USA: the share of online food spending jumped to 19% in the first quarter of 2026

Orders delivered in under an hour – classified in the report as ‘ultra-fast’ – accounted for 18 per cent of the volume of home deliveries and 10 per cent of the volume of orders with home delivery.

Walmart and Amazon were identified as the main beneficiaries of this obsession with convenience and speed. Walmart now boasts a market share of almost 40% in online grocery sales in the United States