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While inflation is easing, consumers who traded down to cheaper brands are showing little inclination to reverse course鈥攁nd that resolve will likely only be strengthened should tariffs drive grocery prices up.

The retailer has spent years testing physical stores across books, apparel, groceries, and convenience items. But aside from Whole Foods, which it acquired, Amazon has struggled to find a winning formula because it has often failed to recognize the differences between online and offline shopping habits.

While it focuses its brick and mortar ambitions on grocery stores." However, Rachel, Jeff Edison, chief Executive of Real Estate investor, Phillips Edison, that owns Grocery anchored shopping centers says, "Can you think of any examples where Amazon have done bricks and mortar retail well?" So what do you think fair or unfair comment? Rachel Wolff (11:36):. That's an odd question.

DoorDash will grow its US grocery sales 22.9% this year, reaching $8.26 billion, accounting for 13.5% of grocery delivery intermediary sales, according to our October 2024 forecast. This places DoorDash second behind Instacart, which will rake in $35.35 billion, or 57.7% of US grocery delivery intermediary sales this year.

I mean, we've seen a lot of research that consumers who switch from brands to private labels or other competing products because they're trying to save a few bucks at the grocery store because of inflation, their likelihood to basically go back to the brand once they've had a positive experience with a competitor is very unlikely.

GLP-1s have had a considerable impact on people鈥檚 grocery bills. Households with at least one GLP-1 user slashed their grocery spending by approximately 6% within six months of starting the medication as they pulled back on calorie-dense processed foods, according to a recent study by Cornell University and Numerator. And it鈥檚 not just affecting processed food sales.

What I'm curious about here is if they're going to be using influencers mainly for cosmetics, beauty, health products or if they're also going to be using them to market things like food and other sort of grocery CPG? Sky Canaves:. I think they need them for everything.

The news: Grocery chain Hy-Vee promoted its head of retail media, Kathryn Mazza, to senior vice president and CMO, the company announced this week. Additionally, Mazza will become head of Hy-Vee鈥檚 retail media network RedMedia. She joined Hy-Vee in 2024 after leading retail media at Dick鈥檚 Sporting Goods.

Amazon will finally figure out grocery. Amazon will finally (successfully) extend its flywheel into grocery this year, Droesch predicted. The company has tried to do this with limited success for years, but has been unable to match the scale of grocery giants like Walmart.

While Instacart remains the largest grocery intermediary platform by a considerable margin, with a 57.7% market share, the company is facing growing competition from Uber and DoorDash. They see grocery as a considerable growth opportunity, one that would make their apps sticker. We expect Uber鈥檚 grocery sales to grow 18.6% in 2025 to $4.58 billion, while DoorDash鈥檚 will jump 22.9% to $8.26 billion.

Case in point: Roughly a third (31%) of US consumers switched to cheaper or bargain grocery items in the last month, and 19% have done so for household necessities, per a recent Dentsu report. Pricing strategies aren鈥檛 one-size-fits-all: When it comes to pricing strategies, what works for one brand doesn鈥檛 always work for another.

Zooming in: Three essential goods categories鈥攎edication (+6.3%), groceries (+5.5%), and pet supplies (+5.4%)鈥攑osted the largest YoY sales increases, while more discretionary categories like shoes (+0.8%) and clothing (+0.1%) saw modest gains. Electronics and telecommunications sales declined by -2.4%. Those results may reflect consumers鈥� growing confidence shopping online.

This is the Q2 2025 installment of our "Retail and Ecommerce Sales Benchmarks鈥� series, which helps retailers and brands calibrate their sales mix against the market.

This is the Q2 2025 installment of our "Retail and Ecommerce Sales Benchmarks鈥� series, which helps retailers and brands gauge their sales mix against the market.鈥�

This is the Q2 2025 installment of our "Retail and Ecommerce Sales Benchmarks鈥� series, which helps retailers and brands gauge their sales mix against the market.

This is the Q2 2025 installment of our "Retail and Ecommerce Sales Benchmarks鈥� series, which helps retailers and brands gauge their sales mix against the market.鈥�

This is the Q2 2025 installment of our "Retail and Ecommerce Sales Benchmarks鈥� series, which helps retailers and brands gauge their sales mix against the market.

This is the Q2 2025 installment of our "Retail and Ecommerce Sales Benchmarks鈥� series, which helps retailers and brands calibrate their sales mix against the market.

Believe it or not, the year is already halfway over. For advertisers, it's been a whirlwind with economic upheaval, massive AI adoption, Google upending search, and working hard to understand Gen Z. Oh, and remember when TikTok went dark for a weekend?