June 2025 U.S. eGrocery Sales Continue to Surge, up 28% Versus Year Ago

Online grocery rings up $9.8 billion in monthly sales while in-store sales slip as households shift where they buy most of their groceries.

U.S. online grocery sales totaled $9.8 billion for June 2025, a 27.6% increase compared to last year, according to the Brick Meets Click Grocery Shopper Survey fielded June 29-30, 2025, and sponsored by Mercatus. All three receiving methods contributed to the continued surge in monthly results as each posted dollar sales gains of 25% or more for the month. Meanwhile, in-store grocery sales slipped during June due to a combination of the surge in online sales and shifts in where households primarily buy their groceries.

Delivery’s 29% year-over-over (YOY) growth in monthly sales, which totaled $3.8 billion in June, was due largely to strong growth in its monthly active user (MAU) base, coupled with gains in order frequency and average order value (AOV). Pickup sales jumped nearly 25% to $4.3 billion, driven by solid increases in its MAU base, order frequency, and AOV versus last year. Ship-to-Home’s sales surged nearly 33% to $1.7 billion as its MAU base expanded even faster than Delivery’s, and its order frequency also spiked significantly higher than June 2024.

“June’s strong results signal that this sustained surge in eGrocery sales, particularly in Delivery, is likely to continue because Delivery is now effectively free for many users,” said David Bishop, Partner, Brick Meets Click. “This evolving dynamic leverages membership and subscription programs to eliminate one of the top historical barriers to using an eGrocery delivery service.”

In terms of sales share, Delivery captured another 45 basis points (bps) in June 2025 compared to last year, finishing the month with more than 38% of eGrocery sales and building on its 2024 share gain of 330 bps. In contrast, Pickup contracted for the second straight year as its share shrank 110 bps to 44% for June 2025. Ship-to-Home, which captured nearly 18% in June 2025, also posted a second straight year of share gains, aided by the uptick in membership/subscription program participation.

While eGrocery posted another month of exceptional results, overall grocery spending per household during the final week of June 2025 rose only 2.5% versus last year. Excluding online sales, this suggests that in-store grocery sales across all retail formats declined versus June 2024.  

One key factor that helps to put the in-store sales dip into perspective is a shift in where U.S. households are buying most of their groceries. This June, the share of households that indicated Walmart was their primary grocery store during the month rose by nearly a full percentage point; at the same time, Hard Discounters, like Aldi, gained almost one and a half points while Supermarkets lost over two points. 

And, when it comes to shopping online for groceries, Supermarkets continue to face escalating competition from Walmart. One in four households that ordered online from a Supermarket service also did so with Walmart during June 2025, up 400 bps year over year. In fact, this cross-shopping metric between Supermarkets and Walmart has risen every June since 2020, when Brick Meets Click began measuring and monitoring this shopping indicator.

Relative to building greater engagement with their respective MAU bases, Grocery (which includes Supermarkets and Hard Discount) closed about half of its repeat intent gap behind Mass retailers in June. Although Grocery reported stronger YOY improvements on this measure for both Delivery and Pickup, respectively, Mass maintains a more than 10-point advantage in Delivery, as Mass retailers like Walmart continue to attract new online customers who primarily buy groceries at a Grocery banner.

“If you’re a regional grocer, these results should be a wake-up call: Take control of your customer data and put it to work to stay competitive,” said Mark Fairhurst, Chief Growth Marketing Officer, Mercatus. “A year of aggressive Delivery promotions and a sharp rise in cross-shopping between Supermarkets and Walmart highlight the urgent need to defend your customer base on every channel by owning the relationship at each touchpoint and building a smarter, more connected experience to drive growth and stay relevant.”

For more information about subscribing to the full monthly report, visit the eGrocery Monthly Sales report page.

About this consumer research

The Brick Meets Click Grocery Shopping Survey is an ongoing independent research initiative created and conducted by the team at Brick Meets Click and sponsored by Mercatus.

Brick Meets Click conducted the most recent survey on June 29-30, 2025, with 1,496 adults, 18 years and older, who participated in the household’s grocery shopping, and a similar survey in June 2024 (n=1,744). Results are adjusted based on internet usage among U.S. adults to account for the non-response bias associated with online surveys. Responses are geographically representative of the U.S. and weighted by age and income to reflect the national population of adults, 18 years and older, according to the U.S. Census Bureau.

The three receiving methods for online grocery orders are defined as follows:

• ‍Delivery includes orders received from a first- or third-party provider like Instacart, Shipt or the retailer's own employees.‍
• Pickup includes orders that are received by customers either inside or outside a store or at a designated location/locker.‍
• Ship-to-Home includes orders that are received via common or contract carriers like FedEx, UPS, USPS, etc.

About Brick Meets Click‍

‍Brick Meets Click is an analytics and strategic insight firm that connects today's grocery business with tomorrow's needs. Our clear thinking and practical solutions help clients make their strategies and customer offers more compelling and relevant in the changing U.S. grocery market. We bring deep industry expertise and fact-based analysis to the challenge of finding new routes to success.

About Mercatus

Mercatus drives digital transformation for retailers through an extensive suite of connected and contextualized commerce solutions. We enhance shopper engagement, tailor experiences to individual preferences, and cultivate enduring loyalty across retail businesses of every size. Our mission is to enable retailers to captivate customers, boost sales, foster retention, and deepen loyalty in a digital world. With our cutting-edge solutions, retailers can streamline operations, enrich customer experiences, and realize substantial growth. Embark on the digital transformation journey and unleash the full potential of your retail business with Mercatus.

‍