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 Retail 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