Maplebear 2025 Q3 Earnings Beats Expectations as Net Income Grows 22%

Maplebear (CART) delivered Q3 2025 results that exceeded expectations, . The company also raised guidance for Q4 GTV and adjusted EBITDA, signaling confidence in its growth trajectory.

Revenue

Maplebear’s total revenue climbed to $939 million in Q3 2025, . , which formed the core of the company’s operations. , contributing to the overall expansion. The results reflect strong performance across both primary revenue streams, with transaction revenue leading the charge.

Earnings/Net Income

, . , underscoring the company’s profitability. Sustained profitability over three consecutive years highlights operational stability and effective cost management. The EPS growth and net income expansion demonstrate Maplebear’s ability to translate revenue gains into bottom-line results.

Post-Earnings Price Action Review

Following the earnings release, Maplebear’s stock experienced mixed price action. , , . While the earnings beat and guidance updates were positive, the broader market context and investor sentiment may have influenced the downward trend. Analysts note that the stock’s performance could align with the S&P 500 in the near term, given its Zacks Rank #3 (Hold) rating.

CEO Commentary

CEO emphasized the company’s progress in leveraging its online grocery marketplace and AI-driven innovations. He highlighted improved operational efficiency, including routing and shopper performance, as key drivers of unit economics. Strategic priorities include expanding enterprise partnerships and affordability initiatives, with Kroger’s renewed collaboration seen as a confidence booster.

Guidance

For Q4 2025, , , . , reflecting long-term value creation confidence. CFO Emily Maher reiterated disciplined reinvestment in growth initiatives while maintaining profitability targets.

Additional News

, signaling strong balance sheet flexibility and commitment to shareholder returns. The company also unveiled new AI-driven solutions for retailers, aiming to deepen enterprise partnerships and enhance its grocery technology ecosystem. Additionally, Maplebear reiterated its focus on international expansion, with Kroger’s renewed partnership highlighted as a strategic milestone.

Final Polishing

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