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

Walmart leads online grocery spending. Stacked modeled order value 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 leads online grocery spending Walmart Instacart Kroger Amazon Other $0B $40B $80B $120B $160B $200B 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 Other $11B Amazon $5B Kroger $10B Instacart $26B Walmart $64B U.S. selected channels incl. pickup · 2015–19 reconstructed · modeled annual value / Q3 2026 pace · Yipit / BMC