US eGrocery Sales Trends with Brick Meets Click - November 2025 Insights скачать в хорошем качестве

US eGrocery Sales Trends with Brick Meets Click - November 2025 Insights

Welcome to the latest episode of US eGrocery Sales Trends from Mercatus, featuring David Bishop, Partner at Brick Meets Click. This final show closes out a six-year run analyzing the shifts in America’s online grocery market. November was supposed to be a stress test for lower-income households online. Delayed and partial SNAP payments, rising costs, and growing anxiety had many expecting a sharp pullback. Instead, headline eGrocery spending stayed strong and average order values actually climbed. David starts by unpacking that contradiction: Lower-income households did cut back online, but higher-income households expanded their share enough to offset the drop. He outlines why these pressures may intensify in 2026 if SNAP funding tightens further. David then turns to this past month’s fulfillment numbers. Delivery rebounded in November, but pickup didn’t lose ground. This is a critical point for regional grocers who rely on pickup’s lower cost structure. He breaks down how Walmart, Amazon, and shifting consumer expectations are reshaping each method After explaining what regionals can do to strengthen pickup through faster cycle times and true “on-the-way-home” convenience, David addresses November’s dip in repeat intent. He adds context to the decline by explaining how a surge of first-time shoppers dragged the metric down, while the most established users — those ordering four or more times in three months — continue to grow and now make up nearly 60% of all pickup and delivery MAUs. These “super users” spend roughly 50% more per order than newcomers, which makes retaining them a critical priority heading into 2026. From here, David takes a look at the broader market with monthly active users continuing to rise, the share of U.S. households shopping online reaching roughly 80%, and order frequency increasing year over year for 15 straight months. He suggests that these are all signs that the market’s expansion is structural, not just seasonal. David brings the episode and the monthly series to a close by reflecting on the last six years of eGrocery data and thinking about how far the market has come during that run. He names membership-driven delivery as the defining trend of 2025, and Amazon’s same-day Fresh–powered Ship-to-Home growth as the signal to watch in 2026. Watch the full episode to learn: How SNAP disruptions affected November’s results Why delivery surged without pulling pickup down What November’s repeat-intent dip really means How Amazon is continuing to reshape ship-to-home expectations What six years of eGrocery data reveal about where the market heads next For deeper insights and the full November eGrocery Sales Report, visit: https://www.mercatus.com/resources/re.... About Brick Meets Click Brick Meets Click (https://www.brickmeetsclick.com/) is an analytics and strategic insight firm that connects today’s grocery business with tomorrow’s needs. Our clear thinking and practical solutions help clients make their strategies and customer offers more compelling and relevant in the changing US grocery market. We bring deep industry expertise, knowledge of what’s coming next, and fact-based analysis to the challenge of finding new routes to success. About Mercatus Mercatus (https://www.mercatus.com/) is the trusted partner in driving digital commerce transformation for grocery retailers. Our scalable technology empowers retailers to take full control of the customer journey—from first impression to transaction. By turning every digital interaction into an opportunity to deepen engagement, strengthen loyalty, and protect margins, Mercatus helps retailers attract new shoppers, improve retention, and accelerate growth both online and in-store. Step confidently into the digital future of grocery retail and unlock its full potential with Mercatus. #groceryecommerce #grocerysoftware #groceryretailindustry #mercatus #dxpro #groceryretail #grocers #onlinegrocerysolutions