When Amazon starts a new business, competitors scrap business plans and markets shudder. We examined 19 of Amazon’s divisions to help parse how the company fuels its flywheel to keep driving the virtuous cycle.

The company is facing competition not only from established rival services like Amazon Fresh, DoorDash, and Uber, but also from well-funded startups like Gorillas, Gopuff, and Jokr. “Existing Instacart partners like Walmart and Kroger are expanding their own delivery capabilities, which could slow growth coming from grocery delivery,” noted Blake Droesch, analyst at Insider Intelligence.

Amazon operates close to 600 physical stores in the US, the majority of which are locations of grocer Whole Foods Market, which Amazon acquired in 2017.

Walmart edged out Amazon in 2020 as the leading US grocery ecommerce retailer. We expect Walmart to continue outselling Amazon in grocery ecommerce sales through our 2023 projections.

This includes sales from traditional grocers, warehouse clubs, online-only retailers (i.e., Amazon), grocery delivery companies (i.e., Fresh Direct, Peapod), third-party delivery services (i.e., Instacart, DoorDash, Uber), and meal kit companies (i.e., Blue Apron, Hello Fresh). It excludes restaurant sales. Delivery includes home or work locations.

It’s no coincidence that Amazon, one of the biggest digital retailers worldwide, has recently started gaining a presence on the UK’s high streets. It opened its first non-food store in October this year at the Bluewater shopping mall in Kent. This is on the back of opening its first Amazon Fresh store in London in March—there are now five additional stores across London.

As Amazon begins to scale up its brick-and-mortar footprint with Amazon Go, Amazon Fresh, and its yet-to-be-named department store concept, in-store digital media could add to Amazon’s list of media channels. The format would enable Amazon to deliver contextually relevant brand advertising close to the physical point of purchase.

The new Fresh location in Bellevue, Washington is a full-size grocery (typically 25,000-45,000 square feet) and the largest retail space that will run on Amazon’s cashierless tech. Here’s how it works: The Fresh grocery will allow buyers to scan QR codes, use Amazon One to read their palms, or insert their credit or debit cards associated with their Amazon accounts.

The Amazon Fresh store in Ealing, a London suburb—reportedly the first of at least 30 sites in the UK—features “Dash Carts” that use computer vision and incorporate scales to identify and weigh products and keep them in a virtual basket. Latin America. Digital and Contactless Payments Will Become More Common at Checkout as Dependency on Cash Begins to Wane.

Amazon also has expansion plans for Amazon Fresh grocery stores, which feature “Dash Carts,” shopping carts that automatically scan and charge the items placed in them. The stores have been popping up near big cities including Los Angeles and Chicago.

It’s also tapping into the growing grocery sector with the expansion of its Fresh and Go stores. The etailer noted that it now has 15 Amazon Fresh stores globally, and it has many more in the works in the US.

Nonperishable is the most popular online grocery category, but most buyers are also purchasing fresh and frozen foods. A March 2021 survey from ecommerce platform PowerReviews found that more than half of grocery shoppers had digitally purchased fresh (56%) and frozen foods (54%). However 70% of respondents had purchased nonperishable packaged foods, like cereal, canned food, and snacks.

Amazon also has expansion plans for Amazon Fresh grocery stores, which feature “Dash Carts,” shopping carts that automatically scan and charge the items placed in them. The stores have been popping up near big cities including Los Angeles and Chicago. In September, Amazon also unveiled the Amazon One handprint scan technology that can identify customers upon store entry.

Amazon’s investment in warehouse and last-mile logistics for next-day and same-day Prime (not to mention removing its $14.99 monthly fee for Amazon Fresh) eliminated barriers to online grocery delivery. The buildouts of click-and-collect operations by Walmart and various national grocery chains helped propel that behavior forward.

Now Amazon Fresh grocery stores, which feature “Dash Carts” that automatically scan and charge items placed in the shopping cart, are popping up near big cities like Los Angeles and Chicago. In September, Amazon also unveiled the Amazon One handprint scan technology that can identify customers upon store entry, set to be rolled out at two cashierless stores in the Seattle area.

Business Insider Intelligence research analyst Daniel Keyes and eMarketer principal analyst at Insider Intelligence Andrew Lipsman discuss the future of grocery and why Instacart is leading the charge. They then talk about lululemon's magical Q2, what Amazon's latest wearable can do that others can't, and how Peloton's new equipment fits into its overall strategy.