Core Insights - Instacart reported quarterly earnings of 30 cents per share, which fell short of the Street estimate of 52 cents per share [2] - Quarterly revenue reached $992 million, surpassing the analyst estimate of $974.08 million [2] Financial Performance - In Q4, Instacart achieved its strongest quarterly Gross Transaction Value (GTV) growth in three years, with GTV increasing by 14% year-over-year [2] - Orders increased by 16% during the same period [2] - The company generated $971 million in operating cash flow for the full year 2025 [2] - Instacart repurchased $1.4 billion of shares in 2025, including $1.1 billion in Q4 alone [2] Stock Performance - Maplebear stock (CART) gained 15.82%, reaching $38.50 in extended trading [3]

Forward-Looking Statements & Non-GAAP Financial Measures This presentation contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. All statements other than statements of historical fact could be deemed forward-looking, including without limitation statements regarding our future performance, financial condition, operations and profitability, prospects, business strategy, management plans and objectives, and competitive position. In some cases, you can ...

Core Insights - Instacart shares increased by 14% in after-hours trading following a strong fourth-quarter revenue report and positive guidance [1] - The company reported a 12% year-over-year revenue growth, with net income of $81 million, equating to 30 cents per share, and adjusted EBITDA of $303 million, exceeding expectations [1][6] Financial Performance - Revenue reached $992 million, surpassing the expected $974 million [6] - Gross transaction value grew by 14% year-over-year to $9.85 billion, exceeding the estimate of $9.54 billion, marking the strongest growth in three years [3] - Total orders amounted to 89.5 million, beating the estimate of 87.8 million [3] Future Guidance - For the first quarter, Instacart anticipates gross transaction value between $10.13 billion and $10.28 billion, ahead of the $9.97 billion estimate [4] - The company expects adjusted EBITDA to be between $280 million and $290 million, compared to the $277 million expected [4] Strategic Initiatives - CEO Chris Rogers highlighted that the company's technology and customer-focused approach are driving growth and engagement [2] - The finance chief noted strong gains in the enterprise platform, with 70 net new retailers added last year contributing to robust gross transaction value [4] - Instacart is also seeing contributions from future growth drivers, including investments in infrastructure, international markets, and artificial intelligence [5]

Core Insights - The food-delivery platform, also known as Maplebear, reported a net income of $81 million, which translates to 30 cents per share, indicating a decline from the previous year's net income of $148 million, or 53 cents per share [1] Financial Performance - The company's net income decreased by 45% year-over-year, from $148 million to $81 million [1] - Earnings per share also fell by 43% from 53 cents to 30 cents [1]

Core Insights - Instacart forecasts strong growth in gross transaction value (GTV) and core profit for the current quarter, driven by demand for essential goods and an expanding advertising business [1] - The company reported a 14% increase in GTV for the fourth quarter, reaching $9.85 billion, surpassing estimates [1] - Instacart's advertising revenue exceeded $1 billion in 2025, with a significant increase in active brands [1] Financial Performance - For the current quarter, Instacart expects GTV between $10.13 billion and $10.28 billion, indicating an 11% to 13% year-on-year growth [1] - Adjusted earnings before tax, depreciation, and amortization (EBITDA) are projected to be between $280 million and $290 million, slightly above analysts' expectations [1] - In the fourth quarter, adjusted core profit was $303 million, exceeding estimates of $292.2 million [1] Market Dynamics - The demand for essentials has increased as consumers seek affordable options amid inflation, contributing to a 16% rise in orders [1] - Instacart faces heightened competition from Amazon and Kroger, which may impact its market share [1] - The company has launched an app on OpenAI's ChatGPT, indicating a move towards technological integration in its services [1]

* instacart Q4 2025 Letter to Shareholders February 12, 2026 Promilli III III IST Dear Shareholders, We wrapped up 2025 with real momentum and are carrying that strength into 2026. Our strategy to be the leading grocery technology and enablement partner is working. More customers are choosing Instacart for their full grocery needs. More retailers are turning to our purpose-built technology to manage grocery complexity at scale. More brands are leaning into our ads and data capabilities to grow. Our experien ...

Instacart Announces Fourth Quarter and Full Year 2025 Financial Results [Accessibility Statement] Skip NavigationSAN FRANCISCO, Feb. 12, 2026 /PRNewswire/ -- Instacart (NASDAQ: CART) today released financial results for its fourth quarter and full year ended December 31, 2025. These financial results are available within Instacart's fourth quarter 2025 Shareholder Letter, which can be found on the company's Investor Relations website at [https://investors.instacart.com/].Instacart management will host a con ...

Core Insights - Maplebear Inc. (NASDAQ:CART) is recognized as a top e-commerce stock, particularly following its partnership expansion with Costco Wholesale into Europe, which includes the launch of same-day delivery services in France and Spain [1] Group 1: Partnership and Expansion - Maplebear Inc. and Costco announced the expansion of their North American partnership into Europe, launching Costco's first same-day delivery websites in France and Spain [1] - The initial rollout includes delivery from all Costco locations in the Paris metropolitan area and Mulhouse in France, as well as Bilbao, Madrid, Seville, and Zaragoza in Spain [1] Group 2: Financial Performance and Ratings - Morgan Stanley maintained a Hold rating on Maplebear Inc. with a price target of $48, citing expected adjusted earnings of $0.95 per share on approximately $970 million in revenue for fiscal Q4, indicating significant growth from the previous year [3] - The firm emphasized the company's loyal subscriber base, noting that customers tend to remain with the service due to its convenience [3] Group 3: Business Model - Maplebear Inc. is involved in designing and developing an online application that offers grocery delivery and pick-up services through Instacart, connecting users with personal shoppers in their area [4]

分组1 - BP reported Q4 revenue of $47.38 billion, a 3.6% year-over-year increase, exceeding estimates by $5.05 billion [2] - BP's Q4 Non-GAAP EPADS was $0.60, in line with expectations [2] - For 2026, BP anticipates reported upstream production to be slightly lower and underlying upstream production to remain broadly flat compared to 2025 [2] - BP has decided to suspend share buybacks and allocate excess cash to strengthen its balance sheet, aiming to invest in oil and gas opportunities [2] 分组2 - The Trump administration plans to provide tariff carve-outs for companies like Amazon, Google, and Microsoft, linked to investment commitments from TSMC [2] - TSMC has pledged to invest $165 billion in building capacity in the U.S. as part of this tariff exemption plan [2] - The administration's plans are still in flux and have not yet been finalized [2] 分组3 - Instacart has partnered with 1-800-Flowers.com, allowing U.S. customers to order flowers directly through the Instacart app [2] - This partnership aims to expand Instacart's offerings in time for Valentine's Day, a significant gifting holiday [2] - Instacart reported a 1.47% increase in shares, while 1-800-Flowers.com saw a 0.25% rise [2]

This story was originally published on Restaurant Dive. To receive daily news and insights, subscribe to our free daily Restaurant Dive newsletter. Instacart and Toast are launching a new strategic partnership that will let restaurants sync their inventory to Instacart’s service and offer a “just-in-time” supply solution for stockouts of critical ingredients, the companies said Tuesday. The companies will test the partnership in early 2026 and then expand it nationally later in the year, the press release ...