🏢 官网IRTSCOCodex · 实盘不做把握 8/10
北京时间·🕒 发布 07-14 12:00:00时区推断·⟳ 抓取 07-14 23:48:05回填·⚡ 决策 07-15 12:20:47·104.2 天前
Instacart 与 Tractor Supply 宣布全国同日配送合作
这是零售配送渠道合作,未披露订单金额、收入分成、GMV 指引或利润增量,难以形成短周期可量化重定价。
📄 原文TSCO↗ 原文
Tractor Supply Company - Instacart and Tractor Supply Partner to Deliver Pet Supplies, Farm Essentials, and Everything…
不做 Instacart(CART.US)
常规零售配送合作,未披露金额、GMV 或利润分成,对 Instacart 整体平台规模缺少短周期可量化增量,不做。
不做 Tractor Supply(TSCO.US)
合作提升配送便利性但属于营销/渠道扩展,未形成市值级真实增量或明确超预期催化,不做。
展开详情(成交明细 / 研究档案 / 原文全文 / 决策记录链)
研究档案
🔎 新鲜度:最早出现 2026-07-14 · 扩散 low · price-in 风险 medium ↗
关键理由
- 这是零售配送渠道合作,未披露订单金额、收入分成、GMV 指引或利润增量,难以形成短周期可量化重定价。
- Tractor Supply 已有 2400 多家门店和自有线上渠道,接入 Instacart 更像便利性与覆盖扩展,不是市值级新业务催化。
- Instacart 已服务 2200 多个零售 banner,本次新增合作虽有品牌意义,但对其整体平台规模也偏常规。
主要风险
- 若后续公司披露该合作带来显著新增 GMV、广告收入或订阅转化,需作为新事件重新评估。
原文全文
展开原文 · 7,801 字
Tractor Supply Company - Instacart and Tractor Supply Partner to Deliver Pet Supplies, Farm Essentials, and Everything in Between for Life Outside
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Instacart and Tractor Supply Partner to Deliver Pet Supplies, Farm Essentials, and Everything in Between for Life Outside
July 14, 2026
Download
PDF Format (opens in new window)
America's largest rural lifestyle retailer partners with Instacart to
deliver pet supplies, livestock needs, and more to communities nationwide
at no markups in as fast as an hour
SAN FRANCISCO and BRENTWOOD, Tenn., July 14, 2026 /PRNewswire/
-- Instacart (Nasdaq: CART), the leading grocery technology company in North America, and
Tractor Supply Company (Nasdaq: TSCO), the largest rural lifestyle retailer in the United States, today
announced a new nationwide partnership to offer same-day delivery from
more than 2,400 Tractor Supply stores through the Instacart App and
website.
Starting today, customers can shop Tractor Supply's broad assortment on
Instacart – including pet food and supplies, livestock feed, farm and
ranch products, garden essentials, tools and hardware – with delivery
in as fast as one hour at no markups.
"We're excited to bring Tractor Supply's trusted assortment of home, animal,
and yard products to Instacart customers across the country," said Blake
Wallace, Vice President of Retail Partnerships at Instacart. "Tractor Supply
is a beloved brand with a broad reach that serves customers in communities
of all kinds, and with Instacart, those customers can get what they need
delivered to their door in as fast as an hour."
"We're committed to making living the Life Out Here lifestyle easier and
more convenient," said Matthew Rubin, SVP and President of Digital &
Ecommerce at Tractor Supply Company. "Our partnership with Instacart
provides customers with another seamless way to shop Tractor Supply,
combining the products they trust with the speed and convenience of
Instacart delivery. This partnership also introduces Tractor Supply to
millions of Instacart users as a dependable supplier of the products they
need to care for their pets, animals and land."
Tractor Supply serves an important role in the U.S., with thousands of
stores in communities that are often miles from the nearest urban center.
Through this partnership, Instacart is helping bridge the last-mile gap for
rural customers who depend on Tractor Supply for everyday essentials - from
pet food for the family dog to feed for farm animals. The partnership
reflects Instacart's commitment to expanding convenient, same-day delivery
beyond urban areas and into rural communities that Tractor Supply calls
home.
Through the Instacart App and website, customers can now browse and order
from a variety of Tractor Supply's product assortment, including pet food,
treats, toys, grooming, and health products for dogs, cats, and small
animals; feed, supplements, and care products for horses, cattle, goats, and
poultry; hand tools, power tools, fasteners, and building supplies; work
boots, outerwear, and apparel; and garden supplies, outdoor power equipment,
heating, and lawn care.
Tractor Supply joins more than 2,200 national and local retail banners on
the Instacart Marketplace. To start shopping Tractor Supply, customers can
visit
www.instacart.com/store/tractor-supply/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 Tractor Supply Company
For more than 85 years,
Tractor Supply Company (NASDAQ: TSCO) has been passionate about serving the needs of recreational
farmers, ranchers, homeowners, gardeners, pet enthusiasts and all those
who enjoy living Life Out Here. Tractor Supply is the largest rural
lifestyle retailer in the U.S., ranking 290 on the Fortune 500. The
Company's more than 52,000 Team Members are known for delivering legendary
service and helping customers pursue their passions, whether that means
being closer to the land, taking care of animals or living a hands-on, DIY
lifestyle. In store and online, Tractor Supply provides what customers
need – anytime, anywhere, any way they choose at the low prices they
deserve.
As part of the Company's commitment to caring for animals of all kinds,
Tractor Supply is proud to include
Petsense by Tractor Supply
, a pet specialty retailer,
Allivet
, a leading online pet and animal pharmacy, and
VIP Petcare
, the largest provider of mobile veterinary care in the United
States, in its family of brands. Together, Tractor Supply is able to
provide comprehensive solutions for pet care, livestock wellness and rural
living, ensuring customers and their animals thrive. From its stores to
the customer's doorstep, Tractor Supply is here to serve and support Life
Out Here.
As of March 28, 2026, the Company operated 2,435 Tractor Supply stores in 49
states and 206 Petsense by Tractor Supply stores in 23 states. For more
information, visit
www.tractorsupply.com
and
www.Petsense.com
.
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Customer Solutions Contact
Tractor Supply Company
Attn: Customer Solutions Center
5401 Virginia Way
Brentwood, TN 37027
877-718-6750
Hours of Operation
Monday - Saturday 7 a.m. - 9 p.m. CST
Sunday 8 a.m. - 7 p.m. CST
Closed Easter Sunday and Christmas Day
Vendor Information
TractorSupply.com
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©
, Tractor Supply Co. All Rights Reserved.
Privacy Policy
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California Transparency Act
California Voluntary Disclosure
California Notice of Collection
Privacy Requests
Skip to main content
Company Overview
Company Profile
Leadership
History
Mission and Values
Newsroom
News Releases
Media Gallery
Investor Relations
Overview
Events & Presentations
Stock Information
Stock Quote & Chart
Historical Stock Quote
Investment Calculator
Dividend History
Analyst Coverage
Financials
Quarterly Results
Annual Reports
SEC Filings
Fact Sheet
Interactive Analyst Center
Governance
Governance Documents
Board of Directors
Committee Composition
Resources
Investor FAQs
Investor Email Alerts
Investor Contacts
Community
Community Stories
Partnerships
Sponsorship Requests
Stewardship
Stewardship Stories
Careers
Customer Solutions
Search icon
View All News
Instacart and Tractor Supply Partner to Deliver Pet Supplies, Farm Essentials, and Everything in Between for Life Outside
July 14, 2026
Download
PDF Format (opens in new window)
America's largest rural lifestyle retailer partners with Instacart to
deliver pet supplies, livestock needs, and more to communities nationwide
at no markups in as fast as an hour
SAN FRANCISCO and BRENTWOOD, Tenn., July 14, 2026 /PRNewswire/
-- Instacart (Nasdaq: CART), the leading grocery technology company in North America, and
Tractor Supply Company (Nasdaq: TSCO), the largest rural lifestyle retailer in the United States, today
announced a new nationwide partnership to offer same-day delivery from
more than 2,400 Tractor Supply stores through the Instacart App and
website.
Starting today, customers can shop Tractor Supply's broad assortment on
Instacart – including pet food and supplies, livestock feed, farm and
ranch products, garden essentials, tools and hardware – with delivery
in as fast as one hour at no markups.
"We're excited to bring Tractor Supply's trusted assortment of home, animal,
and yard products to Instacart customers across the country," said Blake
Wallace, Vice President of Retail Partnerships at Instacart. "Tractor Supply
is a beloved brand with a broad reach that serves customers in communities
of all kinds, and with Instacart, those customers can get what they need
delivered to their door in as fast as an hour."
"We're committed to making living the Life Out Here lifestyle easier and
more convenient," said Matthew Rubin, SVP and President of Digital &
Ecommerce at Tractor Supply Company. "Our partnership with Instacart
provides customers with another seamless way to shop Tractor Supply,
combining the products they trust with the speed and convenience of
Instacart delivery. This partnership also introduces Tractor Supply to
millions of Instacart users as a dependable supplier of the products they
need to care for their pets, animals and land."
Tractor Supply serves an important role in the U.S., with thousands of
stores in communities that are often miles from the nearest urban center.
Through this partnership, Instacart is helping bridge the last-mile gap for
rural customers who depend on Tractor Supply for everyday essentials - from
pet food for the family dog to feed for farm animals. The partnership
reflects Instacart's commitment to expanding convenient, same-day delivery
beyond urban areas and into rural communities that Tractor Supply calls
home.
Through the Instacart App and website, customers can now browse and order
from a variety of Tractor Supply's product assortment, including pet food,
treats, toys, grooming, and health products for dogs, cats, and small
animals; feed, supplements, and care products for horses, cattle, goats, and
poultry; hand tools, power tools, fasteners, and building supplies; work
boots, outerwear, and apparel; and garden supplies, outdoor power equipment,
heating, and lawn care.
Tractor Supply joins more than 2,200 national and local retail banners on
the Instacart Marketplace. To start shopping Tractor Supply, customers can
visit
www.instacart.com/store/tractor-supply/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 Tractor Supply Company
For more than 85 years,
Tractor Supply Company (NASDAQ: TSCO) has been passionate about serving the needs of recreational
farmers, ranchers, homeowners, gardeners, pet enthusiasts and all those
who enjoy living Life Out Here. Tractor Supply is the largest rural
lifestyle retailer in the U.S., ranking 290 on the Fortune 500. The
Company's more than 52,000 Team Members are known for delivering legendary
service and helping customers pursue their passions, whether that means
being closer to the land, taking care of animals or living a hands-on, DIY
lifestyle. In store and online, Tractor Supply provides what customers
need – anytime, anywhere, any way they choose at the low prices they
deserve.
As part of the Company's commitment to caring for animals of all kinds,
Tractor Supply is proud to include
Petsense by Tractor Supply
, a pet specialty retailer,
Allivet
, a leading online pet and animal pharmacy, and
VIP Petcare
, the largest provider of mobile veterinary care in the United
States, in its family of brands. Together, Tractor Supply is able to
provide comprehensive solutions for pet care, livestock wellness and rural
living, ensuring customers and their animals thrive. From its stores to
the customer's doorstep, Tractor Supply is here to serve and support Life
Out Here.
As of March 28, 2026, the Company operated 2,435 Tractor Supply stores in 49
states and 206 Petsense by Tractor Supply stores in 23 states. For more
information, visit
www.tractorsupply.com
and
www.Petsense.com
.
Multimedia Files:
Categories:
Press Releases
Email Alerts
To opt-in for investor email alerts, please enter your email address in the field below and select at least one alert option. After submitting your request, you will receive an activation email to the requested email address. You must click the activation link in order to complete your subscription. You can sign up for additional alert options at any time.
At Tractor Supply Company, we promise to treat your data with respect and will not share your information with any third party. You can unsubscribe to any of the investor alerts you are subscribed to by visiting the ‘unsubscribe’ section below. If you experience any issues with this process, please contact us for further assistance.
By providing your email address below, you are providing consent to Tractor Supply Company to send you the requested Investor Email Alert updates.
* Required
Email Address
*
Mailing Lists
Events
Presentations
End of Day Stock Quote
Unsubscribe
Email Alert Sign Up Confirmation
Customer Solutions Contact
Tractor Supply Company
Attn: Customer Solutions Center
5401 Virginia Way
Brentwood, TN 37027
877-718-6750
Hours of Operation
Monday - Saturday 7 a.m. - 9 p.m. CST
Sunday 8 a.m. - 7 p.m. CST
Closed Easter Sunday and Christmas Day
Vendor Information
TractorSupply.com
Stay Connected
youtube
©
, Tractor Supply Co. All Rights Reserved.
Privacy Policy
Terms and Conditions
California Transparency Act
California Voluntary Disclosure
California Notice of Collection
Privacy Requests
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