Maplebear Inc.

Item 2.05 Costs Associated with Exit or Disposal Activities. On October 25, 2026, the Board of Directors of Maplebear Inc. (the “Company”) made the determination to wind down Caper Cart operations (the “Caper Wind-Down”). This decision was made to re-align resources to support the Company’s strategic priorities. The Caper Wind-Down is expected to be substantially completed by the end of the second quarter of 2027. The Company expects to record pre-tax charges of approximately $55 million to $80 million related to the Caper Wind-Down, primarily in the fourth quarter of 2026. The Company expects these charges to be substantially completed by the end of the second quarter of 2027. These charges consist of an estimated $21 million to $36 million related to charges associated with the termination of contractual obligations, an estimated $22 million to $27 million related to impairments of long-lived assets pertaining to Caper Cart operations, and an estimated $12 million to $17 million related to employee termination costs. The Company expects $30 million to $50 million of these charges to result in future cash expenditures. The Company expects to exclude these restructuring costs from Adjusted EBITDA, which is consistent with the Company's past presentation. The charges that the Company expects to incur are subject to a number of assumptions and other factors, including local law requirements in various jurisdictions, and as a result, actual expenses (including cash amounts) and the timing of incurrence thereof, may differ materially from the estimates disclosed above. The Company intends to reinvest any savings from the Caper Wind-Down into strategic growth initiatives. Forward-Looking Statements This Current Report on Form 8-K contains forward-looking statements within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended. All statements other than statements of historical fact could be deemed forward-looking, including without limitation statements regarding the expected benefits, timing and financial impacts of the Caper Wind-Down. In some cases, you can identify forward-looking statements because they contain words such as “anticipate,” “believe,” “contemplate,” “continue,” “could,” “estimate,” “expect,” “intend,” “may,” “plan,” “potential,” “predict,” “project,” “should,” “target,” “toward,” “will,” or “would,” or the negative of these words or other similar terms or expressions. These forward-looking statements are subject to known and unknown risks, uncertainties, assumptions, and other factors that may cause actual results or outcomes to be materially different from any future results or outcomes expressed or implied by the forward-looking statements. These risks, uncertainties, assumptions, and other factors include the risks described from time to time in the Company’s filings with the Securities and Exchange Commission (the “SEC”), including in the Company’s Quarterly Report on Form 10-Q for the quarter ended June 30, 2026 filed with the SEC on August 7, 2026. You should not rely on forward-looking statements as predictions of future events. The Company has based these forward-looking statements on information available to it as of the date hereof, and the Company undertakes no obligation to update any forward-looking statements, except as required by law.