U.S. online grocery sales totaled $9.8 billion for June, a 27.6% increase compared with the same period last year, according to the Brick Meets Click Grocery Shopper Survey fielded June 29-30 and sponsored by Mercatus.
All three receiving methods contributed to the continued surge in monthly results as each posted dollar sales gains of 25% or more for the month, according to a news release. Meanwhile, in-store grocery sales slipped during June due to a combination of the surge in online sales and shifts in where households primarily buy their groceries, the release said.
Delivery’s 29% year-over-over growth in monthly sales, which totaled $3.8 billion in June, was due largely to strong growth in its monthly active user (MAU) base, coupled with gains in order frequency and average order value. Pickup sales jumped nearly 25% to $4.3 billion, driven by solid increases in its MAU base, order frequency and average order value (AOV) versus last year. Ship-to-home’s sales surged nearly 33% to $1.7 billion as its MAU base expanded even faster than delivery’s, and its order frequency also spiked significantly higher than June 2024, the survey shows.
“June’s strong results signal that this sustained surge in e-grocery sales, particularly in delivery, is likely to continue because delivery is now effectively free for many users,” says David Bishop, partner of Brick Meets Click. “This evolving dynamic leverages membership and subscription programs to eliminate one of the top historical barriers to using an e-grocery sales delivery service.”
In terms of sales share, delivery captured another 45 basis points (bps) in June compared to last year, finishing the month with more than 38% of e-grocery sales and building on its 2024 share gain of 330 bps. In contrast, pickup contracted for the second straight year as its share shrank 110 bps to 44% for June 2025. Ship-to-home, which captured nearly 18% in June, also posted a second straight year of share gains, aided by the uptick in membership/subscription program participation, according to the release.
While e-grocery sales posted another month of exceptional results, the report showed overall grocery spending per household during the final week of June rose only 2.5% versus last year. Excluding online sales, this suggests that in-store grocery sales across all retail formats declined versus June 2024, according to the report.
One key factor that helps to put the in-store sales dip into perspective is a shift in where U.S. households are buying most of their groceries. This June, the share of households that indicated Walmart was their primary grocery store during the month rose by nearly a full percentage point; at the same time, hard discounters, like Aldi, gained almost one-and-a-half points while supermarkets lost over two points, the release said.
And, when it comes to shopping online for groceries, supermarkets continue to face escalating competition from Walmart. One in four households that ordered online from a supermarket service also did so with Walmart during June, up 400 bps year over year. In fact, this cross-shopping metric between supermarkets and Walmart has risen every June since 2020, when Brick Meets Click began measuring and monitoring this shopping indicator, according to the release.
Relative to building greater engagement with their respective MAU bases, grocery (which includes supermarkets and hard discount) closed about half of its repeat intent gap behind mass retailers in June. Although grocery reported stronger year-over-year improvements on this measure for both delivery and pickup, respectively, mass maintains a more than 10-point advantage in delivery, as mass retailers like Walmart continue to attract new online customers who primarily buy groceries at a grocery banner, the release said.
“If you’re a regional grocer, these results should be a wake-up call: Take control of your customer data and put it to work to stay competitive,” says Mark Fairhurst, chief growth marketing officer for Mercatus. “A year of aggressive delivery promotions and a sharp rise in cross-shopping between supermarkets and Walmart highlight the urgent need to defend your customer base on every channel by owning the relationship at each touchpoint and building a smarter, more connected experience to drive growth and stay relevant.”