CART

SAN FRANCISCO, July 15, 2026 /PRNewswire/ -- Instacart (NASDAQ: CART) today announced it will report its second quarter 2026 financial results after market close on Thursday, August 6, 2026. Instacart management will also host a conference call to discuss the company's results at 2:00 p.m. Pacific Time (5:00 p.m. Eastern Time) on Thursday, August 6, 2026. To access a live webcast of the call, please visit Instacart's Investor Relations website at https://investors.instacart.com. After the call concludes, a replay will be made available on Instacart's Investor Relations website. Instacart uses and intends to continue to use its Investor Relations website as a means of disclosing material nonpublic information and for complying with its disclosure obligations under Regulation FD. Accordingly, investors should monitor Instacart's Investor Relations website, press releases, SEC filings, public conference calls, and public webcasts, in addition to following Instacart's blog at www.instacart.com/company/blog. About InstacartInstacart 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 ecommerce, fulfillment, in-store technology, AI offerings, and advertising for partners. For more information, visit www.instacart.com/company. Maplebear Inc. is the registered corporate name of Instacart. View original content to download multimedia:https://www.prnewswire.com/news-releases/instacart-to-report-second-quarter-2026-financial-results-on-august-6-2026-302825559.html

Ecommerce and internet stocks could continue to gain as second quarter earnings season provides greater clarity on profit margins and growth trends, according to Jefferies analysts, who believe valuations across the sector remain attractive despite ongoing concerns about artificial intelligence disrupting online traffic. The analysts wrote that relative valuations are at multi-year lows and that easing worries over AI-driven disintermediation could continue to support companies with strong earnings potential and room to outperform consensus expectations. Jefferies also expects upcoming earnings reports to offer investors more visibility into full-year margins after several companies announced increased investment plans earlier this year. Among ecommerce names, Jefferies maintained a ‘Buy’ rating on Carvana Co. (NYSE:CVNA), though it said its web-scraping analysis suggests retail unit growth slowed to the mid-30% range in the second quarter, slightly below consensus estimates. The firm said that would end the company's streak of nine consecutive quarterly beats if confirmed. It added that Carvana would likely need to sustain unit growth above 30% and restore retail gross profit per unit to more typical seasonal levels for the stock to perform well in the second half of the year. Jefferies remained cautious on eBay Inc (NASDAQ:EBAY, XETRA:EBA), reiterating an ‘Underperform’ rating as it expects tougher year-over-year comparisons to weigh on gross merchandise volume growth during the second half after temporary tailwinds supported earlier results. For Etsy Inc (NASDAQ:ETSY, XETRA:3E2), which carries a ‘Hold’ rating, the analysts expect gross merchandise sales growth to accelerate in the second quarter and continue improving through the remainder of the year, supported by recovering web traffic trends. The firm also downgraded Pattern to ‘Hold’ after the stock's roughly 150% gain year to date. Jefferies said the company's valuation now appears to reflect its growth prospects and potential upside to consensus expectations. Beyond ecommerce, Jefferies said it is bullish heading into earnings on Airbnb Inc (NASDAQ:ABNB, XETRA:6Z1), Instacart (NASDAQ:CART) and Reddit Inc (NYSE:RDDT), while remaining cautious on Lyft Inc (NASDAQ:LYFT) and Tripadvisor Inc (NASDAQ:TRIP). Within delivery and mobility, the firm expects Uber Technologies Inc (NYSE:UBER, XETRA:UT8)'s mobil...

As the Q1 earnings season comes to a close, it’s time to take stock of this quarter’s best and worst performers in the online marketplace industry, including Instacart (NASDAQ:CART) and its peers. Marketplaces have existed for centuries. Where once it was a main street in a small town or a mall in the suburbs, sellers benefitted from proximity to one another because they could draw customers by offering convenience and selection. Today, a myriad of online marketplaces fulfill that same role, aggregating large customer bases, which attracts commission-paying sellers, generating flywheel scale effects that feed back into further customer acquisition. The 12 online marketplace stocks we track reported a satisfactory Q1. As a group, revenues beat analysts’ consensus estimates by 1.7% while next quarter’s revenue guidance was in line. In light of this news, share prices of the companies have held steady as they are up 1.8% on average since the latest earnings results. Powering more than one billion grocery orders since its founding, Instacart (NASDAQ:CART) is an online grocery shopping and delivery platform that partners with retailers to help customers shop from local stores through its app or website. Instacart reported revenues of $1.02 billion, up 13.6% year on year. This print exceeded analysts’ expectations by 1.2%. Overall, it was a strong quarter for the company with an impressive beat of analysts’ EBITDA and revenue estimates. "Q1 was a milestone quarter — surpassing $10 billion in GTV and $1 billion in total revenue for the first time. These results prove that our strategy is working. We're the leading grocery technology platform, delivering a best-in-class consumer experience, powering retailers across marketplace and enterprise, and operating a scaled ads ecosystem," said Chris Rogers, CEO. Investor expectations, however, were likely higher than Wall Street’s published projections, leaving some wishing for even better results (analysts’ consensus estimates are those published by big banks and advisory firms, not the investors who make buy and sell decisions). The stock is down 3.5% since reporting and currently trades at $42.20. We think Instacart is a good business, but is it a buy today? Read our full report here, it’s free. Founded in 2009 and a publicly traded company since 2017, Sea (NYSE:SE) started as a gaming platform and has since expanded to...

Earlier Thursday, delivery platform DoorDash announced a partnership with Dollar Tree to offer on-demand delivery from the retailer’s U.S. stores. Dollar Tree stock spiked 16%, putting it on pace for its largest single-day percent increase since 2022, according to Dow Jones Market Data. Shares had tumbled 22% in 2026, the company’s first calendar year since selling Family Dollar at an enormous loss last summer.

The market seemed underwhelmed by the solid earnings posted by Maplebear Inc. (NASDAQ:CART) recently. Our analysis suggests that there are some reasons for hope that investors should be aware of. This technology could replace computers: discover the 20 stocks are working to make quantum computing a reality. One key financial ratio used to measure how well a company converts its profit to free cash flow (FCF) is the accrual ratio. In plain english, this ratio subtracts FCF from net profit, and divides that number by the company's average operating assets over that period. The ratio shows us how much a company's profit exceeds its FCF. That means a negative accrual ratio is a good thing, because it shows that the company is bringing in more free cash flow than its profit would suggest. While it's not a problem to have a positive accrual ratio, indicating a certain level of non-cash profits, a high accrual ratio is arguably a bad thing, because it indicates paper profits are not matched by cash flow. Notably, there is some academic evidence that suggests that a high accrual ratio is a bad sign for near-term profits, generally speaking. For the year to March 2026, Maplebear had an accrual ratio of -0.22. Therefore, its statutory earnings were very significantly less than its free cashflow. In fact, it had free cash flow of US$882m in the last year, which was a lot more than its statutory profit of US$476.0m. Maplebear shareholders are no doubt pleased that free cash flow improved over the last twelve months. That might leave you wondering what analysts are forecasting in terms of future profitability. Luckily, you can click here to see an interactive graph depicting future profitability, based on their estimates. As we discussed above, Maplebear's accrual ratio indicates strong conversion of profit to free cash flow, which is a positive for the company. Based on this observation, we consider it possible that Maplebear's statutory profit actually understates its earnings potential! And on top of that, its earnings per share increased by 15% in the last year. Of course, we've only just scratched the surface when it comes to analysing its earnings; one could also consider margins, forecast growth, and return on investment, among other factors. Obviously, we love to consider the historical data to inform our opinion of a company. But it can be really valuable to con...

This article first appeared on GuruFocus. Release Date: May 13, 2026 For the complete transcript of the earnings call, please refer to the full earnings call transcript. Reed's Inc (REED) has implemented enhanced inventory controls to minimize future write-offs and liquidations. The company has re-engaged with retail and distributor partners to strengthen relationships and secure new SKU placements. Reed's Inc (REED) expanded its retail media and e-commerce support, launching initiatives on platforms like Instacart and Walmart.com. The company has initiated cost reductions, including headcount and marketing-related SG&A expenses, to improve financial performance. Reed's Inc (REED) appointed a new Chief Operating Officer, Damien Warshall, to lead improved operational performance. Reed's Inc (REED) experienced significant inventory liquidation and write-offs, impacting financial results. Elevated SG&A expenses were not aligned with the company's current priorities, leading to increased costs. Sales execution challenges, including packaging transitions and limited promotional activity, negatively impacted Q1 sales. Gross margins were pressured by rising input costs and insufficient wholesale selling prices. Inconsistent engagement with distributor and retail partners contributed to weakened communication and reduced alignment. Warning! GuruFocus has detected 5 Warning Signs with REED. Is REED fairly valued? Test your thesis with our free DCF calculator. Q: How do we think about the progress of the remediation efforts and are there any KPIs showing improvement in Q2? A: Neil Cohane, Interim CEO, stated that they initiated corrective actions early in Q1, focusing on inventory restructuring and margin improvement. They are seeing early positive results, particularly in e-commerce platforms like Instacart and Walmart.com. The expectation is to be back on track by the end of Q2. Q: Regarding the missed category review windows with national retailers, how hard is it to regain lost shelf space? A: Neil Cohane explained that they are actively engaging with retailers to regain shelf space where possible. They have also partnered with a large national sales broker agency to enhance their efforts. While some retailers have fixed review periods, discussions for future opportunities are ongoing. Q: Can you provide more details on the new commission-based sales force and inv...

Image source: The Motley Fool. Wednesday, May 6, 2026 at 8:30 a.m. ET Chief Business Officer — Chris Rogers Chief Financial Officer — Emily Maher Need a quote from a Motley Fool analyst? Email [email protected] Chris Rogers: Thanks, Rebecca. Good morning, everybody, and thanks for joining us. Q1 was a strong start to the year. We grew GTV 13% and total revenue 14% year-over-year, surpassing $10 billion in GTV and over $1 billion in total revenue for the first time. We also expanded profitability and repurchased $349 million in shares, reflecting our continued confidence in the business. Stepping back, the headline is simple. Our strategy is working. We're the leading grocery technology platform, delivering a best-in-class consumer experience, powering retailers through our marketplace and enterprise capabilities and operating a scaled advertising ecosystem for brands. Each part of our strategy is getting stronger on its own. And more importantly, they're compounding together. When we improve the consumer experience and scale our marketplace, we drive growth for our retail partners. We extend those capabilities into retailers owned and operated channels, which deepens our integrations and allows us to create better, more differentiated experiences for consumers. And as our platform grows, it creates more opportunities for us to expand our ads and data capabilities while also unlocking efficiencies that we can reinvest back into the business. That combination is what's driving our results and gives us confidence in our runway ahead. Now let me walk you through what we're seeing across each of our key growth engines. Starting with marketplace. Our fundamentals are strong, and we remain laser-focused on delivering the best end-to-end grocery experience. We center on what matters most to customers: selection, quality, affordability and convenience, and we're increasingly using AI to make our experience more personalized and intuitive. You can see this in all the product improvements we've made, which may sound simple individually, but at our scale, they compound quickly. For example, we continue to enhance our search functionality, making it faster and more relevant while also guiding more new users toward search earlier in the journey. That matters because customers who use search are about 5x more likely to place their first order. We're also improving how consumers...

SAN FRANCISCO (AP) — SAN FRANCISCO (AP) — Maplebear Inc. (CART) on Wednesday reported first-quarter net income of $144 million. On a per-share basis, the San Francisco-based company said it had profit of 57 cents. The results fell short of Wall Street expectations. The average estimate of nine analysts surveyed by Zacks Investment Research was for earnings of 58 cents per share. The operator of the Instacart grocery delivery service posted revenue of $1.02 billion in the period, which topped Street forecasts. Eight analysts surveyed by Zacks expected $1 billion. _____ This story was generated by Automated Insights (http://automatedinsights.com/ap) using data from Zacks Investment Research. Access a Zacks stock report on CART at https://www.zacks.com/ap/CART

Strong Q1 financials: GTV rose 13% to $10.29 billion and total revenue grew 14% to $1.02 billion, with GAAP net income of $144 million and adjusted EBITDA of $300 million, and the company repurchased $349 million of shares. Product, AI and advertising momentum: Instacart is testing an AI "Cart Assistant" and integrating with ChatGPT and Claude while advertising revenue climbed 16% to $286 million, its Carrot Ads network now exceeds 310 partners, and Storefront Pro is driving enterprise expansion with partners like ALDI and Costco. Capital return and outlook: Maplebear increased its buyback authorization by $1 billion, finished Q1 with about $880 million in cash and $323 million remaining buyback capacity, and guided Q2 GTV of $10.1–$10.25 billion with adjusted EBITDA of $290–$300 million. Interested in Maplebear Inc.? Here are five stocks we like better. 2 Subscription Economy Winners That Still Dominate Their Niches Maplebear (NASDAQ:CART), which operates the Instacart grocery technology platform, reported first-quarter 2026 results that management said marked a “strong start to the year,” with growth across marketplace, enterprise, and advertising initiatives alongside continued share repurchases. Chief Executive Officer Chris Rogers said Instacart grew gross transaction value (GTV) 13% year over year and total revenue 14%, “surpassing $10 billion in GTV and over $1 billion in total revenue for the first time.” Rogers added that the company “expanded profitability and repurchased $349 million in shares,” which he said reflected “continued confidence in the business.” → 3 Emerging Markets ETFs to Maximize Exposure to High-Potential Countries MarketBeat Week in Review – 12/22 - 12/26 Chief Financial Officer Emily Reuter reported GTV of $10.29 billion, up 13% year over year, driven primarily by 91.2 million orders, up 10%. Average order value was $113, up 3% year over year, which Reuter attributed to “the ongoing deepening of customer engagement” and “strong performance from club retailers,” which tend to have larger baskets. Transaction revenue was $733 million, up 13% year over year, representing 7.1% of GTV. Reuter said transaction revenue as a percentage of GTV was flat year over year due to “increased fulfillment efficiencies, largely offset by lower payment revenue,” and noted the metric may fluctuate quarter to quarter. → The Real SpaceX Play: 5 Chip S...

Instacart (CART) reported Q1 earnings Wednesday of $0.57 per diluted share, up from $0.37 a year ear

Maplebear (CART) came out with quarterly earnings of $0.57 per share, missing the Zacks Consensus Estimate of $0.58 per share. This compares to earnings of $0.37 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of -0.97%. A quarter ago, it was expected that this operator of the Instacart grocery delivery service would post earnings of $0.52 per share when it actually produced earnings of $0.53, delivering a surprise of +1.92%. Over the last four quarters, the company has surpassed consensus EPS estimates three times. Maplebear, which belongs to the Zacks Internet - Commerce industry, posted revenues of $1.02 billion for the quarter ended March 2026, surpassing the Zacks Consensus Estimate by 1.50%. This compares to year-ago revenues of $897 million. The company has topped consensus revenue estimates four times over the last four quarters. The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call. Maplebear shares have lost about 2.8% since the beginning of the year versus the S&P 500's gain of 6%. While Maplebear has underperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock? There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately. Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions. Ahead of this earnings release, the estimate revisions trend for Maplebear was mixed. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #3 (Hold) for the stock. So, the shares are expected to perform in line with the market in the near future. You can see the complete list of today's Za...

GTV grew 13% year-over-year and total revenue grew 14% year-over-year GAAP net income of $144 million, up 36% year-over-year; Adjusted EBITDA of $300 million, up 23% year-over-year SAN FRANCISCO, May 6, 2026 /PRNewswire/ -- Instacart (NASDAQ: CART) today released financial results for its first quarter ended March 31, 2026. "Q1 was a milestone quarter — surpassing $10 billion in GTV and $1 billion in total revenue for the first time. These results prove that our strategy is working. We're the leading grocery technology platform, delivering a best-in-class consumer experience, powering retailers across marketplace and enterprise, and operating a scaled ads ecosystem," said Chris Rogers, CEO. "Each part of our platform is getting stronger — and they're compounding together. That foundation positions us to invest in new initiatives like AI Solutions, international expansion, and in-store technologies that will help accelerate our growth over time." "We started the year with strong momentum, delivering a ninth consecutive quarter of double-digit GTV growth and our fastest advertising and other revenue growth since Q3 2023. We also continued to expand profitability year-over-year while generating meaningful free cash flow," said Emily Reuter, CFO. "Our operating fundamentals are solid and give us the flexibility to reinvest to further accelerate growth, pursue strategic M&A, and opportunistically return capital through share repurchases as we focus on maximizing long-term shareholder value." First Quarter 2026 Financial Highlights GTV of $10,288 million, up 13% year-over-year. Orders of 91.2 million, up 10% year-over-year. Total revenue of $1,019 million, up 14% year-over-year, representing 9.9% of GTV. Transaction revenue of $733 million, up 13% year-over-year, representing 7.1% of GTV. Advertising and other revenue of $286 million, up 16% year-over-year, representing 2.8% of GTV. GAAP gross profit of $738 million, up 10% year-over-year, representing 7.2% of GTV and 72% of total revenue. GAAP net income of $144 million, up 36% year-over-year, representing 1.4% of GTV and 14% of total revenue. Adjusted EBITDA of $300 million, up 23% year-over-year, representing 2.9% of GTV and 29% of total revenue. Delivered operating cash flow of $268 million and free cash flow of $253 million. Repurchased $349 million in shares and ended the quarter with approximately $880 mill...