蘑菇AV

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.

In our first edition of the Global Digital Index, created in partnership with the RLC Global Forum, we explore retail and ecommerce in the Gulf States of the Middle East.

Tariff-fueled price hikes threaten online Chinese marketplaces. Why it mattered: The tariff impact for marketers, retailers, and consumer sentiment continues to be a moving target as the rates for various countries seem to change week by week.

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.

Target drops same-day delivery markups for Circle 360 members across Shipt network: The move, covering orders from over 100 partner retailers, aims to boost the program鈥檚 appeal.

Our take: With digital grocery sales growth slowing considerably, Instacart will have to pull as many levers as it can to lure shoppers and encourage them to spend. Its partnership with Uber is paying early dividends, as are its affordability efforts, but that momentum could soon shift in the face of broader economic uncertainty.

US Digital Grocery Forecast 2025 (蘑菇AV subscription required). US CPG Industry Ad Spending 2024(蘑菇AV subscription required). Methodology: Data is from the Placer.ai report titled "Quarterly Retail Review: Q4 2024." Placer.ai analyzes 1.5+ billion monthly visitors across 20 million devices, 13+ million venues, thousands of segments, and 500+ mobile apps.

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.

Gen Z and millennials now account for roughly half of Sam鈥檚 Club鈥檚 new memberships, helped by digital conveniences such as Scan & Go checkout that lets shoppers bypass traditional checkout lanes. Riding that momentum, the Walmart鈥憃wned chain plans to open about 15 stores annually, remodel all existing locations, and aims to double its membership in the next eight to 10 years.

The number of people shopping for groceries online is rising in both France and Germany. We predict that the number of digital grocery buyers will reach 19.7 million in France and 22.4 million in Germany by the end of this year. The apparel, footwear, and accessories category is growing slower than ecommerce overall.

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.

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.

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.

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.