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Could in-store health clinics drive grocery sales? A new report seems to think so. But the broader challenges of the retail clinic business model will likely be too difficult to overcome.

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.

Some 83% of Gen Z adults typically purchase alcohol at a supermarket or in a liquor store, according to October 2024 data from Attest. Use this chart: Beverage marketers can use this chart to strategize where best to reach consumers with campaigns. Retailers and in-store retail media inventory suppliers can use this to appeal to marketers angling to connect with alcohol-purchasing consumers.

Inmar鈥檚 research found that 82% plan to save on everyday essentials like groceries to budget for gifts, holiday meals, and family experiences. Many will turn to private labels, which see their biggest sales lift during the holidays. What brands should do: Deliver value where it counts.

That value proposition is driving shoppers to order more groceries and other essentials from the retailer. More鈥攁nd longer鈥攕ales events are helping to burnish Amazon鈥檚 reputation for deals, although its decision to double Prime Day鈥檚 length opened the door for retailers like Walmart to bolster their share of the July sales season.

Despite having a smaller market share, the US is gaining ground thanks to delivery services, supermarkets, and bargain stores, which suggests that brands are pursuing niche but highly motivated consumers.

Grocery prices remain front of mind for many consumers: That presents an opportunity for value-oriented merchants such as Aldi, Target, and Walmart to steal share by offering low prices for Thanksgiving staples.

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.

Stay tuned: Our Retail & Ecommerce Q1 Earnings Report will unpack challenges facing mass merchants, grocery, and other retail sectors.

At the same time, consumers traded down in more routine categories like grocery (off 7%) and home and garden (-2%). Despite the big-ticket bump, many of the top-selling items sold on Amazon during the event were everyday items, including Premier Protein Shakes, Dawn Platinum Powerwash, and Liquid I.V. Packets, per Numerator.

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.

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.

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.

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.

Restaurants, food brands adapt to Gen Z tastes with 鈥渟wicy,鈥� diverse product offerings: Companies ranging from PepsiCo to Starbucks are looking to capitalize on younger consumers鈥� desire for dining out and grocery treats.

Nearly half (47%) would trust them to choose and buy household essentials within a set budget, followed by 41% for home goods, 38% for food and groceries, and 38% for technology and electronics. But as with genAI writ large, trust is a significant barrier to agentic adoption.

Why it matters: It is hardly a coincidence that Mondelez chose to file suit at a time when private label products are taking over shoppers鈥� grocery carts. Private label sales grew 3.9% in 2024 to national brands鈥� 1%, per data from the Private Label Manufacturers Association (PLMA).

Fetch is already entrenched in the grocery vertical, and last year it launched Fetch Play, which offers rewards for mobile gaming. The expansion into streaming, where most consumers are, is a natural progression. Kochava can track incentives, watch times, and video popularity and share that data with streamers.

Digital grocery will become the largest ecommerce category by 2026, according to our US Digital Grocery 2024 report. To grow their share of digital grocery sales, brands need to understand what motivates consumers to buy groceries online, how the digital grocery experience can be improved, and where growth opportunities lie.

On today's episode, in our "Retail Me This, Retail Me That" segment, we discuss the changes in how US consumers buy groceries, strategies for building future growth in grocery, and who has the best shot at winning. Then in a newish segment, "Loyalty Point, Counter Point," we present arguments both in favor of and against Uber and DoorDash being able to push even further into grocery. Join our analyst Sara Lebow as she hosts analyst Blake Droesch and director of content Becky Shilling.

Amazon bets that Prime members will pay extra for free grocery delivery: The retailer is testing a grocery subscription add-on for $9.99 per month in its latest attempt to boost the appeal of its grocery business.

Though growth is slowing, digital grocery will continue to fuel overall ecommerce growth in the US. 鈥淕rowth is no longer driven by new adopters, but heavy digital grocery users,鈥� our analyst Blake Droesch said on a recent 鈥淩eimagining Retail鈥� podcast episode. Here鈥檚 how retailers like Instacart, Amazon, and Walmart can capitalize on frequent buyers.

How shoppers buy groceries online is changing: As consumers grow more cost-conscious, pickup鈥檚 share of digital grocery orders rises.