retail news in context, analysis with attitude

The Brick Meets Click/Mercatus Grocery Shopping Survey for August 2021 is out, reporting that the e-grocery market "generated $8.6 billion in sales … a gain of 4.7% versus a year ago."

Ship-to-home sales dropped nearly 22% to $2 billion during the period, while the combined delivery/pickup segment grew over 16% to $6.6 billion.

The survey goes on:  "Compared to one year ago, the number of U.S. households that bought groceries online in August, using any of the three receiving methods, jumped 25% to 69.0 million households. Versus one month ago, the monthly active users (MAUs) for August represented a more modest 4% gain as the rapid rise in COVID cases started at the beginning of July 2021."

And:  "Monthly active users placed an average of 2.73 online orders during August 2021, down 3.7% versus the prior year, but to put that into perspective, the current performance was 35% above the pre-COVID level in Aug. 2019."

KC's View:

These numbers would suggest that the Covid bump that we saw last year largely is being sustained by consumer habits that have become more ingrained.  No surprise here;  I always thought the folks who were predicting a so-called "return to normal" were engaged in wishful thinking.