Online grocery sales surged 29% in November to $12.3 billion. During inflation. During tight budgets.
How is that possible?
Higher-income households are driving explosive e-grocery growth – placing 3.1 orders per month with frequency climbing for 15 consecutive months. But they're not the endgame. They're the early warning signal.
UBS predicts grocery will be the first industry disrupted by agentic AI. The category everyone said would never go online? It's going first.
And by the time everyone realizes what's happening, will it be too late to catch up?
Hosted by Chris Walton, former Target executive and co-host of the Omnii Talk Retail Fast Five Podcast. New episodes of Walton's Weekly Wramblings drop every Friday.
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