Every material Form 8-K Maplebear filed with the SEC in 2026, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Instacart (Maplebear Inc.) entered a merger agreement under which DoorDash will acquire it for $65.00 per share, an equity value of approximately $17 billion, with a 26% premium to its October 22, 2026 closing price. Instacart stockholders can elect cash, DoorDash stock, or a mix, subject to proration, and the deal is expected to close in late 2027 or the first half of 2028.
Cash consideration of $65.00 per share, or 0.3372 DoorDash Class A shares, or $48.75 cash plus 0.0843 DoorDash shares per Instacart share
Equity value of approximately $17 billion; the stock portion of the consideration is capped at 25% of aggregate consideration
Closing expected in the end of 2027 or the first half of 2028, subject to Instacart stockholder approval, antitrust clearances and other conditions
Stockholders holding about 19% of Instacart's outstanding shares have agreed to vote in favor
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.
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Earnings call scheduled for November 5, 2026 cancelled; financial guidance suspended and long-term guidance withdrawn
On October 25, 2026, Maplebear Inc.'s board decided to wind down Caper Cart operations to re-align resources toward the company's strategic priorities. The company expects pre-tax charges of $55 million to $80 million, mostly in the fourth quarter of 2026, with $30 million to $50 million expected to require future cash spending, and the company says actual amounts may differ materially from these estimates.
Pre-tax charges estimated at $55 million to $80 million, primarily in Q4 2026
Charges include $21 million to $36 million for contract terminations, $22 million to $27 million for asset impairments, and $12 million to $17 million for employee termination costs
$30 million to $50 million of the charges expected to result in future cash expenditures
Wind-down expected to be substantially completed by the end of Q2 2027; savings to be reinvested in strategic growth initiatives
Instacart reported second-quarter 2026 results for the period ended June 30, 2026, with total revenue up 14% year-over-year to $1,043 million and GAAP net income of $111 million, down 4%. Diluted earnings per share rose to $0.45 from $0.41, and the company gave third-quarter guidance for GTV and Adjusted EBITDA that implies year-over-year growth at the midpoints.
Total revenue of $1,043 million, up 14% year-over-year; GTV of $10,351 million, up 14%
GAAP net income of $111 million, down 4%; diluted EPS of $0.45 versus $0.41 a year earlier
Adjusted EBITDA of $313 million, up 19%; operating cash flow of $493 million
Q3 2026 guidance: GTV of $10,300 million to $10,550 million and Adjusted EBITDA of $320 million to $340 million
Instacart reported first-quarter 2026 revenue of $1,019 million, up 14% year over year, and GAAP net income of $144 million, up 36%. The company also raised its share repurchase authorization to $3.5 billion from $2.5 billion and entered a $500 million unsecured revolving credit agreement, undrawn at closing.
Q1 2026 total revenue $1,019 million, up 14%; GAAP net income $144 million, up 36%
Adjusted EBITDA $300 million, up 23%; free cash flow $253 million, down 10% from $280 million
Q2 2026 outlook: GTV $10,100 million to $10,250 million; Adjusted EBITDA $290 million to $300 million
Board approved on April 27, 2026 a repurchase authorization of $3.5 billion, up from $2.5 billion; about $323 million remained under the prior program as of March 31, 2026
Maplebear Inc., which operates as Instacart, reported fourth-quarter 2025 results on February 12, 2026, with total revenue up 12% to $992 million and adjusted EBITDA up 20% to $303 million. GAAP net income fell 46% to $81 million, mainly due to higher general and administrative expense that included a $60 million FTC settlement. The company guided first-quarter 2026 GTV to $10,125 million to $10,275 million and adjusted EBITDA to $280 million to $290 million.
Q4 2025 GTV of $9,852 million, up 14% year-over-year; orders of 89.5 million, up 16%
Total revenue of $992 million, up 12%; GAAP net income of $81 million, down 46%
Adjusted EBITDA of $303 million, up 20%; Q4 repurchases of $1.1 billion of shares
Q1 2026 outlook: GTV of $10,125 million to $10,275 million; adjusted EBITDA of $280 million to $290 million
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.
Only material 8-Ks get a brief: results, deals, executive changes, restructuring, impairments, delisting notices, restatements, cybersecurity incidents and other disclosed events. Routine filings (vote results, exhibits only) are skipped. Every Maplebear filing is on SEC EDGAR ↗. 8-K briefs of other companies →