Will Instacart keep eating up grocery share?

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Instacart jumped from 10.2% of US digital grocery sales in 2019 to 21.5% in 2020, taking over share as people pivoted to online grocery deliveries. Walmart has had the highest digital grocery share since 2020, which put it in good shape this past earnings season when consumers cut back on superfluous spending and sought grocery savings.

Beyond the chart: Instacart, Walmart, and most of the major players have maintained a steady share since 2020, even as digital grocery sales and penetration both rise. Ecommerce will make up more than 10% of grocery retail for the first time next year.

More like this:

• Flash Take: How Walmart’s Q2 Earnings Stack Up Against Our Forecasts
• Article: ​​US grocery ecommerce players duke it out
• Article: Walmart beats expectations in Q2 as inflation drives shoppers across income brackets to seek deals

Read yesterday’s Chart of the Day here.

Methodology: Estimates are based on the analysis of data from US Department of Commerce, estimates from other research firms, historical trends, reported and estimated revenues from major online retailers, consumer online buying trends, and macro-level economic conditions.