Instacart and Ace Hardware Bring the Local Hardware Store to Your Door in as Fast as One Hour
Rhea-AI Summary
Instacart (NASDAQ: CART) and Ace Hardware have launched a nationwide partnership, making Ace products available on the Instacart Marketplace with no markups and delivery in as fast as one hour.
Thousands of Ace stores are now shoppable, plus a limited-time $15 off $50 offer for new qualifying Ace customers through June 30.
AI-generated analysis. Not financial advice.
Positive
- Nationwide availability of Ace Hardware on the Instacart Marketplace
- Same-day delivery from Ace in as fast as one hour
- No markups on Ace Hardware orders placed via Instacart
- Limited-time $15 off $50 promotion for new qualifying Ace customers
- Access to thousands of Ace Hardware stores through Instacart
Negative
- None.
Key Figures
Market Reality Check
Peers on Argus
CART is up 2.28% while peers are mixed: EBAY +2.88%, JD +4.2%, W +0.1%, but CHWY −4.77% and DASH −3.07%, pointing to stock-specific drivers like the Ace Hardware deal.
Historical Context
| Date | Event | Sentiment | Move | Catalyst |
|---|---|---|---|---|
| May 13 | Ads tools expansion | Positive | +2.3% | Expanded Ads Manager self-serve tools and retailer ad capabilities on platform. |
| May 06 | Q1 2026 earnings | Positive | -8.2% | Reported first-ever quarter above $10B GTV and $1B revenue with profit growth. |
| Apr 14 | Instaleap acquisition | Positive | -1.1% | Acquired Instaleap to boost global enterprise platform reach across many countries. |
| Apr 09 | Earnings date set | Neutral | -2.7% | Announced timing and access details for Q1 2026 results conference call. |
| Mar 30 | ALDI tech rollout | Positive | +4.1% | ALDI U.S. launched nationwide digital experience using Instacart enterprise technology. |
Operational partnerships and product expansions (ALDI, Ads Manager) have often seen aligned positive moves, while strong earnings have previously triggered negative reactions.
Recent CART news shows steady execution: the ALDI U.S. digital upgrade on Mar 30 and the Ads Manager expansion on May 13 both highlighted platform growth and saw positive price reactions. By contrast, strong Q1 2026 earnings on May 6, with double‑digit revenue and GTV growth, were followed by a -8.18% move. The new Ace Hardware partnership continues the theme of deepening retail relationships and enhancing same‑day delivery coverage.
Market Pulse Summary
This announcement expands Instacart’s reach into home improvement by adding Ace Hardware for same‑day delivery in as fast as one hour and launching a $15 off $50 promotion through June 30. It builds on earlier partnerships and enterprise wins, adding to more than 2,200 banners on the app. Investors may track order growth, category mix shifts, and follow‑on retailer collaborations to gauge the impact on marketplace scale.
AI-generated analysis. Not financial advice.
Ace Hardware is now available nationwide on the Instacart Marketplace with no markups and a limited-time offer
"We're focused on making sure that every partnership we bring to Instacart delivers real value to our customers, which is why we're thrilled to bring fast, same-day delivery and member-level pricing to Instacart customers," said Blake Wallace, Vice President of Retail Partnerships at Instacart. "Ace Hardware has been a trusted name in neighborhoods across the country for generations, and now we're making it possible for Instacart customers to get that same quality and selection at a great price, without leaving their home."
"Joining the Instacart Marketplace is a natural extension of our commitment to deliver unmatched convenience for Ace customers, no matter how they choose to shop," said Bill Kiss, Head of Digital and Retail Strategy and Innovation at Ace Hardware. "Whether tackling a home improvement project or picking up essentials for the backyard, our customers can seamlessly find everything they need in one easy order, delivered right to their doorstep."
With thousands of Ace Hardware stores available on the Instacart Marketplace nationwide, the partnership makes it easy for customers to shop Ace Hardware however they want, whether that's browsing the aisles at a local store or ordering online for same-day delivery. To celebrate the launch, new qualifying Ace Hardware customers can take
Ace Hardware joins more than 2,200 national and local retail banners on the Instacart App, spanning grocery, home improvement, beauty, pet, household, and wellness categories.
To start shopping Ace Hardware, customers can visit https://www.instacart.com/store/ace-hardware/storefront or download the Instacart App on their mobile device.
About Instacart
Instacart is a leading grocery technology company that partners with more than 2,200 retail banners – representing nearly 100,000 stores – to transform how people shop for the groceries they need from the retailers they trust, while creating flexible earning opportunities for shoppers. Through the Instacart Marketplace, Instacart Enterprise platform, and Instacart Ads ecosystem, the company powers ecommerce, fulfillment, in-store technology, AI offerings, and advertising for partners. For more information, visit www.instacart.com/company. Maplebear Inc. is the registered corporate name of Instacart.
About Ace Hardware
Ace Hardware is the largest hardware cooperative in the world, serving more than 8,800 locally owned and operated stores around the globe, while providing the best products, services, and operating methods to over 5,200 Ace retail stores in
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SOURCE Maplebear Inc. dba Instacart