Filing excerpt
us-gaap:CustomerConcentrationRiskMembercart:CustomerAMemberus-gaap:AccountsReceivableMember2026-01-012026-06-30
sec.gov/Archives/edgar/data/1579091/000157909126000042/cart-20260630.htmRead the full source
Instacart10-Q: Customer concentration
Instacart discloses ongoing revenue concentration risk with a major unnamed customer ("Customer A").
What happened
The company has a significant concentration of accounts receivable with a single customer, identified only as "Customer A," a risk that has persisted from 2025 into 2026. This dependency creates financial risk and could motivate initiatives to diversify revenue or implement advanced customer analytics to mitigate churn.
Source
Other signals in this filing (4)
- Debt refinancingInstacart secured a new Revolving Credit Agreement in May 2026 with Morgan Stanley.Debt refinancing
- Chief accounting officer changeInstacart spending significant resources on internal controls under Chief Accounting OfficerChief accounting officer change
- Compliance burdenInstacart faces rising compliance costs and resource strain from public company obligations.Compliance burden
- Software implementationInstacart anticipates significant spending on accounting systems and resources for internal controls.Software implementation
Extracted by Autobound
From the Signal API record- Signal
- 10-Q: Customer concentration
What this signalsFilings often name leadership changes, deals and spending plans.
- Fiscal year end
- 06/30
- Filed
- Aug 6, 2026
More from Instacart
- PatentsMaplebear was granted a patent for matching orders with available pickers.Patents
- PartnershipInstacart and Dollar General Partner to Deliver Everyday EssentialsPartnership
- New customerInstacart Gives Grocers and CPG Brands a Live View of Every StoreNew customer
- LaunchInstacart launches an AI grocery shopping assistant called ClementineLaunch
- GlassdoorSome employees describe challenges with remote work impacting relationshipsGlassdoor
- PodcastsInstacart Enterprise sponsors Omni Talk RetailPodcasts
More 10-Q signals at other companies
- SEC 10-QMillerKnoll, Inc.Jeffrey M. Stutz appointed Interim Chief Executive Officer.SEC 10-Q
- SEC 10-QCID HoldCo, Inc.Disclosed material weaknesses in financial reporting due to insufficient accounting staff and controls.SEC 10-Q
- SEC 10-QScholastic CorporationCore school channels decline with fewer book fairs and lower club participation.SEC 10-Q
The full record
From the Signal API recordDetails
- CIK
- 1579091
- Accession number
- 0001579091-26-000042
- Timeframe
- Current year
- Filing year
- 2026
- Fiscal year
- 0
- Why it matters
- Diversification strategy
- Signal category
- Market
Extraction
- Confidence
- High
- Relevance
- 90%
- Sentiment
- Negative
- Detected
- Aug 11, 2026
- signal_type
sec-10q- signal_subtype
customerConcentration
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This page shows a preview. The full sec-10q record in the Signal API and MCP can also have these 8 fields. Some fields are empty for some signals.
Company
linkedin_urlValue in the APIindustriesValue in the APIemployee_count_lowValue in the APIemployee_count_highValue in the APIrevenueValue in the APIdescriptionValue in the API
Signal
signal_nameValue in the APIassociationValue in the API
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GET /v1/signals/bd52b8dd-32df-4226-8210-03cf821f784f returns this record as JSON. POST /v1/companies/enrich returns every signal for instacart.com.
{
"signal_id": "bd52b8dd-32df-4226-8210-03cf821f784f",
"signal_type": "sec-10q",
"signal_subtype": "customerConcentration",
"detected_at": "2026-08-11T08:07:56.276+00:00",
"company": {
"name": "Instacart",
"domain": "instacart.com"
},
"data": {
"detail": "The company has a significant concentration of accounts receivable with a single customer, identified only as \"Customer A,\" a risk that has persisted from 2025 into 2026. This dependency creates financial risk and could motivate initiatives to diversify revenue or implement advanced customer analytics to mitigate churn.",
"metrics": {
"timeframe": "current_year"
},
"summary": "Instacart discloses ongoing revenue concentration risk with a major unnamed customer (\"Customer A\").",
"excerpts": "us-gaap:CustomerConcentrationRiskMembercart:CustomerAMemberus-gaap:AccountsReceivableMember2026-01-012026-06-30",
"relevance": 0.9,
"sentiment": "negative",
"confidence": "high",
"source_url": "https://www.sec.gov/Archives/edgar/data/1579091/000157909126000042/cart-20260630.htm",
"filing_date": "2026-08-06",
"filing_year": 2026,
"fiscal_year": 0,
"fiscal_year_end": "06/30",
"sales_relevance": "Diversification strategy",
"signal_category": "market"
}
}
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