US eGrocery Sales Trends with Brick Meets Click – November 2025 Insights
November Online Grocery Sales Surge to $12.3 Billion
November was supposed to be the month grocery sales buckled.
But the numbers tell a different story.
Topline eGrocery sales jumped 29% year over year, reaching $12.3 billion as shoppers ordered more often, spent more per trip, and expanded their use of delivery, pickup, and ship-to-home.
All three fulfillment methods moved upward, with delivery recovering, pickup holding firm, and ship-to-home accelerating as Amazon pushed its same-day Fresh service into more markets.
- Delivery: AOV up 8% YOY, rebounding after a softer performance in October
- Pickup: AOV up 11% YOY, providing solid growth across markets
- Ship-to-Home: AOV up 12% YOY, marking the strongest growth of any method
Taken as a whole, these numbers offer a clear signal that eGrocery has shifted from a convenient option to the preferred way many American households are choosing to shop.
Grocers Were Expecting the Worst
Coming into November, many grocers were bracing for a drop.
SNAP delays, rising food costs, and tighter household budgets all pointed to weaker online spending, especially among the lower-income shoppers who rely most on these benefits.
And part of that concern proved true. Those households did reduce the share of their grocery dollars spent online.
But the broader picture moved in the opposite direction.
Middle- and higher-income shoppers increased their online activity, placing more orders and building larger baskets across every fulfillment method.
Instead of the contraction grocers feared, November delivered wider, stronger sales numbers that went far beyond a seasonal increase.
What seemed like a high-risk month ultimately showed evidence of something more stabilizing for the industry.
The Behavioral Shift Behind the Numbers
Even under pressure, customers are continuing to lean on online grocery.
Nearly half of monthly active users last month relied on multiple fulfillment methods, order frequency climbed for the 15th straight month, and the pool of shoppers buying groceries online continued to expand.
Meanwhile, the most valuable cohort—those placing four or more orders over three months—keeps growing. These super users now represent nearly 60% of Pickup and Delivery MAUs and spend significantly more per order than newcomers.
But a stabilizing market doesn’t mean an easier one. For grocers, this moment cuts both ways. The customer base is widening, but expectations are sharpening.
What shoppers want from eGrocery has expanded. Convenience is just the starting point now.
The shoppers increasing their spend across channels expect retailers to know them, anticipate their needs, and deliver consistency with every trip, whether in-store, through delivery, or via pickup.
Meeting These Expectations Requires a Unified Digital Experience
To keep pace with these heightened expectations, grocers need to provide a higher level of engagement.
What’s required of grocers isn't possible with disconnected legacy systems or one-off digital tools. It requires a unified platform built for the way shoppers behave now.
DXPro is that platform.
It brings together customer data, digital engagement, and commerce capabilities so grocers can deliver a seamless, personalized experience across delivery, pickup, ship-to-home, and in-store.
And its strengths directly align with the pressures and opportunities emerging from November’s numbers.
Now is the Moment to Act
November made one thing unmistakably clear: online grocery isn’t easing off.
Even in a month marked by financial strain, shoppers treated digital as a core part of how they get their groceries. That reliance will only deepen in 2026 as Amazon, Walmart, and more of the industry’s biggest players continue raising expectations around value and convenience.
Regional grocers can compete in this environment, but they need a fully unified platform to do it.
DXPro brings customer data, engagement, commerce, and fulfillment together so grocers can deliver the seamless, personalized interactions shoppers now expect across every channel.
If you’re ready to turn today’s digital momentum into lasting customer loyalty, connect with us to explore how DXPro can accelerate your growth.
And download the November 2025 Brick Meets Click / Mercatus US eGrocery Sales Report to find all the data behind the latest insights.
A Final Note
With the last edition of the year, our role in sponsoring the US eGrocery Monthly Sales Report comes to a close.
For six years, we’ve been fortunate to partner with Brick Meets Click in bringing clear, practical insights to the industry. While we step back from sponsoring this series, Brick Meets Click will continue delivering the market intelligence grocers rely on.
Click here to stay connected to their future research.
At Mercatus, we’re excited for what comes next as our focus remains on helping regional grocers strengthen their digital capabilities. If you’d like to continue receiving insights tailored specifically for grocery retailers, sign up today.
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