Toast Partnership Expansion

A key driver of the firm’s growth narrative is its strategic partnership with Toast (NYSE:TOST). The agreement enables Toast’s retail customers to connect their in‑store inventory directly to Instacart’s marketplace, creating new sales channels for both platforms. The partnership is positioned to launch a pilot in early 2026 and roll out nationwide later that year, expanding Maplebear’s B2B same‑day delivery and inventory‑management footprint.