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Less than 19% of US digital grocery buyers used Amazon Fresh within the past year. Nearly all of them have also shopped on other digital grocery platforms.

US ecommerce sales will grow 9.3% to reach $1.137 trillion in 2023, per our forecast, thanks to cost-conscious consumers looking for better deals and an increasing number of digital grocery buyers. As 2023 wraps up, ecommerce will go out on a high note, with online holiday sales growth outpacing brick-and-mortar sales.

On today's episode, in our "Retail Me This, Retail Me That" segment, we discuss the changes in how US consumers buy groceries, strategies for building future growth in grocery, and who has the best shot at winning. Then in a newish segment, "Loyalty Point, Counter Point," we present arguments both in favor of and against Uber and DoorDash being able to push even further into grocery. Join our analyst Sara Lebow as she hosts analyst Blake Droesch and director of content Becky Shilling.

On today's podcast episode, in our "Retail Me This, Retail Me That" segment, we discuss how younger Gen Z consumers are most likely to discover grocery products, whether this new wave of celebrity-backed brands is different from previous ones, and what social media's role in all of this is. Then, for "Pop-Up Rankings," we rank the four elements a celebrity- or creator-led consumer packaged goods (CPG) brand needs to succeed. Join our analyst Sara Lebow as she hosts analysts Blake Droesch and Carina Perkins.

How shoppers buy groceries online is changing: As consumers grow more cost-conscious, pickup鈥檚 share of digital grocery orders rises.

Before the pandemic, online alcohol sales rates were in close proportion to the rest of food and beverage. But the pandemic-induced digital grocery boom accelerated the pace of ecommerce penetration among food and beverage sales. For many reasons, alcohol did not keep up with this larger category trend.

Third-party grocery intermediaries lost share to grocer platforms in 2023, securing 15.2% of US digital grocery sales in Q4, down from 18.3% in Q1, according to December 2023 data from Incisiv and Wynshop.

While retail sales growth is expected to slow this year, ecommerce sales will grow by double digits to reach $1.148 trillion, buoyed by online grocery, health and personal care, and online resale. Here are five charts on the categories, retailers, and channels driving ecommerce growth

Instacart will retain its status as grocery delivery king this year, capturing 73.0% of US digital grocery sales among third-party delivery services, per our forecast. However, competitors such as DoorDash and Uber will continue to eat away at its dominance.

On today's podcast episode, we discuss what non-AI technology took the spotlight at this year's Consumer Electronics Show (CES), second-tier TV audiences, what streaming will look like in a few years, what its like to shop with a chatbot, how digital grocery will take things up a notch, how big the sun actually is, and more. Tune in to the discussion with our forecasting writer Ethan Cramer-Flood, analyst Bill Fisher, and forecasting analyst Zach Goldner.

Our take: With digital grocery sales growth slowing considerably, Instacart will have to pull as many levers as it can to lure shoppers and encourage them to spend. Its partnership with Uber is paying early dividends, as are its affordability efforts, but that momentum could soon shift in the face of broader economic uncertainty.

US Digital Grocery Forecast 2025 (蘑菇AV subscription required). US CPG Industry Ad Spending 2024(蘑菇AV subscription required). Methodology: Data is from the Placer.ai report titled "Quarterly Retail Review: Q4 2024." Placer.ai analyzes 1.5+ billion monthly visitors across 20 million devices, 13+ million venues, thousands of segments, and 500+ mobile apps.

When digital pay TV subscriber growth eventually turns negative, some providers will exit the market, while others will seek consolidation through mergers and acquisitions. DoorDash and Uber Eats are cashing in with groceries. The top two restaurant delivery services in the US may one day be known mainly for groceries.

It鈥檚 broadened its online assortment across a range of price points through its third-party marketplace. The retailer has introduced services that simplify selling on its platform鈥攕uch as enabling sellers to fulfill Walmart orders using inventory from other platforms, including Amazon.

In our first edition of the Global Digital Index, created in partnership with the RLC Global Forum, we explore retail and ecommerce in the Gulf States of the Middle East.

Lowering the free delivery threshold for Instacart+ members to $10 is making its services even stickier as more shoppers turn to the platform to replenish groceries throughout the week. Its restaurant delivery deal with Uber is helping to increase order frequency and reactivate lapsed customers, as well as boost grocery basket size.