Equity Profile

CART

MAPLEBEAR INC

Consumer StaplesFood Retail$9.7B

Apr29Thu

Pre-Earnings Brief

UpcomingQ2-2026After Close5:00 PM EDT

Company Snapshot

Maplebear Inc. (CART) operates in the consumer staples sector, focusing on food retail....

Key Metrics to Watch

Earnings Per Share (EPS)

EPS is a critical measure of profitability and will indicate how well the company is managing costs and generating income.

N/A

Revenue Growth

Revenue growth is essential for assessing the company's ability to expand its market share and attract customers.

N/A

1 more metrics, Wall Street expectations, options signals, track record, and call prep available with Pro.

CART Q2-2026 Earnings Preview

Context

Company Snapshot

Maplebear Inc. (CART) operates in the consumer staples sector, focusing on food retail. As a significant player in this industry, the company is influenced by trends in consumer spending and preferences, especially as the market adapts to changing eating habits and online shopping behaviors.

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

63%

Avg EPS Surprise

+19.45%

Avg Stock Reaction

-0.16%

Last Quarter Recap

In Q1-2026, Maplebear reported an EPS of $0.57, slightly missing the estimate of $0.58. The stock reacted negatively, dropping 8.18% the following day.

Management Promises & Guidance

Expectations

Wall Street Expectations

Investors are cautiously optimistic about Maplebear's upcoming earnings, hoping for a rebound after recent misses. The focus will be on whether the company can deliver better-than-expected results amid a competitive retail landscape.

Bull Case

If Maplebear can show strong revenue growth and improved same-store sales, it could signal a recovery in consumer spending and boost investor confidence.

Bear Case

Conversely, if the company reports another earnings miss or weak guidance, it could raise concerns about its market position and ability to compete effectively.

Expectations

Two Questions That Matter

The print will turn on these two things.

What will be the EPS figure for Q2-2026?

EPS is a key indicator of profitability, and a significant deviation from expectations could impact stock performance.

How did same-store sales perform compared to last year?

Same-store sales growth is crucial for understanding customer retention and overall business health.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may be underestimating the potential for a rebound in consumer spending, as recent trends show increased demand for food retail.

Supporting Evidence

The options market is pricing a 3.14% move, which is higher than the historical average of 2.24%.

The company's prior EPS beat rate of 63% suggests a stronger performance could be on the horizon.

Key Risk

If same-store sales show significant growth, it could challenge the current cautious outlook.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

This quarter's performance is critical as it follows a pattern of mixed results, and the market is keenly watching for signs of recovery.

Bull Confirmed If

An EPS of $0.60 or higher would confirm the bull case, indicating improved profitability.

Bear Confirmed If

An EPS below $0.50 would confirm the bear case, raising concerns about the company's financial health.

Pre-Earnings Positioning

Options Market

Implied Move

±3.14%

Historical Avg

±2.2%

Pricing rich

The options market is pricing in a moderate move, suggesting that investors expect some volatility around the earnings announcement.

Options are pricing ±2.6% while CART has averaged ±2.2% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

0.5%

30d HV

49.5%

Calls (18K)P/C Ratio: 1.11Puts (33K)

Edge

Historical Setup Match

Cross-company pattern from 30 similar setups.

Prior-quarter miss + options pricing rich in Consumer Staples

n=30

Fade rate: 11 of 30 (37%)

This setup has occurred 30 times across Consumer Staples in the last 2 years. 19 of 30 (63%) held or extended their move within 5 days — this setup typically holds direction. The average absolute 1-day move is 5.1%, with a raw directional average of +1.0% (modestly positive historical bias).

Edge

Insider Activity

Open-market trades by officers, directors, and 10%+ holders over the trailing 90 days.

Bought

$0.00

0 sh

0 insiders

Sold

$377,904.31

9,390 sh

1 insider

Net

$377,904.31

Net selling

Most Active Insiders· 1 open-market trade

Chief Accounting OfficerBLACKWOOD-KAPRAL LISA
$377,904.31

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If Maplebear beats expectations, history suggests the stock could rise by around 1.24%, confirming a positive trend.

In-Line / Cautious

If results are in line but cautious, the stock may see minimal movement as investors digest the details.

Miss

A miss could lead to a decline of approximately 2.49%, reflecting ongoing concerns about the company's competitive position.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on supply chain improvements that could impact costs.
2Details on marketing strategies aimed at boosting customer engagement.
3Insights into new product launches or promotions planned for the upcoming quarter.
4Management's outlook on consumer spending trends and how they plan to adapt.
5Any commentary on competitive pressures and how Maplebear intends to address them.

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Company Snapshot

Maplebear Inc. (CART) operates in the consumer staples sector, focusing on food retail....

Key Metrics to Watch

Earnings Per Share (EPS)

EPS is a critical measure of profitability and will indicate how well the company is managing costs and generating income.

N/A

Revenue Growth

Revenue growth is essential for assessing the company's ability to expand its market share and attract customers.

N/A

1 more metrics, Wall Street expectations, options signals, track record, and call prep available with Pro.

CART Q2-2026 Earnings Preview

Context

Company Snapshot

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

63%

Avg EPS Surprise

+19.45%

Avg Stock Reaction

-0.16%

Last Quarter Recap

In Q1-2026, Maplebear reported an EPS of $0.57, slightly missing the estimate of $0.58. The stock reacted negatively, dropping 8.18% the following day.

Management Promises & Guidance

Expectations

Wall Street Expectations

Bull Case

If Maplebear can show strong revenue growth and improved same-store sales, it could signal a recovery in consumer spending and boost investor confidence.

Bear Case

Conversely, if the company reports another earnings miss or weak guidance, it could raise concerns about its market position and ability to compete effectively.

Expectations

Two Questions That Matter

The print will turn on these two things.

What will be the EPS figure for Q2-2026?

EPS is a key indicator of profitability, and a significant deviation from expectations could impact stock performance.

How did same-store sales perform compared to last year?

Same-store sales growth is crucial for understanding customer retention and overall business health.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may be underestimating the potential for a rebound in consumer spending, as recent trends show increased demand for food retail.

Supporting Evidence

The options market is pricing a 3.14% move, which is higher than the historical average of 2.24%.

The company's prior EPS beat rate of 63% suggests a stronger performance could be on the horizon.

Key Risk

If same-store sales show significant growth, it could challenge the current cautious outlook.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

This quarter's performance is critical as it follows a pattern of mixed results, and the market is keenly watching for signs of recovery.

Bull Confirmed If

An EPS of $0.60 or higher would confirm the bull case, indicating improved profitability.

Bear Confirmed If

An EPS below $0.50 would confirm the bear case, raising concerns about the company's financial health.

Pre-Earnings Positioning

Options Market

Implied Move

±3.14%

Historical Avg

±2.2%

Pricing rich

The options market is pricing in a moderate move, suggesting that investors expect some volatility around the earnings announcement.

Options are pricing ±2.6% while CART has averaged ±2.2% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

0.5%

30d HV

49.5%

Calls (18K)P/C Ratio: 1.11Puts (33K)

Edge

Historical Setup Match

Cross-company pattern from 30 similar setups.

Prior-quarter miss + options pricing rich in Consumer Staples

n=30

Fade rate: 11 of 30 (37%)

Edge

Insider Activity

Open-market trades by officers, directors, and 10%+ holders over the trailing 90 days.

Bought

$0.00

0 sh

0 insiders

Sold

$377,904.31

9,390 sh

1 insider

Net

$377,904.31

Net selling

Most Active Insiders· 1 open-market trade

Chief Accounting OfficerBLACKWOOD-KAPRAL LISA
$377,904.31

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If Maplebear beats expectations, history suggests the stock could rise by around 1.24%, confirming a positive trend.

In-Line / Cautious

If results are in line but cautious, the stock may see minimal movement as investors digest the details.

Miss

A miss could lead to a decline of approximately 2.49%, reflecting ongoing concerns about the company's competitive position.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on supply chain improvements that could impact costs.
2Details on marketing strategies aimed at boosting customer engagement.
3Insights into new product launches or promotions planned for the upcoming quarter.
4Management's outlook on consumer spending trends and how they plan to adapt.
5Any commentary on competitive pressures and how Maplebear intends to address them.