E-Grocery and the New Shopping Paradigm

There’s a battle waging in grocery.

And its the biggest one EVER.

You may love it. You may hate it.

But facts don’t care what we like.

Delivery surged over 70% in May.

You read that right. 70%.

𝘛𝘩𝘪𝘴. 𝘐𝘴. 𝘏𝘪𝘴𝘵𝘰𝘳𝘪𝘤.

Here’s the crazy part.

Total E-Com was only up 27% for the month.

That’s delivery, curbside, and ship-to-home.

𝘖𝘯𝘭𝘺… as if that’s not already a massive jump.

But ALL of that growth came through delivery.

Which was up 70% from May of 2024.

According to a report by Brick Meets Click.

70 big ones. 𝘞𝘰𝘸.

👉 This is a shift in power dynamics.

This battle is being fought in your 3rd Party Delivery:

• Instacart

• DoorDash

• UberEats

But it’s also being fought in your 1st party grocery Apps:

• Whole Foods

• Albertsons

• Walmart

• Sprouts

• Costco

• Kroger

• Target

• Sam’s

• HEB

• BJ’s

Every single one of those is an 𝘦𝘤𝘰𝘮𝘮𝘦𝘳𝘤𝘦 play.

And your competitors are taking market share.

This 𝘪𝘴𝘯’𝘵 about committing a budget.

This 𝘪𝘴𝘯’𝘵 about someone managing your budget.

This 𝘪𝘴 about the greatest shift in shopping behavior in well over a decade.

And it 𝘪𝘴 about winning the race for market share.

In the biggest land grab since early Amazon.

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We drive velocity in Sprouts, Whole Foods, Walmart, Target, Walgreens, CVS, Kroger, Sam's, COSTCO, and lots of other retailers.

We grow brands on Amazon.