Instacart reported FY 2025 revenue of USD 3.7 billion, up 11%, with gross profit of USD 2.8 billion (up 8%) and gross margin of 74%. Net income for FY 2025 was USD 447 million, while Adjusted EBITDA was USD 1.1 billion, up 23%, with an Adjusted EBITDA margin of 29%. Gross Transaction Value (GTV) rose to USD 37.2 billion (up 11%) and orders increased to 338.8 million (up 15%). In corporate updates, Instacart said CEO and President Fidji Simo resigned on August 15, 2025, and Chris Rogers was appointed CEO, President and a board member, and later became board Chair on November 24, 2025. The company also highlighted share repurchases of USD 1.3 billion in FY 2025, including a USD 250 million accelerated share repurchase agreement signed on November 10, 2025. In cost commentary, Instacart cited higher FY 2025 cost of revenue primarily from increases of USD 51 million in credit card processing fees, USD 51 million in payments to publishers, and USD 33 million in depreciation and amortization expense, and noted a USD 60 million settlement with the FTC included in legal accruals, paid in January 2026.

Disclaimer: This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. Instacart - Maplebear Inc. published the original content used to generate this news brief via EDGAR, the Electronic Data Gathering, Analysis, and Retrieval system operated by the U.S. Securities and Exchange Commission (Ref. ID: 0001579091-26-000018), on February 26, 2026, and is solely responsible for the information contained therein.