蘑菇AV

If implemented, the measures would cause prices of everyday imported staples like Irish butter, Belgian chocolate, French brie, and Italian olive oil to soar鈥攎aking a trip to the grocery store or a night out more expensive. to impose a 50% tariff on EU imports and a 25% tariff on Apple for iPhones made outside the US.

In this deck鈥攐ne of seven in the series鈥攚e cover our latest ecommerce forecasts for grocery. This deck covers:. Our grocery ecommerce forecast as of Q4 2024, including breakdowns by category, sales channel, and company. This deck can help you:. Develop commerce strategy (brands and retailers). Benchmark commerce performance (brands and retailers). Develop go-to-market strategy (vendors).

Older adults (60-plus) prefer grocery, gas/auto, dining, and garden-related rewards. High-income consumers (those who own more than $250,000) overindex on travel rewards. Among first-time reward users, 72.4% are drawn to grocery-related offers, making these an ideal entry point for program adoption. Read the full report. This was originally featured in the 蘑菇AV Daily newsletter.

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.

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.

Uber will shell out $700 million for an 85% stake in Turkish food and grocery delivery platform Trendyol Go. Food hall company and Grubhub owner Wonder raised $600 million in a funding round that valued the company at over $7 billion; the funds will be used to double its physical retail presence and expand beyond the New York metro area.

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.

This is especially true for categories like groceries and home improvement, according to Dan Sabanosh, director of shopper marketing at Great Northern Instore,. 鈥淏eing able to engage with products is critical,鈥� he said during a recent Path to Purchase webinar. 鈥淚n grocery, people want to check out the meats, the vegetables, the produce.

Behind the numbers: With prices rising for grocery staples like coffee and bananas鈥攁nd with President Donald Trump鈥檚 tax bill set to erode lower-income consumers鈥� buying power鈥攄ining out is increasingly becoming an occasional indulgence rather than a regular occurrence.

Their grocery businesses are also growing much faster than their restaurant businesses, with DoorDash grocery sales set to boom by 22.9% this year and Uber Eats by 18.6%. Click here to view our full forecasts for US DoorDash grocery sales and US Uber grocery sales. Convenience, spending power, and new consumer habits are driving and sustaining this trend.

From grocery chains tying loyalty programs to reusable bags, to household brands extending coupon life spans through tech, the winners showed how retail media can be both strategic and surprisingly inventive. Here's a look at the trailblazing campaigns that took home Cannes Lions鈥� first retail media medals. Gold in Media: The Rewards Bag by Ta-Ta.

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?

蘑菇AV 4 in 10 US consumers now qualify as value-seekers鈥攅xhibiting at least three deal-driven, cost-conscious, or convenience-compromising behaviors each month across categories like grocery, retail, dining, travel, and automotive. Value seekers span all age groups and income levels. For example, nearly 3 in 10 value seekers are part of young families with six-figure median incomes. The details:.

Why it matters: The rising use of BNPL for basics like groceries comes as consumers face rising insurance costs, high interest rates, and shrinking home affordability. And more pain could be coming, especially for middle- to lower-income households.

Still, Newlands added that while overall beer spending has dipped, beer鈥檚 share of the overall grocery basket has remained steady. That suggests while consumers are spending more cautiously, they haven鈥檛 lost their taste for beer. Our take: Constellation Brands is one of the few companies openly acknowledging the real-time impact of the administration鈥檚 policies.

Amazon links its speed to a sharp uptick in demand for groceries and household goods鈥攁 category that鈥檚 now growing more than twice as fast as all others in the US. Our take: Amazon Prime is already enormous, with roughly 3 in 4 US households, or 99.8 million, subscribed, per our forecast.

Grocery (the laggard): In addition to the sensory aspects of grocery shopping, the razor-thin margins in this category mean it鈥檚 difficult to execute on last-mile deliveries economically. Digital penetration of grocery remains low in most global markets, although it often ranks as one of the fastest-growing categories. The Wild Card of Cross-Border Ecommerce in the Gulf.

Shoppers are also shifting toward these stores as primary grocery sources: Fewer shoppers visited other grocery stores before or after stopping at Trader Joe鈥檚 or Aldi in 2024 versus 2023. Implications for retailers and brands. Retailers should align loyalty program goals with the development and growth of private label brands.

With grocery inflation at its highest point in 15 months, consumers are buying more private label brands and turning to retailers that can offer them the most value鈥攍ike Tesco, which reported a 5.1% increase in comparable sales for the most recent quarter. Our take: The UK economy鈥檚 contraction in April sets the stage for another year of tepid growth.

The new program will enable suppliers to sell their products in Walmart鈥檚 over 330 supermarkets. Sticking to the party line: Walmart鈥檚 statement of support for Chinese manufacturers is somewhat ironic since the retailer has been pushing the very same suppliers for cost concessions to mitigate the impact of tariffs.

Both companies are leaning into groceries to boost order frequency and loyalty and beefing up their ad businesses to capitalize on retail media interest. At the same time, a deal would likely clear antitrust hurdles easily, given that the two companies don鈥檛 overlap in any markets.

Walmart has the largest audience of any digital grocery platform. But our survey found that Amazon Fresh customers were more active and willing to try new products.

In addition to free shipping, free pharmacy delivery, and free grocery delivery on orders over $35, members now get extras like early access to sales, fuel discounts, and free tire repairs and road hazard coverage at Walmart Auto Care Centers. It also offers free Paramount+ Essential video streaming. The approach is working鈥擶almart+ grew 9.3% in 2024 and is forecast to grow another 8.2% in 2025.

Mondelez sees 鈥渃onsumers switching to more essentials in 驳谤辞肠别谤测,鈥� causing snack demand to suffer. That trend is unlikely to change anytime soon: 鈥淚 really do not expect to see a significant improvement in consumer confidence in the near term in the US,鈥� Van de Put said. Our take: Economic uncertainty is sending shoppers straight into cost-saving mode.

With cost-consciousness on the rise, it鈥檚 no surprise that private label grocery brands grew nearly four times faster than national brand sales, according to the Private Label Manufacturers Association. Retailers that invest in creative, high-quality, and culturally relevant store-brand strategies are well-positioned to win in this environment. Go further: Read our Private Label Brands 2025 report.