Maplebear Inc. (CART)
NASDAQConsumer StaplesSoftware - ServicesSnapshot 2026-11-04
NASDAQConsumer StaplesSoftware - ServicesSnapshot 2026-11-04
QuarterlyIQ Insights · CART
Material updates from SEC filings (8-K, 10-Q, 10-K) ranked by impact, with no firehose noise.
Entry into a Material Definitive Agreement. Merger Agreement Overview On October 28, 2026, Maplebear Inc., a Delaware corporation (the “ Company ”), entered into an Agreement and Plan of Merger (the “ Merger Agreement ”) with DoorDash, Inc., a Nevada corporation (“ Parent ”), and Ibiza Merger Sub, Inc., a Delaware corporation and a wholly owned subsidiary of Parent (“ Merger Sub ”). Pursuant to the Merger Agreement, and upon the terms and subject to the conditions described therein, Merger Su…
of this Current Report on Form 8-K, including Exhibit 99.1 attached hereto, shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “ Exchange Act ”), or otherwise subject to the liabilities of that section, nor shall it be deemed incorporated by reference into any other filing under the Securities Act of 1933, as amended, or the Exchange Act, regardless of any general incorporation language in such filing, except as expressly set forth b…
Costs Associated with Exit or Disposal Activities. On October 25, 2026, the Board of Directors of Maplebear Inc. (the “ Company ”) made the determination to wind down Caper Cart operations (the “ Caper Wind-Down ”). This decision was made to re-align resources to support the Company’s strategic priorities. The Caper Wind-Down is expected to be substantially completed by the end of the second quarter of 2027. The Company expects to record pre-tax charges of approximately $55 million to $80 mil…
Unregistered Sales of Equity Securities. On September 21, 2026, Maplebear Inc. (the “ Company ”) received notice from the holder (the “ Holder ”) of the Company’s Series A Convertible Preferred Stock, par value $0.0001 per share (the “ Series A Preferred Stock ”), to convert all 5,833,333 shares of such holder’s Series A Preferred Stock into shares of the Company’s common stock, par value $0.0001 per share (the “ Common Stock ,” and such transaction, the “ Conversion ”). In accordance with th…
of this Current Report on Form 8-K, including Exhibit 99.1 attached hereto, shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “ Exchange Act ”), or otherwise subject to the liabilities of that section, nor shall it be deemed incorporated by reference into any other filing under the Securities Act of 1933, as amended, or the Exchange Act, regardless of any general incorporation language in such filing, except as expressly set forth b…
Entry into a Material Definitive Agreement. On May 1, 2026, Maplebear Inc. (the “ Company ”) entered into a revolving credit agreement, among the Company, the lenders party thereto, the issuing banks party thereto, and Morgan Stanley Senior Funding, Inc., as administrative agent (the “ Credit Agreement ”). The Credit Agreement provides a revolving credit facility in an aggregate principal amount of $500 million, with an uncommitted incremental facility to increase the principal amount of the…
of this Current Report on Form 8-K, including Exhibit 99.1 attached hereto, shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “ Exchange Act ”), or otherwise subject to the liabilities of that section, nor shall it be deemed incorporated by reference into any other filing under the Securities Act of 1933, as amended, or the Exchange Act, regardless of any general incorporation language in such filing, except as expressly set forth b…
Creation of a Direct Financial Obligation or an Obligation under an Off-Balance Sheet Arrangement of a Registrant. The information set forth under
Other Events. On April 27, 2026, the Company’s Board of Directors (the “ Board ”) approved an increase to the Company’s previously announced share repurchase program, authorizing the purchase of up to an aggregate of $3.5 billion of the Company’s common stock (the “ Common Stock ” and such program, the “ Share Repurchase Program ”), up from the total of $2.5 billion previously authorized by the Board (the “ Existing Share Repurchase Program ”). Approximately $323 million of capacity was remai…
of this Current Report on Form 8-K, including Exhibit 99.1 attached hereto, shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “ Exchange Act ”), or otherwise subject to the liabilities of that section, nor shall it be deemed incorporated by reference into any other filing under the Securities Act of 1933, as amended, or the Exchange Act, regardless of any general incorporation language in such filing, except as expressly set forth b…
Chair — Fidji Simo: The Chair resigned to complete a planned transition to a new CEO, with a named successor appointed immediately, indicating an orderly succession rather than a sudden loss of leadership.
Other Events. On November 4, 2025, the Company’s Board of Directors (the “ Board ”) approved an increase to the Company’s previously announced share repurchase program, authorizing the purchase of up to an aggregate of $2.5 billion of the Company’s common stock (the “ Common Stock ” and such program, the “ Share Repurchase Program ”), up from the $1 billion authorized in the aggregate by the Board in June 2024, November 2024, and May 2025 (collectively, the “ Existing Share Repurchase Program…
of this Current Report on Form 8-K, including Exhibit 99.1 attached hereto, shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “ Exchange Act ”), or otherwise subject to the liabilities of that section, nor shall it be deemed incorporated by reference into any other filing under the Securities Act of 1933, as amended, or the Exchange Act, regardless of any general incorporation language in such filing, except as expressly set forth b…
CEO — Fidji Simo: The filing confirms the effective date of the CEO transition from Fidji Simo to Chris Rogers, representing an orderly succession rather than a sudden loss of leadership.
of this Current Report on Form 8-K, including Exhibit 99.1 attached hereto, shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “ Exchange Act ”), or otherwise subject to the liabilities of that section, nor shall it be deemed incorporated by reference into any other filing under the Securities Act of 1933, as amended (the “ Securities Act ”), or the Exchange Act, regardless of any general incorporation language in such filing, except…
Other Events. On May 22, 2025, the Board approved an increase to the Company’s previously announced share repurchase program, authorizing the purchase of up to an aggregate of $1 billion of the Company’s common stock (the “ Share Repurchase Program ”), up from the $750 million authorized in the aggregate by the Board in June 2024 and November 2024 (collectively, the “ Existing Share Repurchase Program ”). Approximately $218 million of capacity was remaining under the Existing Share Repurchase…
CEO — Fidji Simo: The CEO is resigning to pursue another opportunity, but an internal successor (Chris Rogers) has already been appointed, making this an orderly succession rather than a sudden loss of leadership.
CEO — Fidji Simo: The resignation of the Chief Executive Officer is a significant leadership change that creates uncertainty until a successor is named.
shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “ Exchange Act ”), or otherwise subject to the liabilities of that section, nor shall it be deemed incorporated by reference into any other filing under the Securities Act of 1933, as amended or the Exchange Act, regardless of any general incorporation language in such filing, except as expressly set forth by specific reference in such filing. Forward-Looking Statements This Current…
of this Current Report on Form 8-K, including Exhibit 99.1 attached hereto, shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “ Exchange Act ”), or otherwise subject to the liabilities of that section, nor shall it be deemed incorporated by reference into any other filing under the Securities Act of 1933, as amended (the “ Securities Act ”), or the Exchange Act, regardless of any general incorporation language in such filing, except…
Chief Accounting Officer — Lisa Blackwood-Kapral: The filing discloses the resignation of the Chief Accounting Officer and the simultaneous appointment of an external successor, representing an orderly succession rather than a sudden loss of leadership.
of this Current Report on Form 8-K, including Exhibit 99.1 attached hereto, shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “ Exchange Act ”), or otherwise subject to the liabilities of that section, nor shall it be deemed incorporated by reference into any other filing under the Securities Act of 1933, as amended (the “ Securities Act ”), or the Exchange Act, regardless of any general incorporation language in such filing, except…
Other Events. On November 5, 2024, the Board of Directors (the “ Board ”) of the Company approved an increase to the Company’s previously announced share repurchase program, authorizing the purchase of up to an aggregate of $750 million of the Company’s common stock (the “ Share Repurchase Program ”), up from the $500 million authorized by the Board in June 2024 (the “ Previous Share Repurchase Program ”). Approximately $68 million of capacity was remaining under the Previous Share Repurchase…
of this Current Report on Form 8-K, including Exhibit 99.1 attached hereto, shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “ Exchange Act ”), or otherwise subject to the liabilities of that section, nor shall it be deemed incorporated by reference into any other filing under the Securities Act of 1933, as amended (the “ Securities Act ”), or the Exchange Act, regardless of any general incorporation language in such filing, except…
Director — Mary Beth Laughton: The filing discloses the appointment of a new director to expand the board size, which is a routine governance action rather than a departure of an existing executive.
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