蘑菇AV

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.

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.

The hope is that consumers will get used to the convenience and savings offered by Amazon and turn to the retailer to fulfill more of their needs鈥攁 reasonable assumption given that long-term growth in the digital grocery space will come from existing buyers spending more of their grocery budgets online.

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.

Tesco鈥檚 newest venture takes aim at Ocado: The UK grocer鈥檚 Transcend Retail Solutions division aims to help international supermarket chains develop their ecommerce operations.

Shoppable media is any form of digital media that includes a 鈥渟hoppable鈥� call to action. Prominent examples of shoppable media include social commerce, connected TV (CTV) ads with QR codes, livestream shopping, and online recipes that include links to purchase sites. Social commerce is a growing market, but adoption hasn鈥檛 caught on elsewhere.

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.

UK ecommerce sales have bounced back to steady growth as consumer spending remains resilient despite inflationary pressures. Most major categories will see a further shift online by 2027, bringing opportunities for ecommerce retailers.

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.

That would be really interesting because there is a lot more of the pharmacy side of these stores is moving online and moving to other channels as well, like supermarkets.

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.

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.

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.

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

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.