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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.

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.

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.

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.

Baby boomers are more brand-loyal than US adults across multiple categories, according to Morning Consult. They show the highest brand loyalty (76%) for groceries and household goods.

The news: Roughly two-thirds (64%) of Gen Z consumers have cut spending in the past year due to higher living costs, according to an April Ipsos survey for Bank of America. 41% have switched to a more affordable grocery store. 23% are cutting back on dining out. 18% have started budgeting, while 12% have taken on a side hustle to earn extra income.

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.

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.

Growth in online grocery categories will slide. Slowing food inflation, trading-down behavior, and a pullback in online grocery spending will have more of an impact as the year ends. Among key developments:. Food and beverage has outperformed overall holiday ecommerce growth every year since we began tracking the metric in 2020. But 2025 will mark an end to this trend.

Tilt Essentials: 3% cash back on gas and groceries when cardholders set their purchases on autopay, and 1% back on other categories. Tilt Motion and Engage: 1% to 10% back at select merchants. Tilt doesn鈥檛 disclose what additional perks you get for the annual fee.

Dining, gas, and groceries earn 3% back. All other purchases earn 2% back. The Genius Rewards Visa has no foreign transaction fees and offers travel protections like auto rental coverage, trip cancellation, and travel accident insurance.

Grocery Dive. Klarna. Koddi.

Nutella and Ferrero Rocher parent Ferrero is spending $3.1 billion to buy cereal maker WK Kellogg to give it a foothold in staple grocery categories and deepen its North America presence. PepsiCo is expanding its portfolio of so-called 鈥渂etter for you鈥� products.

Kraft Heinz is reportedly planning to break off most of its grocery business, while Unilever expects to spin off its ice cream business this year. The ice cream business was a sweet spot for Unilever in the first half, with Morningstar analyst Diana Radu noting that total volume growth was 1.5% but dropped to 1% when excluding that division, which includes Ben & Jerry鈥檚, Breyers, and Magnum.

US consumers turned to Zip to finance purchases in everyday categories like grocery, education, and health purchases. While consumers predominantly shopped with Zip online, in-store spend represented 23% of TTV, thanks to Zip Card growth. Key merchant partnerships like GameStop as well as embedded opportunities through Google Pay and Stripe helped to boost Zip鈥檚 use at checkout.

This signals a massive opportunity for consumer packaged goods (CPG) and grocery brands to treat social media as a conversion point, not just a brand platform, especially through short-form, creator-led video. Our take: Gen Z鈥檚 buying behavior is embedded in social-first platforms, where influence equals transaction.

Meanwhile, its integration with Instacart opens access to high-intent shopper data and shoppable ad formats 鈥� a boost for CPG and grocery advertisers looking to connect inspiration to transaction. Advertiser sentiment slowly warms: Despite platform progress, Pinterest remains a small but growing piece of media budgets.

Consumers taking weight loss drugs cut back on grocery purchases. Households with at least one GLP-1 user decreased grocery spending by an estimated 5.5% during the first six months of treatment, per a December 2024 Cornell SC Johnson College of Business and Numerator study. That increases to 8.6% among households earning over $125,000 annually.

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.

Amazon tests yet another grocery format: Amazon Grocery, which is located next to a Whole Foods Market, aims to fill the hole left by the sister brand鈥檚 restrictions on certain ingredients.

German supermarket chain Edeka Minden-Hannover has signed a deal with digital out-of-home (DOOH) operator Digooh Media to install around 1,000 digital screens at the entrances of Edeka鈥檚 stores. Boots Media Group has added digital welcome screens and high-visibility digital screens. The company reports a brand uplift of more than 19% on average.

Banyan could help personalize local shopping benefits for cardholders, but competing with cards geared toward grocery and gas perks may prove challenging if it doesn鈥檛 offer points or cash back for new categories. This content is part of 蘑菇AV鈥檚 subscription Briefings, where we pair daily updates with data and analysis from forecasts and research reports.