Maplebear Inc 2024年度报告

☒ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934For the fiscal year ended December 31, 2024OR☐TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934For the transition period from toCommission File Number: 001-41805 MAPLEBEAR INC. (Exact name of registrant as specified in its charter) 46-0723335 Delaware (IRS EmployerIdentification No.) 50 Beale Street,Suite 600San Francisco,California94105(Address of principal executive offices) (Zip code)(888)246-7822(Registrant’s telephone number, including area code) Securities registered pursuant to Section 12(b) of the Act: Nasdaq Global Select Market Securities registered pursuant to Section 12(g) of the Act: None Indicate by check mark if the registrant is a well-known seasoned issuer, as defined in Rule 405 of the Securities Act. Yes☒No☐ Indicate by check mark if the registrant is not required to file reports pursuant to Section 13 or Section 15(d) of the Act. Yes☐No☒ Indicate by check mark whether the registrant (1) has filed all reports required to be filed by Section 13 or 15(d) of the Securities Exchange Actof 1934 during the preceding 12 months (or for such shorter period that the registrant was required to file such reports), and (2) has been subjectto such filing requirements for the past 90 days. Yes☒No☐ Indicate by check mark whether the registrant has submitted electronically every Interactive Data File required to be submitted pursuant to Rule405 of Regulation S-T (§232.405 of this chapter) during the preceding 12 months (or for such shorter period that the registrant was required tosubmit such files). Yes☒No☐ Indicate by check mark whether the registrant is a large accelerated filer, an accelerated filer, a non-accelerated filer, a smaller reportingcompany, or an emerging growth company. See the definitions of “large accelerated filer,” “accelerated filer,” “smaller reporting company,” and“emerging growth company” in Rule 12b-2 of the Exchange Act. If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying withany new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act.☐ Indicate by check mark whether the registrant has filed a report on and attestation to its management’s assessment of the effectiveness of itsinternal control over financial reporting under Section 404(b) of the Sarbanes-Oxley Act (15 U.S.C. 7262(b)) by the registered public accountingfirm that prepared or issued its audit report☒ If securities are registered pursuant to Section 12(b) of the Act, indicate by check mark whether the financial statements of the registrantincluded in the filing reflect the correction of an error to previously issued financial statements.☐ Indicate by check mark whether the registrant is a shell company (as defined in Rule 12b-2 of the Exchange Act). Yes☐No☒ The aggregate market value of the common stock held by non-affiliates of the registrant as of June 28, 2024, the last business day of theregistrant’s most recently completed second fiscal quarter was $5.1 billion based upon the closing price reported for such date on the NasdaqGlobal Select Market. The registrant had outstanding 264,642,275 shares of common stock, par value $0.0001 per share, as of February 21, 2025. DOCUMENTS INCORPORATED BY REFERENCE Portions of the registrant’s definitive Proxy Statement for its 2025 Annual Meeting of Stockholders are incorporated by reference into Part III ofthis Annual Report on Form 10-K to the extent stated herein. Such definitive Proxy Statement will be filed with the Securities and ExchangeCommission within 120 days after the end of the registrant’s fiscal year ended December 31, 2024. MAPLEBEAR INC.TABLE OF CONTENTS Special Note Regarding Forward-Looking Statements Part IItem 1.Business6Item 1A. Risk Factors11Item 1B.Unresolved Staff Comments60Item 1C.Cybersecurity60Item 2.Properties61Item 3.Legal Proceedings61Item 4.Mine Safety Disclosures63 Part IIItem 5.Market for Registrant’s Common Equity, Related Stockholder Matters and Issuer Purchases ofEquity Securities64Item 6.[Reserved]65Item 7.Management’s Discussion and Analysis of Financial Condition and Results of Operations65Item 7A. Quantitative and Qualitative Disclosures About Market Risk86Item 8.Financial Statements and Supplementary Data88Item 9.Changes in and Disagreements with Accountants on Accounting and Financial Disclosure134Item 9A. Controls and Procedures134Item 9B.Other Information134Item 9C.Disclosure Regarding Foreign Jurisdictions that Prevent Inspections135 Part IIIItem 10.Directors, Executive Officers and Corporate Governance136Item 11.Executive Compensation136Item 12.Security Ownership of Certain Beneficial Owners and Management and Related StockholderMatters136Item 13.Certain Relationships and Related Transactions, and Director Independence136Item 14.Principal Accountant F