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The global discount retail leader — $Costco Wholesale(COST.US) — reported FY2026 Q1 results for the quarter ended Nov 23 after the U.S. close on Dec 11.Overall performance was steady, with revenue and OP growth improving and slightly beating estimates.However, key operating metrics — comps/traffic growth and member additions/renewal rates — remained soft.Specifically:1) Same-store growth looks better, but traffic is still weakening.Overall comps rose 6.4% this quarter, an acceleration of 70bps vs. last quarter...

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US Gov. Shutdown Casualty? COST's Last Dip?

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The following is the FY25Q3 earnings call minutes of $Shopify (SHOP.US) organized by Dolphin Research. For earnings interpretation, please refer to &#34;Shopify: Is Imperfection Unacceptable, the Original Sin of High Valuation?&#34; 1. Review of Core Financial Information 1. Third-quarter stock-based compensation expense was $116 million, and capital expenditure was $6 million. Free cash flow for the third quarter reached $507 million, accounting for 18% of total revenue. The free cash flow profit margin for the first nine months of this year remained the same as the same period last year, at 16%; this quarter's transaction and loan losses accounted for approximately 5% of revenue...

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Mizuho Analyst Maintains Hold Rating on Maplebear

Instacart (Maplebear) released FY2026 Q1 earnings on May 6 Pre-Market (EST), actual revenue USD 1.019 B (forecast USD 1.007 B), actual EPS USD 0.5678 (forecast USD 0.5726)

Maplebear (Instacart) Reports Q1 2026 Earnings

Instacart (Maplebear) to Release FY2026 Q1 Earnings on May 6, Pre-Market EST; Forecast Revenue USD 1.007 B, EPS USD 0.5649

Victory Capital Management 大幅减持 Maplebear Inc.股份

Maplebear Fined $60 Million by FTC for False Advertising and Illegal Subscription Registrations

Instacart (Maplebear) released FY2025 Q4 earnings on February 12 After-Market EST, actual revenue USD 992 M (forecast USD 969.95 M), actual EPS USD 0.3053 (forecast USD 0.5117)

Instacart (Maplebear) released FY2025 earnings on February 12 After-Market EST, actual revenue USD 3.742 B (forecast USD 3.72 B), actual EPS USD 1.5985 (forecast USD 1.7949)

Maplebear Inc. Stock Hits 52-Week Low, EPS Beats Expectations

Instacart (Maplebear) to Release FY2025 Q4 Earnings on February 12, 2026 After-Market EST, Forecast Revenue USD 969.95 M, EPS USD 0.5109

FTC Fines Instacart $60 Million, Kahn Swick & Foti Launches Investigation

Maplebear's stock falls, expands partnership with Allegiance

Maplebear Stock Dropped Due to Competitor's Investigation

Jefferies Raises Maplebear's Target Price to $48

Mary Beth Laughton Sells Instacart - Maplebear Inc. Common Stock

Instacart's General Counsel Reports Sale of Common Stock

Fidji Simo Reports Sale of Maplebear Inc. Shares

Bailard Inc. Reduced Holdings in Maplebear Inc. in Q2

Benchmark Co. and Bernstein Maintain and Reaffirm Buy Rating for Maplebear

CFRA Maintains Buy Rating on Maplebear but Cuts Price Target

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Instacart (Maplebear) has partnered with Ace Hardware to include thousands of Ace Hardware stores in its online marketplace. Following the announcement, shares of Maplebear fell over 1% in premarket trading on Thursday.

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Instacart Brings Ace Hardware to its Online Marketplace

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Read the pitch deck Instacart veterans used to raise $8.5 million for AI startup Champ AI

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Read the pitch deck Instacart veterans used to raise $8.5 million for AI startup Champ AI

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CEO Chris Rogers Shares AI and Ad Strategy as Instacart Revenues Reach $1 Billion in Q1

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CEO Chris Rogers Shares AI and Ad Strategy as Instacart Revenues Reach $1 Billion in Q1

Instacart (CART) reported Q1 2026 results with revenue of $1.0 billion and a net income of $142 million, resulting in a net margin of 12.3%. This marks a year-over-year earnings growth of 12.3%, although slower than the previous five-year average of 26.3%. Analysts are optimistic about potential margin expansion to 20.2% by 2028, but current earnings growth may not support such expectations. The stock trades at $37.99 with a P/E of 18.9x, below peers, suggesting potential upside against bearish concerns of slower revenue growth.

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Instacart (CART) Q1 Net Margin Of 12.3% Tests Bullish Expansion Narrative

Mizuho Securities analyst Lloyd Walmsley has maintained a Hold rating on Maplebear (CART) with a price target of $42.00. Walmsley, who focuses on the Communication Services sector, has an average return of 24.9% and a 62.81% success rate on his stock recommendations. Additionally, KeyBanc's Justin Patterson also issued a Hold rating for Maplebear, while Barclays assigned a Buy rating on the same day.

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Maplebear (CART) Gets a Hold from Mizuho Securities

Earnings Watch

Instacart（Maplebear）| 10-Q: FY2026 Q1 Revenue Beats Estimate at USD 1.019 B

CFRA maintains a Buy opinion on Maplebear Inc., raising the 12-month target by $6 to $54 based on a 9.0x EV/EBITDA multiple. The 2026 adjusted EBITDA estimate is lifted to $1,324M, with EPS estimates for 2026 and 2027 also increased. Despite a strong start in 2026 and significant ad revenue growth, shares are trading lower due to limited margin expansion guidance. CFRA believes the shares are undervalued and maintains a positive outlook.

Research Alert: CFRA Maintains Buy Opinion On Shares Of Maplebear Inc.

Instacart (CART) shares fell approximately 13% after the company reported Q1 earnings that fell short of analysts' expectations. The GAAP EPS for Q1 was $0.37, missing estimates by $0.20. The company also provided guidance for Q2 gross transaction value (GTV) between $10.1 billion and $10.25 billion, indicating a year-over-year growth of 11%-13%.

Instacart slips on Q1 bottom line miss

Maplebear shares are trading lower. The company reported Q1 financial results.

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Instacart（Maplebear）(CART.US)

Instacart Brings Ace Hardware to its Online Marketplace

Read the pitch deck Instacart veterans used to raise $8.5 million for AI startup Champ AI

CEO Chris Rogers Shares AI and Ad Strategy as Instacart Revenues Reach $1 Billion in Q1

Instacart (CART) Q1 Net Margin Of 12.3% Tests Bullish Expansion Narrative

Maplebear (CART) Gets a Hold from Mizuho Securities

Instacart（Maplebear）| 10-Q: FY2026 Q1 Revenue Beats Estimate at USD 1.019 B

Research Alert: CFRA Maintains Buy Opinion On Shares Of Maplebear Inc.

Instacart slips on Q1 bottom line miss

Maplebear shares are trading lower. The company reported Q1 financial results.