busy individuals or those unable to visit stores physically.
- Mobile Application and Website - The cornerstone of Instacart’s service offering is its user-friendly mobile application and website. Through these platforms, customers can easily browse grocery selections, manage their shopping lists, track their orders in real time, and schedule deliveries at times that fit their schedules.
- Software-as-a-Service Solutions for Retailers - Beyond direct-to-consumer services, Instacart extends its technological capabilities to retailers, offering software solutions that empower retailers to enhance their own online shopping platforms. This service enables retailers to seamlessly integrate with Instacart's technology, improving their reach to online customers and streamlining the shopping and delivery process.
