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This is the first installment of our 鈥淩etail and Ecommerce Sales Benchmarks鈥� series, which helps retailers calibrate their sales mix against the market.

This is the first installment of our 鈥淩etail and Ecommerce Sales Benchmarks鈥� series, which helps retailers calibrate their sales mix against the market.

Both BEVH and our projections forecast an acceleration in online sales this year. Zooming in: Three essential goods categories鈥攎edication (+6.3%), groceries (+5.5%), and pet supplies (+5.4%)鈥攑osted the largest YoY sales increases, while more discretionary categories like shoes (+0.8%) and clothing (+0.1%) saw modest gains. Electronics and telecommunications sales declined by -2.4%.

On today's podcast episode, we discuss the unofficial list of the most interesting retailers for the month of January. Each month, our analysts Arielle Feger, Becky Schilling, and Sara Lebow (aka The Committee) put together a very unofficial list of the top eight retailers they're watching based on which are making the most interesting moves: Who's launching new initiatives? Which partnerships are moving the needle? Which standout marketing campaigns are being created? In this month's episode, Committee members Analyst Arielle Feger and Senior Analyst Sara Lebow will defend their list against Senior Analyst Zak Stambor and Analyst Rachel Wolff, who will dispute the power rankings by attempting to move retailers up, down, on, or off the list.

US retail and ecommerce sales will maintain stable growth over the next five years, with pockets of opportunity emerging from new digital consumers and mobile-first online shopping trends.

DoorDash will grow its US grocery sales 22.9% this year, reaching $8.26 billion, accounting for 13.5% of grocery delivery intermediary sales, according to our October 2024 forecast. This places DoorDash second behind Instacart, which will rake in $35.35 billion, or 57.7% of US grocery delivery intermediary sales this year.

Digital: 础濒产别谤迟蝉辞苍蝉鈥� digital sales grew 23%, reaching over 7% of its grocery revenues. The retailer attributed these gains to new mobile app capabilities and improvements in its DriveUp & Go and in-home delivery services. Albertsons still sees significant room for expansion, as its digital penetration remains under industry benchmarks.

Three-quarters of the retailer鈥檚 share gains in 2024 came from higher-income consumers visiting Walmart for groceries and general merchandise like apparel. They鈥檙e also willing to pay more for faster delivery options. Walmart is courting those customers with a broader array of premium products across a number of categories, including grocery, beauty, and apparel.

Temu could try appealing to inflation-weary consumers by introducing the gamified, group-buying grocery shopping concept that made sister app Pinduoduo enormously popular in China.

These companies are growing faster than Amazon in digital grocery, which comprises these two categories. Temu and Shein aren鈥檛 serious threats to Amazon at the moment, but they are on track to become future competitors. The explosive popularity of these apps with US consumers of all ages is already on Amazon鈥檚 radar.

Online shopping is popular across all demographics, but the where and how differs by age, culture, and interests. Current purchasing behaviors can help retailers and brands target digital shoppers and anticipate new trends.

Wonder鈥檚 timing is also less than ideal, given that consumers continue to pull back on restaurant spending as the cost of eating out (and ordering in) continues to rise faster than grocery prices.

Amazon is on a never-ending mission to speed up delivery: The retailer鈥檚 latest initiatives, including smart glasses and streamlined grocery fulfillment, will help cut costs and encourage shoppers to order more鈥攁nd more often.

Clothing is the top category across age and gender. According to the December 2023 Insider Intelligence Ecommerce Survey (conducted by Bizrate Insights), more than half of respondents in each group reported buying clothing online at least once in the past month

On today's podcast episode, in our "Retail Me This, Retail Me That" segment, we discuss the differences between how US and UK consumers shop for groceries. Then, for "Pop-Up Rankings," we rank two grocery stores doing digital well, two taking an alternate approach, and why both can work. Join our analyst Sara Lebow as she hosts analysts Blake Droesch and Carina Perkins.