Welcome to our dedicated page for Instacart, Inc.(Maplebear Inc.) news (Ticker: CART), a resource for investors and traders seeking the latest updates and insights on Instacart, Inc.(Maplebear Inc.) stock.
Maplebear Inc. (CART), which does business as Instacart, reports developments tied to its grocery technology platform for consumers, retailers, brands, and shoppers. News commonly covers the Instacart Marketplace, Instacart Enterprise platform, Storefront Pro, fulfillment services, in-store technology, AI Solutions, and the Instacart Ads ecosystem.
Company updates also focus on financial results and operating metrics such as gross transaction value, orders, revenue, profitability, and cash flow. Recurring business themes include retailer and brand partnerships, digital grocery launches, same-day delivery programs, enterprise-commerce deployments, acquisitions that expand fulfillment technology, and international growth for grocery enablement services.
Instacart (NASDAQ: CART) announced the acquisition of Arpalus, a computer vision company specializing in grocery-specific shelf intelligence, to improve real-time inventory accuracy for ecommerce fulfillment and in-store operations across its retail network.
Arpalus technology converts short shelf videos into an on-shelf inventory view with over 95% item-recognition accuracy, running on any smartphone or camera-equipped device. Instacart plans to activate its community of 600,000 shoppers to capture shelf data, feeding into grocery-specific AI models built from 1.6 billion lifetime orders and real-time inventory from nearly 100,000 stores. The technology will also integrate with Caper Carts equipped with external cameras, enhancing Store View and other AI Solutions, and supporting Instacart’s broader Physical AI strategy to connect online and in-store grocery through a unified intelligence layer.
Instacart (NASDAQ: CART) will report its second quarter 2026 financial results after market close on Thursday, August 6, 2026. Management will host a conference call at 2:00 p.m. PT (5:00 p.m. ET), with live webcast and replay available via Instacart’s Investor Relations website.
Instacart (Nasdaq: CART) and Tractor Supply Company (Nasdaq: TSCO) announced a nationwide partnership to offer same-day delivery from more than 2,400 Tractor Supply stores via the Instacart app and website. Customers can order pet supplies, livestock feed, farm, garden, hardware, and outdoor products for delivery in as fast as one hour with no markups.
The partnership aims to improve last‑mile access for rural communities, where Tractor Supply operates thousands of stores often far from urban centers. Tractor Supply also becomes part of more than 2,200 retail banners available on the Instacart Marketplace.
Instacart (NASDAQ:CART) launched Immersive Feed, a shoppable short-form vertical video experience within retailer storefronts, letting customers discover recipes and add ingredients directly to cart. The format, in early pilot with brands like Hellmann's, Kettle & Fire, Rachael Ray Nutrish, and Siete Foods, uses 5–30 second 9:16 videos.
Immersive Feed extends Instacart's Inspiration Ads suite, which includes Recipe Ads averaging 78% out-of-aisle impressions and 43% new-to-brand sales, and Occasion Ads averaging 90% out-of-aisle impressions and 36% new-to-brand sales.
Vida Health announced a partnership with Instacart (NASDAQ: CART) to connect its virtual cardiometabolic care members to Instacart Health Fresh Funds, category-specific grocery stipends.
The collaboration aims to make Vida’s nutrition guidance more actionable, especially for members in food-insecure, rural, and low-access communities, using Instacart’s network reaching over 98% of U.S. households and same-day delivery.
Instacart (Nasdaq: CART) and Weis Markets launched AI-powered Caper Carts in select Pennsylvania stores, with wider rollout planned in 2026.
The carts use Instacart’s Connected Stores technology to provide real-time spend tracking, personalized on-cart coupons, and seamless Weis Rewards signup and redemption.
Caper Carts support on-cart retail media, with prompts that have driven nearly a one percentage point lift in average basket size, and are part of Instacart’s Physical AI platform now deployed in 100+ cities across 15 states.
Instacart (NASDAQ:CART) announced that CFO Emily Reuter will join a fireside chat at the Baird Global Consumer, Technology & Services Conference on Thursday, June 4, 2026 at 10:15 a.m. ET. An audio webcast will be accessible via Instacart's investor relations website.
Instacart (NASDAQ: CART) and Ace Hardware have launched a nationwide partnership, making Ace products available on the Instacart Marketplace with no markups and delivery in as fast as one hour.
Thousands of Ace stores are now shoppable, plus a limited-time $15 off $50 offer for new qualifying Ace customers through June 30.
Instacart (NASDAQ:CART) is expanding Ads Manager to retailers, letting them run campaigns directly on the platform. The new suite includes self-serve promotions, audience targeting, and real-time closed-loop measurement.
Retailers can also test off-platform advertising via partners like Meta, with more marketplace ad tools planned through 2026. Instacart reported over $1 billion in 2025 ads and other revenue.
Instacart (NASDAQ: CART) reported Q1 2026 results: GTV $10,288M (+13% YoY) and total revenue $1,019M (+14% YoY), marking the first quarter above $10B GTV and $1B revenue. GAAP net income was $144M (+36% YoY); Adjusted EBITDA was $300M (+23% YoY).
Instacart generated operating cash flow of $268M, free cash flow of $253M, repurchased $349M in shares, and ended Q1 with ~$880M in cash and equivalents. Q2 2026 outlook: GTV $10,100–$10,250M; Adjusted EBITDA $290–$300M.