U.S. online grocery sales reached $9.9 billion in August, with delivery leading the growth

It is learned that on September 17, according to foreign media reports, according to the latest Brick Meets Click/Mercatus grocery shopper survey, US online grocery sales reached US$9.9 billion in August, an increase of 7.0% over the same period last year. Sales of the three service modes of delivery, pickup and home delivery all increased.

Specifically, the delivery business was the fastest growing area, with sales increasing by 10.2% year-on-year to $3.9 billion. This growth was mainly due to the continued increase in monthly active users (MAU), indicating a significant increase in consumer demand for delivery services. In addition, the MAU base of the delivery business increased by nearly 16% year-on-year, much higher than the 5.7% growth rate of the self-pickup service, showing the growing popularity of delivery services.

The home delivery business also achieved an 8.9% growth, with sales reaching $1.8 billion. Although this growth was affected by the decline in order frequency, it was offset by a significant increase in the average order value (AOV), maintaining the overall strong performance. For the self-pickup business, sales increased by 3.5% in August to $4.3 billion. The moderate growth in MAU offset the decline in order frequency, and AOV increased by 3.5% compared with the same period last year.

Compared with August last year, delivery business and Walmart performed outstandingly and became the main beneficiaries of promotional activities. The overall MAU base of the US online grocery market increased by 6% year-on-year in August, while the delivery business increased by nearly 16% (almost three times that of the self-pickup business), and Walmart also increased by about 9%.

From June to August, the proportion of American households that mainly buy groceries at Walmart increased to about 30%, an increase of 130 basis points from March to May. Brick Meets Click said that households that choose Walmart as their main grocery retailer have become more inclined to shop online, further widening the gap between Walmart and other supermarkets in this area. As Walmart continues to increase its investment in online grocery sales, its position in the online market continues to consolidate.

At the same time, the delivery business also performed particularly strongly. From June to August, sales of the delivery business increased by 16.1%, far higher than the increase of only 0.6% from March to May. This growth momentum mainly came from the expansion of the delivery MAU base, which increased by 13.9% year-on-year, and the order frequency also increased by 14.9% year-on-year.

Mark Fairhurst, chief growth officer of Mercatus, said that regional grocers are facing fierce competition from giants such as Walmart and Amazon, which use a lot of advertising funds to gain online market share. Regional merchants should leverage their advantages in fresh food, private brands and convenient locations, and strengthen customer connections and enhance loyalty through personalized promotions to further enhance their competitiveness in the online market.

Author ✎ Rayna/

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