Video: eGrocery Insights - September 2025

Welcome to an all-new episode of US eGrocery Sales Trends from Mercatus, featuring David Bishop, Partner at Brick Meets Click. In this month’s data-driven Q&A, David tackles five big questions coming out of September’s record-breaking online grocery sales results.

Watch the full episode to learn:

• Whether Amazon’s speed-focused grocery model is sustainable 
• How regional grocers can grow loyalty without eroding profitability 
• Which demographics are fueling eGrocery’s next phase of growth 
• Why gains in Average Order Values (AOVs) might not tell the full story 
• How to balance retention, reactivation, and acquisition heading into 2026

Summary of the Video

David begins the Q&A by looking at Amazon’s rapid expansion of same-day fresh delivery represents a scalable long-term model or if it’s setting a pace that could challenge margins across the industry. 

From there, he breaks down what these changes mean for regional grocers, identifying how they can maintain profitability while doubling down on differentiation, loyalty, and retention instead of trying to compete in terms of fulfillment speed with Amazon and Walmart. 

David then looks at new demographic data that shows shoppers aged 60+ surging nearly 30% in monthly active users. One driver of this older cohort’s growth is the integration of essential services—like pharmacy—with online grocery orders. 

Especially for regional grocers >>> David discusses how they can use this insight to match similar service pairings to their in-store strengths and customer needs. 

The episode closes by examining whether record-high AOVs point to stronger engagement or just higher prices, and whether the industry’s continued sales growth is powered by loyal renewals or returning, once-lapsed shoppers.