The trend: Convenience is winning out over cost savings for many grocery shoppers.

• The latest evidence comes from one of the largest players in the space, Instacart, which we expect to capture 17.2% of US grocery ecommerce sales this year and 67.7% of grocery intermediary sales. The company’s Q3 orders rose 14% to 83.4 million, ahead of analysts’ expected 82.9 million, and gross transaction value (GTV) increased 10%.
• Those gains follow strong results from Uber and DoorDash, which hold smaller shares of US grocery delivery orders but are investing heavily to expand. Uber’s delivery business accelerated in Q3, with bookings up 24% YoY and revenues up 27%, while DoorDash orders jumped 21% and revenues climbed 27%.
• To build on that momentum, Uber launched “Fresh Days,” a weekly promotion offering up to 50% off fresh produce, meat, dairy, and other items to boost its grocery visibility. DoorDash, meanwhile, aims to broaden its appeal by partnering with chains ranging from Kroger to Busch’s Fresh Food Market and Woodman’s, and teaming with Klarna to introduce a buy now, pay later option.

The context: The grocery delivery market continues to expand rapidly as half of consumers order groceries online at least once a month, per Vtex.

• We expect US grocery delivery ecommerce sales to reach $128.01 billion this year, up 12.1% YoY.