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市场调查报告书
商品编码
1965916

线上杂货市场－全球产业规模、份额、趋势、机会和预测：按产品类型、配送类型、地区和竞争格局划分，2021-2031年

Online Grocery Market - Global Industry Size, Share, Trends, Opportunity, and Forecast, Segmented By Product Type, By Delivery Type, By Region & Competition, 2021-2031F
出版日期: | 出版商: TechSci Research | 英文 180 Pages | 商品交期: 2-3个工作天内

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简介目录

全球线上杂货市场预计将从 2025 年的 661.5 亿美元成长到 2031 年的 2,113.4 亿美元，复合年增长率达到 21.36%。

该市场被定义为一个数位商业生态系统，消费者透过网路平台购买食品、饮料和日用品，并选择送货上门或到商店。该行业的成长主要受智慧型手机普及和都市区对便利性日益增长的需求所驱动，这从根本上扩大了目标市场。这些结构性因素促进了该行业的长期发展，与消费者购买习惯的暂时性波动截然不同。

市场概览
预测期 2027-2031
市场规模：2025年 661.5亿美元
市场规模：2031年 2113.4亿美元
复合年增长率：2026-2031年 21.36%
成长最快的细分市场 即时出货
最大的市场 北美洲

然而，该行业面临巨大的盈利挑战，主要原因是末端物流相关的营运成本高且库存管理复杂。这些挑战严重挤压了零售利润率，并阻碍了传统零售商快速拓展业务版图。根据食品杂货分销协会（Institute of Grocery Distribution）预测，2024年至2029年，全球线上食品杂货分销管道的复合年增长率（CAGR）预计将达到6.0%。这一成长轨迹表明，儘管营运困难持续存在，但该行业仍然具有强劲的投资潜力。

市场驱动因素

快速商务和即时配送服务的兴起，将产品配送时间从数天缩短至数分钟，从根本上改变了消费者的预期。这种转变迫使传统零售商对其物流基础设施进行现代化改造，促使他们采用暗店和微型仓配中心来实现更快的配送速度。这些发展凸显了都市区消费者对即时满足感的结构性转变，要求企业除了价格和选择之外，还要将「速度」作为其竞争优势的基石。正如Zomato在2024年5月致股东信中所述，其快速商务部门Bringitt的订单总额同比增长了97%，这凸显了市场对这些快速履约模式的强劲需求。

消费者对便利省时解决方案日益增长的偏好是支撑市场稳定和客户维繫的第二个关键驱动力。随着职场人士精简日程，定期订阅生鲜食品和便捷的重新订购介面等功能变得至关重要，使得线上生鲜购物从辅助选择跃升为主要采购管道。根据美国食品和矿产工业协会 (FMI) 于 2024 年 5 月发布的《2024 年美国生鲜食品购买趋势》报告，线上生鲜食品购买渗透率依然强劲，68% 的消费者至少偶尔会在线上购买生鲜食品。这种持续的使用正在推动平台活跃度的成长，光是 Instacart 在 2024 年第一季的总交易额 (GTV) 就高达 83.2 亿美元，就足以证明这一点。

市场挑战

阻碍全球在线生鲜市场扩张的最大营运障碍是末端物流的高昂成本以及复杂的库存管理对盈利的巨大压力。在传统零售模式下，消费者承担收货的时间和成本，但在线上模式下，拣货、包装和出货等繁重的工作都转移到了零售商身上。这种转移造成了成本结构的扭曲，难以与生鲜产业的低利润率相协调，零售商往往被迫收取额外费用以弥补其无法承担的营运成本。因此，这可能会阻碍以便利性为驱动力的市场需求。

这种财务脆弱性直接阻碍了零售商扩大营运规模或积极开拓新区域市场的能力。根据食品工业协会（FMI）预测，2024年食品零售商的平均净利率仅1.7%。如此低的利润率表明，数位化履约带来的额外成本很容易损害盈利，甚至可能将大量的线上销售额从资产转化为负债。因此，现有杂货店为了保护利润，往往会限制数位化投资，从而有效地限制了其线上通路的整体成长潜力。

市场趋势

零售媒体网路和生鲜平台上的数位广告的扩张正迅速成为确保全球线上生鲜市场财务永续性的关键机制。由于履约成本持续挤压履约空间，数位零售商正透过向消费品品牌出售定向广告位，加速高流量平台的获利化。这种结构性变革正将生鲜介面转变为高利润的媒体生态系统，使企业能够抵销营运成本，同时为品牌提供宝贵的闭合迴路绩效数据，将广告支出与交易直接关联起来。例如，Instacart 于 2025 年 8 月发布的 2025 年第二季股东信显示，其广告和其他收入同比增长 12% 至 2.55 亿美元，这印证了该行业依赖高利润广告收入来源以增强平台经济的趋势。

同时，采用永续且环保的末端物流解决方案正在推动配送网路的重组，以满足环境法规和效率目标。零售商不再只专注于简单的配送速度指标，而是优先考虑透过部署电动车车队和先进的路线优化演算法来减少碳排放。这一趋势使食品零售商能够降低燃料消耗，实现严格的企业永续永续性目标，同时直接吸引日益增长的环保意识消费者群体。根据乐购（Tesco PLC）于2025年10月发布的“2025/26财年中期业绩报告”，引入人工智慧驱动的配送规划工具已使该公司配送网路的每週配送距离减少了约10万英里。这充分展现了绿色物流技术能够显着提高营运效率和环境效益。

目录

第一章概述

第二章：调查方法

第三章执行摘要

第四章：客户心声

第五章：全球线上食品杂货市场展望

  • 市场规模及预测
    • 按金额
  • 市占率及预测
    • 产品类型（生鲜食品、早餐及乳製品、点心及饮料、主食及烹饪必需品、其他）
    • 依配送方式（即时配送、预约配送）
    • 按地区
    • 按公司（2025 年）
  • 市场地图

第六章：北美线上杂货市场展望

  • 市场规模及预测
  • 市占率及预测
  • 北美洲：国别分析
    • 我们
    • 加拿大
    • 墨西哥

第七章：欧洲线上食品杂货市场展望

  • 市场规模及预测
  • 市占率及预测
  • 欧洲：国别分析
    • 德国
    • 法国
    • 英国
    • 义大利
    • 西班牙

第八章：亚太地区线上食品市场展望

  • 市场规模及预测
  • 市占率及预测
  • 亚太地区：国别分析
    • 中国
    • 印度
    • 日本
    • 韩国
    • 澳洲

第九章：中东和非洲线上杂货市场展望

  • 市场规模及预测
  • 市占率及预测
  • 中东与非洲：国别分析
    • 沙乌地阿拉伯
    • 阿拉伯聯合大公国
    • 南非

第十章：南美洲线上杂货市场展望

  • 市场规模及预测
  • 市占率及预测
  • 南美洲：国别分析
    • 巴西
    • 哥伦比亚
    • 阿根廷

第十一章 市场动态

  • 促进因素
  • 任务

第十二章 市场趋势与发展

  • 併购
  • 产品发布
  • 近期趋势

第十三章：全球线上杂货市场：SWOT分析

第十四章：波特五力分析

  • 产业竞争
  • 新进入者的潜力
  • 供应商的议价能力
  • 顾客权力
  • 替代品的威胁

第十五章 竞争格局

  • Target Corporation
  • The Kroger Co.
  • J Sainsbury plc.
  • Amazon.com, Inc.
  • Rakuten Group, Inc.
  • Albertsons Companies, Inc.
  • Woolworths Group Limited
  • Reliance Retail Limited
  • Walmart Inc.
  • Tesco PLC

第十六章 策略建议

第十七章：关于研究公司及免责声明

简介目录
Product Code: 19818

The Global Online Grocery Market is anticipated to expand from USD 66.15 Billion in 2025 to USD 211.34 Billion by 2031, achieving a Compound Annual Growth Rate (CAGR) of 21.36%. This market is defined as the digital commercial ecosystem in which consumers buy food, beverages, and household essentials via web-based platforms for delivery or pickup. The sector's growth is primarily propelled by the widespread adoption of smartphones and the rising demand for convenience among urban populations, factors that fundamentally broaden the addressable market. These structural elements foster long-term adoption and are distinct from temporary fluctuations in consumer purchasing habits.

Market Overview
Forecast Period2027-2031
Market Size 2025USD 66.15 Billion
Market Size 2031USD 211.34 Billion
CAGR 2026-203121.36%
Fastest Growing SegmentInstant Delivery
Largest MarketNorth America

However, the industry faces significant hurdles regarding profitability, largely due to the high operational costs associated with final-mile logistics and complex inventory management. These challenges severely squeeze retail margins and impede traditional retailers from rapidly scaling their operations geographically. According to the Institute of Grocery Distribution, the global online grocery channel was projected in 2024 to grow at a CAGR of 6.0% through 2029. This trajectory indicates that, despite persistent operational difficulties, the sector retains strong investment potential.

Market Driver

The rise of quick commerce and instant delivery services is fundamentally reshaping consumer expectations by compressing fulfillment windows from days into minutes. This shift forces traditional retailers to upgrade their logistics infrastructure, incorporating dark stores and micro-fulfillment centers to enable rapid dispatch. Such adoption highlights a structural move toward immediate gratification in urban areas, compelling companies to compete based on speed rather than just price or product variety. As noted in Zomato's 'Shareholder Letter' from May 2024, their quick commerce division, Blinkit, achieved a 97% year-over-year growth in Gross Order Value, confirming the intense demand for these rapid fulfillment models.

A growing consumer preference for convenience and time-saving solutions acts as the second crucial engine for market stability and customer retention. As working professionals seek to streamline their schedules, features such as recurring grocery subscriptions and seamless reordering interfaces have become essential, elevating online grocery from a supplementary option to a primary sourcing channel. According to the FMI The Food Industry Association's 'U.S. Grocery Shopper Trends 2024' report released in May 2024, online grocery penetration remained strong, with 68% of consumers buying groceries online at least occasionally. This consistent usage drives substantial platform activity, evidenced by Instacart generating a Gross Transaction Value of $8.32 billion in the first quarter of 2024 alone.

Market Challenge

The most substantial operational obstacle hindering the Global Online Grocery Market's expansion is the severe pressure on profitability caused by the prohibitive costs of final-mile logistics and complex inventory management. Unlike traditional retail models where consumers handle the time and cost of product retrieval, the online model transfers the expensive burden of picking, packing, and transporting goods to the retailer. This shift results in a distorted cost structure that is difficult to align with the grocery sector's inherently low margins, often leaving retailers unable to absorb fulfillment expenses without imposing fees that might dampen the convenience-driven demand fueling the market.

This financial fragility directly impedes retailers' ability to scale operations or aggressively enter new geographic territories. According to FMI - The Food Industry Association, the average net profit for food retailers in 2024 was only 1.7%. This extremely narrow margin implies that the additional costs associated with digital fulfillment can easily negate profitability, transforming high-volume online sales into financial liabilities rather than assets. Consequently, established grocers frequently limit their digital investments to protect their bottom line, effectively capping the overall growth potential of the online channel.

Market Trends

The expansion of Retail Media Networks and digital advertising on grocery platforms is rapidly emerging as a vital mechanism for ensuring financial sustainability within the Global Online Grocery Market. Facing persistent margin compression from fulfillment costs, digital retailers are increasingly monetizing their high-traffic platforms by selling targeted advertising space to CPG brands. This structural evolution converts grocery interfaces into high-margin media ecosystems, enabling companies to offset operational expenses while providing brands with valuable closed-loop performance data that links ad spend directly to transactions. For instance, Instacart's 'Q2 2025 Shareholder Letter' from August 2025 reported a 12% year-over-year increase in advertising and other revenue to $255 million, validating the sector's reliance on high-margin ad streams to strengthen platform economics.

Simultaneously, the implementation of sustainable and green last-mile logistics solutions is reshaping distribution networks to meet environmental mandates and efficiency targets. Retailers are moving beyond simple speed metrics to prioritize carbon reduction through the deployment of electric vehicle fleets and sophisticated route optimization algorithms. This trend allows grocers to lower fuel consumption and achieve strict corporate sustainability goals, appealing directly to the growing segment of eco-conscious consumers. According to Tesco PLC's 'Interim Results 2025/26' announcement in October 2025, the integration of AI-driven transport planning tools successfully removed approximately 100,000 delivery miles per week from its network, demonstrating the significant operational and environmental efficiencies achievable through green logistics technologies.

Key Market Players

  • Target Corporation
  • The Kroger Co.
  • J Sainsbury plc.
  • Amazon.com, Inc.
  • Rakuten Group, Inc.
  • Albertsons Companies, Inc.
  • Woolworths Group Limited
  • Reliance Retail Limited
  • Walmart Inc.
  • Tesco PLC

Report Scope

In this report, the Global Online Grocery Market has been segmented into the following categories, in addition to the industry trends which have also been detailed below:

Online Grocery Market, By Product Type

  • Fresh Produce
  • Breakfast & Dairy
  • Snacks & Beverages
  • Staples & Cooking Essentials
  • Others

Online Grocery Market, By Delivery Type

  • Instant Delivery
  • Schedule Delivery

Online Grocery Market, By Region

  • North America
    • United States
    • Canada
    • Mexico
  • Europe
    • France
    • United Kingdom
    • Italy
    • Germany
    • Spain
  • Asia Pacific
    • China
    • India
    • Japan
    • Australia
    • South Korea
  • South America
    • Brazil
    • Argentina
    • Colombia
  • Middle East & Africa
    • South Africa
    • Saudi Arabia
    • UAE

Competitive Landscape

Company Profiles: Detailed analysis of the major companies present in the Global Online Grocery Market.

Available Customizations:

Global Online Grocery Market report with the given market data, TechSci Research offers customizations according to a company's specific needs. The following customization options are available for the report:

Company Information

  • Detailed analysis and profiling of additional market players (up to five).

Table of Contents

1. Product Overview

  • 1.1. Market Definition
  • 1.2. Scope of the Market
    • 1.2.1. Markets Covered
    • 1.2.2. Years Considered for Study
    • 1.2.3. Key Market Segmentations

2. Research Methodology

  • 2.1. Objective of the Study
  • 2.2. Baseline Methodology
  • 2.3. Key Industry Partners
  • 2.4. Major Association and Secondary Sources
  • 2.5. Forecasting Methodology
  • 2.6. Data Triangulation & Validation
  • 2.7. Assumptions and Limitations

3. Executive Summary

  • 3.1. Overview of the Market
  • 3.2. Overview of Key Market Segmentations
  • 3.3. Overview of Key Market Players
  • 3.4. Overview of Key Regions/Countries
  • 3.5. Overview of Market Drivers, Challenges, Trends

4. Voice of Customer

5. Global Online Grocery Market Outlook

  • 5.1. Market Size & Forecast
    • 5.1.1. By Value
  • 5.2. Market Share & Forecast
    • 5.2.1. By Product Type (Fresh Produce, Breakfast & Dairy, Snacks & Beverages, Staples & Cooking Essentials, Others)
    • 5.2.2. By Delivery Type (Instant Delivery, Schedule Delivery)
    • 5.2.3. By Region
    • 5.2.4. By Company (2025)
  • 5.3. Market Map

6. North America Online Grocery Market Outlook

  • 6.1. Market Size & Forecast
    • 6.1.1. By Value
  • 6.2. Market Share & Forecast
    • 6.2.1. By Product Type
    • 6.2.2. By Delivery Type
    • 6.2.3. By Country
  • 6.3. North America: Country Analysis
    • 6.3.1. United States Online Grocery Market Outlook
      • 6.3.1.1. Market Size & Forecast
        • 6.3.1.1.1. By Value
      • 6.3.1.2. Market Share & Forecast
        • 6.3.1.2.1. By Product Type
        • 6.3.1.2.2. By Delivery Type
    • 6.3.2. Canada Online Grocery Market Outlook
      • 6.3.2.1. Market Size & Forecast
        • 6.3.2.1.1. By Value
      • 6.3.2.2. Market Share & Forecast
        • 6.3.2.2.1. By Product Type
        • 6.3.2.2.2. By Delivery Type
    • 6.3.3. Mexico Online Grocery Market Outlook
      • 6.3.3.1. Market Size & Forecast
        • 6.3.3.1.1. By Value
      • 6.3.3.2. Market Share & Forecast
        • 6.3.3.2.1. By Product Type
        • 6.3.3.2.2. By Delivery Type

7. Europe Online Grocery Market Outlook

  • 7.1. Market Size & Forecast
    • 7.1.1. By Value
  • 7.2. Market Share & Forecast
    • 7.2.1. By Product Type
    • 7.2.2. By Delivery Type
    • 7.2.3. By Country
  • 7.3. Europe: Country Analysis
    • 7.3.1. Germany Online Grocery Market Outlook
      • 7.3.1.1. Market Size & Forecast
        • 7.3.1.1.1. By Value
      • 7.3.1.2. Market Share & Forecast
        • 7.3.1.2.1. By Product Type
        • 7.3.1.2.2. By Delivery Type
    • 7.3.2. France Online Grocery Market Outlook
      • 7.3.2.1. Market Size & Forecast
        • 7.3.2.1.1. By Value
      • 7.3.2.2. Market Share & Forecast
        • 7.3.2.2.1. By Product Type
        • 7.3.2.2.2. By Delivery Type
    • 7.3.3. United Kingdom Online Grocery Market Outlook
      • 7.3.3.1. Market Size & Forecast
        • 7.3.3.1.1. By Value
      • 7.3.3.2. Market Share & Forecast
        • 7.3.3.2.1. By Product Type
        • 7.3.3.2.2. By Delivery Type
    • 7.3.4. Italy Online Grocery Market Outlook
      • 7.3.4.1. Market Size & Forecast
        • 7.3.4.1.1. By Value
      • 7.3.4.2. Market Share & Forecast
        • 7.3.4.2.1. By Product Type
        • 7.3.4.2.2. By Delivery Type
    • 7.3.5. Spain Online Grocery Market Outlook
      • 7.3.5.1. Market Size & Forecast
        • 7.3.5.1.1. By Value
      • 7.3.5.2. Market Share & Forecast
        • 7.3.5.2.1. By Product Type
        • 7.3.5.2.2. By Delivery Type

8. Asia Pacific Online Grocery Market Outlook

  • 8.1. Market Size & Forecast
    • 8.1.1. By Value
  • 8.2. Market Share & Forecast
    • 8.2.1. By Product Type
    • 8.2.2. By Delivery Type
    • 8.2.3. By Country
  • 8.3. Asia Pacific: Country Analysis
    • 8.3.1. China Online Grocery Market Outlook
      • 8.3.1.1. Market Size & Forecast
        • 8.3.1.1.1. By Value
      • 8.3.1.2. Market Share & Forecast
        • 8.3.1.2.1. By Product Type
        • 8.3.1.2.2. By Delivery Type
    • 8.3.2. India Online Grocery Market Outlook
      • 8.3.2.1. Market Size & Forecast
        • 8.3.2.1.1. By Value
      • 8.3.2.2. Market Share & Forecast
        • 8.3.2.2.1. By Product Type
        • 8.3.2.2.2. By Delivery Type
    • 8.3.3. Japan Online Grocery Market Outlook
      • 8.3.3.1. Market Size & Forecast
        • 8.3.3.1.1. By Value
      • 8.3.3.2. Market Share & Forecast
        • 8.3.3.2.1. By Product Type
        • 8.3.3.2.2. By Delivery Type
    • 8.3.4. South Korea Online Grocery Market Outlook
      • 8.3.4.1. Market Size & Forecast
        • 8.3.4.1.1. By Value
      • 8.3.4.2. Market Share & Forecast
        • 8.3.4.2.1. By Product Type
        • 8.3.4.2.2. By Delivery Type
    • 8.3.5. Australia Online Grocery Market Outlook
      • 8.3.5.1. Market Size & Forecast
        • 8.3.5.1.1. By Value
      • 8.3.5.2. Market Share & Forecast
        • 8.3.5.2.1. By Product Type
        • 8.3.5.2.2. By Delivery Type

9. Middle East & Africa Online Grocery Market Outlook

  • 9.1. Market Size & Forecast
    • 9.1.1. By Value
  • 9.2. Market Share & Forecast
    • 9.2.1. By Product Type
    • 9.2.2. By Delivery Type
    • 9.2.3. By Country
  • 9.3. Middle East & Africa: Country Analysis
    • 9.3.1. Saudi Arabia Online Grocery Market Outlook
      • 9.3.1.1. Market Size & Forecast
        • 9.3.1.1.1. By Value
      • 9.3.1.2. Market Share & Forecast
        • 9.3.1.2.1. By Product Type
        • 9.3.1.2.2. By Delivery Type
    • 9.3.2. UAE Online Grocery Market Outlook
      • 9.3.2.1. Market Size & Forecast
        • 9.3.2.1.1. By Value
      • 9.3.2.2. Market Share & Forecast
        • 9.3.2.2.1. By Product Type
        • 9.3.2.2.2. By Delivery Type
    • 9.3.3. South Africa Online Grocery Market Outlook
      • 9.3.3.1. Market Size & Forecast
        • 9.3.3.1.1. By Value
      • 9.3.3.2. Market Share & Forecast
        • 9.3.3.2.1. By Product Type
        • 9.3.3.2.2. By Delivery Type

10. South America Online Grocery Market Outlook

  • 10.1. Market Size & Forecast
    • 10.1.1. By Value
  • 10.2. Market Share & Forecast
    • 10.2.1. By Product Type
    • 10.2.2. By Delivery Type
    • 10.2.3. By Country
  • 10.3. South America: Country Analysis
    • 10.3.1. Brazil Online Grocery Market Outlook
      • 10.3.1.1. Market Size & Forecast
        • 10.3.1.1.1. By Value
      • 10.3.1.2. Market Share & Forecast
        • 10.3.1.2.1. By Product Type
        • 10.3.1.2.2. By Delivery Type
    • 10.3.2. Colombia Online Grocery Market Outlook
      • 10.3.2.1. Market Size & Forecast
        • 10.3.2.1.1. By Value
      • 10.3.2.2. Market Share & Forecast
        • 10.3.2.2.1. By Product Type
        • 10.3.2.2.2. By Delivery Type
    • 10.3.3. Argentina Online Grocery Market Outlook
      • 10.3.3.1. Market Size & Forecast
        • 10.3.3.1.1. By Value
      • 10.3.3.2. Market Share & Forecast
        • 10.3.3.2.1. By Product Type
        • 10.3.3.2.2. By Delivery Type

11. Market Dynamics

  • 11.1. Drivers
  • 11.2. Challenges

12. Market Trends & Developments

  • 12.1. Merger & Acquisition (If Any)
  • 12.2. Product Launches (If Any)
  • 12.3. Recent Developments

13. Global Online Grocery Market: SWOT Analysis

14. Porter's Five Forces Analysis

  • 14.1. Competition in the Industry
  • 14.2. Potential of New Entrants
  • 14.3. Power of Suppliers
  • 14.4. Power of Customers
  • 14.5. Threat of Substitute Products

15. Competitive Landscape

  • 15.1. Target Corporation
    • 15.1.1. Business Overview
    • 15.1.2. Products & Services
    • 15.1.3. Recent Developments
    • 15.1.4. Key Personnel
    • 15.1.5. SWOT Analysis
  • 15.2. The Kroger Co.
  • 15.3. J Sainsbury plc.
  • 15.4. Amazon.com, Inc.
  • 15.5. Rakuten Group, Inc.
  • 15.6. Albertsons Companies, Inc.
  • 15.7. Woolworths Group Limited
  • 15.8. Reliance Retail Limited
  • 15.9. Walmart Inc.
  • 15.10. Tesco PLC

16. Strategic Recommendations

17. About Us & Disclaimer