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Categories with the highest mobile penetration include personal care (77%), groceries (68.2%), and apparel (60.8%), which Adobe Digital Insights lead analyst Vivek Pandya attributed to the fact that 鈥渃onsumers have embraced mobile shopping for purchases that are more frequent and lower in price.鈥�.

Discount chain Aldi is partnering with Instacart to deploy the grocery intermediary鈥檚 Connected Stores solution. Here鈥檚 how it works:. In-Store mode on the Instacart app enables customers to see what鈥檚 in-stock, sort items by aisle, and access in-store promotions and discounts.

And one touch I've really appreciated, and I'm surprised by how rare it is, is getting a sample in an order like a curbside or home delivery grocery order. It's happened a few times with a little note or coupon. And it does have the ability to surprise and delight and possibly inspire later purchase, even a digital coupon or a QR code that could then spur an online purchase.

Budgeters make less of a distinction between debit and credit: They鈥檙e more willing to use credit for daily purchases, though they鈥檒l still use debit for recurring transactions like rent, groceries, and utilities. They鈥檙e also highly strategic in payments usage, reserving specific cards for specific kinds of payments, though they do rely heavily on one top-of-wallet card.

So for Instacart, when I get the wrong item, they're like, "Ah, don't worry about it, just keep it," because they can tell that I've bought an obscene amount of groceries with them over the last four years. Sarah Marzano (18:47):.

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.

Clothing is the most popular category for online purchases鈥攁nd second only to grocery products for in-store purchases, according to our September 2023 survey of 1,447 US consumers. Apparel, footwear, and accessories sales remain robust. A significant majority of consumers made a clothing purchase in the previous six months.

Just Walk Out faced hurdles in grocery, but finds other applications. "Just Walk Out just didn't work that well in [grocery] settings because there were still limitations to the tech," Canaves said. "[Amazon] has had a lot more success [with the technology] in small-format stores and retail environments with fewer SKUs and places where time is of the essence.".

What's your prediction on when we're going to see Just Walk Out more widely adopted or let's say adopted in grocery stores? David Morris (17:28):. I'd go back, if it's grocery stores, large supermarkets, several years. I mean, there's a huge runway for just walkout and in other store formats, and I think it's going to be a matter of years until that's perfected at scale for a supermarket.

What is shoppable media and which formats have the most potential?

Despite room for expansion, online alcohol delivery will never be essential like online grocery. Alcohol buying is rising in popularity. An April 2023 survey from PowerReviews found 23% of digital grocery buyers typically purchased alcohol via digital grocery platforms. This is an increase from the same survey鈥檚 responses on alcohol buying in 2021 (17%) and 2022 (20%).

For example, Amex worked with a large grocery retailer to target frequent but not loyal customers, offering discounts to encourage higher frequency among those who shop at a retailer once a month and discounts that incentivize larger basket sizes among regular customers. Amex is not launching a FMN, which would leverage first-party data for on- and off-site ad targeting.

That鈥檚 more than double The Kroger Co.鈥檚 US grocery sales ($126.9 billion), which is Walmart鈥檚 closest competitor in the space. In-store grocery is Walmart鈥檚 bread and butter, but digital grocery is growing faster. The retailer鈥檚 savvy investments in ecommerce are paying off with the rise of digital grocery.

The big picture: Ad revenues are key to Instacart鈥檚 growth as fierce competition from DoorDash, Uber, and grocers themselves erodes its share of the intermediate grocery delivery market.

DoorDash and Uber entered the grocery delivery market in 2020 and continue to ink delivery partnerships with grocery and nongrocery retailers. Some larger retailers are also becoming players in the delivery intermediary space:. Target delivers for competing retailers through its Shipt subsidiary.

UK ecommerce sales have bounced back to steady growth as consumer spending remains resilient despite inflationary pressures. Most major categories will see a further shift online by 2027, bringing opportunities for ecommerce retailers.

DoorDash doesn't have the location data that Lyft does, and Lyft needs the kind of more restaurant, grocery delivery data that DoorDash has. So I think that's just going to really strengthen both of their ad networks. Sarah Marzano (14:35):. Yeah, I completely agree with you.

Click and Collect Will Drive Digital Grocery Growth. Click and collect鈥檚 explosive pandemic-era growth has tailed off, but for groceries the outlook is brighter. Grocery click-and-collect sales increased by 16.3% last year and will grow by 15.1% this year. These figures solidly outpace the metrics for overall click-and-collect growth.

Amazon鈥檚 inability to take full advantage in the grocery space gives Walmart and other digital grocery players a chance to gain ecommerce market share in the category. It will remain difficult for competing retailers to capitalize on Amazon鈥檚 stagnant overall ecommerce market share. Outside of food and beverage, the only other maturing ecommerce category where Amazon is missing out is auto and parts.

But in that case, there's probably going to be continued high scrutiny of the mergers, like the Kroger-Albertson's deal, which I think is pretty unlikely to actually happen if she takes office, and the Mars-Kellanova deal as well, because those deals likely would lead to higher grocery prices. Marcus Johnson (20:56):. Well, that's all we've got time for for today's episode.

Much of its success has come from its rapidly growing digital grocery business, which accounts for more than 62% of its ecommerce sales in 2023. Digital grocery is one area where Walmart is actually beating Amazon. This year, Walmart will capture more than 28% of the US digital grocery market鈥攎aking it the leading player in the industry鈥攃ompared with just 22% for Amazon.

Since launching its first supermarket in 1963, Cencosud operates through several formats including supermarkets and hypermarkets, home improvement stores, department stores, shopping centers, and financial services in Argentina, Brazil, Chile, Colombia, Peru, and the US. Carrefour Brasil.