Maplebear Inc. SEC filings document the public-company disclosures for Instacart, including operating results, material agreements, governance matters, executive compensation, and capital-structure items. Form 8-K reports have covered shareholder-letter financial results, a revolving credit agreement, board composition changes, and other material events.
Proxy filings describe director elections, shareholder voting matters, board structure, compensation programs, equity awards, and related governance disclosures. The filing record also references credit arrangements, subsidiary guarantees, indemnification agreements, and risk and financial reporting topics associated with Instacart's marketplace, enterprise technology, fulfillment, and advertising businesses.
Maplebear Inc. is party to DoorDash’s proposed acquisition; podcast host Ben Miller said DoorDash had agreed to pay $65 per share, valuing Maplebear at $17 billion. Chief Commercial Officer Ryan Hamburger described late 2027 or the first half of 2028 as the target close. Transaction disclosures list regulatory approvals, Maplebear stockholder approval and other closing conditions.
Hamburger said Maplebear would continue operating independently before closing, honoring retailer agreements and roadmaps. He described the Caper Cart wind-down after five years as a decision separate from the acquisition. DoorDash intends to file an S-4 to register its shares issued in the transaction; it will include Maplebear’s proxy statement, which also serves as a DoorDash prospectus. After the S-4 becomes effective, the definitive proxy statement/prospectus is to be mailed to Maplebear stockholders as of the voting record date.
Maplebear Inc. (CART) reported third-quarter 2026 revenue of $1.095 billion, up 17% year over year, and net income of $147 million, up 2%. Gross transaction value rose 15% to $10.528 billion and orders rose 10% to 91.4 million. Adjusted EBITDA, a non-GAAP measure, rose 23% to $342 million; gross margin was 72%, versus 74% a year earlier.
The October 28, 2026 DoorDash agreement provides each eligible share, at the effective time and the holder’s election, $65 in cash, 0.3372 DoorDash Class A shares, or $48.75 in cash plus 0.0843 shares. Stock elections are subject to proration; closing requires stockholder and regulatory approvals and is expected at the end of 2027 or in the first half of 2028.
Q3 share repurchases totaled $231 million, including commissions, fees, and excise taxes; $768 million remained under the $3.5 billion program as of September 30, 2026. Further repurchases require DoorDash consent until merger completion or termination, subject to exceptions. Caper Cart wind-down charges are expected at approximately $55 million to $80 million, primarily in Q4 2026, of which $30 million to $50 million is expected to be future cash expenditures.
Maplebear Inc. entered into an Agreement and Plan of Merger on October 28, 2026, with DoorDash, Inc. and Ibiza Merger Sub, Inc., a wholly owned subsidiary of DoorDash. Under the agreement, subject to its terms and conditions, Ibiza Merger Sub will merge into Maplebear; Maplebear will continue as the surviving corporation and become a wholly owned subsidiary of DoorDash.
Concurrently, the reporting persons that signed the Voting and Support Agreement agreed to vote all Maplebear common shares they beneficially own for adoption of the merger agreement and certain other matters. Until the earlier of stockholder adoption or termination of that agreement, they also agreed not to transfer or enter into certain other transactions involving the shares, subject to specified exceptions.
The reporting persons may be deemed to beneficially own an aggregate of 18,596,961 shares, approximately 7.9% of Maplebear’s common stock; the percentage is based on 236,498,351 shares outstanding as of October 23, 2026. They stated that reporting these shares does not admit that one reporting person beneficially owns another’s shares, and each disclaims beneficial ownership except where it exercises voting or dispositive power.
Maplebear Inc. (Instacart; CART) is party to a proposed acquisition by DoorDash under a merger agreement dated October 28, 2026. DoorDash common stock is identified as part of the merger consideration. DoorDash intends to file an S-4 registration statement to register the shares; it will include Instacart’s proxy statement, which also constitutes a prospectus for DoorDash.
The release identifies regulatory approvals, Instacart stockholder approval, and other closing conditions as factors affecting completion. It also lists financing and integration among the risks to completion or the expected benefits of the proposed transaction.
Maplebear Inc. (Instacart) signed a definitive agreement to be acquired by DoorDash, with closing expected by the end of 2027 or in the first half of 2028, subject to customary closing conditions, including regulatory and shareholder approvals.
Until closing, the companies will operate separately. Instacart says existing employee programs will continue, and every active full-time employee will be eligible for a deal-specific cash retention program sized as a percentage of base salary. Details, including the amount and payment dates, are to be available by Monday, November 2. DoorDash intends to file a Form S-4 to register its common shares to be issued in connection with the transaction.
DoorDash, Inc. has proposed to acquire Maplebear Inc. (Instacart; CART) under a merger agreement dated October 28, 2026. The proposed transaction is subject to regulatory approvals, Instacart stockholder approval and other closing conditions. DoorDash intends to register shares of its common stock to be issued in the transaction through a Form S-4.
DoorDash management described a multiyear path to $500 million or more in annual synergies, net of investments. Its CFO said year one would focus on investment, year two would show progress, and he expected $500 million in incremental synergies to the bottom line in year three, net of planned investments. Executives cited merchant cross-listing, advertising, grocer software and greater fulfillment-network density as potential sources.
Maplebear Inc. (Instacart; CART) is party to DoorDash’s proposed acquisition under an Agreement and Plan of Merger dated October 28, 2026, among DoorDash, its wholly owned subsidiary Ibiza Merger Sub, Inc., and Maplebear. DoorDash intends to register shares of its common stock to be issued in connection with the transaction.
The planned Form S-4 will include Instacart’s proxy statement, which also serves as a prospectus for DoorDash. After the SEC declares the registration statement effective, a definitive proxy statement/prospectus will be mailed to Instacart stockholders as of the record date established for voting.
Maplebear Inc. (Instacart) and DoorDash, Inc. signed an agreement for DoorDash to acquire Instacart. The proposed transaction is subject to regulatory approvals and other customary closing conditions; DoorDash expects it to close at the end of 2027 or in the first half of 2028. The companies will continue to operate independently until closing.
DoorDash describes the proposed combination as bringing together its local delivery network with Instacart’s grocery technology, digital storefronts, in-store shopping expertise and advertising services. Instacart partners with more than 2,200 retail banners to deliver from nearly 100,000 stores across more than 15,000 cities in North America. DoorDash says it is too early to say how the businesses will be integrated or whether Instacart will keep its brand; it plans to review integration after closing.
Maplebear Inc. (Instacart; CART) is party to a proposed acquisition by DoorDash under an Agreement and Plan of Merger dated October 28, 2026, among DoorDash, its wholly owned subsidiary Ibiza Merger Sub, Inc., and Instacart. DoorDash intends to file a Form S-4 to register DoorDash common shares to be issued in connection with the transaction; the registration statement will include Instacart’s proxy statement/prospectus. After SEC effectiveness, the definitive proxy statement/prospectus will be mailed to Instacart stockholders for a vote. Completion is subject to stockholder approval, regulatory approvals and other closing conditions.
Maplebear Inc. (Instacart) entered a merger agreement with DoorDash on October 28, 2026, under which DoorDash’s subsidiary would merge into Instacart, leaving Instacart as a wholly owned DoorDash subsidiary, subject to closing conditions. For each eligible Instacart share, holders may elect $65.00 in cash, 0.3372 DoorDash Class A shares, or $48.75 in cash plus 0.0843 shares. Shares without a valid election default to cash. Stock elections are subject to a cap equal to 25% of aggregate merger consideration and may be prorated.
JPMorgan committed to provide DoorDash a 364-day senior unsecured bridge facility of up to $13.0 billion, subject to customary conditions. DoorDash expects to replace it before closing with cash on hand and permanent financing; the merger has no financing condition. Certain Instacart stockholders signed voting agreements covering approximately 19% of Instacart’s voting power.
Under specified termination circumstances, Instacart may owe DoorDash a $650 million cash fee, while DoorDash may owe Instacart a $1.25 billion fee in specified antitrust-related cases. If the agreement ends because Instacart stockholders do not approve it, Instacart must reimburse DoorDash’s expenses up to $25 million, credited against any later termination fee. Closing also requires stockholder approval and applicable regulatory clearances.