eGrocery Market Share - 3Q25

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

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.