Instacart and WellTheory announced a partnership to integrate Instacart Health Fresh Funds into WellTheory’s care model, enabling members to order clinically recommended groceries through Instacart’s delivery network. The collaboration will serve approximately 300,000 WellTheory patients, giving them access to anti‑inflammatory foods as part of their treatment plans.
The deal builds on Instacart’s “food as medicine” strategy launched in 2022. By leveraging its 98% U.S. household coverage and presence in food deserts, Instacart can deliver specialty items to patients who otherwise face barriers to healthy food. WellTheory’s evidence‑based platform already supports clinicians and health‑care providers, and the integration is expected to increase order frequency and average order value for members.
Instacart’s recent third‑quarter 2025 results showed revenue of $939 million, up 10.2% from the prior year, and net income of $0.51 per share. The partnership is positioned to contribute to the growing Instacart Health segment, which has been a key growth driver behind the company’s diversified revenue mix that now includes advertising and enterprise solutions.
Management highlighted that the partnership aligns with Instacart’s strategy to monetize its delivery network beyond traditional grocery orders. CEO Fidji Simo said the company is “committed to using technology to improve health outcomes and expand access to nutritious food.” VP & GM of Instacart Health, Sarah Mastrorocco, added that the collaboration will “remove friction for patients seeking anti‑inflammatory foods.”
WellTheory’s co‑founder Claire Rudolph emphasized that nutrition is central to their mission, noting that the partnership will “remove the logistical barrier that often prevents patients from following dietary recommendations.” The collaboration is expected to strengthen WellTheory’s value proposition and support its recent $14 million Series A funding round.
Analysts have noted that Instacart’s stock has benefited from strong quarterly performance and analyst upgrades, with a consensus “Buy” rating and price targets around $52–$58. The partnership is seen as a strategic move that could further differentiate Instacart in the competitive grocery‑tech landscape and drive long‑term growth.
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