Instacart reports Q4 EPS 30c, consensus 51c

Reports Q4 revenue $992M, consensus $969.95M. Reports Q4 GTV 9.85B, adjusted EBITDA $303M. The company said: “In Q4, we delivered our strongest quarterly GTV growth in three years. GTV grew 14% year-over-year, orders increased 16%, and we continued to drive efficiencies, giving us flexibility to reinvest in growth and return capital to shareholders. In 2025, we generated $971 million in operating cash flow and repurchased $1.4 billion of shares, including $1.1 billion in Q4 alone1. This opportunistic approach to share repurchases reflects our confidence in our business today and in our ability to keep investing, scaling, and pressing our advantage.”