{ "asOf": "2026-10-29", "latestPeriod": "2026-09", "food": { "keys": [ "DoorDash", "UberEats", "Grubhub", "Postmates" ], "rows": [ { "date": "2015-07", "year": 2015, "total": 2.832578, "share": { "DoorDash": 7.288625, "UberEats": 0.874645, "Grubhub": 83.090386, "Postmates": 8.746343 }, "dollars": { "DoorDash": 0.206456, "UberEats": 0.024775, "Grubhub": 2.3536, "Postmates": 0.247747 }, "inferred": true, "window": "Modeled calendar-year order value", "model": "Annual scale calibrated to reported Grubhub gross food sales; company split uses historical source ratios / mean sampled panel sales indices", "source": "Grubhub annual disclosures + historical share / Bloomberg panel ratios" }, { "date": "2016-07", "year": 2016, "total": 4.350992, "share": { "DoorDash": 11.6279, "UberEats": 8.699395, "Grubhub": 68.906125, "Postmates": 10.766579 }, "dollars": { "DoorDash": 0.505929, "UberEats": 0.37851, "Grubhub": 2.9981, "Postmates": 0.468453 }, "inferred": true, "window": "Modeled calendar-year order value", "model": "Annual scale calibrated to reported Grubhub gross food sales; company split uses historical source ratios / mean sampled panel sales indices", "source": "Grubhub annual disclosures + historical share / Bloomberg panel ratios" }, { "date": "2017-07", "year": 2017, "total": 6.566878, "share": { "DoorDash": 15.0812, "UberEats": 14.92653, "Grubhub": 57.617943, "Postmates": 12.374328 }, "dollars": { "DoorDash": 0.990364, "UberEats": 0.980207, "Grubhub": 3.7837, "Postmates": 0.812607 }, "inferred": true, "window": "Modeled calendar-year order value", "model": "Annual scale calibrated to reported Grubhub gross food sales; company split uses historical source ratios / mean sampled panel sales indices", "source": "Grubhub annual disclosures + historical share / Bloomberg panel ratios" }, { "date": "2018-07", "year": 2018, "total": 10.443391, "share": { "DoorDash": 17.894734, "UberEats": 19.999998, "Grubhub": 48.421054, "Postmates": 13.684214 }, "dollars": { "DoorDash": 1.868817, "UberEats": 2.088678, "Grubhub": 5.0568, "Postmates": 1.429096 }, "inferred": true, "window": "Modeled calendar-year order value", "model": "Annual scale calibrated to reported Grubhub gross food sales; company split uses historical source ratios / mean sampled panel sales indices", "source": "Grubhub annual disclosures + historical share / Bloomberg panel ratios" }, { "date": "2019-07", "year": 2019, "total": 24.997191, "share": { "DoorDash": 41.987504, "UberEats": 20.55369, "Grubhub": 23.657058, "Postmates": 13.801748 }, "dollars": { "DoorDash": 10.495697, "UberEats": 5.137845, "Grubhub": 5.9136, "Postmates": 3.450049 }, "inferred": true, "window": "Modeled calendar-year order value", "model": "Annual scale calibrated to reported Grubhub gross food sales; company split uses historical source ratios / mean sampled panel sales indices", "source": "Grubhub annual disclosures + historical share / Bloomberg panel ratios" }, { "date": "2020-07", "year": 2020, "total": 45.911822, "share": { "DoorDash": 50.695298, "UberEats": 20.868414, "Grubhub": 18.881847, "Postmates": 9.554441 }, "dollars": { "DoorDash": 23.275135, "UberEats": 9.581069, "Grubhub": 8.669, "Postmates": 4.386618 }, "inferred": true, "window": "Modeled calendar-year order value", "model": "Annual scale calibrated to reported Grubhub gross food sales; company split uses historical source ratios / mean sampled panel sales indices", "source": "Grubhub annual disclosures + historical share / Bloomberg panel ratios" }, { "date": "2021-07", "year": 2021, "total": 77.302026, "share": { "DoorDash": 58.098183, "UberEats": 21.427651, "Grubhub": 14.682386, "Postmates": 5.79178 }, "dollars": { "DoorDash": 44.911073, "UberEats": 16.564008, "Grubhub": 11.349782, "Postmates": 4.477163 }, "inferred": true, "window": "Modeled calendar-year order value", "model": "Annual mean of sampled single-vintage panel sales indices on the retained 2023 Grubhub GTV calibration", "source": "Bloomberg / Consumer Edge panels + company financial calibration" }, { "date": "2022-07", "year": 2022, "total": 85.407234, "share": { "DoorDash": 60.993032, "UberEats": 23.854923, "Grubhub": 11.702965, "Postmates": 3.44908 }, "dollars": { "DoorDash": 52.092462, "UberEats": 20.37383, "Grubhub": 9.995179, "Postmates": 2.945764 }, "inferred": true, "window": "Modeled calendar-year order value", "model": "Annual mean of sampled single-vintage panel sales indices on the retained 2023 Grubhub GTV calibration", "source": "Bloomberg / Consumer Edge panels + company financial calibration" }, { "date": "2023-07", "year": 2023, "total": 88.367939, "share": { "DoorDash": 64.57394, "UberEats": 23.33183, "Grubhub": 9.862489, "Postmates": 2.23174 }, "dollars": { "DoorDash": 57.06266, "UberEats": 20.617858, "Grubhub": 8.715278, "Postmates": 1.972143 }, "inferred": true, "window": "Modeled calendar-year order value", "model": "Annual mean of sampled single-vintage panel sales indices on the retained 2023 Grubhub GTV calibration", "source": "Bloomberg / Consumer Edge panels + company financial calibration" }, { "date": "2024-07", "year": 2024, "total": 99.908511, "share": { "DoorDash": 66.65271, "UberEats": 24.508858, "Grubhub": 7.460733, "Postmates": 1.377699 }, "dollars": { "DoorDash": 66.59173, "UberEats": 24.486435, "Grubhub": 7.453908, "Postmates": 1.376438 }, "inferred": true, "window": "Modeled calendar-year order value", "model": "Reported annual DoorDash global GOV \u00d7 assumed U.S. mix, divided by mean sampled company share; other app values allocated using the same modeled annual shares", "source": "Bloomberg / Consumer Edge panels + company financial calibration" }, { "date": "2025-07", "year": 2025, "total": 123.858347, "share": { "DoorDash": 65.893339, "UberEats": 28.102746, "Grubhub": 5.953915, "Postmates": 0.05 }, "dollars": { "DoorDash": 81.6144, "UberEats": 34.807596, "Grubhub": 7.374421, "Postmates": 0.061929 }, "inferred": true, "window": "Modeled calendar-year order value", "model": "Reported annual DoorDash global GOV \u00d7 assumed U.S. mix, divided by mean sampled company share; other app values allocated using the same modeled annual shares", "source": "Bloomberg / Consumer Edge panels + company financial calibration" }, { "date": "2026-09", "year": 2026, "total": 153.53058, "share": { "DoorDash": 63.668150000000004, "UberEats": 32.283849999999994, "Grubhub": 3.998, "Postmates": 0.05 }, "dollars": { "DoorDash": 97.75008, "UberEats": 49.565582, "Grubhub": 6.138153, "Postmates": 0.076765 }, "inferred": true, "window": "Q3 2026 order-value pace \u00d7 4, not full-year actuals", "model": "DoorDash Q3 global GOV \u00d7 4 \u00d7 assumed U.S. mix 72%; 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Direct restaurant orders, pizza chains and excluded platforms are outside the denominator. Some source panels include nonrestaurant purchases; cross-panel joins are modeled.", "shareRows": [ { "date": "2015-07", "year": 2015, "share": { "DoorDash": 7.288625, "UberEats": 0.874645, "Grubhub": 83.090386, "Postmates": 8.746343 }, "allPlatformShare": { "DoorDash": 5, "UberEats": 0.6, "Grubhub": 57, "Postmates": 6 }, "excludedOtherShare": 31.400000000000006, "source": "huskey2019 + grubhub2019", "status": "historical analyst share estimate; Grubhub disclosed annual GFS calibration", "window": "annual average order value per year; plotted at midyear", "inferred": true, "shareStatus": "Historical analyst reconstruction, renormalized to four app groups", "shareUncertaintyPP": 10 }, { "date": "2016-07", "year": 2016, "share": { "DoorDash": 11.6279, "UberEats": 8.699395, "Grubhub": 68.906125, "Postmates": 10.766579 }, "allPlatformShare": { "DoorDash": 9, "UberEats": 6.7333333333333325, "Grubhub": 53.333333333333336, "Postmates": 8.333333333333332 }, "excludedOtherShare": 22.60000000000001, "source": "huskey2019 + grubhub2019", "status": "linear interpolation of 2015/2018 shares; disclosed annual Grubhub GFS calibration", "window": "annual average order value per year; plotted at midyear", "inferred": true, "shareStatus": "Historical analyst reconstruction, renormalized to four app groups", "shareUncertaintyPP": 10 }, { "date": "2017-07", "year": 2017, "share": { "DoorDash": 15.0812, "UberEats": 14.92653, "Grubhub": 57.617943, "Postmates": 12.374328 }, "allPlatformShare": { "DoorDash": 13, "UberEats": 12.866666666666665, "Grubhub": 49.666666666666664, "Postmates": 10.666666666666666 }, "excludedOtherShare": 13.799999999999997, "source": "huskey2019 + grubhub2019", "status": "linear interpolation of 2015/2018 shares; disclosed annual Grubhub GFS calibration", "window": "annual average order value per year; plotted at midyear", "inferred": true, "shareStatus": "Historical analyst reconstruction, renormalized to four app groups", "shareUncertaintyPP": 10 }, { "date": "2018-07", "year": 2018, "share": { "DoorDash": 17.894734, "UberEats": 19.999998, "Grubhub": 48.421054, "Postmates": 13.684214 }, "allPlatformShare": { "DoorDash": 17, "UberEats": 19, "Grubhub": 46, "Postmates": 13 }, "excludedOtherShare": 5, "source": "huskey2019 + grubhub2019", "status": "historical analyst share estimate; Grubhub disclosed annual GFS calibration", "window": "annual average order value per year; plotted at midyear", "inferred": true, "shareStatus": "Historical analyst reconstruction, renormalized to four app groups", "shareUncertaintyPP": 10 }, { "date": "2019-01", "share": { "DoorDash": 35.08957, "UberEats": 20.758692, "Grubhub": 28.556374, "Postmates": 15.595363 }, "source": "Bloomberg April 2024 vintage + Grubhub 2023 GTV scale", "status": "calibrated panel estimate", "window": "annualized monthly pace", "inferred": false, "inference": [], "index": { "Grubhub": 27.1, "ASAP": 4.9, "DoorDash": 33.3, "Postmates": 14.8, "UberEats": 19.7 }, "shareStatus": "Digitized single-vintage Bloomberg Second Measure share; tracking gaps interpolated", "shareUncertaintyPP": 1 }, { "date": "2019-04", "share": { "DoorDash": 41.295951, "UberEats": 19.614079, "Grubhub": 23.912826, "Postmates": 15.177144 }, "source": "Bloomberg April 2024 vintage + Grubhub 2023 GTV scale", "status": "calibrated panel estimate", "window": "annualized monthly pace", "inferred": true, "inference": [ "Uber Eats tracking gap: log-linear index interpolation from January to October 2019. 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Competitor indices retained." ], "index": { "Grubhub": 25.9, "ASAP": 6.2, "DoorDash": 53, "Postmates": 16, "UberEats": 25.08108764075777 }, "shareStatus": "Digitized single-vintage Bloomberg Second Measure share; tracking gaps interpolated", "shareUncertaintyPP": 1 }, { "date": "2019-10", "share": { "DoorDash": 45.461253, "UberEats": 20.88561, "Grubhub": 21.845018, "Postmates": 11.808119 }, "source": "Bloomberg April 2024 vintage + Grubhub 2023 GTV scale", "status": "calibrated panel estimate", "window": "annualized monthly pace", "inferred": false, "inference": [], "index": { "Grubhub": 29.6, "ASAP": 6.2, "DoorDash": 61.6, "Postmates": 16, "UberEats": 28.3 }, "shareStatus": "Digitized single-vintage Bloomberg Second Measure share; tracking gaps interpolated", "shareUncertaintyPP": 1 }, { "date": "2020-01", "share": { "DoorDash": 45.315753, "UberEats": 19.63914, "Grubhub": 23.108953, "Postmates": 11.936154 }, "source": "Bloomberg April 2024 vintage + Grubhub 2023 GTV scale", "status": "calibrated panel estimate", "window": "annualized monthly pace", "inferred": false, "inference": [], "index": { "Grubhub": 33.3, "ASAP": 4.9, "DoorDash": 65.3, "Postmates": 17.2, "UberEats": 28.3 }, "shareStatus": "Digitized single-vintage Bloomberg Second Measure share; 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Rounding and omitted ASAP prevent exact census precision." ], "index": { "Grubhub": 39.4, "ASAP": 1.2, "DoorDash": 338.8, "Postmates": 11.1, "UberEats": 117 }, "shareStatus": "Digitized single-vintage Bloomberg Second Measure share; tracking gaps interpolated", "shareUncertaintyPP": 1 }, { "date": "2024-04", "kind": "interpolated model", "inferred": true, "share": { "DoorDash": 66.894443, "UberEats": 23.551929, "Grubhub": 7.632327, "Postmates": 1.921301 }, "note": "Cross-panel normalization and interpolated joins; company-scale U.S. dollar conversion remains modeled.", "shareStatus": "Cross-panel normalized model; 2026 latest mix held forward", "shareUncertaintyPP": 6 }, { "date": "2024-07", "kind": "interpolated model", "inferred": true, "share": { "DoorDash": 66.828674, "UberEats": 24.852645, "Grubhub": 7.19312, "Postmates": 1.125561 }, "note": "Cross-panel normalization and interpolated joins; company-scale U.S. dollar conversion remains modeled.", "shareStatus": "Cross-panel normalized model; 2026 latest mix held forward", "shareUncertaintyPP": 6 }, { "date": "2024-10", "kind": "interpolated model", "inferred": true, "share": { "DoorDash": 66.762181, "UberEats": 26.167655, "Grubhub": 6.749087, "Postmates": 0.321076 }, "note": "Cross-panel normalization and interpolated joins; company-scale U.S. dollar conversion remains modeled.", "shareStatus": "Cross-panel normalized model; 2026 latest mix held forward", "shareUncertaintyPP": 6 }, { "date": "2024-11", "share": { "DoorDash": 66.739776, "UberEats": 26.610756, "Grubhub": 6.599468, "Postmates": 0.05 }, "kind": "normalized reported panel; bounded Postmates allocation", "inferred": true, "note": "Cross-panel normalization and interpolated joins; company-scale U.S. dollar conversion remains modeled.", "shareStatus": "Cross-panel normalized model; 2026 latest mix held forward", "shareUncertaintyPP": 6 }, { "date": "2024-12", "share": { "DoorDash": 65.166112, "UberEats": 28.020354, "Grubhub": 6.763534, "Postmates": 0.05 }, "kind": "normalized reported panel; bounded Postmates allocation", "inferred": true, "note": "Cross-panel normalization and interpolated joins; company-scale U.S. dollar conversion remains modeled.", "shareStatus": "Cross-panel normalized model; 2026 latest mix held forward", "shareUncertaintyPP": 6 }, { "date": "2025-01", "kind": "interpolated model", "inferred": true, "share": { "DoorDash": 65.344154, "UberEats": 27.981303, "Grubhub": 6.624543, "Postmates": 0.05 }, "note": "Cross-panel normalization and interpolated joins; company-scale U.S. dollar conversion remains modeled.", "shareStatus": "Cross-panel normalized model; 2026 latest mix held forward", "shareUncertaintyPP": 6 }, { "date": "2025-04", "kind": "interpolated model", "inferred": true, "share": { "DoorDash": 65.861051, "UberEats": 27.867926, "Grubhub": 6.221023, "Postmates": 0.05 }, "note": "Cross-panel normalization and interpolated joins; company-scale U.S. dollar conversion remains modeled.", "shareStatus": "Cross-panel normalized model; 2026 latest mix held forward", "shareUncertaintyPP": 6 }, { "date": "2025-07", "kind": "interpolated model", "inferred": true, "share": { "DoorDash": 66.383692, "UberEats": 27.75329, "Grubhub": 5.813018, "Postmates": 0.05 }, "note": "Cross-panel normalization and interpolated joins; company-scale U.S. dollar conversion remains modeled.", "shareStatus": "Cross-panel normalized model; 2026 latest mix held forward", "shareUncertaintyPP": 6 }, { "date": "2025-09", "share": { "DoorDash": 66.739776, "UberEats": 27.675186, "Grubhub": 5.535037, "Postmates": 0.05 }, "kind": "normalized September 2025 reported panel; Postmates model", "inferred": true, "note": "Cross-panel normalization and interpolated joins; company-scale U.S. dollar conversion remains modeled.", "shareStatus": "Cross-panel normalized model; 2026 latest mix held forward", "shareUncertaintyPP": 6 }, { "date": "2025-10", "kind": "interpolated model", "inferred": true, "share": { "DoorDash": 65.984458, "UberEats": 28.808464, "Grubhub": 5.157077, "Postmates": 0.05 }, "note": "Cross-panel normalization and interpolated joins; company-scale U.S. dollar conversion remains modeled.", "shareStatus": "Cross-panel normalized model; 2026 latest mix held forward", "shareUncertaintyPP": 6 }, { "date": "2025-12", "kind": "interpolated model", "inferred": true, "share": { "DoorDash": 64.448645, "UberEats": 31.112796, "Grubhub": 4.388559, "Postmates": 0.05 }, "note": "Cross-panel normalization and interpolated joins; company-scale U.S. dollar conversion remains modeled.", "shareStatus": "Cross-panel normalized model; 2026 latest mix held forward", "shareUncertaintyPP": 6 }, { "date": "2026-01", "share": { "DoorDash": 63.668150000000004, "UberEats": 32.283849999999994, "Grubhub": 3.998, "Postmates": 0.05 }, "kind": "Normalized reported January 2026 CE US Transact shares; bounded Postmates allocation", "inferred": true, "note": "Cross-panel normalization and interpolated joins; company-scale U.S. dollar conversion remains modeled.", "shareStatus": "Cross-panel normalized model; 2026 latest mix held forward", "shareUncertaintyPP": 6 }, { "date": "2026-04", "kind": "January 2026 CE mix held forward; no observed September restaurant-only company share", "inferred": true, "share": { "DoorDash": 63.668150000000004, "UberEats": 32.283849999999994, "Grubhub": 3.998, "Postmates": 0.05 }, "note": "Cross-panel normalization and interpolated joins; company-scale U.S. dollar conversion remains modeled.", "shareStatus": "Cross-panel normalized model; 2026 latest mix held forward", "shareUncertaintyPP": 6 }, { "date": "2026-07", "kind": "January 2026 CE mix held forward; no observed September restaurant-only company share", "inferred": true, "share": { "DoorDash": 63.668150000000004, "UberEats": 32.283849999999994, "Grubhub": 3.998, "Postmates": 0.05 }, "note": "Cross-panel normalization and interpolated joins; company-scale U.S. dollar conversion remains modeled.", "shareStatus": "Cross-panel normalized model; 2026 latest mix held forward", "shareUncertaintyPP": 6 }, { "date": "2026-09", "share": { "DoorDash": 63.668150000000004, "UberEats": 32.283849999999994, "Grubhub": 3.998, "Postmates": 0.05 }, "kind": "January 2026 CE mix held forward; no observed September restaurant-only company share", "inferred": true, "note": "Cross-panel normalization and interpolated joins; company-scale U.S. dollar conversion remains modeled.", "shareStatus": "Cross-panel normalized model; 2026 latest mix held forward", "shareUncertaintyPP": 6 } ], "lastObservedSharePeriod": "2026-01", "latestMixPolicy": "Carry the last observed restaurant-panel mix forward instead of assuming an unsupported 1pp DoorDash gain and 0.5pp Grubhub loss.", "dollarAssumptions": { "usMix": { "2024": 0.83, "2025": 0.8, "2026": 0.72 }, "usMixRange2026": [ 0.62, 0.82 ], "quarterlyPace": "2026 Q3 global GOV \u00d7 4; not full-year actuals", "shareSensitivityPP": { "DoorDash": [ 60, 70 ], "UberEats": [ 27, 36 ], "Grubhub": [ 2, 6 ], "Postmates": [ 0, 0.1 ] }, "note": "U.S. mixes are modeling assumptions, not disclosed geography. Declining mix reflects a full year of Deliveroo and other international businesses; no global acquisition growth is directly labeled U.S. growth." } }, "grocery": { "keys": [ "Walmart", "Instacart", "Kroger", "Amazon", "Other" ], "rows": [ { "date": "2015-07", "year": 2015, "total": 2.812358, "share": { "Walmart": 15.847129, "Instacart": 7.752391, "Amazon": 39.416355, "Kroger": 13.871847, "Other": 23.112278 }, "dollars": { "Walmart": 0.445678, "Instacart": 0.218025, "Amazon": 1.108529, "Kroger": 0.390126, "Other": 0.65 }, "inferred": true, "allocation": "reconstructed", "source": "Instacart prospectus p.106; Walmart pickup footprint; Kroger SEC growth; EMARKETER Amazon growth; January 2020 Yipit basket calibration", "model": "Backcast each selected channel from the same 2019 anchor using its own growth proxy; sum modeled dollars and normalize for shares. Other uses FreshDirect revenue anchors plus explicit modeled allowances for other channels. These are not observed company shares.", "growth": { "Walmart": 0.04516129032258064, "Instacart": 0.0583203732503888, "Kroger": 0.17330589415772313, "Amazon": 0.4924428179322964, "Other": 0.32666688098607943 }, "componentRanges": { "Walmart": [ 0.222839, 0.668517 ], "Instacart": [ 0.1090125, 0.3270375 ], "Kroger": [ 0.27308819999999995, 0.5071637999999999 ], "Amazon": [ 0.5542645, 1.6627935000000003 ], "Other": [ 0.325, 0.9750000000000001 ] }, "shareSensitivity": { "Walmart": [ 6.031097, 34.640301 ], "Instacart": [ 2.779168, 19.212307 ], "Amazon": [ 18.280595, 64.132843 ], "Kroger": [ 6.990725, 29.515787 ], "Other": [ 9.310955, 45.684476 ] }, "range": [ 1.406179, 4.218537 ] }, { "date": "2016-07", "year": 2016, "total": 5.046674, "share": { "Walmart": 37.84764, "Instacart": 7.920325, "Amazon": 25.871039, "Kroger": 11.51822, "Other": 16.842776 }, "dollars": { "Walmart": 1.910047, "Instacart": 0.399713, "Amazon": 1.305627, "Kroger": 0.581287, "Other": 0.85 }, "inferred": true, "allocation": "reconstructed", "source": "Instacart prospectus p.106; Walmart pickup footprint; Kroger SEC growth; EMARKETER Amazon growth; January 2020 Yipit basket calibration", "model": "Backcast each selected channel from the same 2019 anchor using its own growth proxy; sum modeled dollars and normalize for shares. Other uses FreshDirect revenue anchors plus explicit modeled allowances for other channels. These are not observed company shares.", "growth": { "Walmart": 0.1935483870967742, "Instacart": 0.10692068429237948, "Kroger": 0.2582257822950075, "Amazon": 0.58, "Other": 0.4271797674433346 }, "componentRanges": { "Walmart": [ 0.9550235, 2.8650705 ], "Instacart": [ 0.2907, 0.5087250000000001 ], "Kroger": [ 0.40690089999999995, 0.7556731 ], "Amazon": [ 0.6528135, 1.9584405 ], "Other": [ 0.425, 1.275 ] }, "shareSensitivity": { "Walmart": [ 17.514169, 61.740757 ], "Instacart": [ 4.068645, 17.253905 ], "Amazon": [ 10.777334, 48.523514 ], "Kroger": [ 5.801154, 24.541135 ], "Other": [ 6.525502, 35.610169 ] }, "range": [ 2.523337, 7.570011 ] }, { "date": "2017-07", "year": 2017, "total": 8.116068, "share": { "Walmart": 43.14593, "Instacart": 10.745351, "Amazon": 18.947229, "Kroger": 13.608129, "Other": 13.553361 }, "dollars": { "Walmart": 3.501753, "Instacart": 0.8721, "Amazon": 1.53777, "Kroger": 1.104445, "Other": 1.1 }, "inferred": true, "allocation": "reconstructed", "source": "Instacart prospectus p.106; Walmart pickup footprint; Kroger SEC growth; EMARKETER Amazon growth; January 2020 Yipit basket calibration", "model": "Backcast each selected channel from the same 2019 anchor using its own growth proxy; sum modeled dollars and normalize for shares. Other uses FreshDirect revenue anchors plus explicit modeled allowances for other channels. These are not observed company shares.", "growth": { "Walmart": 0.3548387096774194, "Instacart": 0.2332814930015552, "Kroger": 0.4906289863605141, "Amazon": 0.683125, "Other": 0.5528208755149037 }, "componentRanges": { "Walmart": [ 1.7508765, 5.252629499999999 ], "Instacart": [ 0.654075, 1.090125 ], "Kroger": [ 0.7731114999999998, 1.4357784999999998 ], "Amazon": [ 0.768885, 2.306655 ], "Other": [ 0.55, 1.6500000000000001 ] }, "shareSensitivity": { "Walmart": [ 21.265444, 65.668532 ], "Instacart": [ 5.788716, 22.09863 ], "Amazon": [ 7.539997, 38.223079 ], "Kroger": [ 6.982254, 27.827241 ], "Other": [ 5.171512, 29.480353 ] }, "range": [ 4.058034, 12.174102 ] }, { "date": "2018-07", "year": 2018, "total": 13.724544, "share": { "Walmart": 48.70956, "Instacart": 14.561963, "Amazon": 13.234254, "Kroger": 12.714623, "Other": 10.7796 }, "dollars": { "Walmart": 6.685165, "Instacart": 1.998563, "Amazon": 1.816341, "Kroger": 1.745024, "Other": 1.479451 }, "inferred": true, "allocation": "reconstructed", "source": "Instacart prospectus p.106; Walmart pickup footprint; Kroger SEC growth; EMARKETER Amazon growth; January 2020 Yipit basket calibration", "model": "Backcast each selected channel from the same 2019 anchor using its own growth proxy; sum modeled dollars and normalize for shares. Other uses FreshDirect revenue anchors plus explicit modeled allowances for other channels. These are not observed company shares.", "growth": { "Walmart": 0.6774193548387096, "Instacart": 0.5346034214618973, "Kroger": 0.7751937984496123, "Amazon": 0.806875, "Other": 0.7435192502651855 }, "componentRanges": { "Walmart": [ 3.3425825, 10.0277475 ], "Instacart": [ 1.7805375, 2.2165874999999997 ], "Kroger": [ 1.2215167999999998, 2.2685312 ], "Amazon": [ 0.9081705, 2.7245115 ], "Other": [ 0.7397252993837558, 2.219175898151267 ] }, "shareSensitivity": { "Walmart": [ 26.172428, 68.319622 ], "Instacart": [ 9.361148, 26.298461 ], "Amazon": [ 5.148297, 27.775987 ], "Kroger": [ 6.635238, 25.095629 ], "Other": [ 4.114819, 23.428841 ] }, "range": [ 6.862272, 20.586816 ] }, { "date": "2019-07", "year": 2019, "total": 20.098936, "share": { "Walmart": 49.099997, "Instacart": 18.6, "Amazon": 11.200001, "Kroger": 11.200001, "Other": 9.900001 }, "dollars": { "Walmart": 9.868577, "Instacart": 3.738402, "Amazon": 2.251081, "Kroger": 2.251081, "Other": 1.989795 }, "inferred": true, "allocation": "reconstructed", "source": "Instacart prospectus p.106; Walmart pickup footprint; Kroger SEC growth; EMARKETER Amazon growth; January 2020 Yipit basket calibration", "model": "Backcast each selected channel from the same 2019 anchor using its own growth proxy; sum modeled dollars and normalize for shares. Other uses FreshDirect revenue anchors plus explicit modeled allowances for other channels. These are not observed company shares.", "growth": { "Walmart": 1, "Instacart": 1, "Kroger": 1, "Amazon": 1, "Other": 1 }, "componentRanges": { "Walmart": [ 4.9342885, 14.8028655 ], "Instacart": [ 3.5203770000000003, 3.956427 ], "Kroger": [ 1.5757567, 2.9264053000000003 ], "Amazon": [ 1.1255405, 3.3766215 ], "Other": [ 0.9948973064516129, 2.9846919193548387 ] }, "shareSensitivity": { "Walmart": [ 27.143639, 67.226358 ], "Instacart": [ 12.749926, 31.43287 ], "Amazon": [ 4.363248, 23.4456 ], "Kroger": [ 5.902515, 21.674654 ], "Other": [ 3.818126, 21.107169 ] }, "range": [ 10.049468, 30.148404 ] }, { "date": "2020-07", "share": { "Walmart": 41.475, "Instacart": 25.224999999999998, "Kroger": 10.725, "Amazon": 10.2, "Other": 12.375 }, "total": 59.741875, "dollars": { "Walmart": 24.777943, "Instacart": 15.069888, "Kroger": 6.407316, "Amazon": 6.093671, "Other": 7.393057 }, "inferred": true, "model": "Full-year 2020 selected-channel scale with mean sampled quarterly shares; positioned at year center, not before the pandemic." }, { "date": "2021-07", "year": 2021, "total": 69.663317, "share": { "Walmart": 43.05, "Instacart": 27.8, "Kroger": 9.45, "Amazon": 10.6, "Other": 9.1 }, "dollars": { "Walmart": 29.990058, "Instacart": 19.366402, "Kroger": 6.583183, "Amazon": 7.384312, "Other": 6.339362 }, "broadMarketAnnualScale": 97.6, "selectedBasketCoverage": 0.7137634957003176, "inferred": true, "window": "Modeled calendar-year order value", "model": "Actual BMC full-year category sales \u00d7 modeled selected-basket coverage \u00d7 mean sampled company shares; rounded monthly totals summed for 2024\u20132025" }, { "date": "2022-07", "year": 2022, "total": 69.235059, "share": { "Walmart": 41.6, "Instacart": 30.65, "Kroger": 10.3, "Amazon": 9.15, "Other": 8.3 }, "dollars": { "Walmart": 28.801785, "Instacart": 21.220546, "Kroger": 7.131211, "Amazon": 6.335008, "Other": 5.74651 }, "broadMarketAnnualScale": 97, "selectedBasketCoverage": 0.7137634957003176, "inferred": true, "window": "Modeled calendar-year order value", "model": "Actual BMC full-year category sales \u00d7 modeled selected-basket coverage \u00d7 mean sampled company shares; rounded monthly totals summed for 2024\u20132025" }, { "date": "2023-07", "year": 2023, "total": 68.378543, "share": { "Walmart": 50.2, "Instacart": 26.366667, "Kroger": 10.2, "Amazon": 6.2, "Other": 7.033333 }, "dollars": { "Walmart": 34.326029, "Instacart": 18.029142, "Kroger": 6.974611, "Amazon": 4.23947, "Other": 4.809291 }, "broadMarketAnnualScale": 95.8, "selectedBasketCoverage": 0.7137634957003176, "inferred": true, "window": "Modeled calendar-year order value", "model": "Actual BMC full-year category sales \u00d7 modeled selected-basket coverage \u00d7 mean sampled company shares; rounded monthly totals summed for 2024\u20132025" }, { "date": "2024-07", "year": 2024, "total": 74.516909, "share": { "Walmart": 52.047374, "Instacart": 24.832456, "Kroger": 10.239038, "Amazon": 5.091302, "Other": 7.789831 }, "dollars": { "Walmart": 38.784094, "Instacart": 18.504378, "Kroger": 7.629814, "Amazon": 3.793881, "Other": 5.804741 }, "broadMarketAnnualScale": 104.4, "selectedBasketCoverage": 0.7137634957003176, "inferred": true, "window": "Modeled calendar-year order value", "model": "Actual BMC full-year category sales \u00d7 modeled selected-basket coverage \u00d7 mean sampled company shares; rounded monthly totals summed for 2024\u20132025" }, { "date": "2025-07", "year": 2025, "total": 91.571916, "share": { "Walmart": 53.881084, "Instacart": 23.64389, "Kroger": 9.524767, "Amazon": 4.547314, "Other": 8.402945 }, "dollars": { "Walmart": 49.339941, "Instacart": 21.651163, "Kroger": 8.722012, "Amazon": 4.164063, "Other": 7.694738 }, "broadMarketAnnualScale": 128.6, "selectedBasketCoverage": 0.712067776020642, "inferred": true, "window": "Modeled calendar-year order value", "model": "Actual BMC full-year category sales \u00d7 modeled selected-basket coverage \u00d7 mean sampled company shares; rounded monthly totals summed for 2024\u20132025" }, { "date": "2026-09", "share": { "Walmart": 55.571592, "Instacart": 22.667796, "Kroger": 8.508053, "Amazon": 4.015518, "Other": 9.23704 }, "rawVolume": { "Walmart": 91.26789415483776, "Instacart": 34.805947703415946, "Amazon": 7.168111164591507, "Kroger": 15.18774666152172, "Other": 16.489064152545662 }, "bottomUpShare": { "Walmart": 55.34112191447916, "Instacart": 21.104904556424756, "Amazon": 4.346449729443776, "Kroger": 9.209229021714481, "Other": 9.998294777937836 }, "emLinkedInstacart": 23.44924181700147, "weights": { "bottomUp": 0.3333333333333333, "categorySpecificRelativeChange": 0.6666666666666666 }, "kind": "BMC-calibrated selected-channel dollar model", "note": "Selected-basket shares, not direct EMARKETER all-grocery share levels. Broad corporate growth proxies, a fixed channel basket and stable coverage are assumptions. Weight choice is judgment, not statistical precision.", "inferred": true, "broadMarketAnnualScale": 162.7036, "selectedBasketCoverage": 0.7107948248090499, "total": 115.648877, "dollars": { "Walmart": 64.267922, "Instacart": 26.215051, "Kroger": 9.839468, "Amazon": 4.643901, "Other": 10.682533 }, "window": "Q3 2026 annualized pace, not full-year actuals" } ], "shareRows": [ { "date": "2015-07", "year": 2015, "total": 2.812358, "share": { "Walmart": 15.847129, "Instacart": 7.752391, "Amazon": 39.416355, "Kroger": 13.871847, "Other": 23.112278 }, "dollars": { "Walmart": 0.445678, "Instacart": 0.218025, "Amazon": 1.108529, "Kroger": 0.390126, "Other": 0.65 }, "inferred": true, "allocation": "reconstructed", "source": "Instacart prospectus p.106; Walmart pickup footprint; Kroger SEC growth; EMARKETER Amazon growth; January 2020 Yipit basket calibration", "model": "Backcast each selected channel from the same 2019 anchor using its own growth proxy; sum modeled dollars and normalize for shares. Other uses FreshDirect revenue anchors plus explicit modeled allowances for other channels. These are not observed company shares.", "growth": { "Walmart": 0.04516129032258064, "Instacart": 0.0583203732503888, "Kroger": 0.17330589415772313, "Amazon": 0.4924428179322964, "Other": 0.32666688098607943 }, "componentRanges": { "Walmart": [ 0.222839, 0.668517 ], "Instacart": [ 0.1090125, 0.3270375 ], "Kroger": [ 0.27308819999999995, 0.5071637999999999 ], "Amazon": [ 0.5542645, 1.6627935000000003 ], "Other": [ 0.325, 0.9750000000000001 ] }, "shareSensitivity": { "Walmart": [ 6.031097, 34.640301 ], "Instacart": [ 2.779168, 19.212307 ], "Amazon": [ 18.280595, 64.132843 ], "Kroger": [ 6.990725, 29.515787 ], "Other": [ 9.310955, 45.684476 ] }, "range": [ 1.406179, 4.218537 ] }, { "date": "2016-07", "year": 2016, "total": 5.046674, "share": { "Walmart": 37.84764, "Instacart": 7.920325, "Amazon": 25.871039, "Kroger": 11.51822, "Other": 16.842776 }, "dollars": { "Walmart": 1.910047, "Instacart": 0.399713, "Amazon": 1.305627, "Kroger": 0.581287, "Other": 0.85 }, "inferred": true, "allocation": "reconstructed", "source": "Instacart prospectus p.106; Walmart pickup footprint; Kroger SEC growth; EMARKETER Amazon growth; January 2020 Yipit basket calibration", "model": "Backcast each selected channel from the same 2019 anchor using its own growth proxy; sum modeled dollars and normalize for shares. Other uses FreshDirect revenue anchors plus explicit modeled allowances for other channels. These are not observed company shares.", "growth": { "Walmart": 0.1935483870967742, "Instacart": 0.10692068429237948, "Kroger": 0.2582257822950075, "Amazon": 0.58, "Other": 0.4271797674433346 }, "componentRanges": { "Walmart": [ 0.9550235, 2.8650705 ], "Instacart": [ 0.2907, 0.5087250000000001 ], "Kroger": [ 0.40690089999999995, 0.7556731 ], "Amazon": [ 0.6528135, 1.9584405 ], "Other": [ 0.425, 1.275 ] }, "shareSensitivity": { "Walmart": [ 17.514169, 61.740757 ], "Instacart": [ 4.068645, 17.253905 ], "Amazon": [ 10.777334, 48.523514 ], "Kroger": [ 5.801154, 24.541135 ], "Other": [ 6.525502, 35.610169 ] }, "range": [ 2.523337, 7.570011 ] }, { "date": "2017-07", "year": 2017, "total": 8.116068, "share": { "Walmart": 43.14593, "Instacart": 10.745351, "Amazon": 18.947229, "Kroger": 13.608129, "Other": 13.553361 }, "dollars": { "Walmart": 3.501753, "Instacart": 0.8721, "Amazon": 1.53777, "Kroger": 1.104445, "Other": 1.1 }, "inferred": true, "allocation": "reconstructed", "source": "Instacart prospectus p.106; Walmart pickup footprint; Kroger SEC growth; EMARKETER Amazon growth; January 2020 Yipit basket calibration", "model": "Backcast each selected channel from the same 2019 anchor using its own growth proxy; sum modeled dollars and normalize for shares. Other uses FreshDirect revenue anchors plus explicit modeled allowances for other channels. These are not observed company shares.", "growth": { "Walmart": 0.3548387096774194, "Instacart": 0.2332814930015552, "Kroger": 0.4906289863605141, "Amazon": 0.683125, "Other": 0.5528208755149037 }, "componentRanges": { "Walmart": [ 1.7508765, 5.252629499999999 ], "Instacart": [ 0.654075, 1.090125 ], "Kroger": [ 0.7731114999999998, 1.4357784999999998 ], "Amazon": [ 0.768885, 2.306655 ], "Other": [ 0.55, 1.6500000000000001 ] }, "shareSensitivity": { "Walmart": [ 21.265444, 65.668532 ], "Instacart": [ 5.788716, 22.09863 ], "Amazon": [ 7.539997, 38.223079 ], "Kroger": [ 6.982254, 27.827241 ], "Other": [ 5.171512, 29.480353 ] }, "range": [ 4.058034, 12.174102 ] }, { "date": "2018-07", "year": 2018, "total": 13.724544, "share": { "Walmart": 48.70956, "Instacart": 14.561963, "Amazon": 13.234254, "Kroger": 12.714623, "Other": 10.7796 }, "dollars": { "Walmart": 6.685165, "Instacart": 1.998563, "Amazon": 1.816341, "Kroger": 1.745024, "Other": 1.479451 }, "inferred": true, "allocation": "reconstructed", "source": "Instacart prospectus p.106; Walmart pickup footprint; Kroger SEC growth; EMARKETER Amazon growth; January 2020 Yipit basket calibration", "model": "Backcast each selected channel from the same 2019 anchor using its own growth proxy; sum modeled dollars and normalize for shares. Other uses FreshDirect revenue anchors plus explicit modeled allowances for other channels. These are not observed company shares.", "growth": { "Walmart": 0.6774193548387096, "Instacart": 0.5346034214618973, "Kroger": 0.7751937984496123, "Amazon": 0.806875, "Other": 0.7435192502651855 }, "componentRanges": { "Walmart": [ 3.3425825, 10.0277475 ], "Instacart": [ 1.7805375, 2.2165874999999997 ], "Kroger": [ 1.2215167999999998, 2.2685312 ], "Amazon": [ 0.9081705, 2.7245115 ], "Other": [ 0.7397252993837558, 2.219175898151267 ] }, "shareSensitivity": { "Walmart": [ 26.172428, 68.319622 ], "Instacart": [ 9.361148, 26.298461 ], "Amazon": [ 5.148297, 27.775987 ], "Kroger": [ 6.635238, 25.095629 ], "Other": [ 4.114819, 23.428841 ] }, "range": [ 6.862272, 20.586816 ] }, { "date": "2019-07", "year": 2019, "total": 20.098936, "share": { "Walmart": 49.099997, "Instacart": 18.6, "Amazon": 11.200001, "Kroger": 11.200001, "Other": 9.900001 }, "dollars": { "Walmart": 9.868577, "Instacart": 3.738402, "Amazon": 2.251081, "Kroger": 2.251081, "Other": 1.989795 }, "inferred": true, "allocation": "reconstructed", "source": "Instacart prospectus p.106; Walmart pickup footprint; Kroger SEC growth; EMARKETER Amazon growth; January 2020 Yipit basket calibration", "model": "Backcast each selected channel from the same 2019 anchor using its own growth proxy; sum modeled dollars and normalize for shares. Other uses FreshDirect revenue anchors plus explicit modeled allowances for other channels. These are not observed company shares.", "growth": { "Walmart": 1, "Instacart": 1, "Kroger": 1, "Amazon": 1, "Other": 1 }, "componentRanges": { "Walmart": [ 4.9342885, 14.8028655 ], "Instacart": [ 3.5203770000000003, 3.956427 ], "Kroger": [ 1.5757567, 2.9264053000000003 ], "Amazon": [ 1.1255405, 3.3766215 ], "Other": [ 0.9948973064516129, 2.9846919193548387 ] }, "shareSensitivity": { "Walmart": [ 27.143639, 67.226358 ], "Instacart": [ 12.749926, 31.43287 ], "Amazon": [ 4.363248, 23.4456 ], "Kroger": [ 5.902515, 21.674654 ], "Other": [ 3.818126, 21.107169 ] }, "range": [ 10.049468, 30.148404 ] }, { "date": "2020-01", "share": { "Walmart": 49.1, "Instacart": 18.6, "Amazon": 11.2, "Kroger": 11.2, "Other": 9.9 }, "pixel": { "x": 110, "Walmart": 102, "Instacart": 293, "Amazon": 339, "Kroger": 339 }, "inferredTrace": [ { "key": "Kroger", "method": "initial trace overlaps Amazon" } ], "reportedOverrides": null, "status": "digitized estimate; residual other; stated final Walmart share takes precedence" }, { "date": "2020-04", "share": { "Walmart": 33.8, "Instacart": 30.6, "Amazon": 8, "Kroger": 9.6, "Other": 18 }, "pixel": { "x": 169, "Walmart": 198, "Instacart": 218, "Amazon": 359, "Kroger": 349 }, "inferredTrace": [], "reportedOverrides": null, "status": "digitized estimate; residual other; stated final Walmart share takes precedence" }, { "date": "2020-07", "share": { "Walmart": 40, "Instacart": 26.4, "Amazon": 10.6, "Kroger": 11.5, "Other": 11.5 }, "pixel": { "x": 228, "Walmart": 159, "Instacart": 244, "Amazon": 343, "Kroger": 337 }, "inferredTrace": [], "reportedOverrides": null, "status": "digitized estimate; residual other; stated final Walmart share takes precedence" }, { "date": "2020-10", "share": { "Walmart": 43, "Instacart": 25.3, "Amazon": 11, "Kroger": 10.6, "Other": 10.1 }, "pixel": { "x": 287, "Walmart": 140, "Instacart": 251, "Amazon": 340, "Kroger": 343 }, "inferredTrace": [], "reportedOverrides": null, "status": "digitized estimate; residual other; stated final Walmart share takes precedence" }, { "date": "2021-01", "share": { "Walmart": 40.3, "Instacart": 28.2, "Amazon": 11, "Kroger": 10.6, "Other": 9.9 }, "pixel": { "x": 346, "Walmart": 157, "Instacart": 233, "Amazon": 340, "Kroger": 343 }, "inferredTrace": [], "reportedOverrides": null, "status": "digitized estimate; residual other; stated final Walmart share takes precedence" }, { "date": "2021-07", "share": { "Walmart": 45.8, "Instacart": 27.4, "Amazon": 10.2, "Kroger": 8.3, "Other": 8.3 }, "pixel": { "x": 465, "Walmart": 123, "Instacart": 238, "Amazon": 345, "Kroger": 357 }, "inferredTrace": [], "reportedOverrides": null, "status": "digitized estimate; residual other; stated final Walmart share takes precedence" }, { "date": "2022-01", "share": { "Walmart": 38.6, "Instacart": 31.4, "Amazon": 9.8, "Kroger": 11.2, "Other": 9 }, "pixel": { "x": 583, "Walmart": 168, "Instacart": 213, "Amazon": 348, "Kroger": 339 }, "inferredTrace": [], "reportedOverrides": null, "status": "digitized estimate; residual other; stated final Walmart share takes precedence" }, { "date": "2022-07", "share": { "Walmart": 44.6, "Instacart": 29.9, "Amazon": 8.5, "Kroger": 9.4, "Other": 7.6 }, "pixel": { "x": 701, "Walmart": 130, "Instacart": 222, "Amazon": 356, "Kroger": 350 }, "inferredTrace": [], "reportedOverrides": null, "status": "digitized estimate; residual other; stated final Walmart share takes precedence" }, { "date": "2023-01", "share": { "Walmart": 48.2, "Instacart": 27.2, "Amazon": 7.7, "Kroger": 10.1, "Other": 6.8 }, "pixel": { "x": 819, "Walmart": 108, "Instacart": 239, "Amazon": 361, "Kroger": 346 }, "inferredTrace": [], "reportedOverrides": null, "status": "digitized estimate; residual other; stated final Walmart share takes precedence" }, { "date": "2023-07", "share": { "Walmart": 51.4, "Instacart": 26.1, "Amazon": 5.6, "Kroger": 9.9, "Other": 7 }, "pixel": { "x": 937, "Walmart": 88, "Instacart": 246, "Amazon": 374, "Kroger": 347 }, "inferredTrace": [], "reportedOverrides": null, "status": "digitized estimate; residual other; stated final Walmart share takes precedence" }, { "date": "2023-12", "share": { "Walmart": 51, "Instacart": 25.8, "Amazon": 5.3, "Kroger": 10.6, "Other": 7.3 }, "pixel": { "x": 1036, "Walmart": 87, "Instacart": 248, "Amazon": 376, "Kroger": 343, "digitizedWalmartShare": 51.5 }, "inferredTrace": [], "reportedOverrides": { "Walmart": 51 }, "status": "digitized estimate; residual other; stated final Walmart share takes precedence" }, { "date": "2024-03", "share": { "Walmart": 51.416660158469945, "Instacart": 25.415097101092897, "Amazon": 5.216977169398907, "Kroger": 10.456403989071038, "Other": 7.494861581967213 }, "kind": "interpolated model", "note": "Linear bridge between 2023-12 and 2024-12; no additional observations.", "inferred": true }, { "date": "2024-06", "share": { "Walmart": 51.837899, "Instacart": 25.0259645, "Amazon": 5.133042, "Kroger": 10.31123, "Other": 7.691864499999999 }, "kind": "interpolated model", "note": "Linear bridge between 2023-12 and 2024-12; no additional observations.", "inferred": true }, { "date": "2024-09", "share": { "Walmart": 52.259137841530055, "Instacart": 24.636831898907104, "Amazon": 5.049106830601093, "Kroger": 10.166056010928962, "Other": 7.8888674180327865 }, "kind": "interpolated model", "note": "Linear bridge between 2023-12 and 2024-12; no additional observations.", "inferred": true }, { "date": "2024-12", "share": { "Walmart": 52.675798, "Instacart": 24.251929, "Kroger": 10.02246, "Amazon": 4.966084, "Other": 8.083729 }, "rawVolume": { "Walmart": 61.839449541284395, "Instacart": 28.470872633731286, "Amazon": 5.83, "Kroger": 11.766, "Other": 9.49 }, "bottomUpShare": { "Walmart": 52.67579801102583, "Instacart": 24.251928941425106, "Amazon": 4.9660840237469905, "Kroger": 10.022460484289383, "Other": 8.083728539512684 }, "emLinkedInstacart": 24.251928941425106, "weights": { "bottomUp": 1, "categorySpecificRelativeChange": 0 }, "kind": "blended grocery nowcast", "note": "Selected-basket shares, not direct EMARKETER all-grocery share levels. Broad corporate growth proxies, a fixed channel basket and stable coverage are assumptions. Weight choice is judgment, not statistical precision.", "inferred": true }, { "date": "2025-03", "share": { "Walmart": 53.152091, "Instacart": 24.01165, "Kroger": 9.824173, "Amazon": 4.798633, "Other": 8.213452 }, "kind": "blended grocery nowcast with BMC relative Walmart movement", "note": "Linear bridge between 2024-12 and 2025-12; no additional observations.", "inferred": true }, { "date": "2025-06", "share": { "Walmart": 53.638968, "Instacart": 23.766032, "Kroger": 9.623107, "Amazon": 4.629443, "Other": 8.34245 }, "kind": "blended grocery nowcast with BMC relative Walmart movement", "note": "Linear bridge between 2024-12 and 2025-12; no additional observations.", "inferred": true }, { "date": "2025-09", "share": { "Walmart": 54.125846, "Instacart": 23.520414, "Kroger": 9.423696, "Amazon": 4.46227, "Other": 8.467775 }, "kind": "blended grocery nowcast with BMC relative Walmart movement", "note": "Linear bridge between 2024-12 and 2025-12; no additional observations.", "inferred": true }, { "date": "2025-12", "share": { "Walmart": 54.607431, "Instacart": 23.277465, "Kroger": 9.228092, "Amazon": 4.298911, "Other": 8.588102 }, "rawVolume": { "Walmart": 77.66972477064219, "Instacart": 31.672686498252098, "Amazon": 6.413, "Kroger": 13.766219999999999, "Other": 12.8115 }, "bottomUpShare": { "Walmart": 54.568970750674595, "Instacart": 22.252504540503914, "Amazon": 4.505627005341874, "Kroger": 9.671831060888415, "Other": 9.001066642591208 }, "emLinkedInstacart": 23.789945127656694, "weights": { "bottomUp": 0.3333333333333333, "categorySpecificRelativeChange": 0.6666666666666666 }, "kind": "blended grocery nowcast with BMC relative Walmart movement", "note": "Selected-basket shares, not direct EMARKETER all-grocery share levels. Broad corporate growth proxies, a fixed channel basket and stable coverage are assumptions. Weight choice is judgment, not statistical precision.", "inferred": true }, { "date": "2026-03", "share": { "Walmart": 54.924126, "Instacart": 23.077209, "Kroger": 8.988335, "Amazon": 4.204608, "Other": 8.805723 }, "kind": "blended grocery nowcast with BMC relative Walmart movement", "note": "Linear bridge between 2025-12 and 2026-09; no additional observations.", "inferred": true }, { "date": "2026-06", "share": { "Walmart": 55.247859, "Instacart": 22.872502, "Kroger": 8.746544, "Amazon": 4.109445, "Other": 9.02365 }, "kind": "blended grocery nowcast with BMC relative Walmart movement", "note": "Linear bridge between 2025-12 and 2026-09; no additional observations.", "inferred": true }, { "date": "2026-09", "share": { "Walmart": 55.571592, "Instacart": 22.667796, "Kroger": 8.508053, "Amazon": 4.015518, "Other": 9.23704 }, "rawVolume": { "Walmart": 91.26789415483776, "Instacart": 34.805947703415946, "Amazon": 7.168111164591507, "Kroger": 15.18774666152172, "Other": 16.489064152545662 }, "bottomUpShare": { "Walmart": 55.34112191447916, "Instacart": 21.104904556424756, "Amazon": 4.346449729443776, "Kroger": 9.209229021714481, "Other": 9.998294777937836 }, "emLinkedInstacart": 23.44924181700147, "weights": { "bottomUp": 0.3333333333333333, "categorySpecificRelativeChange": 0.6666666666666666 }, "kind": "blended grocery nowcast with BMC relative Walmart movement", "note": "Selected-basket shares, not direct EMARKETER all-grocery share levels. Broad corporate growth proxies, a fixed channel basket and stable coverage are assumptions. Weight choice is judgment, not statistical precision.", "inferred": true } ], "endpointLabels": { "Walmart": 56, "Instacart": 23, "Kroger": 8, "Amazon": 4, "Other": 9 }, "scope": "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.", "uncertainty": { "shareWorkingRangesPP": { "Walmart": [ 48, 62 ], "Instacart": [ 18, 27 ], "Kroger": [ 7, 13 ], "Amazon": [ 3, 8 ], "Other": [ 5, 14 ] }, "type": "Judgment/sensitivity ranges, not confidence intervals", "drivers": "Fixed panel coverage; non-grocery corporate proxies; marketplace/enterprise mix; faster Amazon grocery growth; model-vintage revisions; growth weights.", "weightSensitivity": { "lowCategoryWeight": 0, "highCategoryWeight": 1 }, "note": "Two-thirds weight favors EMARKETER\u2019s category-specific relative share movement over weak grocery proxies. Both methods can share company-disclosure roots; they are not independent statistical votes." }, "dollarModel": { "formula": "BMC full-market annual dollars \u00d7 modeled selected-channel coverage \u00d7 selected-channel shares", "broadScale": [ { "date": "2021-12", "total": 97.6 }, { "date": "2022-12", "total": 97 }, { "date": "2023-12", "total": 95.8 }, { "date": "2024-12", "total": 104.4 }, { "date": "2025-12", "total": 128.6 }, { "date": "2026-09", "total": 162.7036 } ], "coverageAnchors": [ { "date": "2021-01", "total": 0.7137634957003176 }, { "date": "2024-12", "total": 0.7137634957003176 }, { "date": "2026-09", "total": 0.7107948248090499 } ], "coverage24": 0.7137634957003176, "coverage26": 0.7107948248090499, "calibration": "2024 coverage = BMC Q2 Walmart 37% / modeled Yipit-basket June 2024 Walmart share. 2026 coverage = working Walmart 39.5% / revised selected-basket Walmart share.", "assumptions": "Transfer of relative share movement, matching Walmart attribution across sources, stable coverage before 2024, smooth coverage thereafter, and linear annual-scale joins. These cannot be independently validated from public source totals.", "note": "BMC includes pickup, delivery and ship-to-home. Its merchandise/survey definitions differ from company GOV/GTV. Instacart\u2019s entire reported GTV is no longer treated as a U.S. grocery marketplace anchor. The old conversion model is retained in v4 for comparison.", "sensitivity": { "walmartWorkingRange": [ 38.5, 40 ], "definitionUncertainty": "Allow \u00b115% selected-channel coverage around the working calibration; judgment, not a confidence interval." } }, "bmcShareBridge": { "reported2024": 37, "working2026": 39.5, "workingRange2026": [ 38.5, 40 ], "formula": "2/3 \u00d7 estimated 2024 selected-basket Walmart share \u00d7 (39.5/37) + 1/3 \u00d7 previous 2026 selected-basket model", "note": "Relative share movement transfer and judgment weights are assumptions. Instacart\u2019s EMARKETER relative-movement blend is retained. Other channels share the residual proportionally; no raw BMC percentage is relabeled as Yipit percentage." } }, "profits": { "food": { "keys": [ "DoorDash", "Grubhub" ], "rows": [ { "year": 2015, "date": "2015-07", "period": "2015", "values": { "DoorDash": null, "Grubhub": 0.038077 }, "status": "reported where available; null is undisclosed" }, { "year": 2016, "date": "2016-07", "period": "2016", "values": { "DoorDash": null, "Grubhub": 0.049557 }, "status": "reported where available; null is undisclosed" }, { "year": 2017, "date": "2017-07", "period": "2017", "values": { "DoorDash": null, "Grubhub": 0.098983 }, "status": "reported where available; null is undisclosed" }, { "year": 2018, "date": "2018-07", "period": "2018", "values": { "DoorDash": -0.204, "Grubhub": 0.078481 }, "status": "reported where available; null is undisclosed" }, { "year": 2019, "date": "2019-07", "period": "2019", "values": { "DoorDash": -0.667, "Grubhub": -0.018566 }, "status": "reported where available; null is undisclosed" }, { "year": 2020, "date": "2020-07", "period": "2020", "values": { "DoorDash": -0.461, "Grubhub": -0.1559 }, "status": "reported where available; null is undisclosed" }, { "year": 2021, "date": "2021-07", "period": "2021", "values": { "DoorDash": -0.468, "Grubhub": null }, "status": "reported where available; null is undisclosed" }, { "year": 2022, "date": "2022-07", "period": "2022", "values": { "DoorDash": -1.365, "Grubhub": null }, "status": "reported where available; null is undisclosed" }, { "year": 2023, "date": "2023-07", "period": "2023", "values": { "DoorDash": -0.558, "Grubhub": null }, "status": "reported where available; null is undisclosed" }, { "year": 2024, "date": "2024-07", "period": "2024", "values": { "DoorDash": 0.123, "Grubhub": null }, "status": "reported where available; null is undisclosed" }, { "year": 2025, "date": "2025-07", "period": "2025", "values": { "DoorDash": 0.935, "Grubhub": null }, "status": "reported where available; null is undisclosed" }, { "year": 2026, "date": "2026-07", "period": "TTM through September 2026", "values": { "DoorDash": 1.063, "Grubhub": null }, "status": "TTM arithmetic from disclosed annual / nine-month figures" } ] }, "grocery": { "keys": [ "Instacart" ], "rows": [ { "year": 2015, "date": "2015-07", "period": "2015", "values": { "Instacart": null }, "status": "reported where available; null is undisclosed" }, { "year": 2016, "date": "2016-07", "period": "2016", "values": { "Instacart": null }, "status": "reported where available; null is undisclosed" }, { "year": 2017, "date": "2017-07", "period": "2017", "values": { "Instacart": null }, "status": "reported where available; null is undisclosed" }, { "year": 2018, "date": "2018-07", "period": "2018", "values": { "Instacart": null }, "status": "reported where available; null is undisclosed" }, { "year": 2019, "date": "2019-07", "period": "2019", "values": { "Instacart": -0.531 }, "status": "reported where available; null is undisclosed" }, { "year": 2020, "date": "2020-07", "period": "2020", "values": { "Instacart": -0.07 }, "status": "reported where available; null is undisclosed" }, { "year": 2021, "date": "2021-07", "period": "2021", "values": { "Instacart": -0.073 }, "status": "reported where available; null is undisclosed" }, { "year": 2022, "date": "2022-07", "period": "2022", "values": { "Instacart": 0.428 }, "status": "reported where available; null is undisclosed" }, { "year": 2023, "date": "2023-07", "period": "2023", "values": { "Instacart": -1.622 }, "status": "reported where available; null is undisclosed" }, { "year": 2024, "date": "2024-07", "period": "2024", "values": { "Instacart": 0.457 }, "status": "reported where available; null is undisclosed" }, { "year": 2025, "date": "2025-07", "period": "2025", "values": { "Instacart": 0.447 }, "status": "reported where available; null is undisclosed" }, { "year": 2026, "date": "2026-07", "period": "TTM through September 2026", "values": { "Instacart": 0.484 }, "status": "TTM arithmetic from disclosed annual / nine-month figures" } ] }, "metric": "GAAP net income / loss; DoorDash attributable to common stockholders; selected disclosed companies only", "scope": "Company financials, not U.S. delivery-segment profit and not a full-market total. Null years omitted, never zero-filled.", "note": "Uber Delivery has no standalone GAAP net-income series in the retained disclosures. Retailer grocery-delivery-only net incomes are not disclosed. No consolidation of full Walmart/Amazon/Kroger profits into grocery delivery. Instacart 2023 includes IPO stock compensation and 2022 a tax valuation-allowance benefit." }, "sources": { "instacartS1": { "url": "https://www.sec.gov/Archives/edgar/data/1579091/000119312523235646/d55348ds1a.htm", "root": "Instacart SEC filing", "period": "2019\u20132022", "unit": "USD millions", "rows": [ "GTV 5,144; 20,736; 24,909; 28,826", "Net income (loss) (531); (70); (73); 428" ], "access": "Original SEC table and period headers read in browser 2026-10-29." }, "instacart2025": { "url": "https://www.sec.gov/Archives/edgar/data/1579091/000157909126000018/cart-20251231.htm", "root": "Instacart SEC filing", "rows": [ "2023 2024 2025", "Net income (loss) (1,622); 457; 447" ], "access": "Original SEC table read in browser 2026-10-29." }, "instacart2026": { "url": "https://investors.instacart.com/News/news-releases/news-details/2026/Instacart-Announces-Third-Quarter-2026-Financial-Results/default.aspx", "root": "Instacart disclosure", "local": "../v6/sources/instacart-q3-2026.pdf", "rows": [ "Nine months 2025 / 2026 net income 366 / 403", "TTM net income = FY2025 447 \u2212 9M2025 366 + 9M2026 403 = 484" ], "note": "Do not use common-share EPS numerator after preferred accretion as consolidated net income." }, "dd2020": { "url": "https://www.sec.gov/Archives/edgar/data/1792789/000162828021004032/dash-20201231.htm", "root": "DoorDash SEC filing", "rows": [ "2018 2019 2020 net loss: (204); (667); (461), USD millions" ] }, "dd2022": { "url": "https://www.sec.gov/Archives/edgar/data/1792789/000162828023005131/dash-20221231.htm", "root": "DoorDash SEC filing", "rows": [ "2020 2021 2022 net loss attributable to common stockholders: (461); (468); (1,365), USD millions" ], "access": "Original SEC table and headers read in browser 2026-10-29." }, "dd2023": { "url": "https://ir.doordash.com/news/news-details/2024/DoorDash-Releases-Fourth-Quarter-and-Full-Year-2023-Financial-Results/default.aspx", "root": "DoorDash disclosure", "rows": [ "2022 / 2023 annual net loss attributable to common stockholders: (1,365) / (558), USD millions" ], "access": "Original annual financial table read in browser 2026-10-29." }, "dd2025": { "url": "https://ir.doordash.com/news/news-details/2026/DoorDash-Releases-Fourth-Quarter-and-Full-Year-2025-Financial-Results/default.aspx", "root": "DoorDash disclosure", "rows": [ "2024 / 2025 annual net income attributable to common stockholders: 123 / 935, USD millions" ] }, "dd2026": { "url": "https://ir.doordash.com/news/news-details/2026/DoorDash-Releases-Third-Quarter-2026-Financial-Results/default.aspx", "root": "DoorDash disclosure", "rows": [ "Q4 2025 / Q1 2026 / Q2 2026 / Q3 2026 net income attributable to common stockholders: 213 / 184 / 200 / 466, USD millions", "TTM = 1,063 million" ], "access": "Original quarterly table and headers read in browser 2026-10-29." }, "grub2019": { "url": "https://www.annualreports.com/HostedData/AnnualReportArchive/g/NYSE_GRUB_2019.pdf", "root": "Grubhub annual report", "local": "../v3/sources/grubhub-2019.pdf", "rows": [ "2015\u20132019 net income (loss), USD thousands: 38,077; 49,557; 98,983; 78,481; (18,566)" ], "access": "Selected five-year financial table read in retained original filing PDF." }, "grub2020": { "url": "https://www.sec.gov/Archives/edgar/data/1594109/000156459021004078/grub-ex991_6.htm", "root": "Grubhub SEC disclosure", "rows": [ "2020 annual GAAP net loss $155.9 million" ], "note": "Historical standalone series stops here; no combined JET Canada/U.S. number is passed off as Grubhub." }, "historicalGrocery": { "url": "https://data.bloomberglp.com/professional/sites/10/Digital-Transformation-Bit-Book-2020_FINAL_v21.pdf", "page": 7, "local": "../v3/sources/bloomberg-digital-2020.pdf", "note": "2015\u20132019 food/beverage ecommerce estimates credited to EMARKETER, reproduced by Bloomberg Intelligence in 2020. Digitize only the white ecommerce bars; do not add the store-fulfilled blue channel. Approximate historical values, about \u00b11B digitization tolerance. This narrower definition is not appended to the broader 2021\u20132025 Brick Meets Click grocery series. 2020\u20132024 forecasts in the source are not used as observations." }, "instacartEarlyGtv": { "url": "https://www.stifel.com/prospectusfiles/PD_4896.pdf", "root": "Instacart SEC prospectus reproduced by offering underwriter", "local": "sources/instacart-prospectus-2023.pdf", "page": 106, "pdfPage": 115, "rows": [ "GTV area chart 2012\u20132022; digitized 2015 0.30; 2016 0.55; 2017 1.20; 2018 2.75 billion. 2019 5.144 billion uses the financial table, not the chart." ], "note": "Embedded original image retained as sources/instacart-early-gtv.png. Image x positions 108/138/167/198; top y 434/431/423/402; zero at y438, $30B at y50. Early points rounded to match image resolution. 2018 cross-check: disclosed 80% 2018\u20132022 CAGR implies $2.746B from 2022 $28.826B." }, "walmartFootprint": { "local": "sources/walmart-2019-footprint.html", "url": "https://corporate.walmart.com/news/2019/12/10/walmart-to-test-drive-autonomous-grocery-deliveries-with-nuro", "root": "Walmart disclosures", "rows": [ "2015 140 (November); 2016 600; 2017 1,100; 2018 2,100; 2019 3,100 pickup locations" ], "note": "Grocery footprint growth proxy, not sales. November 2015 count from Q3 FY2016 call; 2016/2017 counts from following annual reports; 2018 from FY2019 annual report. Constant modeled volume per location is an assumption; a 50\u2013150% level sensitivity is retained." }, "walmart2017": { "url": "https://stock.walmart.com/_assets/_4adc33194715f3b623efe43b7a9cd8f1/walmart/db/950/9644/annual_report/2017-annual.pdf", "root": "Walmart disclosures", "rows": [ "More than 600 online grocery pickup locations by January 31, 2017." ] }, "walmart2018": { "local": "sources/walmart-2018-10k.html", "url": "https://stock.walmart.com/sec-filings/all-sec-filings/content/0000104169-18-000028/wmtform10-kx1312018.htm", "root": "Walmart SEC filing", "rows": [ "More than 1,100 Online Grocery pickup locations as of January 31, 2018." ] }, "walmart2019": { "url": "https://corporate.walmart.com/content/dam/corporate/documents/press-center/walmart-releases-2019-annual-report-and-proxy-statement/walmart-2019-ar.pdf", "root": "Walmart disclosures", "rows": [ "More than 2,100 pickup locations as of January 31, 2019." ] }, "walmart2015": { "url": "https://www.roic.ai/quote/WMT%3ACC/transcripts/2016-year/3-quarter", "root": "Walmart earnings call, third-party transcript", "rows": [ "November 17, 2015: almost 140 locations across 25 markets." ] }, "krogerEarlyGrowth": { "local": "sources/kroger-2018-10k.html", "url": "https://www.sec.gov/Archives/edgar/data/56873/000155837019002756/kr-20190202x10k.htm", "root": "Kroger SEC filing", "rows": [ "Digital sales grew 49% in 2016; 90% in 2017; 58% in 2018." ], "note": "Digital includes pickup, delivery and pharmacy e-commerce; used only as a growth proxy after rebasing to the selected basket, with 70\u2013130% sensitivity." }, "kroger2019Growth": { "local": "sources/kroger-2019-10k.html", "url": "https://www.sec.gov/Archives/edgar/data/56873/000155837020003501/kr-20200201x10k.htm", "root": "Kroger SEC filing", "rows": [ "Digital sales grew 29% in 2019." ] }, "freshDirect2015": { "url": "https://www.iesepublishing.com/freshdirect-forget-delivery.-our-business-is-all-about-food-english.html", "root": "IESE case research, April 2016", "rows": [ "FreshDirect early-2016 annual revenue level $500 million, used as a proxy for the preceding year." ], "note": "Other combines this FreshDirect level with a separately identified $150M allowance for remaining selected channels in 2015. It is not a disclosed total for Other." }, "freshDirect2016": { "url": "https://www.wcapgroup.com/wp-content/uploads/2016/09/FreshDirect-closes-189-million-investment-FreshDirect-WSJ-TechCrunch-Recode.pdf", "root": "FreshDirect company announcement, September 2016", "rows": [ "Annual revenue exceeds $600 million." ] }, "freshDirect2017": { "url": "https://www.wcapgroup.com/wp-content/uploads/2018/07/Inside-FreshDirect%E2%80%99s-Big-Bet-to-Win-the-Home-Delivery-Fight.pdf", "root": "FreshDirect company statement reported by WSJ and preserved by its investor", "rows": [ "2017 annual revenue between $600 million and $700 million." ] }, "amazonEarlyGrowth": { "url": "https://www.emarketer.com/press-releases/online-grocery-wars-walmart-gains-share-while-amazon-drops/", "root": "EMARKETER grocery forecast, November 2023 vintage", "local": "sources/emarketer-walmart-amazon-2016-2024.jpeg", "rows": [ "Amazon broad grocery sales 2016 $9.28B; 2017 $10.93B; 2018 $12.91B; 2019 $16.00B." ], "note": "Use relative Amazon growth only. 2015 extrapolates the 2016\u20132017 ratio backward one year. Broad sales/shares are not spliced into the narrower ordering-channel basket. Walmart broad grocery series is retained as a scope cross-check, not used as fresh-grocery pickup dollars." }, "marketBSM": { "url": "https://secondmeasure.com/datapoints/food-delivery-services-grubhub-uber-eats-doordash-postmates/", "published": "2024-04-15", "local": "../sources/bsm-march-2024.png", "note": "One April 2024 source vintage for the 2019\u20132024 segment. Grocery can be included. Four displayed brand groups are normalized to their subtotal. ASAP and all other platforms excluded from this long-history comparison. Direct-brand/owner definitions differ over time after acquisitions." }, "ceFood": { "url": "https://www.consumeredge.com/resources/insights/super-bowl-sunday-spend-which-food-providers-are-set-to-win-in-2026/", "published": "2026-02-06", "root": "Consumer Edge / Earnest transaction-panel family", "local": "../v6/sources/ce-food-feb2026.jpg", "facts": { "DoorDash": 63.7, "UberEats": 32.3, "Grubhub": 4 }, "note": "Original early-2026 three-brand panel. Unlike the Orion/Vela Gamma graphics, this is US Transact and excludes the wider residual basket. Cross-panel level comparisons are modeled. The historical Super Bowl-day bars are not annual observations. Postmates working allocation is 0.05%, with a 0\u20130.1% sensitivity bound informed by the 2024 graphics." }, "ceNov2024": { "url": "https://www.consumeredge.com/resources/all-posts/grubhubs-market-share-fell-to-6-before-wonder-acquisition/", "published": "2024-11-13", "root": "Consumer Edge / Earnest Orion panel", "local": "../v6/sources/ce-nov2024-chart.png", "facts": { "periodEnd": "2024-11-07", "DoorDash": 62.7, "UberEats": 25, "Grubhub": 6.2, "Olo": 4.7, "PostmatesUpperBound": 0.1 }, "note": "Original quarterly-to-date graphic inspected. Broad national source basket. Postmates is below 0.1%; its midpoint, not the full residual, is used in the four-brand reconstruction." }, "ceDec2024": { "url": "https://www.consumeredge.com/resources/all-posts/doordash-leads-us-delivery-share-but-some-cities-still-competitive/", "published": "2025-02-19", "root": "Consumer Edge / Earnest Vela Gamma panel", "local": "../v6/sources/ce-dec2024-chart.png", "facts": { "periodEnd": "2024-12-31", "DoorDash": 60.7, "UberEats": 26.1, "Grubhub": 6.3, "Olo": 4.8, "PostmatesUpperBound": 0.1 }, "note": "Original national graphic inspected. The November graphic names Orion; this one names Vela Gamma. Do not interpret their difference as pure business growth. All published levels and denominators retained before four-brand normalization." }, "ceSep2025": { "url": "https://fortune.com/article/doordash-delivery-wars-ceo-tony-xu-fortune-500-grubhub-uber-eats-suburbs-mark-zuckerberg/", "published": "2025-12-01", "root": "Consumer Edge chart published by Fortune", "local": "../v6/sources/ce-sept2025-via-fortune.png", "imageUrl": "https://fortune.com/img-assets/wp-content/uploads/2025/11/DD_WEB_chart.png", "facts": { "periodEnd": "2025-09-30", "DoorDash": 62.7, "UberEats": 26, "Grubhub": 5.2, "Olo": 4.3 }, "note": "Original chart visually inspected; the 5.2 label belongs to Grubhub, 4.3 to Olo. Postmates is unlabeled at the endpoint. Preserve a 0.05% working allocation rather than manufacturing a measured value." }, "yipit": { "url": "https://www.yipitdata.com/resources/long-term-theme-instacart-deep-dive", "published": "2024-03-14", "pageUpdated": "2026-08-24", "dataThrough": "2023-12", "root": "YipitData", "local": "../v2/sources/yipit-grocery-shares-2024.png", "note": "Tracked panel, not all online grocery. Instacart marketplace and storefront are distinct channels. Other = storefront, Shipt, FreshDirect, DoorDash and Uber. Main lines digitized about \u00b11 pp; small values not independently extracted." }, "em2026": { "url": "https://www.emarketer.com/content/doordash-instacart-acquisition-talks-grocery-delivery", "root": "EMARKETER model", "published": "2026-10-26", "note": "October 2026 model vintage. 2026 is a full-year forecast, used to inform the current estimate, not relabeled as an observed September panel share. Its all-online-grocery share LEVEL is never spliced into the narrower Yipit basket; only relative 2024\u20132026 movement is used.", "facts": { "share2024": 15.9, "share2026": 15.3, "share2028": 14.6, "companyGrocerySalesGrowth2026": 12.7 } }, "walmart": { "url": "https://stock.walmart.com/sec-filings/all-sec-filings/content/0000104169-26-000145/earningspresentationfy27.htm", "published": "2026-08-20", "root": "Walmart company disclosure", "local": "../v6/sources/walmart-q2-2026.html", "facts": { "usEcommerceGrowth2026Q2": 24, "usEcommerceBillionsFY2026": 99.6, "usEcommerceBillionsFY2025": 79.3, "usEcommerceBillionsFY2024": 65.4 }, "note": "2026 Q2 means calendar quarter ended July 31, fiscal Q2 FY2027. Broad U.S. ecommerce, including non-grocery, is a growth proxy. Fiscal-year growth is mapped to the preceding calendar year as an approximation, not a grocery-only observation. Annual dollar figures also appear in Walmart 10-K/10-Q." }, "kroger": { "url": "https://www.sec.gov/Archives/edgar/data/56873/000110465926108926/kr-20260815x10q.htm", "published": "2026-09", "root": "Kroger company disclosure", "facts": { "ecommerceGrowth2026Q2": 14, "adjustedEcommerceGrowth2026Q2": 20, "adjustedEcommerceGrowth2025": 17 }, "note": "Use UNADJUSTED 14% for 2026, not headline adjusted 20%. Digital includes pickup, delivery, third-party orders and other changes. 2025 adjusted 17% is a proxy and is sensitivity-tested. 2024 11% is a historical operating proxy, not a recovered calendar-year grocery series." }, "amazon": { "url": "https://www.aboutamazon.com/news/company-news/amazon-earnings-q2-2026-report", "published": "2026-07-30", "root": "Amazon company disclosure", "local": "../v6/sources/amazon-q2-2026.html", "facts": { "northAmericaSalesGrowth2026Q2": 16 }, "note": "North America segment growth is a weak proxy for the specific Amazon grocery channels in Yipit. It includes Canada, general merchandise, services and other businesses. 2024/25 proxy growth is set to 10%, not claimed as measured grocery growth; wider bounds cover faster fresh-grocery rollout." }, "bmcAnnual": { "url": "https://www.brickmeetsclick.com/presses/2023-u-s-egrocery-sales-total-95-8-billion-slipping-1-versus-prior-year", "published": "2024-01-11", "root": "Brick Meets Click household survey", "local": "../v6/sources/bmc-annual-2021-2023.html", "facts": { "2021": 97.6, "2022": 97, "2023": 95.8 }, "note": "2023-vintage annual graphic used consistently. Earlier 2021 release said 97.7; retain the later 97.6 vintage rather than mix revisions." }, "bmcMonthly": { "url": "https://www.brickmeetsclick.com/press", "root": "Brick Meets Click household survey", "facts": { "annual2024": 104.4, "annual2025": 128.6, "q32025": 33.7 }, "note": "Annual totals calculated from 12 rounded monthly reports, not quoted full-year exact figures. All 24 links, amounts and local receipts are retained in bmc-monthly.csv / JSON. Main text takes precedence over obvious image-alt typos, notably January 2025 ($10.0B, not $9.6B)." }, "bmcQ32026": { "url": "https://www.brickmeetsclick.com/presses/u-s-egrocery-sales-for-3q26-climb-21-versus-last-year", "published": "2026-10-15", "root": "Same BMC household survey", "local": "../v6/sources/bmc-q32026.html", "facts": { "quarterYoYGrowthPercent": 20.7, "q32025Derived": 33.7, "q32026Derived": 40.6759, "annualizedQ32026": 162.7036 }, "note": "Q3 2026 level is calculated: ($10.0B + $11.2B + $12.5B) \u00d7 1.207 \u2248 $40.7B. Rounding in the reported monthly baseline limits precision. Four times Q3 is an annual pace, not full-year 2026 sales. No missing H1 2026 actuals are invented." }, "bmcWalmart2024": { "url": "https://www.brickmeetsclick.com/presses/walmart-captures-a-record-37-of-u-s-egrocery-sales-in-q2-2024", "published": "2024-08-06", "root": "Same BMC household survey", "local": "../v6/sources/bmc-walmart2024.html", "facts": { "quarter": "2024-Q2", "Walmart": 37, "Target": 7, "Supermarkets": 27.3 }, "note": "Walmart excludes Sam\u2019s Club. Full U.S. online grocery market, not the narrower Yipit selected-channel basket." }, "bmcWalmart2026": { "url": "https://www.brickmeetsclick.com/insights/egrocerys-hyper-growth-stage-how-traditional-grocers-can-fight-back", "published": "2026-06-16", "root": "Same BMC household survey", "local": "../v6/sources/bmc-june2026.html", "facts": { "WalmartQualitativeShare": "approaching 40%" }, "note": "Working 39.5% and 38.5\u201340% sensitivity range are interpretations of the qualitative statement, not exact reported percentages. Hold this mid-2026 working level through Q3 as an explicit assumption." }, "edison2019": { "url": "https://edisonfounder.medium.com/2019-edison-trends-on-demand-food-delivery-sales-report-82a3cb70ad00", "local": "sources/edison2019-receipt.json", "root": "Edison Trends receipt-panel report, reproduced on Medium", "period": "September 1\u201316, 2019", "facts": { "DoorDash": 35, "UberEats": 25, "Grubhub": 22, "Postmates": 6, "Caviar": 2, "Other": 10 }, "note": "Independent panel cross-check, not spliced into Bloomberg history. The article headline says Grubhub 23 but the comparison paragraph says 22; retained as 22\u201323, not false precision. Basket includes Other/Caviar and source vintage differs." } }, "history": { "groceryBefore2020": { "selected2019": 20.098935483870967, "inputs": { "years": [ 2015, 2016, 2017, 2018, 2019 ], "instacartGtv": [ 0.3, 0.55, 1.2, 2.75, 5.144 ], "walmartPickupSites": [ 140, 600, 1100, 2100, 3100 ], "amazonSales": [ 7.879085086916742, 9.28, 10.93, 12.91, 16 ], "krogerIndex": [ 0.17330589415772313, 0.2582257822950075, 0.4906289863605141, 0.7751937984496123, 1 ], "anchor": { "Walmart": 9.868577322580645, "Instacart": 3.7384020000000002, "Amazon": 2.2510807741935484, "Kroger": 2.2510807741935484, "Other": 1.9897946129032258 }, "otherDollars": [ 0.65, 0.85, 1.1, 1.4794505987675115, 1.9897946129032258 ], "otherAssumptions": "2015 $0.50B FreshDirect early-2016 level + $0.15B other channels; 2016 $0.60B FreshDirect level + $0.25B other channels; 2017 $0.65B FreshDirect midpoint + $0.45B other channels. 2018 geometric interpolation to 2019 basket anchor. The added allowances are assumptions, not disclosures." }, "method": "2019 Instacart disclosed GTV \u00d7 retained U.S./marketplace/grocery conversion \u00f7 held January-2020 selected-basket share calibrates the basket. Walmart backcast uses pickup locations at constant modeled volume per location; Kroger uses disclosed digital sales growth; Amazon uses only within-company historical growth from EMARKETER, not its incompatible broad market shares; Instacart uses its own prospectus GTV graph. Other uses FreshDirect revenue anchors and modeled allowances for the remaining selected channels. 2015\u20132018 Amazon/Walmart/Kroger levels and all early shares remain inferred.", "sensitivity": "Judgment sensitivity, not confidence intervals: Walmart and Amazon proxy levels 50\u2013150%; Kroger 70\u2013130%; Instacart digitization \u00b1$0.15B in 2015\u201316 and \u00b1$0.30B thereafter; Other component levels 50\u2013150%. Overall early scale also carries 50\u2013150% sensitivity. Common 2019 calibration and conversion assumptions are shared, not independent evidence.", "selected2020": 59.741875123885045, "conversion": 0.72675, "held2019InstacartShare": 0.18600000000000003, "meanSampled2020InstacartShare": 0.25225, "companyShares": "Reconstructed from company growth proxies, not observed historical shares.", "dollars": "Sum of company-level backcasts on a common selected-channel basis; replaces the earlier unallocated total model." } }, "presentation": { "tracks": [ "Food", "Grocery" ], "chartsPerTrack": [ "100% market-share stack", "Absolute-dollar market stack", "GMV lines, not stacked", "Diverging profit/loss stack" ], "domain": [ 2015, 2026 ], "axes": { "share": { "min": 0, "max": 100, "step": 25 }, "dollars": { "min": 0, "max": 200, "step": 40 }, "gmv": { "min": 0, "max": 120, "step": 20 }, "profit": { "min": -2, "max": 2, "step": 0.5 } }, "logo": "Actual site PSLogo component: src/components/PSLogo.tsx; ink square and parchment PS.", "priorityExport": "market-share.pdf contains the corrected 2015\u20132026 food and grocery share pair.", "scope": "Four food app groups / selected online grocery channels. Source-period share history; calendar-year modeled order value through 2025; Q3 2026 pace; company TTM profits separately." }, "prior": "../v6/data/research.json", "limits": [ "2015\u20132019 grocery company allocations are reconstructed, with proxy and shared-calibration risk; hatching distinguishes them from later panel history.", "2015\u20132019 grocery dollars are a company-by-company backcast with wide sensitivity. Other uses FreshDirect revenue anchors plus modeled allowances for remaining channels.", "Profit/loss coverage is selected reported companies and varies by year. No claim of total industry profit.", "2026 GMV remains a current annual pace; 2026 net income is TTM.", "Food app data can include nonrestaurant purchases; grocery includes pickup and shipping. The tracks overlap and must not be added.", "No complete public 2026 restaurant-only company-level census or nine-channel grocery share export was found. Current splits remain conditional models.", "The four-food-app denominator and selected grocery ordering-channel denominator overlap and cannot be added. Neither is all grocery or all restaurant sales.", "2015\u20132018 food ratios, 2015\u20132019 grocery backcasts, panel-family transitions and all 2026 food/grocery splits carry inference.", "Historical analyst estimates and company GMV / GOV can disagree materially because of coverage, category and period. In particular 2018 DoorDash reported global GOV is larger than the historical U.S. proxy; early dollar levels have wide sensitivity, not audited precision.", "Food endpoint dollar ranges vary U.S. GOV mix and panel share, not all definition risk. Grocery proxy bounds are judgment sensitivity, not statistical confidence intervals.", "EMARKETER, company reports and BMC-derived coverages can share assumptions; repeated articles and repeated arithmetic are not independent evidence.", "Non-market company net-income charts retain reported scope and missing years. DoorDash and Instacart remain separate in 2026; an announced acquisition is not a closed merger." ], "audit": { "asOf": "2026-10-29", "status": "Reviewed for publication; inference remains material", "changes": [ "Replace March 2024 pixel-derived endpoint ratios with published 67/23/8/2 labels, normalized only to the selected four app groups.", "Remove unsupported 2026 share drift: hold January CE 63.7/32.3/4 mix forward through September, with bounded Postmates allocation.", "Use calendar-year dollar points through 2025; 2026 stays explicitly Q3 \u00d7 4 pace. The share chart keeps its source-period history.", "Recalibrate 2019 and 2020 food dollars to disclosed annual Grubhub GFS; previous model understated 2019 by 7.6% and overstated 2020 by 14.7%.", "Use full-year BMC category totals for annual grocery dollar points, rather than interpolated mid-year totals." ], "roots": [ { "root": "Bloomberg Second Measure", "role": "2019\u2013March 2024 card-panel source history; source digitization and missing-brand interpolation; one vintage" }, { "root": "Consumer Edge / Earnest family", "role": "2024\u2013January 2026 card-panel anchors; Orion, Vela Gamma and US Transact are not independent confirmations or interchangeable samples" }, { "root": "Edison Trends", "role": "Independent 2018\u20132019 receipt-panel rank cross-check; different basket / periods; no numeric averaging into Bloomberg" }, { "root": "YipitData", "role": "2020\u20132023 selected online-grocery channel panel, pixel-derived history; 51% Walmart endpoint explicitly stated" }, { "root": "Brick Meets Click", "role": "Independent household survey for broad online-grocery totals and Walmart share; the same calibration reused for shares and dollars is not independent corroboration" }, { "root": "EMARKETER", "role": "Forecast / definition cross-check, not an observed panel or another independent vote for company filings" }, { "root": "Company filings / disclosures", "role": "Grubhub, DoorDash, Instacart, Walmart, Kroger and Amazon supply financial anchors or growth proxies. Revenue, GOV/GTV, geography, category and calendar windows remain distinct." } ], "sourceWindows": { "food": "2015\u20132018 analyst reconstruction; 2019\u2013March 2024 Bloomberg single-vintage panel, digitized; late 2024\u20132025 cross-panel CE joins; January 2026 US Transact mix held forward to September", "grocery": "2015\u20132019 company-level growth backcasts; 2020\u20132023 Yipit panel digitization; 2024\u20132026 company / EMARKETER / BMC movement model" }, "historicalFoodDenominator": { "year2015": { "sourceGrubhubPlatformShare": 57, "displayedFourAppShare": 83.090386, "excludedOtherPlatformShare": 31.4 }, "interpretation": "83% on the chart is the four-displayed-app subtotal, not 83% of all delivery or all restaurants. Title no longer claims an exact historical/current 70%." }, "annualFoodCalibration": { "before2020ModeledGrubhubGFS": 9.94039725, "reported2020GFS": 8.669, "overstatementPercent": 14.666019725458534, "after2020ModeledGrubhubGFS": 8.669, "year2019Reported": 5.9136, "year2019Recalibrated": 5.9136 }, "latestFood": { "reportedJanuaryThreeBrandMix": { "DoorDash": 63.7, "UberEats": 32.3, "Grubhub": 4 }, "displayedSeptemberMix": { "DoorDash": 63.668150000000004, "UberEats": 32.283849999999994, "Grubhub": 3.998, "Postmates": 0.05 }, "nowcastPolicy": "Flat latest-observation carry-forward, not an observed Q3 restaurant market share", "shareWorkingRangesPP": { "DoorDash": [ 60, 70 ], "UberEats": [ 27, 36 ], "Grubhub": [ 2, 6 ], "Postmates": [ 0, 0.1 ] }, "annualizedDollars": { "low": 120.2481142857143, "base": 153.53058004669523, "high": 185.54413333333335 } }, "groceryTriangulation": { "bmcAllOnlineWalmart": "Approaching 40%; not an exact 39.5% observation", "workingAllOnlineWalmart": 39.5, "selectedChannelWalmart": 55.571592, "selectedCoverage": 0.7107948248090499, "coverageFormula": "39.5 / selected-channel Walmart percentage", "independence": "Walmart all-online share and coverage match by construction. They are not two confirming observations.", "selectedInstacartDollars": 26.215051, "impliedAllOnlineInstacartShare": 16.11215208662728, "emarketer2026ForecastShare": 15.3, "definitionQualification": "EMARKETER forecast spans a different full-year/category scope; it is a magnitude cross-check, not an exact validation of Marketplace-only selected-channel sales.", "companyGtvPace": 42.112, "impliedRatioSelectedMarketplaceToCompanyGtv": 0.6225078599924012, "companyConversionScenario": [ 22.550976000000002, 37.2459584 ], "broadBmcPace": 162.7036, "selectedPace": 115.648877, "selectedPaceCoverageSensitivity": [ 98.30154544999999, 132.99620854999998 ], "leadershipRobustToRetainedShareRanges": true }, "limits": [ "No complete public 2026 restaurant-only company-level census or nine-channel grocery share export was found. Current splits remain conditional models.", "The four-food-app denominator and selected grocery ordering-channel denominator overlap and cannot be added. Neither is all grocery or all restaurant sales.", "2015\u20132018 food ratios, 2015\u20132019 grocery backcasts, panel-family transitions and all 2026 food/grocery splits carry inference.", "Historical analyst estimates and company GMV / GOV can disagree materially because of coverage, category and period. In particular 2018 DoorDash reported global GOV is larger than the historical U.S. proxy; early dollar levels have wide sensitivity, not audited precision.", "Food endpoint dollar ranges vary U.S. GOV mix and panel share, not all definition risk. Grocery proxy bounds are judgment sensitivity, not statistical confidence intervals.", "EMARKETER, company reports and BMC-derived coverages can share assumptions; repeated articles and repeated arithmetic are not independent evidence.", "Non-market company net-income charts retain reported scope and missing years. DoorDash and Instacart remain separate in 2026; an announced acquisition is not a closed merger." ], "bmcMonthlySourceReceipts": [ { "date": "2024-01", "total": 8.5, "unit": "USD billions per month", "status": "reported survey level; rounded", "url": "https://www.brickmeetsclick.com/insights/january-2024-u-s-egrocery-sales-total-8-5-billion-up-2-versus-year-ago", "local": "sources/bmc-jan2024.html" }, { "date": "2024-02", "total": 7.9, "unit": "USD billions per month", "status": "reported survey level; rounded", "url": "https://www.brickmeetsclick.com/insights/february-2024-u-s-egrocery-sales-total-7-9-billion-down-10-versus-year-ago", "local": "sources/bmc-feb2024.html" }, { "date": "2024-03", "total": 8, "unit": "USD billions per month", "status": "reported survey level; rounded", "url": "https://www.brickmeetsclick.com/presses/march-2024-u-s-egrocery-sales-total-8-0-billion-flat-versus-year-ago", "local": "sources/bmc-march-2024-u-s-egrocery-sales-total-8-0-billion-flat-versus-year-ago.html" }, { "date": "2024-04", "total": 8.5, "unit": "USD billions per month", "status": "reported survey level; rounded", "url": "https://www.brickmeetsclick.com/presses/april-2024-u-s-egrocery-sales-total-8-5-billion-up-4-versus-year-ago", "local": "sources/bmc-april-2024-u-s-egrocery-sales-total-8-5-billion-up-4-versus-year-ago.html" }, { "date": "2024-05", "total": 6.8, "unit": "USD billions per month", "status": "reported survey level; rounded", "url": "https://www.brickmeetsclick.com/presses/may-2024-u-s-egrocery-sales-total-6-8-billion-down-slightly-versus-year-ago", "local": "sources/bmc-may-2024-u-s-egrocery-sales-total-6-8-billion-down-slightly-versus-year-ago.html" }, { "date": "2024-06", "total": 7.7, "unit": "USD billions per month", "status": "reported survey level; rounded", "url": "https://www.brickmeetsclick.com/presses/june-2024-u-s-egrocery-sales-total-7-7-billion-up-8-versus-year-ago", "local": "sources/bmc-june-2024-u-s-egrocery-sales-total-7-7-billion-up-8-versus-year-ago.html" }, { "date": "2024-07", "total": 7.9, "unit": "USD billions per month", "status": "reported survey level; rounded", "url": "https://www.brickmeetsclick.com/presses/july-2024-u-s-egrocery-sales-climbed-9-versus-year-ago-to-7-9-billion", "local": "sources/bmc-july-2024-u-s-egrocery-sales-climbed-9-versus-year-ago-to-7-9-billion.html" }, { "date": "2024-08", "total": 9.9, "unit": "USD billions per month", "status": "reported survey level; rounded", "url": "https://www.brickmeetsclick.com/presses/august-2024-u-s-egrocery-sales-climbed-to-9-9-billion-up-7-versus-year-ago", "local": "sources/bmc-august-2024-u-s-egrocery-sales-climbed-to-9-9-billion-up-7-versus-year-ago.html" }, { "date": "2024-09", "total": 9.5, "unit": "USD billions per month", "status": "reported survey level; rounded", "url": "https://www.brickmeetsclick.com/presses/september-2025-u-s-egrocery-sales-surge-to-new-high-up-31-versus-year-ago", "local": "sources/bmc-september-2025-u-s-egrocery-sales-surge-to-new-high-up-31-versus-year-ago.html", "note": "Prior-year level in the September 2025 source graphic." }, { "date": "2024-10", "total": 10.5, "unit": "USD billions per month", "status": "reported survey level; rounded", "url": "https://www.brickmeetsclick.com/presses/october-2024-u-s-egrocery-sales-jump-28-versus-year-ago-to-10-5-billion", "local": "sources/bmc-october-2024-u-s-egrocery-sales-jump-28-versus-year-ago-to-10-5-billion.html" }, { "date": "2024-11", "total": 9.6, "unit": "USD billions per month", "status": "reported survey level; rounded", "url": "https://www.brickmeetsclick.com/presses/november-2024-u-s-egrocery-total-9-6-billion-climbing-18-versus-year-ago", "local": "sources/bmc-november-2024-u-s-egrocery-total-9-6-billion-climbing-18-versus-year-ago.html" }, { "date": "2024-12", "total": 9.6, "unit": "USD billions per month", "status": "reported survey level; rounded", "url": "https://www.brickmeetsclick.com/presses/december-2024-u-s-egrocery-sales-climb-19-versus-year-ago-to-9-6-billion", "local": "sources/bmc-december-2024-u-s-egrocery-sales-climb-19-versus-year-ago-to-9-6-billion.html" }, { "date": "2025-01", "total": 10, "unit": "USD billions per month", "status": "reported survey level; rounded", "url": "https://www.brickmeetsclick.com/presses/january-2025-egrocery-sales-jump-17-versus-year-ago-to-10-0-billion", "local": "sources/bmc-january-2025-egrocery-sales-jump-17-versus-year-ago-to-10-0-billion.html" }, { "date": "2025-02", "total": 10.3, "unit": "USD billions per month", "status": "reported survey level; rounded", "url": "https://www.brickmeetsclick.com/presses/february-2025-egrocery-sales-surge-31-versus-year-ago-to-10-3-billion", "local": "sources/bmc-february-2025-egrocery-sales-surge-31-versus-year-ago-to-10-3-billion.html" }, { "date": "2025-03", "total": 9.7, "unit": "USD billions per month", "status": "reported survey level; rounded", "url": "https://www.brickmeetsclick.com/presses/march-2025-egrocery-sales-jump-21-versus-year-ago-to-9-7-billion", "local": "sources/bmc-march-2025-egrocery-sales-jump-21-versus-year-ago-to-9-7-billion.html" }, { "date": "2025-04", "total": 9.8, "unit": "USD billions per month", "status": "reported survey level; rounded", "url": "https://www.brickmeetsclick.com/presses/april-2025-egrocery-sales-jump-15-versus-year-ago-to-9-8-billion", "local": "sources/bmc-april-2025-egrocery-sales-jump-15-versus-year-ago-to-9-8-billion.html" }, { "date": "2025-05", "total": 8.7, "unit": "USD billions per month", "status": "reported survey level; rounded", "url": "https://www.brickmeetsclick.com/presses/may-2025-egrocery-sales-jump-27-versus-year-ago-to-8-7-billion", "local": "sources/bmc-may-2025-egrocery-sales-jump-27-versus-year-ago-to-8-7-billion.html" }, { "date": "2025-06", "total": 9.8, "unit": "USD billions per month", "status": "reported survey level; rounded", "url": "https://www.brickmeetsclick.com/presses/june-2025-u-s-egrocery-sales-continue-to-surge-up-28-versus-year-ago", "local": "sources/bmc-june-2025-u-s-egrocery-sales-continue-to-surge-up-28-versus-year-ago.html" }, { "date": "2025-07", "total": 10, "unit": "USD billions per month", "status": "reported survey level; rounded", "url": "https://www.brickmeetsclick.com/presses/july-2025-u-s-egrocery-sales-jump-to-10-0-billion-up-26-versus-year-ago", "local": "sources/bmc-july-2025-u-s-egrocery-sales-jump-to-10-0-billion-up-26-versus-year-ago.html" }, { "date": "2025-08", "total": 11.2, "unit": "USD billions per month", "status": "reported survey level; rounded", "url": "https://www.brickmeetsclick.com/presses/august-2025-u-s-egrocery-sales-hit-a-record-high-of-11-2-billion", "local": "sources/bmc-august-2025-u-s-egrocery-sales-hit-a-record-high-of-11-2-billion.html" }, { "date": "2025-09", "total": 12.5, "unit": "USD billions per month", "status": "reported survey level; rounded", "url": "https://www.brickmeetsclick.com/presses/september-2025-u-s-egrocery-sales-surge-to-new-high-up-31-versus-year-ago", "local": "sources/bmc-september-2025-u-s-egrocery-sales-surge-to-new-high-up-31-versus-year-ago.html" }, { "date": "2025-10", "total": 11.6, "unit": "USD billions per month", "status": "reported survey level; rounded", "url": "https://www.brickmeetsclick.com/presses/u-s-egrocery-total-11-6-billion-in-october-2025-up-10-5-versus-year-ago", "local": "sources/bmc-u-s-egrocery-total-11-6-billion-in-october-2025-up-10-5-versus-year-ago.html" }, { "date": "2025-11", "total": 12.3, "unit": "USD billions per month", "status": "reported survey level; rounded", "url": "https://www.brickmeetsclick.com/presses/u-s-egrocery-sales-surge-29-yoy-to-12-3-billion-in-november-2025", "local": "sources/bmc-u-s-egrocery-sales-surge-29-yoy-to-12-3-billion-in-november-2025.html" }, { "date": "2025-12", "total": 12.7, "unit": "USD billions per month", "status": "reported survey level; rounded", "url": "https://www.brickmeetsclick.com/presses/u-s-egrocery-sales-surge-32-yoy-to-a-record-12-7-billion-in-december-2025", "local": "sources/bmc-u-s-egrocery-sales-surge-32-yoy-to-a-record-12-7-billion-in-december-2025.html" } ] } }