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FEBRUARY 2, 2026 |
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In this edition: |
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TOP STORY |
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Digital grocery has evolved from a pandemic-era convenience to a core retail channel. More than 90% of US consumers now shop for groceries both online and in-store, according to FMI and NielsenIQ. As the channel matures, the competitive battleground shifts from basic fulfillment to AI-powered personalization, retail media monetization, and seamless omnichannel experiences. This FAQ addresses the trends, players, and strategies shaping digital grocery in 2026. |
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IN THE NEWS |
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Why off-price thrives while Saks Off 5th winds down. Saks Off 5th struggled to drive traffic, deliver compelling value, or clearly define what it stood for relative to peers that have steadily refined their playbooks over time. |
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Costco partners with Instacart on same-day delivery in Europe. This could form the template for deals to come, as retailers look to international markets to offset uncertainty in the US. |
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Valentine’s Day spending to hit record $29.1 billion as affluent shoppers spend freely. While just over half (55%) of consumers plan to celebrate, those that do are spending heartily. |
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Grubhub drops restaurant delivery fees to attract users, drive up order sizes. CEO Howard Migdal told Bloomberg that fees are the top driver of cart abandonment, with 81% of customers backing out as costs pile up. |
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ANALYSIS |
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"The retail media landscape is only becoming more crowded, but Target's guest insights are often cited as a key differentiator," said our analyst Sarah Marzano during EMARKETER's recent Commerce Media Summit. |
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She was joined by Sean McGahey, senior director of performance and insights at Roundel, Target's retail media arm, to discuss how the network is leveraging guest insights, measurement innovations, and AI to create meaningful connections between shoppers and brands. |
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QUIZ |
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Levi’s will be airing an ad in the Super Bowl for the first time in how long? |
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A) 5 years B) 10 years C) 15 years D) 20 years |
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