Instacart Announces Fourth Quarter and Full Year 2025 Financial Results
Rhea-AI Summary
Instacart (NASDAQ: CART) reported fourth quarter and full year 2025 financial results for the year ended December 31, 2025.
Results are published in Instacart's fourth quarter 2025 Shareholder Letter on the company's Investor Relations website. Management will host a conference call today at 2:00 p.m. PT / 5:00 p.m. ET with an audio webcast available on the Investor Relations site.
Effective this quarter, Instacart is transitioning to an annual shareholder letter while maintaining quarterly earnings calls, releases, and supplemental materials.
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News Market Reaction – CART
In the Feb 13 session, CART gained 9.21%, reflecting a notable positive market reaction. Argus tracked a peak move of +9.3% during that session. Our momentum scanner triggered 21 alerts that day, indicating elevated trading interest and price volatility.
Data tracked by StockTitan Argus on the day of publication.
Key Figures
Previous Earnings Reports
| Date | Event | Sentiment | 24h Move | Catalyst |
|---|---|---|---|---|
| Nov 10 | Q3 2025 earnings | Neutral | +1.6% | Release of Q3 2025 results with shareholder letter and conference call. |
| Aug 07 | Q2 2025 earnings | Neutral | +3.7% | Release of Q2 2025 financial results and investor conference call. |
| May 01 | Q1 2025 earnings | Neutral | +13.6% | Announcement of Q1 2025 results with shareholder letter and webcast. |
| Feb 25 | FY 2024 earnings | Neutral | -12.3% | Release of Q4 and full-year 2024 results and earnings call details. |
| Nov 12 | Q3 2024 earnings | Neutral | -11.0% | Q3 2024 financial results posted with accompanying conference call. |
24h Move is the share-price change in the day after each event; other market factors may also have contributed.
Earnings releases have produced mixed reactions, with three prior quarters seeing gains and two showing double-digit declines, resulting in an average move of -0.88% on earnings days.
Over the past five earnings events, Instacart has followed a consistent communication pattern: posting detailed shareholder letters and hosting conference calls on its Investor Relations site. Price reactions have ranged from a +13.62% move after the Q1 2025 results to declines of -12.26% and -11.01% on the FY 2024 and Q3 2024 releases. Today’s Q4 and full-year 2025 announcement continues this cadence of quarterly and annual financial disclosures via shareholder letters and scheduled calls.
AI-generated analysis. How Rhea-AI works. Not financial advice.
Instacart management will host a conference call to discuss the company's results at 2:00 p.m. Pacific Time (5:00 p.m. Eastern Time) today. An audio webcast of the conference call will be available on the company's Investor Relations website at https://investors.instacart.com/.
Effective this quarter, the company is transitioning to an annual rather than quarterly shareholder letter and will continue to provide regular updates through a quarterly earnings call, earnings release, and supplemental materials.
About Instacart
Instacart is a leading grocery technology company that partners with more than 2,200 retail banners – representing nearly 100,000 stores – to transform how people shop for the groceries they need from the retailers they trust, while creating flexible earning opportunities for shoppers. Through the Instacart Marketplace, Instacart Enterprise platform, and Instacart Ads ecosystem, the company powers e-commerce, fulfillment, in-store technology, AI Solutions, and advertising for partners. For more information, visit www.instacart.com/company. Maplebear Inc. is the registered corporate name of Instacart.
Investor Relations:
investors@instacart.com
Press:
press@instacart.com
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SOURCE Maplebear Inc. dba Instacart