The digital shelf has grown more competitive for CPG brands amid the rise of grocery ecommerce and increasing retail media ad spend.

Instacart jumped from 10.2% of US digital grocery sales in 2019 to 21.5% in 2020, taking over share as people pivoted to online grocery deliveries. Walmart has had the highest digital grocery share since 2020, which put it in good shape this past earnings season when consumers cut back on superfluous spending and sought grocery savings.

Once again, Walmart takes the No. 1 spot in our US grocery ecommerce sales forecast, but Instacart and Amazon are fighting for the second spot.

In the US, digital retail media and the ecommerce channel are growing faster than any other major ad format except connected TV. This report analyzes our latest retail media forecast and examines the role market uncertainty could play in this space.

Amazon lets shoppers get products delivered from nearby stores: The new program offers another benefit to Prime members at the same time it weaves other retailers into the Amazon ecosystem.

Despite rapid grocery’s well-documented struggles, companies continue to invest in the space: Retailers see value in quick commerce even as Gorillas, Jokr, and others scale back their ambitions.

Food delivery platforms in China struggle to maintain their pandemic gains: As consumers venture out to restaurants and stores, platforms like MissFresh and Meituan are looking for new ways to keep customers on the platform.

Subscription models are driving customer loyalty in online sales of groceries and other essential goods, but fatigue among consumers threatens long-term growth.

In 2021, Amazon’s US average revenue per user (ARPU) for its retail media network was nearly 4 times that of Instacart and close to 9 times that of Walmart.

Despite market uncertainty, rapid delivery is becoming a fact of life: Tesco, Albertsons, and Publix are some of the retailers inking deals with delivery platforms to offer quick fulfillment, while quick commerce startup Zepto is raking in cash from investors.

Amazon and others are rapidly rolling out contactless checkout: While the pandemic sparked interest in contactless technology, the tight labor market could lead more retailers to adopt the tools.

Amazon flexes its market power with seller surcharges, anti-union stance: Despite rapid growth during the pandemic, the ecommerce giant is passing fuel and inflation costs onto its sellers while resisting calls to improve working conditions.

Learn what the main takeaways from Shoptalk 2022 were this year. "In Other News," we discuss the most important thing to note about Instacart Platform and what to make of Peloton's outlook. Tune in to the discussion with our analysts Suzy Davidkhanian and Andrew Lipsman.

This inaugural benchmark evaluates 10 leading digital grocery services, ranked based on consumers’ demand for 30 different features.

A changing grocery delivery landscape forces Instacart to diversify: The delivery company launches a suite of retailer-focused tech solutions as rivals encroach on its turf.

US food and beverage ecommerce sales will approach $80 billion in 2022, up 20.7% from nearly $65 billion last year. While the growth is impressive, it’s far slower than the 99.0% surge the category saw in 2020, when wary consumers pivoted to buying online at the onset of the pandemic.

US retail sales growth will stabilize in 2022, but changes wrought by two years of the pandemic will drive growth in online automotive and grocery sales.

Retailers take last-mile fulfillment into their own hands: Companies like Costco and Amazon are building their own logistics networks, to the detriment of FedEx and UPS.

Is it time to rethink the gig worker-based business model?: Amazon alters jobs for grocery-picking gig workers to help meet growing demand for online orders.

Here’s how ad buyers ranked the retail media networks of 11 major retailers—Amazon, Best Buy, Costco Wholesale, eBay, The Home Depot, Instacart, Kroger, Macy’s, Target, Walmart, and Wayfair—according to the attributes they value most.