Deep DiveThe US Online Grocery Surge: What’s Driving It, Who’s Shopping and Why the Momentum Is Here To Stay Sujeet Naik, Analyst Sector Lead: John Mercer, Head of Global Research and Managing Director of Data-Driven Research March 5, 2026 Reasons to ReadDiscover what’s fueling the next structural growth phase of US online grocery—and who stands to win as digital becomes a default shopping channel. Read this report to understand: What is driving online grocery growth? Who is driving demand? Why is growth accelerating? Fresh and perishable adoption: unlocking high-frequency category growth Technology advancements and AI adoption: elevating the online grocery experience Companies mentioned in this report include: Ahold Delhaize, Albertsons, Aldi, Amazon, DoorDash, Instacart, Kroger, Lidl, OpenAI, Salesforce, Target, Uber and Walmart. Data in this report include: year-over-year growth in US food and beverage e-commerce versus total CPG sales; online grocery penetration by age and household income; barriers to online grocery adoption; usage of retailer subscription program features; online purchase rates of fresh and perishable categories. Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for Other research you may be interested in: Earnings Insights 1Q25: Wrap-Up—Growth Outpaces Declines Across Most SectorsInnovator Profile: Ethosphere—Turning Retail Sales-Floor Conversations Into Operational InsightsMixed Signals—Economic Optimism Continues But Consumers Feel the Strain on Personal Finances: China Consumer Survey InsightsFinancial Confidence Ticks Up Again: Weekly US Consumer Sentiment, Week 20, 2025—Infographic
