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MrBeast, Logan Paul, and KSI look to grab a share of the school lunch market: They鈥檙e integrating Prime Hydration and Feastables chocolate bars into a 鈥渂etter-for-you鈥� Lunchables-like product called Lunchly.

Instacart鈥檚 revenues and profits spiked in 2022, helped by its growing ad business: That could speed up the timeline for the grocery delivery company鈥檚 long-awaited IPO.

Instacart and a host of smaller delivery companies now control a sizable piece of the digital grocery market. We forecast delivery intermediaries will be responsible for more than 29% of US digital grocery sales in 2022. Instacart is by far the largest player in this space, but it faces new competition.

Ahold Delhaize sees big retail media opportunities in its stores: There鈥檚 good reason for that outlook since we expect 87% of grocery sales to occur offline this year.

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

On today's episode podcast, in our "Retail Me This, Retail Me That" segment, we discuss why Amazon is struggling to get Amazon Fresh off the ground, what it has going for it, and what would happen if Amazon broke out a separate subscription for grocery. Then for "Pop-Up Rankings," we rank the other players that could offer lessons on how Amazon Fresh could compete with Walmart. Join our analyst Sara Lebow as she hosts analyst Blake Droesch and director of content Becky Schilling.

Instacart鈥檚 ad growth slowed in Q4: That could create problems for the company as it relies more heavily on ads to offset softening grocery delivery demand.

While both those companies primarily provide restaurant delivery, they are rapidly growing their grocery businesses. For example, our forecast expects DoorDash to make $5.26 billion in online grocery sales this year, which is over nine times the $580 million it generated in 2020.

The bulk of these partnerships are in the grocery and convenience categories, but the delivery platforms also work with retailers like Bed Bath & Beyond, Best Buy, Lowe鈥檚, PetSmart, and Sephora. Delivery companies鈥� share of total US digital grocery sales is approaching 30%, according to our forecast.

Our annual report on ecommerce in Canada highlights our most recent forecasts for all flavors of retail, including brick-and-mortar, digital buying, and mobile commerce.

Instacart leans on advertising to bolster its bottom line: The company鈥檚 advertising revenues grew 19%, significantly outpacing the 4% growth in the number of online orders on its platform.

Amazon remains the No. 2 digital grocery player. We forecast Amazon鈥檚 US digital grocery sales will surpass $35 billion in 2023. This is a fairly distant second to Walmart Inc. ($45.71 billion), which controls a larger share of the digital grocery business thanks to its click-and-collect success. Amazon鈥檚 limited physical footprint prevents it from competing with Walmart in this area.

Braintree, for example, is focused on ticketing and tied up with Live Nation, whereas Adyen partnered with Instacart, which could offer inroads into online grocery.

How brands can grow digital grocery sales in 5 charts. How retailers can use discount, dollar store strategies to protect their grocery share.

It doesn鈥檛 take a CPGenius to understand that consumer packaged goods (CPG) have gone digital. 鈥淲inning at the digital shelf is more critical than ever鈥� for CPG brands, according to our analyst Andrew Lipsman. Here are five charts on what retailers, marketers, and logistics professionals need to know about CPG.

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

Click-to-door time was as low as 4.4 days in July 2022 for non-Amazon digital retailers in the US, according to NielsenIQ. But Amazon has them beat by a lot, with an average click-to-door speed of 1.9 days.

Walmart and Instacart are outperforming Amazon in digital grocery, which could prevent the company from market share gains in food and beverage and health/personal care/beauty. So far, Amazon has held off competition from Temu and Shein, but the upstarts could stunt future growth in categories like apparel, footwear, and accessories. Read the full report, US Amazon Ecommerce Forecast 2024.

Among grocery delivery intermediaries, Instacart remains dominant, capturing 73.0% of 2023鈥檚 digital grocery sales. Klarna: While not a retailer, Klarna鈥檚 media network is also uniquely positioned to reach consumers at the point of purchase through in-app and in-feed ads, sponsored search placements, and shoppable video content.

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.