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Jun 30, 2025
Instacart Q2 2025 Earnings Report
Instacart delivered solid Q2 2025 results with strong growth in orders and profitability, supported by AI-driven innovation and operational efficiencies.
Key Takeaways
Instacart posted revenue of $914 million and net income of $116 million in Q2 2025, fueled by a 17% increase in orders and expanding EBITDA margin. Strategic retail partnerships and investments in personalization helped drive performance.
Revenue by Segment
Forward Guidance
Instacart expects continued order growth and expanding profitability for Q3 2025, supported by investments in efficiency and retail partnerships.
Positive Outlook
- GTV guidance of $9.0–$9.15B for Q3
- Adjusted EBITDA forecasted at $260–$270M
- Orders expected to outpace GTV growth
- Expanded retailer tech deployments driving adoption
- Loyalty-linked orders seeing strong engagement
Challenges Ahead
- AOV under pressure due to mix shift and lower fees
- Operating cash flow declined YoY
- No GAAP guidance provided for income
- Macroeconomic uncertainty could affect consumer demand
- Higher fulfillment efficiencies required to sustain profitability
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
Analyze how earnings announcements historically affect stock price performance
Avg. Return Before/After Earnings
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