Maplebear (CART) Q4 Earnings and Revenues Surpass Estimates

Core Viewpoint - Maplebear (CART) reported quarterly earnings of $0.53 per share, exceeding the Zacks Consensus Estimate of $0.52 per share, with a year-over-year comparison showing no change in earnings [1] - The company achieved revenues of $992 million for the quarter ended December 2025, surpassing the Zacks Consensus Estimate by 2.34% and showing a year-over-year increase from $883 million [2] Financial Performance - The earnings surprise for the recent quarter was +1.65%, and the company has surpassed consensus EPS estimates three times over the last four quarters [1][2] - Maplebear's shares have declined approximately 26.8% since the beginning of the year, contrasting with the S&P 500's gain of 1.4% [3] Future Outlook - The company's earnings outlook will be crucial for investors, particularly in light of management's commentary during the earnings call [4] - Current consensus EPS estimate for the upcoming quarter is $0.54 on revenues of $979.8 million, and for the current fiscal year, it is $2.29 on revenues of $4.06 billion [7] Industry Context - The Internet - Commerce industry, to which Maplebear belongs, is currently ranked in the bottom 27% of over 250 Zacks industries, indicating potential challenges ahead [8] - The performance of Maplebear's stock may be influenced by the overall industry outlook, as historical data shows that the top 50% of Zacks-ranked industries outperform the bottom 50% by more than 2 to 1 [8]