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This grocery delivery trends special edition is made possible by DoorDash |
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JUNE 16, 2025 |
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True or false? Less than half of US grocery retail executives are worried about competition from third-party apps. |
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TOP STORY |
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Grocery delivery intermediaries like DoorDash and Uber are gaining ground, offering new ways to reach high-intent shoppers. Meanwhile, retailers like Walmart and Amazon continue to lead with strong delivery infrastructure and valuable customer data. |
With loyalty programs driving repeat purchases, advertisers can tap into both channels to engage active, purchase-ready audiences. |
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1. Intermediaries are gaining ground |
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DoorDash and Uber are steadily growing their market share in the grocery delivery intermediary space. |
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IN THE NEWS |
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Eight years after acquiring Whole Foods, Amazon is moving to more fully integrate the grocer into its core business, Business Insider reports. |
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The reorganization marks the first major strategic shift under Whole Foods CEO Jason Buechel, who took on the additional role of Amazon’s grocery chief in January.
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In a memo cited by BI, Buechel said the restructuring will streamline operations by cutting duplicative efforts across Amazon’s grocery brands. |
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ANALYSIS |
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Although grocery sales are increasingly shifting online, digital’s share of total grocery sales will be lower than anticipated, according to our analyst, Blake Droesch. |
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“That doesn’t mean digital grocery penetration has hit a ceiling—there are still ways that bigger retailers can build out the accessibility of online grocery that foster growth in the long term. But in the immediate future, the market needs to catch up and correct itself from the hypergrowth we saw during the pandemic.” |
Still, grocery is the second-largest ecommerce category we track, garnering $220.48 billion in 2025, according to our “ US Digital Grocery Forecast 2025” report. |
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