Meijer continues grocery-format expansion with Livonia store

If you’re in grocery retail and you feel like the ground is shifting beneath your feet, it isn’t your imagination. One of the physical grocery store's strongest draws—the "quick trip" for fresh everyday essentials—is facing its biggest threat yet.

This dramatic acceleration signals that online grocery is no longer just an alternative channel—it is a dominant habit. The online share of total grocery spending reached 19% to close the year, an increase of 430 basis points compared to December 2024.

Welcome to the latest episode of US eGrocery Sales Trends from Mercatus, featuring David Bishop, Partner at Brick Meets Click. November was supposed to be a stress test for lower-income households online who did cut back online, but higher-income households expanded their share enough to offset the drop driving very strong results.

The latest data from Brick Meets Click and Mercatus (and the second month since Sept '25 with sales above $12 billion) provides a clear message: online grocery is no longer just a secondary option for U.S. households—it is rapidly becoming the primary method of procurement for high-value shoppers.

Welcome to a new episode of US eGrocery Sales Trends from Mercatus, featuring David Bishop, Partner at Brick Meets Click. Top-line: October’s eGrocery results reveal both resilience and strain across the market. Total online grocery spending rose 10.5% year over year.

The U.S. online grocery market continues its upward trajectory, with total sales reaching $11.6 billion in October 2025, marking a 10.5% increase year-over-year (YOY) according to the Brick Meets Click Grocery Shopper Survey, sponsored by Mercatus. The dynamics driving this growth are shifting, requiring retail grocery executives to take a deeper look and possibly reevaluate their eGrocery strategies.

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.

U.S. online grocery sales have soared to unprecedented levels, hitting a new high of $12.5 billion in September 2025. This marks a significant 31% increase over the previous year and is the second consecutive month a new record has been set, according to the Brick Meets Click Grocery Shopper Survey, sponsored by Mercatus.

UPDATE: The the remaining 2025 Dashboards have been moved to the full monthly report. This report available for purchase via Annual, 1-month, and 4-month flex subscription options.

This month’s conversation kicks off with a discussion around two major moves that took place in August: 1. Amazon’s expansion of same-day fresh food delivery and 2. Walmart’s announcement that half of its delivery orders now arrive in under three hours