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Grocery is gaining share of online sales in France and Germany. Grocery defied the wider slump in ecommerce in France and Germany last year, with online sales growing by around 1% in both countries. This year, growth is set to accelerate in both countries, driven by double-digit price inflation. Grocery is outperforming other online categories in France and Germany.

Apparel, and though what surprised me and may be a little bit sad too, was groceries is the number three thing people are going to splurge on over the holidays. Paul Verna:. I guess there's no option for using buy now, pay later, and forgetting to pay. Suzy Davidkhanian:. There was. Oh, not the forgetting to pay.

While some reports suggest that GLP-1 drugs like Ozempic are putting a damper on grocery sales, retailers that sell the drugs could see a bump elsewhere. Sales of GLP-1 drugs boosted Walmart鈥檚 health and wellness business across Walmart and Sam鈥檚 Club stores in its latest quarter, contributing to Walmart鈥檚 4.2% increase in comp sales, said McMillon.

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.

While grocery inflation eased to 1.1% in June鈥檚 CPI report鈥攂elow the Fed鈥檚 target for overall inflation鈥攕hoppers are grappling with food prices that are 25% higher compared with 2019, making them highly sensitive to even the possibility of further hikes.

Golden Ratio (gold coffee) and Umamicart (Asian groceries) both saw site visits grow 258% YoY to rank within the top five, while Drink Trip (CBD-infused beverages) ranked 11th. Health and nutrition products are also gaining D2C momentum.

The grocery question: While Amazon鈥檚 earnings release highlighted the company鈥檚 achievements in ecommerce, AWS, advertising, generative AI, and even its B2B business, it stayed mum on grocery鈥攁n indication that the company is struggling to figure out a path forward in that highly competitive sector.

With nearly 90% of grocery sales still occurring in physical stores, RMNs that deliver seamless omnichannel sales attribution will be well positioned to capture CPG advertising budgets. CPG Retail Media Networks Overview. The future of retail media goes through CPG.

The big takeaway: Building a technology-focused supermarket chain from scratch is a capital-intensive endeavor that no longer makes sense for the newly penny-pinching Amazon. That said, embarking on an ambitious expansion strategy for its high-end grocery chain is puzzling given grocery inflation is shifting consumers鈥� buying habits.

When you look at some of the key areas in which inflation was really bothering people like grocery prices, it's been at one point something percent for almost this entire year, and yet consumers have bad vibes about the economy. (15:58):. But again, there's a disconnect between consumers' response to a survey and their behaviors. And so consumers are still spending.

How we got here: Consumers turned to quick-service restaurants for a speedy, inexpensive meal in the wake of rising grocery prices in 2021 and 2022. But as grocery price growth has fallen back to nearly 1%, fast-food prices continued to rise. Fast-food prices rose nearly 28% from 2019 to 2023, per the US Commerce Department. Those higher prices pushed some consumers away and led others to cut back.

Digital grocery will see the most growth through 2027. In our forecast, digital grocery comprises two categories鈥攆ood and beverage and health and personal care鈥攂oth of which will grow by more than 14% annually through the end of 2027. Their gains will be fueled by the increased availability and use of fulfillment options like click and collect and same-day delivery.

While food prices rose slightly month over month, annualized grocery inflation stood at just 1.1%. It now takes the same number of hours (3.6) for the average worker to earn enough money to buy a week鈥檚 worth of groceries as in 2019, per a White House analysis.

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.

Walmart is the top destination for groceries, Target for apparel and shoes. Amazon鈥檚 recent inroads into grocery have not yet disrupted Walmart鈥檚 position as the nation鈥檚 No. 1 grocer. Last year, 77% of Walmart+ Weekend shoppers bought groceries, more than doubling Target and quadrupling Amazon in the category for their respective events.

While both those companies primarily provide restaurant delivery, they are rapidly growing their grocery businesses. For example, our forecast expects DoorDash to make $5.26 billion in online grocery sales this year, which is over nine times the $580 million it generated in 2020.

Looking ahead: We expect Instacart鈥檚 grocery sales to climb 12.8% this year to $39.07 billion, although its grip on grocery delivery is slowly loosening thanks to growing competition from DoorDash, Uber, and grocers themselves. The company鈥檚 share of grocery delivery intermediary sales will fall to 69.9% this year, while DoorDash鈥檚 share will tick up to 12.6%.

鈥淭here has been a little bit of a pullback, particularly around grocery delivery over the last couple of months, and I do think that that is a result of persistent inflation, particularly for the price of groceries online,鈥� said our analyst Blake Droesch. In fact, 2023 US grocery ecommerce sales grew at 18.4% compared with the 17.4% we forecast for 2024.

Grocery TV reaches new milestone. Grocery TV has grown its footprint 26% YoY, operating 20,000 marketing displays across 4,000 grocery stores. The 鈥嬧�媔n-store digital advertising company has worked with brands such as AT&T, The Hershey Co., PepsiCo, and JPMorgan Chase, and developed partnerships with grocers like Schnucks, Smart & Final, and Coborn鈥檚.

The company鈥檚 core grocery delivery business growth slowed as food prices soared, which drove many consumers to look for opportunities to save, including pulling back on grocery delivery. The strategy: Instacart sought to push past those challenges by growing its higher-margin advertising and technology businesses.

The grocery question: Amazon鈥檚 decision to pull the plug on Amazon Fresh store openings underscores the difficulties the retailer has had in the physical grocery space. While the retailer hoped the convenience of its Just Walk Out tech would win it loyal shoppers, the stores offer a 鈥渟oulless shopping experience,鈥� per Winsight Grocery Business editor-in-chief Heather Lalley.

A large percentage of consumers reported making unplanned purchases of clothing (35%), groceries/food (30%), and household items (29%), according to an April 2022 survey from Slickdeals. Retailers should make sure the right impulse-purchase items are stocked around pickup counters. The pickup location should also be a point-of-sale.