Powering More Projects at Home: Instacart Announces Nationwide Partnership with The Home Depot Canada

Rhea-AI Summary

Instacart (NASDAQ: CART) and The Home Depot (NYSE: HD) announced a nationwide partnership in Canada on Dec. 2, 2025 to offer same-day delivery from over 175 stores via the Instacart app with in-store pricing.

The launch includes Instacart's Big & Bulky fulfillment for items up to 60 pounds, joins over 100 retail banners on the platform, and features a limited-time promotion of $20 off $80 (offer ends Dec. 8, 2025).

Positive

• Same-day delivery available from >175 Home Depot Canada stores
• Big & Bulky fulfillment supports items up to 60 pounds
• Home Depot Canada becomes the first nationwide home improvement retailer on Instacart Canada
• Limited-time $20 off $80 promo available through Dec. 8, 2025

Negative

• None.

News Market Reaction

-2.94%

1 alert

-2.94% News Effect

On the day this news was published, CART declined 2.94%, reflecting a moderate negative market reaction.

Data tracked by StockTitan Argus on the day of publication.

Key Figures

Canadian stores on Instacart: over 175 stores Big & Bulky weight limit: 60 pounds Retail banners on Instacart: over 100 retail banners +3 more

6 metrics

Canadian stores on Instacart over 175 stores Same-day delivery from The Home Depot Canada via Instacart

Big & Bulky weight limit 60 pounds Maximum weight for same-day and scheduled Big & Bulky deliveries

Retail banners on Instacart over 100 retail banners Total banners on Instacart platform in Canada

Promotional discount $20 off Limited-time offer on eligible The Home Depot Canada orders via Instacart

Minimum purchase $80 Minimum order value for the Instacart/Home Depot Canada promotion

Promotion end date December 8, 2025 End date for the $20 off $80 Instacart promotion

Market Reality Check

Price: $38.55 Vol: Volume 6,036,233 versus 2...

normal vol

$38.55 Last Close

Volume Volume 6,036,233 versus 20-day average 5,254,661 (relative volume 1.15x). normal

Technical Price 357.46 is below 200-day MA at 374.85 and below the 52-week high of 436.36, but above the 52-week low of 326.31.

Peers on Argus

Peers show mixed moves: LOW (-0.22%), FND (+0.53%), AMZN (-0.19%), BABA (+1.13%)...

Peers show mixed moves: LOW (-0.22%), FND (+0.53%), AMZN (-0.19%), BABA (+1.13%), TM (+0.78%). HD’s +1.7% gain appears more stock-specific than sector-driven.

Common Catalyst Peer news today centers on AMZN’s AI-related announcements rather than home improvement retail.

Historical Context

5 past events · Latest: Dec 10 (Positive)

Pattern 5 events

Date	Event	Sentiment	Move	Catalyst
Dec 10	Creator portal launch	Positive	+1.7%	Launch of a creator-first portal to link influencers with Home Depot offerings.
Dec 09	Investor guidance update	Neutral	-1.3%	Investor conference reaffirming FY2025 guidance and outlining FY2026 outlook.
Dec 02	Canadian delivery partnership	Positive	-0.9%	Nationwide Instacart partnership for same-day delivery from over 175 Canadian stores.
Nov 25	Conference announcement	Neutral	+4.3%	Scheduling and access details for the 2025 Investor and Analyst Conference.
Nov 20	Dividend declaration	Positive	+3.3%	Declaration of a $2.30 quarterly dividend, continuing a long dividend track record.

Pattern Detected

Recent corporate and capital return announcements have generally coincided with positive or constructive price reactions, while this specific Instacart partnership previously saw a modest decline.

Recent Company History

This announcement fits into a series of strategic and shareholder-focused updates. Recent events include a $2.30 quarterly dividend declaration on Nov 20, 2025, details for the 2025 Investor and Analyst Conference, and Q3 results via a 10-Q. On Dec 9, 2025, Home Depot reaffirmed FY2025 guidance and outlined a preliminary FY2026 outlook. The Instacart partnership in Canada on Dec 2, 2025 expanded same-day delivery from over 175 stores, complementing broader efforts like the Home Depot Creator portal launched on Dec 10, 2025 to deepen digital engagement and drive traffic.

Market Pulse Summary

This announcement adds another digital and delivery layer for Home Depot, expanding Instacart-powere...

Analysis

This announcement adds another digital and delivery layer for Home Depot, expanding Instacart-powered same-day service from over 175 stores in Canada and leveraging the Big & Bulky solution for items up to 60 pounds. It complements recent investor updates, dividend declarations, and creator-focused initiatives. Investors may monitor adoption of the $20 off $80 promotion, customer engagement through Instacart, and how these capabilities integrate with homedepot.ca and in-store traffic over time.

AI-generated analysis. Not financial advice.

Same-day delivery partnership gives Canadians fast access to home improvement essentials—at the low prices they trust in-store

TORONTO and SAN FRANCISCO, Dec. 2, 2025 /PRNewswire/ -- Instacart (NASDAQ: CART), the leading grocery technology company in North America, today announced a new partnership with The Home Depot Canada (NYSE: HD), the country's leading home improvement retailer, to offer same-day delivery in as fast as an hour from over 175 stores across the country. The Home Depot Canada launches on the Instacart App with in-store pricing in time for the busy holiday season as customers prepare their homes for gatherings, seasonal decorating, and end-of-year projects.

With this launch, The Home Depot Canada becomes the first nationwide home improvement retailer available on Instacart in Canada and joins over 100 retail banners on the platform in the country - giving customers nationwide access to thousands of home improvement essentials. This partnership includes Instacart's Big & Bulky fulfillment solution, enabling same-day and scheduled deliveries for heavy items up to 60 pounds, such as large tool sets, home furnishing and renovation supplies, storage and more.

"At Instacart, we're focused on delivering convenience and accessibility, whether it's helping customers get their homes ready for the holiday season with décor or gathering materials for a last-minute home project over the weekend," said Blake Wallace, Vice President of Retail Partnerships at Instacart. "We're proud to help create a seamless shopping experience for Home Depot customers across Canada and bring more variety to the Instacart App with the addition of The Home Depot Canada."

"Our customers continue to be our top priority, and our stores are the foundation of who we are and how we meet their needs. Expanding our digital and delivery capabilities is essential to providing Canadians a seamless and convenient shopping experience," said Doug Graham, Vice President of E-commerce and Marketing at The Home Depot Canada. "Instacart's fast and convenient shopper experience complements our existing delivery options on homedepot.ca, giving customers even more flexibility—whether they choose to shop online, through our app, in-store, or now with Instacart."

Instacart customers can kickstart their holiday decorating and home improvement projects with a limited-time offer of $20 off their Home Depot Canada purchase of $80 or more.*

To start shopping from The Home Depot Canada on Instacart, customers can visit instacart.ca/store/the-home-depot-canada or download the Instacart App on their mobile device. To share this news on social media, please use @HomeDepotCanada (Facebook), @ TheHomeDepotCanada (LinkedIn), and @HomeDepotCanada (X).

*Ends December 8, 2025. Limit one per customer. Applicable to The Home Depot Canada purchases via the Instacart App only. Minimum purchase of $80 excluding fees, taxes, and gratuities. Offer may not be combined with other promotions unless indicated. All deliveries subject to availability. Instacart reserves the right to modify or cancel this offer at any time without notice.

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 The Home Depot
The Home Depot is the world's largest home improvement specialty retailer. At the end of the third quarter, the company operated a total of 2,356 retail stores and over 800 branches across all 50 states, the District of Columbia, Puerto Rico, the U.S. Virgin Islands, Guam, 10 Canadian provinces and Mexico. The Company employs over 470,000 associates. The Home Depot's stock is traded on the New York Stock Exchange (NYSE: HD) and is included in the Dow Jones industrial average and Standard & Poor's 500 index.

View original content to download multimedia:https://www.prnewswire.com/news-releases/powering-more-projects-at-home-instacart-announces-nationwide-partnership-with-the-home-depot-canada-302629832.html

SOURCE Maplebear Inc. dba Instacart

FAQ

What did Instacart announce about The Home Depot Canada (HD) on Dec. 2, 2025?

Instacart announced a nationwide partnership to offer same-day delivery from over 175 Home Depot Canada stores via the Instacart app.

How fast is delivery from The Home Depot Canada on Instacart (HD)?

The partnership offers same-day delivery in as fast as one hour, plus scheduled delivery options.

Does Instacart support large items from The Home Depot Canada (HD)?

Yes—Instacart's Big & Bulky solution enables delivery of heavy items up to 60 pounds.

Is The Home Depot Canada the first home improvement retailer on Instacart in Canada (HD)?

Yes—The Home Depot Canada is described as the first nationwide home improvement retailer available on Instacart in Canada.

What promotional offer is available for Home Depot Canada orders on Instacart (HD)?

A limited-time offer of $20 off purchases of $80 or more on Home Depot Canada orders via Instacart, valid through Dec. 8, 2025.

Where can customers shop The Home Depot Canada (HD) on Instacart?

Customers can shop at instacart.ca/store/the-home-depot-canada or via the Instacart mobile app.