Online grocery sales hit $9.8 billion in June
Online grocery sales continued to rise in June, increasing compared to both May and the year prior.
According to the latest monthly Brick Meets Click Grocery Shopper Survey, sponsored by Mercatus, U.S. online grocery sales hit $9.8 billion for June 2025, a 27.6% increase compared to last year. All three receiving methods contributed to the sales increase, as each posted dollar sales gains of 25% or more for the month. Sales in June also increased compared to May, when the total hit $8.7 billion.
“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,” said David Bishop, partner at Brick Meets Click. “This evolving dynamic leverages membership and subscription programs to eliminate one of the top historical barriers to using an e-grocery delivery service.”
In June, delivery saw a 29% year-over-over increase in monthly sales, which totaled $3.8 billion in June. Brick Meets Click says this was due largely to strong growth in its monthly active user (MAU) base, combined with gains in order frequency and average order value (AOV).
Pickup sales rose nearly 25% to $4.3 billion, driven by solid increases in its MAU base, order frequency, and AOV versus last year. Ship-to-home’s sales increased nearly 33% to $1.7 billion, which Brick Meets Click credits to its MAU base expanding, even faster than delivery’s. Its order frequency also spiked significantly higher than June 2024.
In terms of sales share, delivery captured another 45 basis points (bps) in June 2025 compared to last year, finishing the month with more than 38% of online grocery sales and building on its 2024 share gain of 330 bps. In contrast, pickup decreased 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 2025, also posted a second-straight year of share gains, which Brick Meets Click says was aided by the uptick in membership/subscription program participation.
Despite strong results for the month, overall grocery spending per household during the final week of June 2025 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.
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Brick Meets Click noted that 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 discount” chains like Aldi gained almost one and a half points, while supermarkets lost over two points.
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 2025, up 400 bps year over year. 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.
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, Brick Meets Click noted that 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.
“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,” said Mark Fairhurst, chief growth marketing officer at 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.”
Brick Meets Click conducted the most recent survey on June 29-30, 2025, with 1,496 adults, 18 years and older, who participated in their household’s grocery shopping.
