Instacart 母公司 Maplebear 公布第四季度業績:每股收益超預期,收入未達預期,訂單按年增長11%

財報速遞
2025/02/26
Maplebear Inc.(納斯達克股票代碼:CART)在周二收盤後公布了其第四季度業績。以下是本季度的主要數據: Maplebear 公布季度每股收益為53美分,超過分析師普遍預期的39美分。而季度收入為8.83億美元,未達分析師普遍預期的8.91億美元,但較去年同期的8.03億美元有所增長。 公司報告的第四季度數據包括: - GTV 為86.45億美元,按年增長10%。 - 訂單量為7750萬,按年增加11%。 - 總收入為8.83億美元,按年增長10%,佔GTV的10.2%。 - 交易收入為6.16億美元,按年增長10%,佔GTV的7.1%。 「2024年對於Instacart來說是輝煌的一年。通過提升我們的服務和技術,我們鞏固了在在線雜貨領域的領導地位。我們第四季度的訂單和GTV分別按年增長11%和10%,在數字優先玩家中,我們在小型和大型購物籃中的市場份額遙遙領先。」 CEO Fidji Simo 在給股東的信中寫道。 根據Benzinga Pro的數據,Maplebear股價在周二盤後下跌8.77%,報 $44.50。

以上內容來自Benzinga Earnings專欄,原文如下:

Maplebear Inc. (NASDAQ:CART) reported its fourth-quarter results after Tuesday's closing bell. Here's a look at the key figures from the quarter. 

The Details: Maplebear reported quarterly earnings of 53 cents per share, which beat the analyst consensus estimate of 39 cents. Quarterly revenue came in at $883 million, which missed the analyst consensus estimate of $891 million and is an increase over revenue of $803 million from the same period last year.

The company reported the following fourth-quarter figures:

  • GTV of $8,645 million, up 10% year-over-year.
  • Orders of 77.5 million, up 11% year-over-year.
  • Total revenue of $883 million, up 10% year-over-year, representing 10.2% of GTV.
  • Transaction revenue of $616 million, up 10% year-over-year, representing 7.1% of GTV.

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「2024 was a terrific year for Instacart. By making our service better and more valuable for our customers and enhancing our technologies for retailers and brands, we strengthened our leadership position in online grocery. We ended the year with Q4 orders and GTV growth at 11% and 10% year-over-year, respectively, and continued to have the leading share of sales by far in both small and big baskets amongst digital-rst players,」 CEO Fidji Simo wrote in a letter to shareholders.

CART Price Action: According to data from Benzinga Pro, Maplebear shares are down 8.77% after hours at $44.50 Tuesday.  

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Image: Shutterstock

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