Maplebear Inc at Robert W Baird Global Consumer, Technology & Services Conference Transcript

Jun 04, 2026 / 02:15PM GMT
Release Date Price: MXN678.83
Colin Sebastian
Robert W. Baird & Co Inc - Senior Research Analyst

Well, thank you very much, everybody, for joining us this morning. We're really honored to have with us from Instacart, Emily Reuter, Chief Financial Officer; Rebecca Yoshiyama from Investor Relations; and Alfonso from Investor Relations joining us as well. So we do have the dream team. And I'm Colin Sebastian. I cover Internet and Internet services at Baird.

Our conference has had a lot around AI, AI enablement. We'll talk about that in a minute. But first, just to go through the disclosure. Some of the statements made today by Instacart may be considered forward-looking. These statements involve a number of risks and uncertainties that could cause actual results to differ materially.

Any forward-looking statements made today by the company are based on assumptions as of today, and Instacart undertakes no obligation to update them. Please refer to Instacart's most recent Form 10-Q for a discussion of the risk factors that may impact actual results. Emily may also reference certain non-GAAP financial metrics and

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