TikTok Shop's low prices came with shaky trust, but the budget retailer is maturing into a serious marketplace and attracting partnerships.

Earlier this month, the Trump administration released its latest Dietary Guidelines for Americans, marking a shift in nutrition guidance toward whole foods, protein-rich diets, and reduced consumption of added sugars and highly processed foods. These changes may shape consumer expectations and food industry strategy over the next five years, influencing purchase decisions, brand trust, and competitive positioning across the food ecosystem.

Digital grocery has evolved from a pandemic-era convenience to a core retail channel. More than 90% of US consumers now shop for groceries both online and in-store, according to FMI and NielsenIQ. As the channel matures, the competitive battleground shifts from basic fulfillment to AI-powered personalization, retail media monetization, and seamless omnichannel experiences. This FAQ addresses the trends, players, and strategies shaping digital grocery in 2026.

Kroger, CVS, and others are increasing in-store retail media investments as interest grows.

The FDA sent warning letters to four major retailers that continued to sell baby formula linked to a botulism outbreak after the products were recalled in early November. As retailers move deeper into health and wellness, their daily operations need to support the image they’re trying to build.

Amazon’s move to fold perishable groceries into same-day delivery is paying off quickly, with nine of the top 10 best-selling items in eligible markets now perishables—a sign that shoppers trust the faster service for everyday needs. The shift supports CEO Andy Jassy’s bullish stance on grocery as Amazon expands same-day perishables to more than 2,300 locations and builds on more than $100 billion in online grocery sales over the past year. With Walmart and Kroger also ramping up rapid fulfillment, the stakes are rising in a grocery ecommerce market surging in both order frequency and value.

In 2026, commerce media will shift toward the core mechanics of shopping, as retailers reorganize, stores become high-impact media showcases, agentic AI opens new monetization, and financial platforms move closer to shoppable environments.

Kroger lowered the top end of its full-year sales outlook as rising price sensitivity among lower- and middle-income shoppers weighs on spending. Consumers’ growing focus on value is leading to more trips, smaller baskets, and greater reliance on promotions and private labels. These patterns are driving Kroger to intensify price cuts and promotions to keep shoppers from trading down.

Amazon is testing ultra-fast delivery for fresh groceries and other household essentials in some areas of Seattle and Philadelphia. The service, called Amazon Now, allows shoppers in eligible neighborhoods to receive thousands of items in 30 minutes or less. While Amazon continues to invest in its brick-and-mortar grocery business, enhancing its ecommerce initiatives appears to be taking precedence. Speeding up delivery could help Amazon extend its foothold in grocery while keeping shoppers wedded to its platform, but our forecast expects its share of digital grocery sales to dip as Walmart, pure-play grocers, and intermediary delivery platforms grow their piece of the pie.

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.

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.

Uber is pursuing aggressive cross-platform integration to boost revenue, noting that customers who use both its mobility and delivery services spend three times more and stay longer. With only 20% of users currently overlapping, the company is pushing its Uber One membership and personalized offers to bridge the gap. Delivery growth remains strong, with bookings up 24% YoY, and Uber is expanding into grocery and retail through partnerships with major brands and new promotions like “Fresh Days.” Overall, Uber’s record trip volumes and strong earnings outlook highlight sustained demand for convenience and position the company for continued growth.

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.

The US government shutdown has entered its fourth week, becoming the second-longest in modern history and increasingly straining the economy. The travel industry alone has lost nearly $3 billion, while companies like Unilever are delaying major moves due to halted SEC operations. Grocers fear SNAP benefit disruptions that could hit Walmart and Kroger hardest. Oxford Economics estimates GDP growth could fall by up to 2.4 percentage points if the shutdown persists through Q4. With holiday sales already under pressure from weak confidence and high rates, the timing couldn’t be worse for retailers or consumers.

GoodRx is partnering with Kroger pharmacies to roll out a medication savings program for branded drugs, including Novo Nordisk’s Ozempic and Wegovy. Kroger has a great opportunity to market healthy food offerings through its grocery business to people picking up GLP-1 prescriptions at its pharmacy. This might involve pharmacist-led medication management, tailored marketing for store products that support GLP-1 use (e.g., high-protein, low-calorie, fiber-rich), and access to nutrition guidance and resources.

A leaked Adweek-reviewed file details how The Trade Desk partners with 49 retailers worldwide to sell ad placements built on shopper data. The document reveals steep markups and inconsistent rules: Albertsons charges up to 45% of media costs, Best Buy limits custom audiences, Costco sets $100K minimums, and Walmart imposes fees capped at $3.50 CPMs plus measurement charges. Other retailers add restrictions around ad categories or approvals. The leak highlights both the value and complexity of retail media as brands chase audience targeting tied directly to transactions. Transparency remains a challenge, with costs and conditions varying widely by partner.

Kroger has consolidated its retail media, consumer insights, and loyalty marketing capabilities under the Kroger Precision Marketing (KPM) brand.

Retail media is not just for retailers anymore. US commerce media ad spending is projected to hit $118.4 billion by 2029, growing at a 15.3% compound annual growth rate (CAGR), per a May EMARKETER forecast.

The news: Save A Lot introduced a new Hispanic-focused store format—its second—in partnership with Leevers Supermarket as it explores ways to build deeper connections with Hispanic consumers. The takeaway: The rationale for opening these stores is clear: Hispanic consumers wield increasing buying power and account for an outsize share of growth in categories like CPG, beauty, and food and beverage. By targeting these shoppers with formats and products best suited to their needs, grocers can win lasting loyalty.