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AI brief of an SEC Form 8-K · Maplebear (CART)

Instacart to be acquired by DoorDash in $17 billion deal; Q3 revenue up 17%

Mixed Impact 5 of 5 m&a

Instacart (Maplebear Inc.) reported third-quarter 2026 results showing total revenue of $1,095 million, up 17% year-over-year, and GAAP net income of $147 million, up 2%. The same day, it agreed to be acquired by DoorDash in a cash-and-stock deal valued at an equity value of approximately $17 billion, and it suspended financial guidance and withdrew its long-term guidance. For shareholders, the outcome now depends on the DoorDash transaction terms rather than standalone guidance.

Key points

  • Definitive agreement to be acquired by DoorDash (NASDAQ: DASH) in a cash-and-stock deal with an equity value of approximately $17 billion
  • Q3 2026 total revenue of $1,095 million, up 17%; GTV of $10,528 million, up 15%
  • GAAP net income of $147 million, up 2%; diluted EPS of $0.60 versus $0.51 a year earlier
  • Earnings call scheduled for November 5, 2026 cancelled; financial guidance suspended and long-term guidance withdrawn

The filing

CompanyMaplebear (CART)
Form8-K, current report
Filed with the SECOct 29, 2026, 7:38 AM ET
Accession number0001193125-26-437014

Items reported: 2.02 Results of Operations

Read the filing on SEC.gov ↗

Written by AI (Anthropic Claude, claude-haiku-5-5) on Nov 7, 2026, 11:17 PM ET, from the text of the filing and its press-release exhibits only.

Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.