Name: Walmart pulled ahead of online grocery rivals
Creator: Prophet Sharing
Published: 2026-10-29
Keywords: Delivery markets, U.S. · Grocery, business, delivery, grocery

Walmart pulled ahead of online grocery rivals. Modeled order value by company from 2015 to 2026. Selected nine U.S. online grocery ordering channels from the original Yipit basket. Instacart = Marketplace; Storefront, Shipt, FreshDirect, DoorDash and Uber remain in Other. Not all online grocery. 2026 company shares and dollar levels are modeled, not a complete observed census.

Sources & data

YipitData; Brick Meets Click; EMARKETER; company disclosures. Selected online ordering channels, including pickup and shipping. 2015–2019 reconstructed; 2024–2026 modeled. Walmart 56% is within the selected basket, not all U.S. grocery. Dollar charts use calendar-year models through 2025 and Q3 2026 annualized pace; source-period share history is separate.

Chart text

PS PROPHET SHARING Walmart pulled ahead of online grocery rivals Walmart Instacart Kroger Amazon Other $0B $20B $40B $60B $80B $100B $120B 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 Walmart $64B Instacart $26B Other $11B Kroger $10B Amazon $5B U.S. · modeled annual order value / Q3 2026 pace · 2015–19 reconstructed · Yipit / filings