蘑菇AV

Amazon will surpass 40% of US ecommerce sales this year, despite competition in grocery, home improvement. Back-to-school sales will rise 3.2% this year. Almost all US TikTok shoppers are also using Amazon. Note: Data was provided to 蘑菇AV by Numerator.

MrBeast, Logan Paul, and KSI look to grab a share of the school lunch market: They鈥檙e integrating Prime Hydration and Feastables chocolate bars into a 鈥渂etter-for-you鈥� Lunchables-like product called Lunchly.

For example, last month it became the first national grocery partner for Grubhub. It is also taking steps to bolster its retail media business. For example, Albertsons Media Collective in June launched Collective TV, a platform that combines retail media and connected TV (CTV) advertising capabilities.

The company said revenues grew 39.8% YoY in Q1, noting orders from convenience stores and groceries grew faster than other deliveries in the US. But Instacart鈥檚 focus on retail media may be impacting its core delivery business: The number of grocery orders it facilitated in the latest quarter fell 2% YoY.

Consumers are looking online for value in grocery and health and personal care. Retailers that can stand out on pricing and customer service are best positioned to win a share of their spending. Key takeaways for retailers and brands:. Double down on mcommerce.

Other sectors with high conversion rates and CPAs were clothing, shoes, and jewelry (conversion rate of 5.5%; CPA of $66) and grocery and gourmet food (4.94%; $53). Some sectors had much higher CPAs with low conversion rates. Home and kitchen had CPAs of $77 but a conversion rate of just 1.3%. Automotive had the highest CPAs at $78 but held a 1.4% conversion rate.

How we got here: Grocers are doing everything they can to secure lower prices as double-digit grocery inflation forces shoppers to prioritize value over brand or retailer loyalty. Record-high UK grocery inflation is benefiting 蝉耻辫别谤尘补谤办别迟蝉鈥� private label brands, which grew sales by 9.3% in January, compared with just a 1% increase in name brand sales, per Kantar data reported by The Guardian.

Since groceries are essential, sales of Giant Food鈥檚 private label products are likely to grow. Consumers are seeking private label brands across many categories. US sales of store brand beauty products grew 10.5% in 2023, the most of any category measured by the Private Label Manufacturers Association and Circana.

An April grocery event: 鈥淭his year, there was a pretty heavy emphasis on the food and beverage category鈥� during Prime Day, said our analyst Blake Droesch. Amazon could channel that interest into a grocery-focused event. Amazon has 17.6% penetration in the US ecommerce food and beverage, according to our forecast, and is still working to gain an advantage over Walmart鈥檚 vast physical presence.

Conversely, shoppers want to get through the grocery shopping process quickly, with 45% saying they take their time while shopping in-store for groceries. Beyond the chart:. Grocery retailers both in-store and online need to make sure the shopping experience is efficient. Search, display, and in-store ads can help consumers discover new brands, but they shouldn鈥檛 impede the shopping experience.

Some 90% of grocery sales still happen in stores. That鈥檚 over $1 trillion in sales that advertisers will be able to target more accurately鈥攊f they have access to the right data. By combining their footprints, Kroger and Albertsons would create one of the largest in-store media channels in the US.

I mean, Walmart is essentially a grocery store that sells other stuff, whereas Target is a mass merchant that happens to have a grocery business, so they're kind of different in that respect. Becky Schilling:. Yeah, they have a good grocery business. Right. It's a sizable portion. It's a good e-commerce driver for them.

The context: The surge was a result of rising grocery prices, which have been elevated for more than a year. Grocery prices were up 11.3% year-over-year in January, per the US Labor Department.

More than 30% of the card鈥檚 pay now volume and more than 20% of the card鈥檚 pay later volume were in categories that Affirm did not historically address鈥攍ike grocery, restaurants, and auto parts and services. Grocery stores and restaurants are predominantly in-store purchases鈥攁reas BNPL has struggled to tap into. Looking forward: Affirm forecasted strong but slower growth next quarter.

Grocery run: Though grocery is further behind other categories, at 20.0% adoption, it is the fastest-growing app category in the US and has been for several years now with no sign of slowing. 鈥淭he rapid growth in grocery app users could feed the retail media craze,鈥� wrote our analyst Yoram Wurmser in his Mobile App Users 2023 report.

Beyond looking for cost savings at Zappos, the retailer is also reevaluating its grocery strategy, which, in the short term, means it has paused the expansion of its Fresh grocery stores and closed some existing locations. It also eliminated several jobs within its fledgling drone delivery business, according to CNBC.

The winners: As in 2022, the biggest category winners will be must-haves like groceries and pet products. Meanwhile, consumers who can afford it will continue to splurge on items ranging from fragrances to makeup to designer handbags, as well as on travel and dining out.

How brands can grow digital grocery sales in 5 charts. How retailers can use discount, dollar store strategies to protect their grocery share.

Prices of food at home (via grocery store or supermarket purchases) were up 1.2% YoY, while prices of food away from home (via restaurant purchases) were up 4.2% YoY. Higher inflation at restaurants may encourage more consumers to eat at home, which could be a win for the grocery business. Here are five insights into how consumers are purchasing their food as prices continue to rise. 1.

Grocery pains: Food and beverage sales will grow by 7.1% in the US this year, according to our forecast, but brands and retailers risk alienating consumers as prices rise. Much growth in this category has come from price elevation, as sales volumes remain the same or take a hit.

Among grocery delivery intermediaries, Instacart remains dominant, capturing 73.0% of 2023鈥檚 digital grocery sales. Klarna: While not a retailer, Klarna鈥檚 media network is also uniquely positioned to reach consumers at the point of purchase through in-app and in-feed ads, sponsored search placements, and shoppable video content.

The key stat: Price and product quality are the two most important factors that US grocery shoppers consider when picking a grocery store, according to a January 2024 survey by Progressive Grocer. Many consumers turn to private label goods to keep grocery costs down.

A large part of this growth is driven by grocery and grocery ecommerce. The top 13 retail media networks used by brands (identified in a survey by the Association of National Advertisers) sell groceries and/or consumer packaged goods. According that survey, Dollar General is used by 38% of US marketers, making it the sixth most popular retail media network.