A LinkedIn post from Instacart highlights a new partnership with Toast aimed at retailers and restaurants using Toast’s platform. The post suggests that Toast retail customers can list their brick-and-mortar storefronts on the Instacart Marketplace, potentially creating incremental online sales channels and diversifying revenue streams.
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For restaurant customers, the post indicates that Instacart Business is positioned as a procurement partner, offering rapid delivery of produce, pantry items, and other essentials, in some cases within an hour. This capability may enhance Instacart’s value proposition in the business-to-business segment, deepen integration in restaurant operations, and support higher order frequency and basket sizes.
From an investor perspective, the partnership could expand Instacart’s addressable market by tapping further into Toast’s installed base of retailers and foodservice operators. It may also strengthen Instacart’s competitive positioning against other delivery and procurement platforms by embedding its services in restaurant workflows, which could support long-term volume growth and improve customer retention.
The collaboration also points to a strategic emphasis on enterprise and small-business customers rather than solely consumer-facing grocery delivery. If adoption scales, the arrangement could contribute to more stable business demand, potentially smoothing revenue volatility tied to consumer behavior and macroeconomic conditions.