Instacart Partners with Lush to Bring Fresh, Handmade Cosmetics to Customers in as Fast as One Hour

Rhea-AI Summary

Instacart (NASDAQ: CART) partnered with Lush Cosmetics to offer same-day delivery in as fast as one hour from 250 Lush stores across the U.S. and Canada, starting Feb. 11, 2026. Customers can buy more than 600 Lush products on Instacart at same-as-in-store pricing, including seasonal Valentine's Day items.

Key Figures

Store count: 250 stores Product count: more than 600 products Delivery speed: as fast as one hour +1 more

4 metrics

Store count 250 stores Lush locations offering Instacart same-day delivery in US and Canada

Product count more than 600 products Lush items available on Instacart with same-as-in-store pricing

Delivery speed as fast as one hour Same-day delivery window for Lush orders via Instacart

Retail banners more than 1,800 National and local retail banners on the Instacart App

Market Reality Check

Price: $34.62 Vol: Volume 3,527,212 is 0.65x... RSI: RSI(14) not provided...

low vol

$34.62 Last Close

Volume Volume 3,527,212 is 0.65x the 20-day average of 5,415,747, indicating subdued trading ahead of this news. low

Technical Shares at $34.62 are trading below the 200-day MA of $43.17 and sit close to the 52-week low of $34.15, well off the $53.50 52-week high.

RSI RSI(14) not provided; momentum conditions cannot be assessed from RSI.

Peers on Argus

CART was down 1.51% while key peers were mixed: W -2.74%, CHWY -2.40%, but EBAY ...

CART was down 1.51% while key peers were mixed: W -2.74%, CHWY -2.40%, but EBAY +0.39%, JD +0.82%, and DASH +0.01%. With no peers in the momentum scanner and mixed moves across Internet Retail names, trading appeared more stock-specific than a broad sector move.

Previous Partnership Reports

5 past events · Latest: Jan 27 (Positive)

Same Type Pattern 5 events

Date	Event	Sentiment	Move	Catalyst
Jan 27	Grocery tech partnership	Positive	-5.9%	Expanded Allegiance omnichannel tech stack, including Storefront Pro and Caper Carts.
Dec 02	Retail delivery deal	Positive	-2.9%	Nationwide same-day delivery partnership in Canada with The Home Depot.
Nov 20	Health access partnership	Positive	-3.1%	Integrated Instacart Health Fresh Funds into WellTheory’s autoimmune care model.
Oct 30	Pet retail expansion	Positive	-3.0%	Partnered with Pet Supplies Plus and Wag N' Wash across 700+ US stores.
Oct 28	Platform integration deal	Positive	-1.4%	Enabled Grubhub customers to order from Instacart’s grocery retailer network.

Pattern Detected

Partnership announcements have historically been followed by negative price reactions, with an average move of -3.27% across past partnership-tagged events, suggesting the market has often faded this news type.

Recent Company History

Recent history for Instacart shows multiple partnerships spanning grocers, home improvement, health, and pets. Notable deals include Allegiance Retail Services on Jan 27, 2026, The Home Depot Canada on Dec 2, 2025, WellTheory on Nov 20, 2025, Pet Supplies Plus on Oct 30, 2025, and Grubhub on Oct 28, 2025. Each partnership expanded Instacart’s reach or capabilities but saw negative 24-hour price reactions, framing today’s Lush collaboration within a pattern of strategically positive yet weakly received announcements.

Historical Comparison

partnership

-3.3 %

Average Historical Move

Historical Analysis

Past partnership announcements for CART (5 events) averaged a -3.27% 24-hour move, indicating that strategically positive collaborations have often coincided with short-term share pressure.

Typical Pattern

Partnerships have broadened Instacart’s ecosystem from grocery and pets to home improvement and health, with today’s Lush deal extending that progression into fresh, handmade beauty and personal care.

Market Pulse Summary

This announcement adds Lush’s fresh, handmade beauty assortment from 250 stores and 600+ products to...

Analysis

This announcement adds Lush’s fresh, handmade beauty assortment from 250 stores and 600+ products to Instacart’s same-day delivery network, further diversifying beyond core grocery across 1,800+ retail banners. Viewed alongside recent partnerships in grocery, pets, home improvement, and health, it underscores a strategy of broadening category reach and convenience. Investors may watch how order volume, category mix, and future partnership updates evolve following this expansion.

AI-generated analysis. Not financial advice.

Beloved cosmetics brand brings self-care staples to Instacart with same-as-in-store pricing, in time for Valentine's Day Gifting

SAN FRANCISCO and VANCOUVER, BC, Feb. 11, 2026 /PRNewswire/ -- Instacart (NASDAQ: CART), the leading grocery technology company in North America, and Lush Cosmetics, one of the most recognizable cosmetics retailers in North America and the pioneer in fresh and handmade beauty, today announced a new partnership to offer same-day delivery in as fast as one hour from 250 stores across the US and Canada. People shopping Lush on Instacart will have access to more than 600 products available with same-as-in-store pricing*.

Whether it's a last-minute gift, a self-care pick-me-up, or a favorite daily essential, customers can now shop Lush's signature assortment - including cult-favorite bath bombs, fresh face masks, body scrubs, shampoo bars, and more - all delivered straight to their door with the speed and convenience of Instacart.

"We're always looking for meaningful ways to bring even more convenience to people who shop with Instacart," said Blake Wallace, Vice President of Retail Partnerships at Instacart. "By teaming up with Lush, we're helping people bring fresh, handmade essentials straight to their door - perfect for gifting, stocking up, surprising a loved one with some self-care for Valentine's Day, or all year round."

"Lush prioritizes fresh, high-quality, and sustainably harvested ingredients to provide exceptional products to our customers," said Raman Khtaria, Head of Digital Operations at Lush Cosmetics North America. "With Instacart, we're expanding customers' accessibility to Lush's handmade product inventions, making them easier to access than ever before."

Ahead of Valentine's Day, people can get a variety of Lush's seasonal and best-selling items delivered straight to their doorsteps through Instacart, including fan favorites like the Ultrabland Facial Cleanser, Super Milk Leave-In Hair Primer, and limited edition Valentine's Day offerings, like the Sweetheart Bath Bomb and the Love Bug Scrubee.

Lush Cosmetics joins more than 1,800 national and local retail banners on the Instacart App, spanning grocery, beauty, pet, household, and wellness categories. To begin shopping from Lush for same-day delivery, customers across the U.S. can visit https://www.instacart.com/store/lush/storefront or download the Instacart App on their mobile device.

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.

About Lush:
Since 1995, Lush has been driven by innovation and ethics. Creators of pioneering beauty products, one of Lush's most well-known creations is the bath bomb. Invented in 1989 by Lush Co-Founder Mo Constantine in her garden shed, bath bombs have become a global sensation – all hand pressed in Lush's own manufacturing sites across the world, Lush sold over 21.2 million last year. A beauty company with a campaigning heart, Lush is on a mission to create a product for every need and a cosmetic revolution to save the planet. The ultimate goal is to leave the world 'Lusher than we found it'. Today, Lush operates in 52 countries with over 850 shops, 38 websites shipping worldwide and a global network of native apps, broadcasting channels and digital communities in over 30 languages.

*Fees apply. Item prices reflect the average in-store prices in your area provided by the retailer. Items on sale in the store may not be on sale through the Instacart platform.

View original content to download multimedia:https://www.prnewswire.com/news-releases/instacart-partners-with-lush-to-bring-fresh-handmade-cosmetics-to-customers-in-as-fast-as-one-hour-302683973.html

SOURCE Maplebear Inc. dba Instacart

FAQ

What did Instacart (CART) announce about Lush on February 11, 2026?

Instacart announced a partnership to offer Lush same-day delivery from 250 stores in the U.S. and Canada. According to Instacart, over 600 Lush items will be available at same-as-in-store pricing, with delivery in as fast as one hour for eligible orders.

How many Lush products and stores are available on Instacart (CART)?

Instacart will offer more than 600 Lush products from 250 stores across the U.S. and Canada. According to Instacart, the assortment includes bath bombs, face masks, shampoo bars, and limited-edition Valentine's Day items.

Will Lush items on Instacart (CART) cost the same as in-store prices?

Yes, Lush products on Instacart are offered at same-as-in-store pricing, per the announcement. According to Instacart, this pricing applies to the more than 600 products available for same-day delivery from participating Lush stores.

How fast can customers get Lush delivery through Instacart (CART)?

Customers can receive Lush orders in as fast as one hour for eligible same-day deliveries. According to Instacart, this speed applies to orders from 250 participating Lush stores across the U.S. and Canada ahead of Valentine's Day and beyond.

Where can customers shop Lush on Instacart (CART) and is it available nationwide?

Customers can shop Lush via the Instacart app or the Lush storefront on Instacart's website in eligible U.S. and Canadian markets. According to Instacart, the service covers 250 Lush stores, with availability varying by location.