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Stock impact report

Maplebear Details AI, Ads and International Push at Morgan Stanley Event, Reiterates Buybacks [Yahoo! Finance]

Maplebear Inc. (CART) 
US:NASDAQ Investor Relations: snl.com/irw/corporateprofile/4715924
Company Research Source: Yahoo! Finance
a “flywheel” where marketplace learnings power enterprise products and pointing to strong scale and demand with 14% GTV growth in the referenced quarter and guidance of 11–13% GTV for the current quarter. Management is prioritizing AI and advertising while expanding internationally: it aims to build an “agentic” grocery assistant (working with partners but controlling data), counts Sprouts and Kroger as initial enterprise AI partners, saw ad revenue grow ~ (guiding 11–14% ), and has launched enterprise tech with Costco in Spain and France. Capital allocation remains three-tiered—reinvest for growth, maintain M&A capacity, and opportunistic buybacks —after repurchasing about $1.4 billion in 2025 (including $1.1 billion in Q4) and completing acquisitions like Wynshop, Caper, FoodStorm, and Rosie. Interested in Maplebear Inc.? Here are five stocks we like better. 2 Subscription Economy Winners That Still Dominate Their Niches Maplebear (NASDAQ:CART) executives outlined prioriti Show less Read more
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