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The news: Instacart beat Q1 expectations handily as bad weather drove shoppers to order more groceries online. Revenues increased 8% year over year (YoY) to $820 million, outpacing estimates of $794.5 million. Gross transaction value (GTV) rose 11% YoY, again beating analyst estimates. For Q2, Instacart expects GTV of between $8 billion and $8.15 billion, ahead of Wall Street鈥檚 projections.

Ecommerce spending fared better: Online sales rose 7% YoY to $331.6 billion in the first four months of 2024, according to Adobe, as consumers spent more on electronics and apparel and bought more groceries online. But Adobe鈥檚 research also found that shoppers are gravitating toward cheaper products鈥攁 trend that companies like Amazon, PepsiCo, and McDonald鈥檚 called out in recent earnings.

A significant portion of mobile gamers are parents (41%) and primary shoppers (90% for grocery and 88% for retail), giving mobile ads a high chance of driving purchase decisions. Gamers care about ad experience. Fifty-four percent prefer opt-in ad formats, while 51% favor ads that aren鈥檛 overly long and 47% prefer non-disruptive ad placements, per Activision Blizzard鈥檚 study.

Price matters to everyone, but ease and convenience play an even bigger role in purchase decisions. Plus, retailers should consider revamping their apps to garner more sales and use their target audience to guide in-store and online strategies.

They have such a large subscriber base for Amazon Prime, but not necessarily as many people are looking to Amazon for digital grocery.

Pet sales are on the rise (thanks, in large part, to inflation). Consumers, who are increasingly shopping online, are seeking out premium health and wellness-focused products for the furry members of their family.

Consumers' definition of value is evolving as they demand not just the lowest prices, but quality and convenience too. Gen Z beauty shoppers prioritize innovation and sustainability over price, grocery shoppers seek high-quality products at lower prices, and high fees deter online purchases. Loyalty programs should be tailored to offer consumers the kind of rewards they want most, but not at the expense of brand identity. Here are five key stats to help brands understand what consumers value and stay competitive.

More consumers are shopping online for household essentials, including food and beverages and health, personal care, and beauty products. The two categories are expected to see the most growth in their share of ecommerce sales from now until the end of our forecast period in 2028. Here鈥檚 a closer look at the state of US ecommerce, why household goods are fueling the market, and the consumer behavior steering it all.

Last week, Target announced it was adding 1,000 new wellness-related products, some of which are priced at just $1.99.The retailer also launched an 鈥涣苍濒颈苍别 wellness destination鈥� that consumers can visit for product recommendations, deals, meal inspirations, and wellness tips and tricks.

Embracing mobile gives consumers access to a branded experience both online and in-store, while in-store technologies bring the digital world into the physical. To cater to shoppers no matter where or how they shop, brands should also make sure they鈥檙e balancing in-store and online rewards as well as D2C and wholesale commerce.

Our analysts were divided on Aldi鈥檚 ability to put a dent in Walmart鈥檚 grocery business, with analyst Suzy Davidkhanian saying Aldi doesn鈥檛 have the footprint or variety to compete with Walmart. 鈥淚t's like a one-trip-wonder kind of activity versus Aldi, which only has 驳谤辞肠别谤颈别蝉,鈥� she said. 3. Wayfair.

The National Retail Federation projects online retail sales will rise between 10% to 12% YoY this year, totaling between $1.41 trillion and $1.43 trillion. 鈥淐onsumers are still spending鈥攆or now,鈥� said our analyst Sky Canaves. But 鈥渞etailers are feeling very vulnerable to [economic] forces and trying to take protective measures.鈥�.

HomeGoods shut down its ecommerce business because in October it was unable to recreate the in-store treasure-hunting experience customers know and love online. Meanwhile, Amazon is struggling to master brick-and-mortar because it doesn鈥檛 know what in-store shoppers want.

Besides providing customers with a convenient way to access their coupons in-store, these kiosks enable advertisers to put their brand in front of consumer segments that are traditionally hard to reach, including seniors and low-income shoppers with minimal digital access. 3. Grocery TV reaches new milestone.

We expect Uber Eats鈥� restaurant sales to grow 10.8% this year, while grocery sales will rise even faster at 14.8%. DoorDash, meanwhile, will see its share of grocery delivery intermediary sales rise to 12.6% this year, in addition to accounting for over half the restaurant delivery market. Go further: Check out our Data Drop: 5 Charts on Digital Dining Habits.

And as a parent, the message that you have to spend more for the convenience of their delivery and marked-up groceries to spend more time with your kids doesn't really resonate. I can just go to Amazon and have the convenient delivery. Sara Lebow (18:27):. Spending more time with kids does not resonate with Sky. I get what you're saying. Sky Canaves (18:32):.

In the UK we've seen some of the bigger grocery retailers doing quite a different strategy, which is to have a free loyalty program and offer perks as part of that free loyalty program. So Tesco and Sainsbury's, and Boots kind of pioneered this, that they're actually offering their loyalty members lower prices across hundreds if not thousands of products in store.

But shoppers aren鈥檛 convinced: Forty percent believe that replacing traditional price tags with digital ones would have a negative impact on their grocery or overall shopping experience, compared with just 14% who think the move would have a positive effect, per CivicScience.

(UNFI), in partnership with tech platform Swiftly, launched a RMN to help independent and regional grocery retailers connect with consumers online. Swiftly also teamed up with nonprofit ad organization Alliance Retail Group to launch a RMN, connecting independent grocers with consumers across digital and physical channels.

Compare ad spend across grocery delivery brands. More like this:. Amazon tests Prime grocery subscription as it tries to win back market share. Grocery, in-store pickup drive click-and-collect growth. The top 6 holiday ecommerce retailers this year. Lessons from Walmart, Coca-Cola on what makes an engaging holiday ad.

The big takeaway: While grocery prices are nearly flat, shoppers are increasingly focused on value. That provided an opportunity for Aldi, Walmart, and others to steal share from Kroger.

Perhaps because retailers are using more tech-driven strategies, the number of displays in grocery stores has been on the decline since 2018, with general food, alcoholic beverages, and beauty products seeing the most declines, per Q3 2023 data from Circana.

鈥淚n the digital era, each step along the path to purchase has become significantly more complex,鈥� our analyst Blake Droesch said on a recent 蘑菇AV webinar. 鈥淭he store remains a vital centerpiece, but the number of digital channels that consumers are using to discover and evaluate brands continues to grow at a rapid pace.鈥� Brands and retailers need to stay on top of evolving purchasing behavior to meet their customers where they are. Here are three trends and opportunities that can help.