XNAS · Consumer Discretionary · Internet Retail
Maplebear (Instacart) is a grocery-focused delivery marketplace that connects national and regional grocers with consumers and couriers, and consumers with their favorite stores. Its app provides on-demand convenience for consumers, allows couriers to earn income, and helps grocers to scale their business through digital channels. The marketplace gathers valuable consumer behavior data, attracting consumer-packaged-goods advertisers that seek to reach consumers at the point of purchase. With approximately 600,000 shoppers and 1,800 retail partners, Instacart delivers to about 98% of households in the United States and Canada.
| Date | Period | EPS Est. | EPS Act. | Surprise | Revenue | Result | 1D Δ | 1W Δ | 1M Δ |
|---|---|---|---|---|---|---|---|---|---|
| 2026-08-06 | Q2 2026 | 0.54 | 0.45 | -16.67% | $1.04B | ❌ Miss | +9.93% | +11.21% | — |
| 2026-05-06 | Q1 2026 | 0.57 | 0.57 | +0.00% | $1.02B | ➖ Inline | +0.00% | -0.52% | +2.74% |
| 2026-02-12 |
| Q4 2025 |
| 0.51 |
| 0.30 |
| -41.18% |
| $992.0M |
| ❌ Miss |
| +14.92% |
| +6.99% |
| +15.01% |
| 2025-11-10 | Q3 2025 | 0.50 | 0.51 | +2.00% | $939.0M | ✅ Beat | — | — | — |
| 2025-08-07 | Q2 2025 | 0.57 | 0.41 | -28.07% | $914.0M | ❌ Miss | — | — | — |
| 2025-02-25 | Q4 2024 | 0.38 | 0.53 | +39.47% | $883.0M | ✅ Beat | -12.26% | -21.20% | -16.93% |
| 2024-11-12 | Q3 2024 | 0.22 | 0.42 | +90.91% | $852.0M | ✅ Beat | -11.01% | -11.50% | -13.34% |
| 2024-08-06 | Q2 2024 | 0.13 | 0.20 | +53.85% | $823.0M | ✅ Beat | +2.80% | +2.29% | +10.15% |
Showing last 8 quarters.