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Side-by-side financial comparison of Maplebear Inc. (CART) and GENESCO INC (GCO). Click either name above to swap in a different company.
Maplebear Inc. is the larger business by last-quarter revenue ($992.0M vs $616.2M, roughly 1.6× GENESCO INC). Maplebear Inc. runs the higher net margin — 8.2% vs 0.9%, a 7.3% gap on every dollar of revenue. On growth, Maplebear Inc. posted the faster year-over-year revenue change (12.3% vs 3.3%). Maplebear Inc. produced more free cash flow last quarter ($171.0M vs $-31.5M). Over the past eight quarters, Maplebear Inc.'s revenue compounded faster (10.0% CAGR vs -8.7%).
Maplebear Inc., doing business as Instacart, is an American retail media and delivery company based in San Francisco that operates a grocery delivery and pick-up service in the United States and Canada accessible via a website and mobile app. It allows customers to order groceries, and alcohol where legal, from participating retailers with the shopping being done by a personal shopper, who picks, packs, and delivers the order.
Genesco Inc. is an American publicly owned specialty retailer of branded footwear and accessories and is a wholesaler of branded and licensed footwear based in Nashville, Tennessee. Founded back in 1924 as Jarman Shoe Company, a footwear manufacturer, the company changed its name to General Shoe Corporation in 1933, and became a public company in 1939. By 1957, its stock would be included in the first S&P 500 Index. The company took its current name, Genesco—an acronym derived from its earlie...
CART vs GCO — Head-to-Head
Income Statement — Q4 FY2025 vs Q3 FY2026
| Metric | | |
|---|---|---|
| Revenue | $992.0M | $616.2M |
| Net Profit | $81.0M | $5.4M |
| Gross Margin | 72.3% | 46.8% |
| Operating Margin | 9.9% | 1.4% |
| Net Margin | 8.2% | 0.9% |
| Revenue YoY | 12.3% | 3.3% |
| Net Profit YoY | -45.3% | 128.3% |
| EPS (diluted) | $0.31 | $0.50 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q4 25 | $992.0M | $616.2M | ||
| Q3 25 | $939.0M | $546.0M | ||
| Q2 25 | $914.0M | $474.0M | ||
| Q1 25 | $897.0M | $745.9M | ||
| Q4 24 | $883.0M | $596.3M | ||
| Q3 24 | $852.0M | $525.2M | ||
| Q2 24 | $823.0M | $457.6M | ||
| Q1 24 | $820.0M | $739.0M |
| Q4 25 | $81.0M | $5.4M | ||
| Q3 25 | $144.0M | $-18.5M | ||
| Q2 25 | $116.0M | $-21.2M | ||
| Q1 25 | $106.0M | $34.4M | ||
| Q4 24 | $148.0M | $-18.9M | ||
| Q3 24 | $118.0M | $-10.0M | ||
| Q2 24 | $61.0M | $-24.3M | ||
| Q1 24 | $130.0M | $27.2M |
| Q4 25 | 72.3% | 46.8% | ||
| Q3 25 | 73.7% | 45.8% | ||
| Q2 25 | 74.2% | 46.7% | ||
| Q1 25 | 74.8% | 46.9% | ||
| Q4 24 | 75.2% | 47.8% | ||
| Q3 24 | 75.2% | 46.8% | ||
| Q2 24 | 75.7% | 47.3% | ||
| Q1 24 | 74.9% | 46.3% |
| Q4 25 | 9.9% | 1.4% | ||
| Q3 25 | 17.7% | -2.6% | ||
| Q2 25 | 13.6% | -5.9% | ||
| Q1 25 | 12.3% | 6.2% | ||
| Q4 24 | 17.6% | 1.7% | ||
| Q3 24 | 16.2% | -2.0% | ||
| Q2 24 | 6.3% | -7.0% | ||
| Q1 24 | 17.6% | 5.0% |
| Q4 25 | 8.2% | 0.9% | ||
| Q3 25 | 15.3% | -3.4% | ||
| Q2 25 | 12.7% | -4.5% | ||
| Q1 25 | 11.8% | 4.6% | ||
| Q4 24 | 16.8% | -3.2% | ||
| Q3 24 | 13.8% | -1.9% | ||
| Q2 24 | 7.4% | -5.3% | ||
| Q1 24 | 15.9% | 3.7% |
| Q4 25 | $0.31 | $0.50 | ||
| Q3 25 | $0.51 | $-1.79 | ||
| Q2 25 | $0.41 | $-2.02 | ||
| Q1 25 | $0.37 | $3.16 | ||
| Q4 24 | $0.53 | $-1.76 | ||
| Q3 24 | $0.42 | $-0.91 | ||
| Q2 24 | $0.20 | $-2.23 | ||
| Q1 24 | $0.43 | $2.29 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $687.0M | $27.0M |
| Total DebtLower is stronger | — | $89.5M |
| Stockholders' EquityBook value | $2.5B | $513.8M |
| Total Assets | $3.7B | $1.5B |
| Debt / EquityLower = less leverage | — | 0.17× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $687.0M | $27.0M | ||
| Q3 25 | $1.7B | $41.0M | ||
| Q2 25 | $1.6B | $21.7M | ||
| Q1 25 | $1.6B | $34.0M | ||
| Q4 24 | $1.4B | $33.6M | ||
| Q3 24 | $1.3B | $45.9M | ||
| Q2 24 | $1.4B | $19.2M | ||
| Q1 24 | $1.5B | $35.2M |
| Q4 25 | — | $89.5M | ||
| Q3 25 | — | $71.0M | ||
| Q2 25 | — | $121.0M | ||
| Q1 25 | — | $0 | ||
| Q4 24 | — | $100.1M | ||
| Q3 24 | — | $77.8M | ||
| Q2 24 | — | $59.4M | ||
| Q1 24 | — | $34.7M |
| Q4 25 | $2.5B | $513.8M | ||
| Q3 25 | $3.5B | $506.4M | ||
| Q2 25 | $3.3B | $522.2M | ||
| Q1 25 | $3.2B | $547.0M | ||
| Q4 24 | $3.1B | $516.9M | ||
| Q3 24 | $2.9B | $532.6M | ||
| Q2 24 | $3.0B | $548.5M | ||
| Q1 24 | $3.1B | $571.2M |
| Q4 25 | $3.7B | $1.5B | ||
| Q3 25 | $4.5B | $1.4B | ||
| Q2 25 | $4.4B | $1.4B | ||
| Q1 25 | $4.3B | $1.3B | ||
| Q4 24 | $4.1B | $1.4B | ||
| Q3 24 | $3.9B | $1.4B | ||
| Q2 24 | $4.0B | $1.3B | ||
| Q1 24 | $4.1B | $1.3B |
| Q4 25 | — | 0.17× | ||
| Q3 25 | — | 0.14× | ||
| Q2 25 | — | 0.23× | ||
| Q1 25 | — | 0.00× | ||
| Q4 24 | — | 0.19× | ||
| Q3 24 | — | 0.15× | ||
| Q2 24 | — | 0.11× | ||
| Q1 24 | — | 0.06× |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | $183.0M | $-12.9M |
| Free Cash FlowOCF − Capex | $171.0M | $-31.5M |
| FCF MarginFCF / Revenue | 17.2% | -5.1% |
| Capex IntensityCapex / Revenue | 1.2% | 3.0% |
| Cash ConversionOCF / Net Profit | 2.26× | -2.41× |
| TTM Free Cash FlowTrailing 4 quarters | $910.0M | $23.5M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $183.0M | $-12.9M | ||
| Q3 25 | $287.0M | $86.3M | ||
| Q2 25 | $203.0M | $-101.0M | ||
| Q1 25 | $298.0M | $117.0M | ||
| Q4 24 | $153.0M | $-23.1M | ||
| Q3 24 | $185.0M | $27.7M | ||
| Q2 24 | $244.0M | $-33.7M | ||
| Q1 24 | $105.0M | $118.3M |
| Q4 25 | $171.0M | $-31.5M | ||
| Q3 25 | $272.0M | $71.7M | ||
| Q2 25 | $187.0M | $-119.9M | ||
| Q1 25 | $280.0M | $103.3M | ||
| Q4 24 | $141.0M | $-36.2M | ||
| Q3 24 | $171.0M | $19.8M | ||
| Q2 24 | $220.0M | $-40.1M | ||
| Q1 24 | $91.0M | $107.8M |
| Q4 25 | 17.2% | -5.1% | ||
| Q3 25 | 29.0% | 13.1% | ||
| Q2 25 | 20.5% | -25.3% | ||
| Q1 25 | 31.2% | 13.8% | ||
| Q4 24 | 16.0% | -6.1% | ||
| Q3 24 | 20.1% | 3.8% | ||
| Q2 24 | 26.7% | -8.8% | ||
| Q1 24 | 11.1% | 14.6% |
| Q4 25 | 1.2% | 3.0% | ||
| Q3 25 | 1.6% | 2.7% | ||
| Q2 25 | 1.8% | 4.0% | ||
| Q1 25 | 2.0% | 1.8% | ||
| Q4 24 | 1.4% | 2.2% | ||
| Q3 24 | 1.6% | 1.5% | ||
| Q2 24 | 2.9% | 1.4% | ||
| Q1 24 | 1.7% | 1.4% |
| Q4 25 | 2.26× | -2.41× | ||
| Q3 25 | 1.99× | — | ||
| Q2 25 | 1.75× | — | ||
| Q1 25 | 2.81× | 3.40× | ||
| Q4 24 | 1.03× | — | ||
| Q3 24 | 1.57× | — | ||
| Q2 24 | 4.00× | — | ||
| Q1 24 | 0.81× | 4.35× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
CART
| Transaction | $698.0M | 70% |
| Advertising And Other | $294.0M | 30% |
GCO
| Journeys Group Segment | $376.7M | 61% |
| Schuh Group Segment | $123.8M | 20% |
| Johnston And Murphy Group Segment | $81.2M | 13% |
| Genesco Brands Segment | $34.6M | 6% |
| Store Restructuring | $3.9M | 1% |
