The Age of Micro Fulfillment

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

U.S. online grocery sales climbed to $11.2 billion and marking a nearly 14% YOY increase. This growth was fueled by more households shopping online, higher order frequency, and bigger average order values (AOVs).

Walmart’s (WMT) executive team repeated the same stat multiple times during its 2Q26 earnings call and it’s important to put it into the context of eGrocery’s evolution, along with highlighting a couple of key takeaways.

Welcome to the new episode of US eGrocery Sales Trends – July 2025. This month’s discussion opens with a deep dive into the structural shift shaping the U.S. online grocery market: The rise of the “free delivery era”. Featuring: Mark Fairhurst, Chief Growth Marketing Officer at Mercatus, and David Bishop, Partner at Brick Meets Click

The U.S. eGrocery market continues its robust growth trajectory with June 2025 sales surging to $9.8 billion. This sustained boom highlights an important shift in how consumers are purchasing their groceries.

One recent deep dive into Walmart uncovered a significant, yet often underestimated, factor in its impressive eGrocery performance: An unwavering focus on its first party (1P) digital platform.

The U.S. eGrocery market continues its robust growth trajectory with June 2025 sales surging to $9.8 billion. This sustained boom highlights an important shift in how consumers are purchasing their groceries.

UPDATE: The June 2025 Dashboard has been enhanced and moved to the full monthly report. This report available for purchase via Annual, 1-month, and 4-month flex subscription options.

Our new report, U.S. Grocery Sales 5-Year Forecast: 2025-29, offers invaluable insights and perspective that grocery retail teams should consider as they look to strengthen their own business.