![]() Instacart outperforms competitors in California metro areas while Walmart Grocery outperforms in Texas ![]() Grocery delivery sales for Doordash and Uber Eats are indistinguishable from meal delivery sales in Bloomberg Second Measure’s transaction data and are therefore not included in this analysis. Meal delivery services such as Doordash and Uber Eats have also introduced grocery delivery into their platforms. Both types of orders are included in this data. It is worth noting that Amazon’s grocery services are excluded from this analysis because Amazon’s grocery transactions are indistinguishable from other Amazon purchases.Īdditionally, Shipt and FreshDirect offer only delivery services, while the others offer pickup and delivery services. In February 2020, Peapod ended its operations in the Midwest and now serves the East Coast. FreshDirect primarily serves the greater New York City, Philadelphia, and Washington, DC metropolitan areas. Both of these companies operate regionally, while their larger competitors offer service nationwide. Peapod and FreshDirect each accounted for 1 percent of grocery delivery sales in June 2021. Bloomberg Second Measure does not observe Shipt orders that originate on or in the Target app. Six percent of observed grocery delivery sales in June 2021 came from Shipt, the same-day grocery delivery service owned by Target. ![]() In July, Instacart announced that Facebook’s Fidji Simo would succeed co-founder Apoorva Mehta as the company’s new CEO and will direct its efforts to go public. Instacart represented 45 percent of observed grocery delivery sales in June 2021. As of June 2021, Walmart Grocery has the highest share of sales among these companies. Walmart Grocery dominated grocery delivery sales prior to the pandemic, though its market share was eclipsed by Instacart during the first few months of shelter-in-place orders in 2020. As of June 2021, Walmart Grocery holds 48 percent of sales. Share of sales among this selection of companies has also shifted over the past few years. June 2021 sales also experienced a 3 percent decrease year-over-year. However, overall industry sales declined 24 percent between January 2021 and June 2021. ![]() Grocery delivery peaked in January 2021, with sales volumes being double that of January 2020 and sixfold that of January 2018. Through all of the expansion and contraction over the past few years, Instacart and Walmart Grocery continue to be leaders in the grocery delivery space. While demand for grocery delivery still exceeds pre-pandemic levels, sales have been gradually declining in 2021. Between March 2020 and April 2020, total sales among a selection of grocery delivery competitors–Instacart, Walmart Grocery, Shipt, Peapod, and FreshDirect–grew 62 percent. Grocery delivery sales skyrocketed early in the pandemic, as shelter-in-place orders went into effect and many consumers avoided going into brick-and-mortar grocery stores. As a result of this panel change, however, we recommend using only the latest posts in assessing metrics, and do not support referring to historical blog posts to infer period-over-period comparisons. Our data continues to be broadly representative of U.S. NOTE: Bloomberg Second Measure launched a new and exclusive transaction dataset in July 2022. ![]()
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