The May Brick Meets Click/Mercatus Grocery Shopping Survey is out, reporting that "the U.S. online grocery market finished May with $6.9 billion in total sales, down 3.4% compared to last year’s $7.2 billion … The dip in overall sales for May 2023 was driven by a combination of fewer households buying groceries online during the month than last year and a decline in the average number of orders placed by active shoppers."
The report goes on:
"Results were mixed across the three receiving segments. Pickup recorded the only year-over-year growth and captured its largest share of sales to date, climbing 9.1% and contributing 50.7% of total eGrocery sales. Ship-to-Home fell 17.0% versus last year and accounted for 16.8% of eGrocery sales during the month, continuing to post weaker results each year since 2020. Delivery declined 11.7% compared to last year, and its dollar share dropped nearly two points to 32.5% for the month.
"The overall base of monthly active users (MAUs) for online grocery contracted 5% as all three segments (Ship-to-Home, Delivery, and Pickup) experienced pullbacks in their MAU bases. In addition, the share of MAUs who used only one receiving method in May rose nearly 6 percentage points to 72%. Most formats also experienced declines in their MAU bases during May, with Grocery falling nearly 2% and Mass contracting by more than 5% compared to a year ago although the Mass MAU base remained more than 40% larger than Grocery’s.
"Along with fewer households buying groceries online in May, the average number of orders placed by MAUs fell 5% to 2.51 versus May 2022, continuing a downward trend from the record high of 2.91 in May 2020."
You can read all the survey results here.