Costco Launches First Same-Day Websites in France and Spain with Instacart

Rhea-AI Summary

Instacart (NASDAQ: CART) and Costco launched Costco's first same-day delivery websites in France and Spain on Jan. 30, 2026, powered by Instacart's Storefront Pro and fulfillment solutions.

Orders placed at sameday.costco.fr and sameday.costco.es are fulfilled from Costco stores across both countries, use local delivery partners, and offer same-as-in-store pricing with a flat service fee per order.

Positive

• Launch of same-day sites in France and Spain
• Powered by Instacart's Storefront Pro enterprise platform
• Fulfillment from all Costco locations in both countries
• Same-as-in-store pricing with a flat service fee

Negative

• Execution depends on local European partner companies for fulfillment
• Service fee per order may affect member adoption or order economics

Key Figures

Years of expertise: over 13 years

1 metrics

Years of expertise over 13 years Instacart grocery industry expertise referenced in expansion comment

Market Reality Check

Price: $37.16 Vol: Volume 3,801,432 is below...

normal vol

$37.16 Last Close

Volume Volume 3,801,432 is below the 20-day average of 5,276,110 (relative volume 0.72x). normal

Technical Shares at $37.08 are trading below the 200-day MA of $43.42 and about 30.69% below the 52-week high of $53.50, while holding 6.61% above the 52-week low of $34.78.

Peers on Argus

CART was down 1.96% pre-news. Several Internet Retail peers were also weaker, in...

1 Up

CART was down 1.96% pre-news. Several Internet Retail peers were also weaker, including W (-1.95%), CHWY (-2.46%), EBAY (-1.16%), and JD (-1.37%), while DASH rose 0.69%. Momentum scanner data flags this as stock-specific rather than a coordinated sector move.

Historical Context

5 past events · Latest: Jan 28 (Positive)

Pattern 5 events

Date	Event	Sentiment	Move	Catalyst
Jan 28	Marketing campaign	Positive	-0.4%	Super Bowl LX ad showcasing Preference Picker personalization features.
Jan 27	Partnership expansion	Positive	-5.9%	Expanded Allegiance Retail Services deal to power omnichannel technologies.
Jan 22	Earnings date set	Neutral	-1.5%	Announcement of Q4 and full-year 2025 earnings release date and call.
Jan 06	Product launch	Positive	+1.1%	Launch of Data Hub clean room for CPG audience and measurement tools.
Dec 08	AI integration	Positive	+0.7%	Instacart app launch inside ChatGPT with Instant Checkout experience.

Pattern Detected

Recent positive product and partnership announcements for CART often saw flat-to-negative next-day moves, indicating a tendency toward muted or contrarian price reactions to favorable news.

Recent Company History

Over the last few months, CART has highlighted multiple growth and technology initiatives. On Dec 8, 2025, it launched an embedded app in ChatGPT, with a 0.72% next-day gain. A Data Hub clean room product on Jan 6, 2026 coincided with a 1.05% move. However, later announcements like the Allegiance omnichannel expansion on Jan 27, 2026 and the Super Bowl “Bananas” campaign on Jan 28, 2026 saw next-day declines, showing inconsistent trading responses to generally constructive news.

Market Pulse Summary

This announcement extends Instacart’s Storefront Pro and fulfillment capabilities into Europe by pow...

Analysis

This announcement extends Instacart’s Storefront Pro and fulfillment capabilities into Europe by powering Costco’s first same-day delivery sites in France and Spain. It follows other recent product and partnership launches, including Data Hub on Jan 6, 2026 and an AI-driven ChatGPT integration on Dec 8, 2025. Investors monitoring this story may focus on adoption across French and Spanish Costco locations, scalability of the model with local partners, and how these efforts complement existing North American relationships.

AI-generated analysis. Not financial advice.

Costco members in France and Spain can now shop online through Costco's websites and have groceries and other goods delivered in select locations, powered by Instacart's Storefront Pro technology

Launch brings Instacart's enterprise technology and fulfillment solutions services to France and Spain for the first time, further expanding its enterprise platform into Europe

SAN FRANCISCO, Jan. 30, 2026 /PRNewswire/ -- Today, Instacart (NASDAQ: CART) and Costco Wholesale announced the expansion of their North American partnership into Europe, with the launch of Costco's first-ever same-day delivery websites in France and Spain, powered by Instacart's Storefront Pro commerce platform and fulfillment solutions services. Costco members in France and Spain can now shop online and receive delivery through Costco's websites in each country – sameday.costco.fr and sameday.costco.es. The initial rollout includes delivery from all Costco locations in France and Spain, including locations in the Paris metropolitan area and Mulhouse in France, as well as Bilbao, Madrid, Seville, and Zaragoza in Spain.

Costco members in France and Spain can now place orders directly through Costco's websites. Orders are fulfilled and delivered from the store to the member's door, giving members an easy way to stock up on household staples and everyday essentials and have them delivered same-day. Fulfillment models in each country align with local laws, regulations, and market conditions. To provide a seamless, high-quality experience for Costco members, Instacart is partnering with European-partner companies in each country at launch for the picking, packing and delivery of orders. Members will also be able to enjoy same-as-in-store pricing, giving them access to the same value they expect in-store, with a flat service fee per order.

"Costco has been a trusted partner for many years in North America, and we're incredibly proud to expand that relationship into Europe," said Chris Rogers, Chief Executive Officer and Chair of Instacart. "Powering Costco's online ordering and delivery program in France and Spain is a testament to the strength of our enterprise e-commerce technology suite, and allows Costco to launch delivery in a way that's scalable, and built around their members. For Costco, this unlocks a new level of access and convenience for members, and for Instacart, this marks a new chapter as we bring our over 13 years of grocery industry expertise to more global markets."

"Online ordering and delivery gives members in France and Spain greater flexibility in how they shop Costco's assortment and build on the services we already offer," said Pierre Riel, Executive Vice President, Costco Wholesale International Division at Costco Wholesale. "It's another step in making Costco easier to access while continuing to deliver the value, quality, and service our members expect." 

Instacart currently supports delivery from Costco locations across the U.S. and Canada and powers Costco's Same-Day websites, sameday.costco.com and sameday.costco.ca, through its Storefront Pro technology. The expansion into France via sameday.costco.fr and Spain via sameday.costco.es builds on this foundation, extending Instacart's enterprise technology and fulfillment capabilities to support Costco's Same-Day presence and delivery programs in new international markets.

Instacart's Storefront Pro is an enterprise-grade commerce platform that enables retailers like Costco to operate and quickly scale their own online ordering and delivery programs. Instacart's end-to-end fulfillment technology and services power hundreds of grocers' e-commerce sites in North America, and are now expanding into Europe. This expansion builds on Instacart's broader international enterprise platform momentum, including Caper Carts in Australia and upcoming launches in the UK.

Forward-Looking Statements
This press release contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. All statements other than statements of historical fact could be deemed forward-looking, including without limitation statements regarding expansion of Instacart's products and services. 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 Instacart's filings with the Securities and Exchange Commission, including in Instacart's Quarterly Report on Form 10-Q for the quarter ended September 30, 2025 filed with the Commission on November 10, 2025. You should not rely on forward-looking statements as predictions of future events. Instacart has based these forward-looking statements primarily on information available to it as of the date of this press release and its current expectations and projections about future events and trends that it believes may affect its business, financial condition, and results of operations. These statements are inherently uncertain, and investors are cautioned not to unduly rely on these statements. Except as required by law, Instacart undertakes no obligation, and does not intend, to update these forward-looking statements.

About Instacart
Instacart, the leading grocery technology company in North America, works with grocers and retailers to transform how people shop. The company partners with more than 1,800 national, regional, and local retail banners to facilitate online shopping, delivery and pickup services from nearly 100,000 stores across North America on the Instacart Marketplace. Instacart makes it possible for millions of people to get the groceries they need from the retailers they love, and for approximately 600,000 Instacart shoppers to earn by picking, packing and delivering orders on their own flexible schedule. The Instacart Platform offers retailers a suite of enterprise-grade technology products and services to power their e-commerce experiences, fulfill orders, digitize brick-and-mortar stores, provide advertising services, and glean insights. With Instacart Ads, thousands of CPG brands - from category leaders to emerging brands - partner with the company to connect directly with consumers online, right at the point of purchase. With Instacart Health, the company is providing tools to increase nutrition security, make healthy choices easier for consumers, and expand the role that food can play in improving health outcomes. For more information, visit www.instacart.com/company, and to start shopping, visit www.instacart.com. Maplebear Inc. is the registered corporate name of Instacart.

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SOURCE Maplebear Inc. dba Instacart

FAQ

What did Instacart (CART) and Costco announce about same-day delivery in France and Spain on Jan. 30, 2026?

They launched Costco's first same-day delivery websites in France and Spain, powered by Instacart's Storefront Pro. According to Instacart, orders placed at sameday.costco.fr and sameday.costco.es will be fulfilled from Costco stores across both countries.

Which Costco locations will fulfill same-day orders on sameday.costco.fr and sameday.costco.es?

Orders will be fulfilled from all Costco locations in France and Spain, including major cities listed at launch. According to Costco, initial rollout includes Paris and Mulhouse in France and Bilbao, Madrid, Seville, and Zaragoza in Spain.

How are deliveries performed for Costco same-day orders in France and Spain (CART)?

Deliveries use local European partner companies for picking, packing, and delivery to members' doors. According to Instacart, fulfillment models align with local laws and market conditions and leverage partner companies for last-mile execution.

Will Costco members in France and Spain pay the same prices online as in-store via the CART-powered sites?

Yes; members will enjoy same-as-in-store pricing when ordering through the new sites, plus a flat service fee per order. According to Costco, online pricing mirrors in-store value while adding a per-order service fee for delivery.

What does Instacart's Storefront Pro bring to Costco's new Europe sites (CART)?

Storefront Pro provides an enterprise commerce platform and end-to-end fulfillment technology to scale online ordering and same-day delivery. According to Instacart, the technology enables Costco to operate its own online delivery program across new international markets.