Bring Your High-value Customers Back

Section 1. Topline Patterns

• Fig. 1: Overview of eGrocery Activity* by U.S. Households (HHs) in 1H24
• Fig. 2: aMAUs Who Bought Groceries Online by Income in 1H24
• Fig. 3: aMAUs Who Bought Groceries Online by Age in 1H24
• Fig. 4: Share of aMAUs Who Bought Groceries Online from Various Formats in 1H24
• Fig. 5: Share of aMAUs Who Bought Groceries Online from Various Formats in 1H24 by Income Group
• Fig. 6: Share of Various Formats’ User Mix by Income Group in 1H24
• Fig. 7: Share of eGrocery Sales by Banners/Formats and by Income Group in 1H24
• Fig. 8: Percent Change in 1H24 Sales vs. Year Ago by Banner/Format and by Income Group
• Fig. 9: Overall AOV by Banner/Format in 1H24
• Fig. 10: Monthly eGrocery Orders per aMAUs by Banner/Format in 1H24

Section 2. Focus on Key Formats

Supermarkets

• Fig. 11: Supermarket eShopper Mix by Income Group: ’23 vs ’24
• Fig. 12: Supermarket eGrocery Sales Share by Income Group: ’23 vs ’24
• Fig. 13: Share of aMAUs Who Bought Groceries Online from Supermarkets in 1H24
• Fig. 14: Supermarket’s Reach into aMAUs: ’21 – ’24
• Fig. 15: Supermarket eShopper Mix by Income Group in 1H2
• Fig. 16: Supermarket eShopper Mix by Age Group in 1H24
• Fig. 17: 1H24 AOV at Supermarkets: Overall and by Income & Age Groups
• Fig. 18: 1H24 Order Frequency at Supermarkets: Overall and by Income & Age Group
• Fig. 19: Overall Order Frequency at Supermarkets: ’21 – ’24
• Fig. 20: Share of Supermarket aMAUs Who Also Bought from Other Formats in 1H24
• Fig. 21: Supermarket aMAUs Who Also Bought from Walmart
• Fig. 22: Supermarket aMAUs Who Also Bought from Target

Walmart (x Sam’s)

• Fig. 23: Walmart eShopper Mix by Income Group: ’23 vs ’24
• Fig. 24: Walmart eGrocery Sales Share by Income Group: ’23 vs ’24
• Fig. 25: Share of aMAUs Who Bought Groceries Online from Walmart in 1H24
• Fig. 26: Walmart’s Reach into aMAUs: ’21 – ’24
• Fig. 27: Walmart eShopper Mix by Income Group in 1H24
• Fig. 28: Walmart eShopper Mix by Age Group in 1H24
• Fig. 29: 1H24 AOV at Walmart (x Sam’s): Overall and by Income & Age Groups
• Fig. 30: 1H24 Order Frequency at Walmart: Overall and by Income & Age Groups
• Fig. 31: Overall Order Frequency at Walmart: ’21 – ’24
• Fig. 32: Share of Walmart aMAUs Who Also Bought from Other Formats in 1H24
• Fig. 33: Walmart aMAUs Who Also Bought from Supermarkets
• Fig. 34: Walmart aMAUs Who Also Bought from Target

Target

• Fig. 35: Target eShopper Mix by Income Group: ’23 vs ’24
• Fig. 36: Target eGrocery Sales Share by Income Group: ’23 vs ’24
• Fig. 37: Share of aMAUs Who Bought Groceries Online from Target in 1H24
• Fig. 38: Target’s Reach into aMAUs: ’21 – ’24
• Fig. 39: Target eShopper Mix by Income Group in 1H24
• Fig. 40: Target eShopper Mix by Age Group in 1H24
• Fig. 41: 1H24 AOV at Target: Overall and by Income & Age Groups
• Fig. 42: 1H24 Order Frequency at Target: Overall and by Income & Age Groups
• Fig. 43: Overall Order Frequency at Target: ’21 – ’24
• Fig. 44: Share of Target aMAUs Who Also Bought from Other Formats in 1H24
• Fig. 45: Target aMAUs Who Also Bought from Walmart
• Fig. 46: Target aMAUs Who Also Bought from Supermarkets

Section 2. Focus on Key Formats (cont.)

Hard Discount

• Fig. 47: Hard Discount eShopper Mix by Income Group: ’23 vs ’24
• Fig. 48: Hard Discount eGrocery Sales Share by Income Group: ’23 vs ’24
• Fig. 49: Share of aMAUs Who Bought Groceries Online from Hard Discount in 1H24
• Fig. 50: Hard Discount’s Reach into aMAUs: ’21 – ’24
• Fig. 51: Hard Discount eShopper Mix by Income Group in 1H2
• Fig. 52: Hard Discount eShopper Mix by Age Group in 1H2
• Fig. 53: 1H24 AOV at Hard Discount: Overall and by Income & Age Groups
• Fig. 54: 1H24 Order Frequency at Hard Discount: Overall and by Income & Age Group
• Fig. 55: Overall Order Frequency at Hard Discount: ’21 – ’24
• Fig. 56: Share of Hard Discount aMAUs Who Also Bought from Other Formats
• Fig. 57: Hard Discount aMAUs Who Also Bought from Walmart
• Fig. 58: Hard Discount aMAUs Who Also Bought from Supermarkets