Instacart 3Q 2026: Revenue $1.1B, EPS $0.6 — 10-Q Summary

Instacart’s third-quarter revenue and net income rose year over year as gross transaction value grew 15% and orders increased 10%, supported by higher average order value, fulfillment efficiencies, lower consumer incentives and stronger advertising activity. Gross margin eased to 72% from 74% as co…