The Age of Micro Fulfillment

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.

Welcome to May ‘25 US eGrocery Sales Trends video, hosted by Mark Fairhurst, Chief Growth Marketing Officer at Mercatus, and David Bishop, Partner at Brick Meets Click. Learn more about Walmart's growing dominance, especially in Delivery and how Pickup can close the innovation gap.

The U.S. online grocery market continues its dynamic growth, with May 2025 sales reaching $8.7 billion, a significant 27% increase year-over-year. This surge, largely propelled by the Delivery segment, offers crucial insights for grocery retail executives aiming to expand their online business.