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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.

US grocery store displays averaged 80.3 per store in 2023, a decline 10.2 from 2018, according to Q3 2023 data from Circana.

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.

Amazon tests yet another grocery format: Amazon Grocery, which is located next to a Whole Foods Market, aims to fill the hole left by the sister brand鈥檚 restrictions on certain ingredients.

So we talk about prices, but food prices, I think, are one significant bellwether. 86% of consumers are frustrated with the rising cost of grocery shopping, according to an R. R. Donnelley & Sons survey. And food price is something we look at every day, so we're hyper aware of prices going up. They're up 28% since 2019, so they're up significantly.

We asked our analysts which companies they have their eyes on this year and why they鈥檙e positioned for potential success (or disaster). The Kroger Co., for example, is leveraging its digital offerings to scale its business, while Nike may pivot back to wholesale to stay competitive.

Marketplaces play a major role in beauty and clothing, while grocery shoppers rely on in-store visits. Retailers must balance both online and in-store strategies, leveraging loyalty programs and fast delivery to stay competitive.