eGrocery Market Share - 4Q25

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

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.