# Online grocery market expansion

> Live situation record from CLSTR: https://clstr.news/situations/online-grocery-market-expansion
> Updated: 2026-08-04T20:56:47.000Z. Sources: 4. Developments: 2.

The first snapshot (30 July 2026) outlines a broad, global outlook for online grocery retail, projecting sharp growth through 2033 driven by widespread smartphone and high‑speed internet use, AI‑enabled logistics, and rising consumer demand for convenience, health‑focused products, and personalized services. It also notes a parallel rise in U.S. legal‑cannabis e‑commerce.

A week later (4 August 2026), the focus narrows to the United States, where online grocery sales are expected to hit $120 billion by 2028. Walmart has captured roughly 40 % of the market, overtaking Amazon, with same‑day delivery covering 80 % of its orders and pickup projected to become the largest channel. While shoplifting declines, fraud shifts toward digital scams, point‑abuse, and gift‑card fraud, highlighting new security challenges as e‑grocery expands.

Together, the snapshots trace the transition from a global growth forecast to concrete U.S. market dynamics, dominant retailer share, channel shifts, and emerging fraud patterns.

## Timeline

### 2026-08-04: Walmart captures 40% of US online grocery market as e‑grocery expands and shoplifting declines

U.S. online grocery sales could hit $120 bn by 2028; Walmart now holds ~40% of the market with fast delivery, while shoplifting falls 12.4% but phone, points and gift‑card fraud rise.

2 sources. https://clstr.news/cluster/walmart-captures-40-of-us-online-grocery-market-as-egrocery-expands-and-shoplifting-declines

### 2026-07-30: Online Grocery and Cannabis Markets Expected to Expand Rapidly Through 2033

Online grocery and U.S. cannabis markets are set for rapid growth, driven by smartphone adoption, AI logistics and consumer demand for convenient digital shopping.

2 sources. https://clstr.news/cluster/online-grocery-and-cannabis-markets-expected-to-expand-rapidly-through-2033

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Cite as: Online grocery market expansion. CLSTR, https://clstr.news/situations/online-grocery-market-expansion
