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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.

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."

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.

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.

UK food price inflation is hitting record highs鈥攂ut grocery sales are flat. Faced with rising bills, consumers are changing shopping habits to keep spending in check.

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.

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?

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.

The future of ecommerce is grocery. Historically, three categories led the US ecommerce market: apparel and accessories, computer and consumer electronics, and furniture and home furnishings. But in recent years, growth has been fueled by essential goods, including food and beverage items, personal care products, and household supplies. This shift will take grocery to the top of the four major ecommerce categories by 2026.

Less than 19% of US digital grocery buyers used Amazon Fresh within the past year. Nearly all of them have also shopped on other digital grocery platforms.

Even the most frequent digital grocery buyers (defined as those who make more than one online purchase per month) purchase groceries both in stores and online. But they are more likely to purchase perishables online and forgo buying certain categories in stores.

On today's podcast episode, in our "Retail Me This, Retail Me That" segment, we discuss the differences between how US and UK consumers shop for groceries. Then, for "Pop-Up Rankings," we rank two grocery stores doing digital well, two taking an alternate approach, and why both can work. Join our analyst Sara Lebow as she hosts analysts Blake Droesch and Carina Perkins.

Amazon rolls out US grocery subscription as it tries to halt Walmart鈥檚 momentum: But the offering鈥檚 high cost relative to those of competitors could limit its impact on Amazon鈥檚 grocery business.

As retail media evolves, ad placements off-site and in-store will help grocery advertisers reach shoppers in new and more engaging ways, but consumers may not be in a spending mood as credit card balances grow and savings accounts shrink. If Amazon can get grocery right, it may be able to fight off losing share to Walmart. But if the Kroger-Albertsons merger goes through, it could change everything.

Aldi opened more US stores in 2022 and 2023 than any other grocery chain, according to February 2024 data from JLL and RetailStat.

Amazon takes the bells and whistles out of its brick-and-mortar grocery experience: Amazon Fresh stores will no longer feature Just Walk Out as the retailer focuses on making its stores more inviting.

Amazon explores standalone subscriptions as Prime user growth slows: The retailer could roll out separate grocery and healthcare membership services as early as this year.

顿辞辞谤顿补蝉丑鈥檚 grocery business is booming, and Instacart is leaning on advertising to tide it over as its delivery volumes are down. Perhaps taking a cue from both, Uber Eats continues to add non-restaurant delivery partners while also building out its advertising platform.

Amazon will offer grocery delivery to non-Prime members nationwide: The retail giant also plans to resume opening Amazon Fresh stores next year.

Nearly half (48.4%) of Amazon Fresh shoppers try new grocery products multiple times per month, according to an Insider Intelligence survey.

Younger consumers and higher-income shoppers are powering Walmart鈥檚 grocery growth while its physical footprint gives it an edge in retail media. Its burgeoning logistics business could be the next big thing for the retailer鈥攁nd its bottom line.