蘑菇AV

Could in-store health clinics drive grocery sales? A new report seems to think so. But the broader challenges of the retail clinic business model will likely be too difficult to overcome.

UK retail sales rose unexpectedly in September, thanks to the new iPhone and Oasis: Back-to-school shopping and entertainment spending boosted demand for non-essential items, although poor weather and consumer caution dented supermarket sales.

Over half (56%) of US grocery retail executives are concerned about competition from internet grocery stores (like Thrive Market or Fresh Direct), according to a June 2024 survey from Deloitte. Nearly as many (53%) are concerned about third-party grocery shopping apps like Instacart or DoorDash.

Sweater weather has arrived, meaning pumpkin spice-flavored everything will flood retail shelves. But consumers鈥� price consciousness could make it difficult for retailers to encourage spending on discretionary purchases. That鈥檚 why Amazon, Target, and Albertsons are expanding their private label brands, leaning on fun, seasonal flavors and small indulgences to get consumers to splurge beyond their normal groceries.

Grocery is set to become the largest US ecommerce category by 2026.

Ahold Delhaize sees big retail media opportunities in its stores: There鈥檚 good reason for that outlook since we expect 87% of grocery sales to occur offline this year.

Nearly 1 in 4 grocery dollars will go to private labels by 2030: Store brands are gaining popularity as shoppers seek value and CPGs cut back on innovation.

Tesco鈥檚 newest venture takes aim at Ocado: The UK grocer鈥檚 Transcend Retail Solutions division aims to help international supermarket chains develop their ecommerce operations.

Walmart partners with Burger King to beef up Walmart+ perks: While the retailer focuses on appealing to its core customer base, Amazon makes a move for holiday and grocery sales.

More than 181 million people in the US will be Amazon Prime members this year, representing nearly 7 in 10 (73.7%) US internet users, according to our July 2024 forecast. Many of them turn to influencers before checking out; others can be won over by better discounts from competitor retailers; while some favor Amazon for fashion over groceries.

At the same time, a wave of health- and fitness-focused social content is pushing people to consume more protein and scrutinize food labels more closely鈥攍eading to grocery aisles crammed with protein-enriched muffins, candy, chips, and other products.

Revenues surged 18% YoY in Q4, as the grocer benefited from nationwide drugstore closures as well as increased lifetime value from shoppers who hopped between its grocery and pharmacy segments. But what about tariffs?

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.

But Instacart鈥檚 attractiveness as an advertising platform also depends on the health of its core grocery delivery business鈥攚hich could face headwinds as grocers like Kroger invest in their own ecommerce capabilities and consumers look for ways to save on rising grocery bills.