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市场调查报告书
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1961074

全球线上杂货市场：依产品、配送方式及地区划分－市场规模、产业动态、机会分析及预测（2026-2035 年）

Global Online Grocery Market: Analysis By Product, Delivery, Region- Market Size, Industry Dynamics, Opportunity Analysis and Forecast for 2026-2035
出版日期: | 出版商: Astute Analytica | 英文 280 Pages | 商品交期: 最快1-2个工作天内

价格
简介目录
全球线上杂货市场正经历显着的扩张期，预计到 2025 年市场规模将达到 6,708 亿美元。这一快速成长势头预计将持续，到 2035 年市场规模预计将达到惊人的 2.2371 兆美元。这一增长反映了 2026 年至 2035 年预测期内 12.8% 的复合年增长率 (CAGR)。这一强劲成长是由几个关键因素驱动的，这些因素正在改变全球消费者的行为和市场动态。 智慧型手机普及率的广泛提高是推动这一快速成长的主要因素之一。这使得线上杂货购物比以往任何时候都更加便捷。随着越来越多的消费者拥有智慧型手机，随时随地在线上订购杂货的便利性正成为一大吸引力。城市化也发挥着重要作用。随着城市人口增长、生活节奏加快以及互联网基础设施的普及，人们越来越倾向于在线购买日常必需品。

主要市场趋势

线上杂货市场的竞争格局清楚地分为两类：一类是迅速向数位化通路转型的传统零售商，另一类是建立在线上平台上的技术聚合商。传统零售巨头利用其庞大的实体门市网络，在订单履行和配送能力方面获得显着优势。例如，沃尔玛有效地利用其在美国约4,600家门市的网路作为订单履行中心。

同时，像亚马逊这样的技术驱动型公司正透过旨在满足消费者更大日常杂货需求的整合服务模式，积极拓展业务。 亚马逊的 "一体化超市" （One Grocery）策略正是这种理念的体现，它建构了一个统一的生态系统，将生鲜食品配送服务、全食超市（Whole Foods）门市及其庞大的Prime配送网络无缝整合。这种整合使亚马逊能够充分利用其技术实力和庞大的客户群，将每週的食品杂货购买视为稳定且可预测的收入来源。

成长的关键驱动因素

推动线上食品杂货市场快速扩张的主要驱动因素是消费者对省时便利的依需配送服务的需求日益增长。随着生活节奏的加快，便利性成为首要考虑因素，消费者正在寻找更快、更有效率的购买食品杂货的方式，同时又不牺牲时间。这种消费者行为的转变推动了快速商务（Q-commerce）平台的兴起，这些平台专注于超快速配送服务，通常承诺下单后10到20分钟内送达。这些平台满足了现代消费者对即时性的需求，并几乎瞬间改变了人们的食品杂货购物体验。

新机会与趋势

智慧型手机的普及在改变线上食品杂货市场方面发挥了至关重要的作用，它为各类消费者提供了数位化购物的管道。随着智慧型手机价格越来越亲民、普及率越来越高，越来越多的人可以透过行动装置便利地浏览、选择和购买食品杂货。这种便利性降低了先前未使用过线上食品杂货平台的消费者的进入门槛，从而推动了市场的扩张和成长。

优化障碍

确保获利能力仍然是线上食品杂货市场面临的最大挑战。儘管市场成长迅速，消费者接受度不断提高，但 "最后一公里" 配送的高昂成本仍是实现永续利润率的障碍。将食品杂货直接送到客户家门口需要对物流、人员和技术进行大量投资，所有这些都会导致营运成本上升。这些成本往往会侵蚀食品零售商整体就微薄的利润，给企业带来巨大的压力，迫使它们在寻找创新解决方案和冒着完全退出市场的风险之间做出选择。

目录

第一章 摘要整理：线上杂货市场

第二章 报告概述

  • 研究框架
    • 研究目标
    • 市场定义
    • 市场区隔
  • 研究方法
    • 市场规模估算
    • 质性研究
    • 量化研究
    • 依地区划分的主要调查受访者
    • 资料三角验证
    • 研究假设

第三章 线上杂货市场概况

  • 产业价值链分析
    • 供应商和采购
    • 仓储与库存管理
    • 技术平台（网站/应用程式和订单管理）
    • 物流与最后一公里配送
    • 支付处理
    • 行销和客户获取
    • 客户服务与客户维繫
  • 行业展望
    • 零售业概览
    • 食品零售的数位转型以及极具吸引力的折扣和订阅模式
    • 技术应用：人工智慧、数据分析、自动化
    • 供应链的演进与暗店的扩张
    • 快速商务与即时配送细分市场的成长率 (%)
    • 数位化决策完成率与线上转换率 (%)
    • 网路和智慧型手机普及率驱动的采用率 (%)
    • 消费者生活方式的改变和对便利性的需求（都市化和劳动成长）
  • PESTLE 分析分析
  • 波特五力分析
    • 供应商议价能力
    • 买方议价能力
    • 替代品威胁
    • 新进入者威胁
    • 竞争强度
  • 市场成长与展望
    • 市场收入估计与预测（2020-2035）
    • 依实施法划分的定价分析
  • 市场吸引力分析
    • 依实施法划分
  • 实务见解（分析师建议）

第四章 竞争格局概览

  • 市场集中度
  • 公司占有率分析（基于价值，2025）
  • 竞争格局分析基准分析

第五章 线上杂货市场分析

第六章 北美线上杂货市场分析

第七章 欧洲线上杂货市场分析

第八章 亚太地区线上杂货市场分析

第九章 中东及非洲线上杂货市场分析

第十章 南美洲线上杂货市场分析

第11章 企业简介

  • Amazon.com, Inc.
  • Carrefour
  • Costco Wholesale Corporation
  • Danone S.A.
  • Edeka Group
  • HappyFresh
  • Koninklijke Ahold Delhaize N.V.
  • Reliance Retail Limited(Reliance Industries Limited)
  • Safeway Inc.(Albertsons Companies, Inc.)
  • Schwan's Home Delivery
  • ShopFoodEx
  • Tesco PLC
  • The Kroger Co.
  • Walmart Inc.
  • Wm Morrison Supermarkets Limited
  • Other Prominent Players

第十二章附录

简介目录
Product Code: AA01261650

The global online grocery market is undergoing a period of remarkable expansion, with its valuation reaching USD 670.8 billion in 2025. This rapid growth trajectory is expected to continue, with projections indicating that the market will soar to an impressive USD 2,237.1 billion by 2035. Such an increase reflects a compound annual growth rate (CAGR) of 12.8% throughout the forecast period from 2026 to 2035. This robust growth is fueled by several key factors that are reshaping consumer behavior and market dynamics worldwide.

One of the primary drivers behind this surge is the widespread increase in smartphone penetration, which has made digital grocery shopping more accessible than ever before. As more consumers gain access to smartphones, the convenience of ordering groceries online at any time has become a significant appeal. Urbanization also plays a critical role, as growing urban populations tend to have busier lifestyles and greater access to internet infrastructure, making them more inclined to adopt online shopping for their daily needs.

Noteworthy Market Developments

The competitive landscape of the online grocery market is distinctly divided between traditional retailers that are rapidly pivoting toward digital channels and tech-first aggregators that have built their businesses around online platforms. Traditional retail giants leverage their extensive brick-and-mortar footprints to gain a significant edge in fulfillment and delivery capabilities. Walmart, for example, has effectively utilized its network of approximately 4,600 stores across the United States as fulfillment hubs.

On the other hand, tech-first companies like Amazon continue to aggressively expand their presence through integrated service models designed to capture a larger share of consumers' recurring grocery needs. Amazon's "One Grocery" strategy exemplifies this approach by seamlessly combining its Fresh grocery delivery service, Whole Foods stores, and its extensive Prime delivery network into a unified ecosystem. This integration allows Amazon to target the weekly grocery shop as a consistent and predictable revenue stream, leveraging its technological capabilities and customer base.

Core Growth Drivers

The primary driver behind the rapid expansion of the online grocery market is the increasing consumer demand for time-saving, on-demand delivery options. As lifestyles become busier and convenience takes precedence, shoppers are seeking faster, more efficient ways to fulfill their grocery needs without sacrificing time. This shift in consumer behavior has propelled the rise of quick-commerce (Q-commerce) platforms, which specialize in ultra-fast delivery services, often promising to deliver orders within 10 to 20 minutes. These platforms cater to the modern consumer's expectation for immediacy, turning grocery shopping into an almost instant experience.

Emerging Opportunity Trends

Widespread smartphone adoption has played a pivotal role in transforming the online grocery market by making digital shopping accessible to a broad and diverse consumer base. As smartphones become increasingly affordable and ubiquitous, more people are able to browse, select, and purchase groceries conveniently from their mobile devices. This accessibility has lowered entry barriers for consumers who may not have previously engaged with online grocery platforms, thereby expanding the market's reach and driving growth.

Barriers to Optimization

Achieving profitability continues to be the most significant challenge facing the online grocery market. Despite rapid growth and increasing consumer adoption, the high costs associated with "last-mile" delivery remain a persistent barrier to sustainable profit margins. Delivering groceries directly to customers' doorsteps requires substantial investment in logistics, workforce, and technology, all of which contribute to elevated operational expenses. These costs often erode the slim margins typical of grocery retail, putting immense pressure on companies to either find innovative solutions or risk exiting the market altogether.

Detailed Market Segmentation

By Product, the staples and cooking essentials category holds a commanding position in the global online grocery market, capturing a leading 33% share. This dominance is largely attributed to the non-perishable nature of these products, which makes them highly suitable for online purchasing and bulk buying. Unlike fresh produce, staples such as flour (commonly known as atta), rice, pulses (dals), and edible oils typically have long shelf lives. This durability allows consumers to stock up without worrying about immediate spoilage, aligning well with purchasing habits that favor larger quantities and less frequent shopping trips.

  • Based on purchaser trends, subscription-based services are rapidly gaining traction and are becoming a significant catalyst for growth within their respective markets. One of the key reasons for their swift adoption lies in their ability to foster customer loyalty and engagement by creating a sense of "stickiness." This is particularly important in markets that have traditionally experienced high customer churn, where consumers frequently switch between providers or platforms. By offering subscription models, companies can lock in customers for longer periods, ensuring more predictable revenue streams and strengthening their market position.
  • In terms of delivery method, home delivery continues to be the dominant delivery method in the online grocery market and is expected to further strengthen its position throughout the forecast period. This channel has consistently outperformed alternatives such as "click-and-collect" models, particularly in markets like India, where consumer preferences and infrastructure favor the convenience of having groceries delivered directly to their doorstep. The preference for home delivery is driven by factors such as urbanization, busy lifestyles, and the increasing adoption of smartphones and digital payment systems, which collectively make ordering groceries online and receiving them at home highly attractive.

Segment Breakdown

By Product

  • Fresh produce
  • Breakfast and dairy
  • Snacks and beverages
  • Staples and cooking essentials
  • Poultry and meat
  • Others

By Delivery

  • Home delivery
  • Click and collect

By Purchasers

  • One-time customers
  • Subscribers

By Region

  • North America
  • Europe
  • Asia Pacific
  • Middle East and Africa
  • South America

Geography Breakdown

  • The Asia Pacific region dominates the global online grocery market with an impressive 60% share, a leadership position largely attributed to its leapfrogging of traditional digital models in favor of mobile-first super-app ecosystems. This shift has enabled consumers in the region to access a seamless, integrated shopping experience that combines browsing, purchasing, payment, and delivery within a single platform. The mobile-centric approach has been instrumental in accelerating adoption rates and driving massive transaction volumes, setting the region apart from other parts of the world.
  • China stands at the forefront of this growth, firmly establishing itself as the engine powering the region's e-commerce boom. By 2025, China's e-commerce market reached a staggering $3.6 trillion, fueled in large part by Alibaba's innovative "New Retail" model. This model seamlessly integrates online and offline retail channels, enabling rapid order processing and delivery. Alibaba's infrastructure processes an astonishing 40 million daily orders, many of which are fulfilled through instant delivery services that cater to the growing demand for speed and convenience.

Leading Market Participants

  • Amazon.com, Inc.
  • Carrefour
  • Costco Wholesale Corporation
  • Danone S.A.
  • Edeka Group
  • HappyFresh
  • Koninklijke Ahold Delhaize N.V.
  • Reliance Retail Limited (Reliance Industries Limited)
  • Safeway Inc. (Albertsons Companies, Inc.)
  • Schwan's Home Delivery
  • ShopFoodEx
  • Tesco PLC
  • The Kroger Co.
  • Walmart Inc.
  • Wm Morrison Supermarkets Limited
  • Other Prominent Players

Table of Content

Chapter 1. Executive Summary: Online Grocery Market

Chapter 2. Report Description

  • 2.1. Research Framework
    • 2.1.1. Research Objective
    • 2.1.2. Market Definitions
    • 2.1.3. Market Segmentation
  • 2.2. Research Methodology
    • 2.2.1. Market Size Estimation
    • 2.2.2. Qualitative Research
      • 2.2.2.1. Primary & Secondary Sources
    • 2.2.3. Quantitative Research
      • 2.2.3.1. Primary & Secondary Sources
    • 2.2.4. Breakdown of Primary Research Respondents, By Region
    • 2.2.5. Data Triangulation
    • 2.2.6. Assumption for Study

Chapter 3. Online Grocery Market Overview

  • 3.1. Industry Value Chain Analysis
    • 3.1.1. Suppliers & Procurement
    • 3.1.2. Warehousing & Inventory Management
    • 3.1.3. Technology Platform (Website/App & Order Management)
    • 3.1.4. Logistics & Last-Mile Delivery
    • 3.1.5. Payment Processing
    • 3.1.6. Marketing & Customer Acquisition
    • 3.1.7. Customer Service & Retention
  • 3.2. Industry Outlook
    • 3.2.1. Retail Industry overview
    • 3.2.2. Digital Transformation of Grocery Retail & Attractive Discounts & Subscription Models
    • 3.2.3. Technology Enablement: AI, Data Analytics & Automation
    • 3.2.4. Supply Chain Evolution & Dark Store Expansion
    • 3.2.5. Growth in Quick Commerce & Instant Delivery Segments (%)
    • 3.2.6. Digital Payment Adoption & Online Conversion Rates (%)
    • 3.2.7. Internet & Smartphone Penetration Driving Adoption (%)
    • 3.2.8. Changing Consumer Lifestyle & Convenience Demand (Increasing Urbanization & Working Population)
  • 3.3. PESTLE Analysis
  • 3.4. Porter's Five Forces Analysis
    • 3.4.1. Bargaining Power of Suppliers
    • 3.4.2. Bargaining Power of Buyers
    • 3.4.3. Threat of Substitutes
    • 3.4.4. Threat of New Entrants
    • 3.4.5. Degree of Competition
  • 3.5. Market Growth and Outlook
    • 3.5.1. Market Revenue Estimates and Forecast (US$ Mn), 2020-2035
    • 3.5.2. Pricing Analysis, By Propulsion Type
  • 3.6. Market Attractiveness Analysis
    • 3.6.1. By Propulsion Type
  • 3.7. Actionable Insights (Analyst's Recommendations)

Chapter 4. Competition Dashboard

  • 4.1. Market Concentration Rate
  • 4.2. Company Market Share Analysis (Value %), 2025
  • 4.3. Competitor Mapping & Benchmarking

Chapter 5. Online Grocery Market Analysis

  • 5.1. Market Dynamics and Trends
    • 5.1.1. Growth Drivers
    • 5.1.2. Restraints
      • 5.1.2.1. Consumer Demand for Convenience & Time-Saving Solutions
    • 5.1.3. Opportunity
    • 5.1.4. Key Trends
  • 5.2. Market Size and Forecast, 2020-2035 (US$ Mn)
    • 5.2.1. By Product Type
      • 5.2.1.1. Key Insights
        • 5.2.1.1.1. Fresh produce
        • 5.2.1.1.2. Breakfast and dairy
        • 5.2.1.1.3. Snacks and beverages
        • 5.2.1.1.4. Staples and cooking essentials
        • 5.2.1.1.5. Poultry and meat
        • 5.2.1.1.6. Others
    • 5.2.2. By Delivery
      • 5.2.2.1. Key Insights
      • 5.2.2.2. Home delivery
      • 5.2.2.3. Click and collect
    • 5.2.3. By Purchasers
      • 5.2.3.1. One time customers
      • 5.2.3.2. Subscribers
    • 5.2.4. By Region
      • 5.2.4.1. Key Insights
        • 5.2.4.1.1. North America
          • 5.2.4.1.1.1. The U.S.
          • 5.2.4.1.1.2. Canada
          • 5.2.4.1.1.3. Mexico
        • 5.2.4.1.2. Europe
          • 5.2.4.1.2.1. Western Europe
            • 5.2.4.1.2.1.1. The UK
            • 5.2.4.1.2.1.2. Germany
            • 5.2.4.1.2.1.3. France
            • 5.2.4.1.2.1.4. Italy
            • 5.2.4.1.2.1.5. Spain
            • 5.2.4.1.2.1.6. Rest of Western Europe
          • 5.2.4.1.2.2. Eastern Europe
            • 5.2.4.1.2.2.1. Poland
            • 5.2.4.1.2.2.2. Russia
            • 5.2.4.1.2.2.3. Rest of Eastern Europe
        • 5.2.4.1.3. Asia Pacific
          • 5.2.4.1.3.1. China
          • 5.2.4.1.3.2. India
          • 5.2.4.1.3.3. Japan
          • 5.2.4.1.3.4. South Korea
          • 5.2.4.1.3.5. Australia & New Zealand
          • 5.2.4.1.3.6. ASEAN
            • 5.2.4.1.3.6.1. Indonesia
            • 5.2.4.1.3.6.2. Malaysia
            • 5.2.4.1.3.6.3. Thailand
            • 5.2.4.1.3.6.4. Singapore
            • 5.2.4.1.3.6.5. Rest of ASEAN
          • 5.2.4.1.3.7. Rest of Asia Pacific
        • 5.2.4.1.4. Middle East & Africa
          • 5.2.4.1.4.1. UAE
          • 5.2.4.1.4.2. Saudi Arabia
          • 5.2.4.1.4.3. South Africa
          • 5.2.4.1.4.4. Rest of MEA
        • 5.2.4.1.5. South America
          • 5.2.4.1.5.1. Argentina
          • 5.2.4.1.5.2. Brazil
          • 5.2.4.1.5.3. Rest of South America

Chapter 6. North America Online Grocery Market Analysis

  • 6.1. Market Dynamics and Trends
    • 6.1.1. Growth Drivers
    • 6.1.2. Restraints
    • 6.1.3. Opportunity
    • 6.1.4. Key Trends
  • 6.2. Market Size and Forecast, 2020-2035 (US$ Mn)
    • 6.2.1. By Product Type
    • 6.2.2. By Delivery
    • 6.2.3. By Purchasers
    • 6.2.4. By Country

Chapter 7. Europe Online Grocery Market Analysis

  • 7.1. Market Dynamics and Trends
    • 7.1.1. Growth Drivers
    • 7.1.2. Restraints
    • 7.1.3. Opportunity
    • 7.1.4. Key Trends
  • 7.2. Market Size and Forecast, 2020-2035 (US$ Mn)
    • 7.2.1. By Product Type
    • 7.2.2. By Delivery
    • 7.2.3. By Purchasers
    • 7.2.4. By Country

Chapter 8. Asia Pacific Online Grocery Market Analysis

  • 8.1. Market Dynamics and Trends
    • 8.1.1. Growth Drivers
    • 8.1.2. Restraints
    • 8.1.3. Opportunity
    • 8.1.4. Key Trends
  • 8.2. Market Size and Forecast, 2020-2035 (US$ Mn)
    • 8.2.1. By Product Type
    • 8.2.2. By Delivery
    • 8.2.3. By Purchasers
    • 8.2.4. By Country

Chapter 9. Middle East & Africa Online Grocery Market Analysis

  • 9.1. Market Dynamics and Trends
    • 9.1.1. Growth Drivers
    • 9.1.2. Restraints
    • 9.1.3. Opportunity
    • 9.1.4. Key Trends
  • 9.2. Market Size and Forecast, 2020-2035 (US$ Mn)
    • 9.2.1. By Product Type
    • 9.2.2. By Delivery
    • 9.2.3. By Purchasers
    • 9.2.4. By Country

Chapter 10. South America Online Grocery Market Analysis

  • 10.1. Market Dynamics and Trends
    • 10.1.1. Growth Drivers
    • 10.1.2. Restraints
    • 10.1.3. Opportunity
    • 10.1.4. Key Trends
  • 10.2. Market Size and Forecast, 2020-2035 (US$ Mn)
    • 10.2.1. By Product Type
    • 10.2.2. By Delivery
    • 10.2.3. By Purchasers
    • 10.2.4. By Country

Chapter 11. Company Profile (Company Overview, Company Timeline, Organization Structure, Key Product landscape, Financial Matrix, Key Customers/Sectors, Key Competitors, SWOT Analysis, Contact Address, and Business Strategy Outlook)

  • 11.1. Amazon.com, Inc.
  • 11.2. Carrefour
  • 11.3. Costco Wholesale Corporation
  • 11.4. Danone S.A.
  • 11.5. Edeka Group
  • 11.6. HappyFresh
  • 11.7. Koninklijke Ahold Delhaize N.V.
  • 11.8. Reliance Retail Limited (Reliance Industries Limited)
  • 11.9. Safeway Inc. (Albertsons Companies, Inc.)
  • 11.10. Schwan's Home Delivery
  • 11.11. ShopFoodEx
  • 11.12. Tesco PLC
  • 11.13. The Kroger Co.
  • 11.14. Walmart Inc.
  • 11.15. Wm Morrison Supermarkets Limited
  • 11.16. Other Prominent Players

Chapter 12. Annexure

  • 12.1. List of Secondary Sources
  • 12.2. Key Country Markets- Macro Economic Outlook/Indicators