Instacart Parent Maplebear (CART) Beats Q3, Lifts Buyback to $2.5B; Orders +14% and Q4 Outlook Tops Views — Nov. 10, 2025
Maplebear Inc., the parent of Instacart (NASDAQ: CART), reported stronger‑than‑expected third‑quarter results today, accelerated its share repurchase program to $2.5 billion, and issued an upbeat Q4 guide as demand for online grocery and retail media remained resilient. Shares jumped in early trading after the release. SEC+2 Key takeaways What happened Instacart’s momentum held up through the September quarter as consumers kept leaning on fast delivery and retailers leaned into retail media. Management highlighted double‑digit order growth and steady progress on affordability initiatives—such as lower basket minimums—which did trim average order value by 4% YoY but helped lift engagement. SEC On