After ending a nine-month streak in May, U.S. online grocery sales in June returned to levels comparable to the rest of the year to date.

May was the first month since August 2024 that online grocery sales had not reached or exceeded $9.5 billion, according to data from Brick Meets Click and Mercatus. That was not the case in June, which also had the largest year-over-year growth since February.

June online grocery sales grew $2.1 billion year over year. That compares with $2.4 billion year-over-year growth in February, the largest increase to date, based on Digital Commerce 360 analysis. Online sales grew across all three fulfillment methods that Brick Meets Click tracks.

Brick Meets Click and Mercatus divide online grocery sales based on three receiving methods:

• Delivery: Includes orders received from a first- or third-party provider like Instacart, Shipt or the retailer’s own employees.
• Pickup: Includes orders received by customers either inside or outside a store or at a designated location/locker.
• Ship-to-home: Includes orders that consumers receive via common or contract carriers like FedEx, UPS, USPS, etc.

“While online grocery sales are booming, in-store grocery sales experienced a decline in June 2025,” Brick Meets Click said in a statement. “Several factors attributed to the decline of in-store sales, including the surge in online grocery sales and a noticeable shift in where households are primarily purchasing their groceries.”

June online grocery sales

U.S. online grocery sales grew to $9.8 billion in June. That’s up 27.27% year over year from $7.8 billion that month in 2024, according to Brick Meets Click data.

By receiving method, Pickup had the largest share of sales but the smallest growth. Inversely, Ship-to-Home had the largest growth, as it also had the smallest share of sales.

Pickup sales reached $4.3 billion in June, growing 25% year over year. Ship-to-Home grew nearly 33% to $1.7 billion in the same time frame. Meanwhile, Delivery sales grew 29% year over year to reach $3.8 billion.

“June’s strong results signal that this sustained surge in eGrocery sales, particularly in Delivery, is likely to continue because Delivery is now effectively ‘free’ for many users,” Brick Meets Click said. “Reducing these fees addresses a historical barrier to eGrocery delivery service adoption.”

It also said supermarkets face “intensified competition” from Walmart for online grocery sales. Brick Meets Click data indicates that a quarter of American households that ordered online from a supermarket also ordered groceries online from Walmart in June. Furthermore, it said that trend of consumers cross-shopping between supermarkets and Walmart “has consistently risen every June since 2020.”

Brick Meets Click said that although grocery retailers, including supermarkets and discount stores, “have made strides” to improve repeat intent from returning customers regarding both Delivery and Pickup, mass merchants like Walmart “still hold a significant advantage” in Delivery. Additionally, Walmart+ helps attract new online grocery customers who primarily shop in-store at grocery stores, it 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,” said Mark Fairhurst, chief growth officer at Mercatus, in a statement. He emphasized that grocery-store operators must “defend customer bases across all channels by owning the relationship at every touch point and building smarter, more connected experiences to drive growth and remain relevant.”

Click here to read last month’s update on online grocery sales.

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