Business Insider·2d ago
Grocers push back on DoorDash's Instacart dealDoorDash has said its deal for Instacart will help small businesses compete with larger ones. Some small grocers are skeptical about that.
Maplebear's accelerating revenue growth (14.1% YoY in 2026Q2) and robust cash generation (FCF margin of 46.0%) underscore a resilient marketplace model, yet gross margin contraction of 370 bps over two years and rising SBC (averaging $87M per quarter) warrant caution.
Price trend, volume and key moving averages
Start with the evidence for owning the stock and the risks that can break the thesis.
Revenue growth accelerated to 14.1% YoY in 2026Q2, but gross margin contracted 370 bps to 72.0% from 75.7% two years prior, reflecting mix shift and promotional costs.
Instacart partners with over 300 retailers and grocers, offering a wide selection of products for delivery or pickup.
Maplebear Inc. delivered a strong Q3 2025, indicating robust business growth and financial health.
Instacart is a prominent player in the online grocery shopping industry, serving households across North America.
Trailing total returns as of 11/8/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q4 2026Latest Oct 29, 2026 | $0.60-4.8% vs $0.63 | $1.1B+2.2% vs $1.1B |
Q3 2026 Aug 6, 2026 | $0.45-17.0% vs $0.54 | $1.0B+1.6% vs $1.0B |
Q2 2026 May 6, 2026 | $0.57-1.7% vs $0.58 | $1.0B+1.2% vs $1.0B |
Q1 2026 Feb 12, 2026 | $0.31-40.4% vs $0.52 | $992M+1.9% vs $973M |
DoorDash has said its deal for Instacart will help small businesses compete with larger ones. Some small grocers are skeptical about that.
DoorDash is telling employees not to connect with their peers at Instacart on LinkedIn. The directive comes after DoorDash agreed to pay $17 billion to acquire Instacart.
Instacart's Q3 2026 revenues beat estimates despite an earnings miss, while a $17 billion DoorDash acquisition deal at $65 per share takes center stage.
The deal could be completed as soon as this week, people familiar with the matter said.
Benchmark CART against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for Maplebear Inc. (CART)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $58.12 | $13.66B | 29.79 | 10.78% | 11.64% | 19.32% | — | |
| $179.67 | $78.29B | 74.49 | 27.93% | 6.22% | 10.38% | — | |
| $68.59 | $139.62B | 40.59 | 18.28% | 6.13% | 12.46% | — | |
| $259.30 | $2.79T | 21.03 | 12.38% | 16.9% | 26.71% | — | |
| $125.52 | $1T | 45.36 | 4.73% | 3% | 21.32% | 0.75% | |
| $67.70 | $41.74B | 37.94 | 0.35% | 0.73% | 17.15% | 2% |
Maplebear Inc. (CART) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
Maplebear Inc. (CART) SEC filings — annual & quarterly reports (10-K, 10-Q)
Aug 6, 2026·SEC
May 29, 2026·SEC
May 6, 2026·SEC
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Maplebear Inc. (CART) stock FAQ — growth, dividends, profitability & financials explained
Maplebear Inc. (CART) reported $4.15B in revenue over the trailing twelve months. Revenue was $3.74B in fiscal year 2025. That is 153% more than the $1.48B of fiscal year 2020.
Maplebear Inc. (CART) grew revenue by 14.2% over the trailing twelve months, compared with the twelve months before.
Yes. Maplebear Inc. (CART) earned $483.0M in net income over the trailing twelve months (a 11.6% net margin).
Maplebear Inc. (CART) had a return on equity (ROE) of 19.3% over the trailing twelve months. That is above the market's typical 10-15%.
Maplebear Inc. (CART) generated $1.21B in free cash flow over the trailing twelve months.
