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These examples highlight a clear challenge: Everyday grocery staples are increasingly vulnerable to cost pressures from both commodity markets and trade policy shifts. Our take: Small price increases add up鈥攅specially in an environment where consumers are still scarred by the coronavirus-era wave of inflation.

Trump risks trade war with planned 25% tariffs on imports from Mexico and Canada: Besides triggering retaliatory policies, the move would also lead to higher grocery, energy, and auto prices.

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.

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.

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:.

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.

Imports from the EU and Mexico will be subject to 30% tariffs starting on August 1, unless a trade deal is reached prior to the deadline. 50% tariffs on imports from Brazil are also scheduled to take effect on August 1鈥攚hich, if implemented, could have a profound effect on prices for grocery staples like coffee and orange juice.

Groceries: 2% back. Other: 1% back. Select merchants: 10% back on up to $250 in monthly spend. Gemini also charges no fees on foreign transactions. Cardholders can also choose to earn rewards back in Bitcoin, Ether, or 50 other cryptocurrencies listed on Gemini. Ripple鈥檚 RLUSD is now also available on Gemini, which lets XRP cardholders more easily use their rewards for active trading.

Methodology: Data is from the May 2025 LendingTree report titled "BNPL Tracker: 41% of Users Late in Past Year, More Using Loans for Groceries" conducted by QuestionPro. 2,000 US adults ages 18-79 were surveyed online during April 2-3, 2025. Quotas were used to develop a nationally representative sample.

Despite the buzz around online grocery, food & beverage will gain just 1.6 points by 2029. It will reach 10.1% penetration, held back by cold-chain logistics, last-mile costs, and shoppers鈥� preference for picking fresh items themselves. Auto & parts will be nearly flat.

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.

Amazon rounds out the list for launching same-day delivery of fresh foods in over 1,000 cities, a significant move to increase market share in digital grocery. "The same-day delivery of fresh foods is a really big deal for Amazon, which has been struggling to figure out a way that they can grow their market share in the digital grocery business for a long time," Droesch said.

While all sectors are vulnerable to tariffs, consumers are likely to feel the biggest impact in the grocery aisle.

The details: Thanks to Gopuff鈥檚 urban micro-fulfillment centers, Amazon customers in those markets will be able to buy thousands of products鈥攊ncluding groceries, baby essentials, snacks, and alcohol鈥攁nd have them delivered in under 60 minutes, even as fast as 15 minutes. The national rollout of Amazon鈥檚 partnership with Gopuff follows an initial launch in Birmingham and Salford in May.

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.

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.

Those perks also compelled grocery chains like Albertsons and Ahold Delhaize to pour resources into ecommerce, eroding their margins. Despite the challenging backdrop, US retail sales still rose 2.8% YoY in Q1, in line with our forecast.

DoorDash and Uber are expanding into grocery, becoming the fastest-growing major players in the US digital grocery market this year, according to our forecast. DoorDash is now on par with Target and Sam鈥檚 Club at $8.26 billion in US sales, while Uber follows at $4.58 billion. Instacart, already a grocery leader, is pushing into new verticals like home improvement and beauty.

Shopping habits foretell the next phase of digital growth for grocery products.

The survey was conducted in Australia, Brazil, Canada, China, France, Germany, Hong Kong, India, Italy, Japan, Spain, Sweden, the United Arab Emirates, the UK, and the US across 13 categories: grocery stores, packaged food, alcoholic beverages, quick service restaurants, beauty retailers, beauty brands, clothing, footwear, and accessories retailers, drugstores and pharmacies, DIY and home furnishing stores

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.

Housing prices are plaguing all generations: Consumers across age groups spend more on housing than on any other expense, including education, childcare, groceries, and healthcare. This could help explain the depressed demand for home loans. Consumers are cutting back on splurges: The percentage of consumers who have recently splurged decreased from 82% a year ago to 74% currently.

Shoppers spent more on necessities like groceries and prescriptions, and less on discretionary goods such as electronics and home products. Grocery private label penetration was up 60 basis points compared with last year. Walmart also pointed to its ecommerce investments as an important buffer against volatility, noting that consumers increasingly value delivery speed and convenience.

For lower-income audiences, they may focus on value, fuel discounts, and grocery benefits. Related 蘑菇AV reports:. Amazon Prime Day 2025 (蘑菇AV subscription required). Private Label Brands 2025 (蘑菇AV subscription required).