As genAI assistants play a more prominent role in shopping, retailers and brands will have to rethink how their loyalty programs support direct consumer relationships, and how loyalty benefits can be surfaced in AI conversations.

As retailers prepare for next year, they acknowledge that convenience has evolved from a value proposition to a structural shift in how all of retail operates. We asked leaders across retail media, digital identity, payments, mobility, and connected commerce, and they agreed that convenience will continue to change throughout the next year as expectations shift and AI eliminates friction.

Instacart’s AI pricing tools may be causing some consumers to pay higher grocery prices, according to a report by Consumer Reports and Groundwork Collaborative. The report found that consumers were routinely charged different prices for the same products, with differences as high as 23%. Instacart defended its pricing policy by emphasizing its efforts to improve affordability, and insisting that its experiments “are not dynamic pricing” because prices don’t change in real time according to supply and demand. For shoppers, whether Instacart’s tactics meet the technical definition of dynamic pricing is beside the point. Consumers overwhelmingly prefer brands with consistent pricing and respond negatively toward those that use surge pricing and hidden fees. The lack of transparency around algorithmic pricing is likely to be particularly distressing at a time when rising food prices and other stressors are pressuring household budgets.

Instacart has become the first grocery partner to launch a dedicated app within ChatGPT, enabling users to shop by prompting the assistant and then building a cart powered by Instacart’s catalog and OpenAI models. After signing in, customers can review selections and pay securely via Instant Checkout, with orders fulfilled through Instacart’s network. The move reinforces Instacart’s leadership in US grocery delivery and gives it an early chance to shape AI-enabled shopping behavior. If consumers embrace the feature, its ability to learn preferences and streamline reorders could meaningfully reduce friction and nudge more shoppers toward online grocery buying.

Canada’s digital economy is entering a faster, more competitive phase in 2026 as ad spending accelerates, short video surges, ecommerce climbs, and AI-driven search reshapes how audiences discover content.

Mobile will account for nearly half of US online sales in 2026 and become the dominant channel in 2027. To make the most of this shift, retailers and brands should enhance integration of their shopping apps and loyalty programs.

In a special Thanksgiving-themed episode of “Behind the Numbers,” we ranked the retail and brand initiatives we’re thankful for this season, from viral merchandise to purpose-driven campaigns. "We're looking at those strategies, launches, and collabs that we're genuinely grateful for, the moves that made us smile, surprised us, or gave us hope for where retail is headed," said our analyst Suzy Davidkhanian.

Kroger is overhauling its ecommerce strategy, closing three Ocado automated fulfillment centers after underperformance and leaning more on stores and third-party partners like Instacart, DoorDash, and Uber. Though initially costly, Kroger expects $400 million in ecommerce profit gains by 2026, helping fund price cuts and store improvements. The shift highlights the high cost of competing with Amazon and Walmart on delivery speed and the appeal of using delivery platforms' existing last-mile networks. The new model should cut costs, add flexibility, and support a stronger customer experience as online demand grows.

As retail media moves from side business to centerpiece, big brands are prioritizing measurement and efficiency to cement the channel as a mature budget item. Retail media will grow almost 20% this year (19.4%) to reach $58.79 billion, according to EMARKETER's September 2025 forecast. In recent earnings calls, tech leaders described a channel that is now about solid data, AI-driven relevance, and reshaping how advertisers reach shoppers.

Airbnb and Instacart plan to launch a pilot program that would enable guests in select cities to order grocery delivery before and during their stays, per Bloomberg. The partnership is a win-win, offering Airbnb the chance to improve the guest experience, and giving Instacart an opportunity to expand its reach and boost ad revenues. As competition between delivery platforms heats up, deals like these are poised to become more common as companies look for new ways to win over customers.

Convenience continues to outweigh cost savings for many shoppers, driving strong growth across the grocery delivery market. Instacart led the sector in Q3 with a 14% increase in orders and a 10% rise in gross transaction value, while Uber and DoorDash also posted solid gains. As online grocery adoption accelerates, Instacart is doubling down on affordability through price parity and loyalty integrations to counter economic pressures. Convenience remains a powerful growth driver, but its durability will depend on how effectively delivery platforms balance ease with value as consumers grow more price-conscious.

This benchmark covers how ad buyers can calibrate their retail media ad spending and budget allocations against the market, and how publishers and solution providers can assess whether their ad revenues align with industry trends.

Instacart has launched a new suite of AI-powered tools aimed at helping grocers deliver more personalized and efficient shopping experiences both in-store and online. The rollout includes features like Cart Assistant for customized recommendations, Store View for real-time shelf monitoring, and Agentic Analytics for data-driven insights. Instacart’s bet is that the more it can use emerging technologies to simplify life for both grocery shoppers and retailers, the stickier its platform will become.

Kroger and Uber are joining forces to expand their audiences and attract more incremental spending. Kroger customers will be able to order restaurant delivery—fulfilled by Uber—from the grocer’s website and app. Starting next year, Uber Eats users will be able to order groceries from Kroger’s 2,600-plus stores. Partnering with third-party delivery platforms offers pure-play grocers such as Kroger an opportunity to level the playing field with mass competitors like Walmart and Amazon. Deals like the one between Kroger and Uber will likely become more common as retailers look to reach high-intent shoppers and delivery platforms race to keep their competitors at bay.

OpenAI introduced a wide swath of app integrations for ChatGPT, pushing the generative AI (genAI) chatbot toward super app status. Spotify, Booking.com, Zillow, Canva, Figma, and Expedia are now all part of the ChatGPT experience. Brands should start treating ChatGPT like a search engine, app store, and marketplace all in one. Marketers should create and tag their content so it can surface naturally in ChatGPT responses. Generative engine optimization (GEO) strategies include structuring content and product copy with mini headlines and using concrete language over abstract phrasing to boost appearances in output.

OpenAI is now allowing users to connect to select third-party apps within the ChatGPT interface. The integrations expand the chatbot’s utility while encouraging users to spend more time within the platform. Consumers may not yet be willing to make transactions within ChatGPT, but they are open to its recommendations. ChatGPT’s integrations with Expedia and Booking.com could transform how people approach trip planning, all while siphoning more traffic from Google—and familiarizing users with the idea of making more purchasing decisions with the help of AI.

In five years, Instacart’s retail media network (RMN) has transformed from a simple performance engine into a full-funnel, end-to-end marketing ecosystem.

United Airlines teamed up with Instacart to give its loyalty program members sweetened perks like free grocery delivery and bonus miles. The $0 delivery fee—what United calls a first for an airline—applies on orders placed just before, during, or shortly after a domestic flight. Loyalty program participants can also earn miles for setting up new Instacart+ memberships and for linking their United and Instacart accounts.The United-Instacart collaboration is more than just a marketing tie-up. It shows how companies are responding to the desire for more flexible loyalty programs and sets the stage for more cross-industry ties among retailers, travel companies, and other industries.

AI shopping assistants are boosting discovery and personalization, but trust issues and fulfillment challenges could limit their impact on channel migration.

DoorDash unveiled a host of features designed to make its services stickier for both businesses and customers. DoorDash’s fulfillment updates position the platform as a stronger partner for the many retailers trying to keep pace with Amazon and Walmart on delivery speed. At the same time, the company’s latest features show the pressures of competing with Uber and Instacart, both of which are adding more retailers to their platforms while courting customers with broader perks.