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. With a market cap of $10 billion, the company plays a crucial role in providing essential food products, which are always in demand, making it a key player in the retail landscape.

Key Metrics to Watch

Earnings Per Share (EPS)

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

N/A

Revenue Growth

Revenue growth reflects the company's ability to increase sales and expand its market share, which is vital for long-term success.

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

Investors are cautiously optimistic about MapleBear's upcoming earnings, hoping for a rebound after a recent earnings miss. The focus will be on whether the company can show improved profitability and revenue growth.

Bull Case

If MapleBear can exceed EPS expectations and show strong revenue growth, it could signal a turnaround and boost investor confidence, leading to a positive stock reaction.

Bear Case

Conversely, if the company reports another earnings miss or weak revenue growth, it may raise concerns about its operational efficiency and market position, leading to further stock declines.

Expectations

Two Questions That Matter

The print will turn on these two things.

Will EPS exceed $0.58 this quarter?

A positive EPS surprise could indicate improved profitability and operational efficiency, which is crucial for restoring investor confidence.

What is the growth rate in same-store sales?

This metric will provide insight into customer demand and retention, which are critical for the company's future growth prospects.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may be underestimating MapleBear's ability to recover from recent earnings misses, as the company has historically shown resilience in improving its financials.

Supporting Evidence

The options market is pricing a 2.62% move, higher than the historical average of 2.24%, suggesting heightened expectations.

MapleBear has a 63% EPS beat rate historically, indicating a better-than-expected performance could be on the horizon.

Key Risk

If same-store sales growth comes in above 5%, it could significantly shift the narrative towards a recovery.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The market is closely watching MapleBear's ability to rebound from previous earnings misses and demonstrate solid growth metrics.

Bull Confirmed If

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

Bear Confirmed If

An EPS below $0.55 would confirm the bear case, raising concerns about the company's financial health.

Pre-Earnings Positioning

Options Market

Implied Move

±2.62%

Historical Avg

±2.2%

Pricing rich

The options market is pricing in a potential move of about 2.62%, indicating that traders expect some volatility around the earnings report.

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

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 about 1.24% on the first day post-earnings, confirming a positive outlook.

In-Line / Cautious

If results are in line with expectations, the stock may see a muted reaction as investors await further guidance from management.

Miss

Should the company miss again, history indicates a potential decline of around 2.49%, which would raise serious concerns about its operational strategy.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on cost management strategies to improve margins.
2Details on new product launches or promotions that could drive sales.
3Insights into supply chain stability and its impact on inventory levels.
4Management's outlook on consumer spending trends in the food retail sector.
5Any commentary on competitive pressures and how MapleBear plans to address them.

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Company Snapshot

Key Metrics to Watch

Earnings Per Share (EPS)

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

N/A

Revenue Growth

Revenue growth reflects the company's ability to increase sales and expand its market share, which is vital for long-term success.

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 exceed EPS expectations and show strong revenue growth, it could signal a turnaround and boost investor confidence, leading to a positive stock reaction.

Bear Case

Conversely, if the company reports another earnings miss or weak revenue growth, it may raise concerns about its operational efficiency and market position, leading to further stock declines.

Expectations

Two Questions That Matter

The print will turn on these two things.

Will EPS exceed $0.58 this quarter?

A positive EPS surprise could indicate improved profitability and operational efficiency, which is crucial for restoring investor confidence.

What is the growth rate in same-store sales?

This metric will provide insight into customer demand and retention, which are critical for the company's future growth prospects.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may be underestimating MapleBear's ability to recover from recent earnings misses, as the company has historically shown resilience in improving its financials.

Supporting Evidence

The options market is pricing a 2.62% move, higher than the historical average of 2.24%, suggesting heightened expectations.

MapleBear has a 63% EPS beat rate historically, indicating a better-than-expected performance could be on the horizon.

Key Risk

If same-store sales growth comes in above 5%, it could significantly shift the narrative towards a recovery.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The market is closely watching MapleBear's ability to rebound from previous earnings misses and demonstrate solid growth metrics.

Bull Confirmed If

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

Bear Confirmed If

An EPS below $0.55 would confirm the bear case, raising concerns about the company's financial health.

Pre-Earnings Positioning

Options Market

Implied Move

±2.62%

Historical Avg

±2.2%

Pricing rich

The options market is pricing in a potential move of about 2.62%, indicating that traders expect some volatility around the earnings report.

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

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 about 1.24% on the first day post-earnings, confirming a positive outlook.

In-Line / Cautious

If results are in line with expectations, the stock may see a muted reaction as investors await further guidance from management.

Miss

Should the company miss again, history indicates a potential decline of around 2.49%, which would raise serious concerns about its operational strategy.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on cost management strategies to improve margins.
2Details on new product launches or promotions that could drive sales.
3Insights into supply chain stability and its impact on inventory levels.
4Management's outlook on consumer spending trends in the food retail sector.
5Any commentary on competitive pressures and how MapleBear plans to address them.