Every 8-K that Instacart, Inc.(Maplebear Inc.) (CART) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 8-K covers material events a company has to report between its quarterly reports, so if you follow CART and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full CART filings page.
Maplebear Inc. dba Instacart reported second-quarter 2026 results with Gross Transaction Value up 14% year-over-year to $10,351 million and total revenue up 14% to $1,043 million. Advertising and other revenue grew 16% to $297 million, and Adjusted EBITDA increased 19% to $313 million, representing 30% of revenue and 3.0% of GTV. GAAP net income was $111 million, 11% of revenue and 1.1% of GTV.
Operating cash flow reached $493 million, up 143% year-over-year, and free cash flow was $480 million, up 156%. Instacart repurchased $325 million of shares and ended the quarter with $1 billion in cash and similar assets, stating it is on track to return the majority of 2026 free cash flow via repurchases. For the third quarter of 2026, it guides GTV to $10,300–$10,550 million and Adjusted EBITDA to $320–$340 million, implying 14% and 19% year-over-year growth at the midpoints.
Maplebear Inc. reported the results of its 2026 annual stockholder meeting. Stockholders elected Class III directors Meredith Kopit Levien and Lily Sarafan to serve until the 2029 annual meeting, with each receiving significantly more votes “for” than “withheld.”
Stockholders also ratified PricewaterhouseCoopers LLP as independent registered public accounting firm for the year ending December 31, 2026, with over 203 million votes in favor. In addition, they approved, on a non-binding advisory basis, the compensation of the company’s named executive officers, with roughly 143.7 million votes for and 38.7 million against.
Maplebear Inc. (Instacart) entered an unsecured revolving credit agreement providing a $500 million multicurrency facility maturing April 30, 2031, with no amounts drawn at closing and a total net leverage covenant of no more than 4.50x, subject to a temporary step-up after material acquisitions.
The board also increased the share repurchase authorization to $3.5 billion, up from $2.5 billion, with about $323 million remaining under the prior program as of March 31, 2026, and no expiration date. In Q1 2026, GTV reached $10,288 million (up 13%), total revenue was $1,019 million (up 14%), GAAP net income was $144 million (up 36%), and Adjusted EBITDA was $300 million (up 23%), with free cash flow of $253 million.
Maplebear Inc. (Instacart) reported solid 2025 growth with strong profitability and cash generation, alongside heavy share repurchases. Full-year gross transaction value (GTV) reached $37,224 million, up 11% year-over-year, on 338.8 million orders, up 15%. Total revenue was $3,742 million, also up 11%.
GAAP net income for 2025 was $447 million, down 2% year-over-year, while adjusted EBITDA rose 23% to $1,087 million, a 29% margin. The company generated $971 million of operating cash flow and repurchased $1.4 billion of stock, including $1.1 billion in Q4 and a $250 million accelerated share repurchase completed in January 2026.
In Q4 2025, GTV was $9,852 million, up 14%, and revenue was $992 million, up 12%. GAAP net income declined to $81 million, down 46%, mainly due to higher operating expenses including a $60 million FTC settlement, while adjusted EBITDA grew 20% to $303 million. For Q1 2026, Instacart guides GTV to $10,125–$10,275 million (11–13% growth) and adjusted EBITDA to $280–$290 million (15–19% growth), expecting sequential EBITDA softness from seasonal advertising trends.
Maplebear Inc. (Instacart) announced a planned leadership change on its Board. On November 21, 2025, Fidji Simo informed the company she would resign as Chair and as a director, effective once the Board appointed a new Chair. The company states her resignation is not due to any disagreement regarding operations, policies, or practices.
On November 24, 2025, the Board appointed Chris Rogers, already serving as Chief Executive Officer, to succeed Ms. Simo as Chair. In connection with her departure, the size of the Board was reduced from ten directors to nine, reflecting her vacated seat.
Maplebear Inc. (CART) furnished a Shareholder Letter announcing financial results for the quarter ended September 30, 2025. The company also expanded its share repurchase authorization.
The Board approved an increase to the share repurchase program to $2.5 billion, up from $1 billion. As of September 30, 2025, approximately $290 million of capacity remained under the prior authorization. The program has no expiration date and allows purchases via open market repurchases, accelerated share repurchase programs, privately negotiated transactions, and other methods in accordance with applicable laws.
Maplebear announced its intent to enter an accelerated share repurchase agreement with Goldman Sachs & Co. LLC to repurchase $250 million of common stock. Transactions are expected to begin on November 11, 2025, with final settlement expected by the end of the first quarter of 2026.
Maplebear Inc. appointed Josh Silverman to its Board of Directors as a Class I director, effective August 15, 2025, after expanding the Board to ten members. His term runs until the 2027 annual stockholder meeting, subject to earlier replacement or departure.
The company states there are no related-party transactions with Mr. Silverman requiring disclosure, and he will receive compensation under the standard non-employee director policy. On the same effective date, Chris Rogers became Chief Executive Officer, President, and a Class II director, while Fidji Simo resigned as CEO and President but continues as Chair of the Board.