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Delivery played a key role in that growth as it benefited from increases in AOV as well as monthly active users (MAUs). Ship-to-Home also benefited from those increases and from higher order frequency, though to a lesser extent than Delivery.

Monthly online grocery sales in August reached a peak that was nearly $1 billion higher than its previous record.

Prior to that, the most online grocery sales in one month in the U.S. were in February 2025, when they reached $10.2 billion, according to data from Brick Meets Click and Mercatus. The companies attributed the growth to year-over-year increases in household penetration, order frequency and average order values (AOVs).

Overall, the monthly average user (MAU) base for online grocery orders increased 1% in August 2025 compared to August 2024, according to Brick Meets Click. It attributed that growth to re-engagement from customers who had not participated in ordering groceries online for months or more than a year, as well as increases in the amount of consumers ordering online in the age groups of 18-29 and 30-44.

Brick Meets Click and Mercatus categorize 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 FedExUPSUSPS, etc.

Online grocery sales in August 2025

In August, online grocery sales in the U.S. grew about 14% year over year to reach $11.2 billion.

Delivery played a key role in that growth as it benefited from increased AOV as well as monthly active users (MAUs). Ship-to-Home also benefited from those increases and from higher order frequency, though to a lesser extent than Delivery.

During the month, both Delivery and Ship-to-Home sales increased year over year (30% and 19%, respectively). Meanwhile, Pickup sales decreased 4%, which Brick Meets Click attributed to reduced order frequency and “spending below the rate of price inflation.”

Delivery gained sales share and accounted for 45% of all online grocery sales in the U.S. in August, according to Brick Meets Click data. Ship-to-Home gained sales share as well. Brick Meets Click said that segment benefited from Amazon expanding its access to same-day delivery for groceries in the U.S.

On the other end, Pickup decreased more than six percentage points year over year in shares of U.S. online grocery sales.

However, all three receiving methods posted year-over-year growth in AOV. Delivery showed the highest growth at 10%.

Brick Meets Click also identified a trend in which the number of MAUs using only one receiving method declined in August. More households relied on a combination of two or three receiving methods for online grocery orders, according to the company.

The order volume per MAU increased 5.8% year over year in August to reach an average of 2.7 orders, according to Brick Meets Click. That’s the 12th straight month in which that metric has grown year over year, it found.

How Mass Merchants shift online grocery shopping trends

Additionally, the share of MAUs who order from Supermarkets and Hard Discount stores that also ordered from Mass Merchants “rose sharply” compared to August 2024.

Mass Merchants include retailers such as Amazon, Walmart, Target and Costco. Each of the four has increased its overall ecommerce sales throughout the year.

In mid-August, Amazon announced it would offer same-day delivery for perishable groceries in more than 1,000 cities and towns in the U.S. By the end of the year, it said, it plans to further expand to more than 2,300 cities and towns. In doing so, it said it would make the offering free to Prime members for orders of $25 or more, and available to non-members for a $12.99 fee.

On top of that, “the share of those MAUs who cross-shopped with Walmart, specifically, reached a new record,” Brick Meets Click said.

“As the U.S. eGrocery market continues to expand at an exceptionally strong pace, a key heads up for Grocery operators is the growth of multi-method, multi-channel shopping, including cross-shopping with mass retailers like Walmart,” said David Bishop, partner at Brick Meets Click, in a statement. “To compete effectively, regional grocers must focus on retaining their newer and less frequent online customers and providing a seamless, multi-faceted digital experience that reinforces loyalty and minimizes reasons to shop with rivals.”

Amazon and Walmart are the largest retailers in the  Top 2000 Database. The database ranks North America’s largest online retailers based on their annual ecommerce sales. Target is No. 5, and Costco is No. 7.

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

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