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Additionally, 69% of US digital grocery buyers say price is most important to them when choosing an online grocery service, compared with 48% citing delivery speed. 3. Patience is a growing virtue for many consumers. Consumers ranked speed their most important priority for delivery in 2022, according to McKinsey's July 2024 "Voice of Consumer Survey."

Grocery prices鈥攁lready up 2.4% year over year and 0.5% month over month in March鈥攁re expected to climb further as tariffs drive up costs on imported goods like fruit, seafood, olive oil, and cheese. Items packaged in aluminum will also be affected. Perishable foods are likely to see increases first, followed by shelf-stable goods.

Another strategic tie-up: DoorDash reached a multiyear agreement with reward platform Ibotta to offer users cash-back digital offers across categories like grocery, home, and health. The opportunity: The deal will let DoorDash provide a more personalized experience and give Ibotta, which partners with grocers like Kroger, Walmart, and Publix, access to a broader consumer base.

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.

Inflation has eased, but consumers remain anxious: 60% are tracking spending more closely, and more than one in three are cutting back on essentials like groceries or leaning on credit more often. Economic sentiment among luxury consumers dropped 13 points in one quarter, while the travel industry is experiencing more last-minute bookings and falling fares.

A significant portion of mobile gamers are parents (41%) and primary shoppers (90% for grocery and 88% for retail), giving mobile ads a high chance of driving purchase decisions. Gamers care about ad experience. Fifty-four percent prefer opt-in ad formats, while 51% favor ads that aren鈥檛 overly long and 47% prefer non-disruptive ad placements, per Activision Blizzard鈥檚 study.

As low-income consumers pull back, SNAP rollbacks are likely to shrink grocery baskets and dampen discretionary spending鈥攑utting pressure on a broad swath of merchants, including Walmart, Dollar General, and Burger King. With inflation poised to rise and after-tax income expected to fall for lower earners, the headwinds facing value-focused merchants are only getting stronger.

Hardest-hit sectors: Our forecast aligns with recent findings from AlixPartners, which reported that鈥攆or the first time since it began polling in 2012鈥攃onsumers said they鈥檙e cutting back on online spending across every product category except groceries.

In the UK, partnerships between CTV platforms and grocery RMNs are already enhancing reach and attribution capabilities. Commerce media further broadens the landscape. Retail media鈥檚 success is spurring growth in adjacent sectors like finance, travel, and social commerce.

Having AI always on would allow it to remember what a user saw throughout the day, per The Information, and could help find lost objects or remember what鈥檚 in the fridge when grocery shopping. Zooming out: Meta isn鈥檛 alone in rolling back data privacy policies. In March, Amazon changed its policy for Alexa requests on Echo devices.

Most of the biggest players that dispense prescription drugs (e.g., CVS, Cigna, UnitedHealth Group, Cigna, Kroger) have other significant revenue-driving business assets like health insurance, PBMs, and grocery stores. Walgreens tried to diversify its business with massive investments in primary care, but failed.

In Q1, its everyday essentials category, including groceries and household goods, grew about twice as fast as other US categories. That momentum is driving Amazon to stock more of those items in its same-day fulfillment centers. Our take: Prime is Amazon鈥檚 most powerful tool for driving customer lifetime value across its ecosystem.

At the same time, Walmart has gained traction with affluent shoppers鈥擳arget鈥檚 core audience鈥攖hanks to low-priced groceries, revamped stores, and improved private label offerings. Target also remains vulnerable due to its reliance on discretionary spending, which continues to soften as consumers tighten their wallets.

Grocery and quick-service restaurant volume held up. Clover revenues grew 27% YoY. Clover鈥檚 gross payment volume (GPV) increased 8% YoY, a far cry from 19% a year ago. The deceleration was attributed in part to the leap year bump in 2024 and a later Easter this year, pushing the holiday into Q2. A spending slowdown in Canada, Clover鈥檚 largest international market, also hurt volume. What鈥檚 next?

The insight: Consumers are cutting back on discretionary spending in anticipation of tariff-related shocks to their buying power, alongside existing inflationary pressures on necessities like groceries. Adjusted for inflation, consumer spending rose just 0.1% MoM in February after declining by 0.6% MoM in January, per the US Commerce Department.

Walmart is developing AI agents for its app and site that can reorder groceries or build an entire shopping basket with a simple prompt like 鈥減lan a unicorn-themed party for my daughter,鈥� US CTO Hari Vasudev told The Wall Street Journal. Shifting strategies: Retailers like Walmart are also preparing for a future in which third-party agents interact directly with their platforms.

Aldi opened nearly 120 stores across the US last year and plans to add 225 more to its store count in 2025, making it the third-largest grocery chain in the country, according to the retailer.

That makes the retailer more exposed to tariffs than the likes of Walmart, which sources just one-third of its items from international markets and generates more revenues from essentials like groceries.

Walmart partners with Burger King to beef up Walmart+ perks: While the retailer focuses on appealing to its core customer base, Amazon makes a move for holiday and grocery sales.

PayPal Everywhere has also boosted PayPal鈥檚 volume in everyday categories like gas, rideshare, transit, groceries, and restaurants. Our take: PayPal鈥檚 transition may take even longer than anticipated due to rising economic uncertainty.

Alibaba鈥檚 Freshippo grocery chain is launching a 24-hour fast-track onboarding channel designed for exporters to set up shop on its platform, and will launch a dedicated section to showcase those companies鈥� products. Food-delivery company Meituan also committed to helping manufacturers begin selling on its platform, offering marketing, operations, and delivery support.

More than 181 million people in the US will be Amazon Prime members this year, representing nearly 7 in 10 (73.7%) US internet users, according to our July 2024 forecast. Many of them turn to influencers before checking out; others can be won over by better discounts from competitor retailers; while some favor Amazon for fashion over groceries.