Maplebear Inc.
CART
Jodie situation report
Maplebear Inc.'s current read is isolated; its market group is not confirming.
The latest filing is mixed. 0 of 1 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 11 directly disclosed connections are confirming.
- Revenue increased 14.1% versus the comparable filing period.
- Gross margin fell 2.2 percentage points.
- CART's market-adjusted activity becomes unusual and at least one connected name confirms.
Invalidation: The isolated read changes if CART's group or a disclosed connection begins moving with it.
Who this business touches
The relationships behind CART
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depends on
AMZNAmazon.com, Inc.competitorMay 7, 2026 ▾
“Our Instacart Enterprise platform also includes in-store technology offerings, including Caper Carts, FoodStorm, Carrot Tags, and other in-store applications, which face competition from other retailer technology solution providers, such as Amazon and Hanshow.”
DASHDoorDash, Inc.competitorMay 7, 2026 ▾
“With respect to restaurants offered on Instacart’s Marketplace via our partnership with Uber, there are a number of competitors to such offering available through Instacart including, but not limited to: (i) local on-demand delivery companies such as DoorDash…”
Depended on by
IBTAIbotta, Inc.customerMay 6, 2026 ▾
“We have strategic relationships with Walmart Inc.”
Filing peers
Companies whose filings use similar operating language.
Open the three relationships above to see Jodie’s filing proof. Pro unlocks 11 more links, every receipt, and alerts when connected names begin moving. Unlock the full network →
What is moving around it
Live connections
CART is currently a Leader in the organic co-movement group Grocery Delivery Platforms. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 3 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.
This group is retained as the last observed read for CART; it is not active in the latest market snapshot.