封面
市場調查報告書
商品編碼
1961074

全球線上雜貨市場:依產品、配送方式及地區劃分-市場規模、產業動態、機會分析及預測(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個工作天內

價格
簡介目錄
全球線上雜貨市場正經歷顯著的擴張期,預計到 2025 年市場規模將達到 6,708 億美元。這一快速成長勢頭預計將持續,到 2035 年市場規模預計將達到驚人的 2.2371 兆美元。這一增長反映了 2026 年至 2035 年預測期內 12.8% 的複合年增長率 (CAGR)。這一強勁成長是由幾個關鍵因素驅動的,這些因素正在改變全球消費者的行為和市場動態。 智慧型手機普及率的廣泛提高是推動這一快速成長的主要因素之一。這使得線上雜貨購物比以往任何時候都更加便捷。隨著越來越多的消費者擁有智慧型手機,隨時隨地在線上訂購雜貨的便利性正成為一大吸引力。城市化也發揮著重要作用。隨著城市人口增長、生活節奏加快以及互聯網基礎設施的普及,人們越來越傾向於在線購買日常必需品。

主要市場趨勢

線上雜貨市場的競爭格局清楚地分為兩類:一類是迅速向數位化通路轉型的傳統零售商,另一類是建立在線上平台上的技術聚合商。傳統零售巨頭利用其龐大的實體門市網絡,在訂單履行和配送能力方面獲得顯著優勢。例如,沃爾瑪有效地利用其在美國約4,600家門市的網路作為訂單履行中心。

同時,像亞馬遜這樣的技術驅動型公司正透過旨在滿足消費者更大日常雜貨需求的整合服務模式,積極拓展業務。 亞馬遜的 "一體化超市" (One Grocery)策略正是這種理念的體現,它建構了一個統一的生態系統,將生鮮食品配送服務、全食超市(Whole Foods)門市及其龐大的Prime配送網絡無縫整合。這種整合使亞馬遜能夠充分利用其技術實力和龐大的客戶群,將每週的食品雜貨購買視為穩定且可預測的收入來源。

成長的關鍵驅動因素

推動線上食品雜貨市場快速擴張的主要驅動因素是消費者對省時便利的依需配送服務的需求日益增長。隨著生活節奏的加快,便利性成為首要考慮因素,消費者正在尋找更快、更有效率的購買食品雜貨的方式,同時又不犧牲時間。這種消費者行為的轉變推動了快速商務(Q-commerce)平台的興起,這些平台專注於超快速配送服務,通常承諾下單後10到20分鐘內送達。這些平台滿足了現代消費者對即時性的需求,並幾乎瞬間改變了人們的食品雜貨購物體驗。

新機會與趨勢

智慧型手機的普及在改變線上食品雜貨市場方面發揮了至關重要的作用,它為各類消費者提供了數位化購物的管道。隨著智慧型手機價格越來越親民、普及率越來越高,越來越多的人可以透過行動裝置便利地瀏覽、選擇和購買食品雜貨。這種便利性降低了先前未使用過線上食品雜貨平台的消費者的進入門檻,從而推動了市場的擴張和成長。

優化障礙

確保獲利能力仍然是線上食品雜貨市場面臨的最大挑戰。儘管市場成長迅速,消費者接受度不斷提高,但 "最後一公里" 配送的高昂成本仍是實現永續利潤率的障礙。將食品雜貨直接送到客戶家門口需要對物流、人員和技術進行大量投資,所有這些都會導致營運成本上升。這些成本往往會侵蝕食品零售商整體就微薄的利潤,給企業帶來巨大的壓力,迫使它們在尋找創新解決方案和冒著完全退出市場的風險之間做出選擇。

目錄

第一章 摘要整理:線上雜貨市場

第二章 報告概述

  • 研究框架
    • 研究目標
    • 市場定義
    • 市場區隔
  • 研究方法
    • 市場規模估算
    • 質性研究
    • 量化研究
    • 依地區劃分的主要調查受訪者
    • 資料三角驗證
    • 研究假設

第三章 線上雜貨市場概況

  • 產業價值鏈分析
    • 供應商和採購
    • 倉儲與庫存管理
    • 技術平台(網站/應用程式和訂單管理)
    • 物流與最後一公里配送
    • 支付處理
    • 行銷和客戶獲取
    • 客戶服務與客戶維繫
  • 行業展望
    • 零售業概覽
    • 食品零售的數位轉型以及極具吸引力的折扣和訂閱模式
    • 技術應用:人工智慧、數據分析、自動化
    • 供應鏈的演進與暗店的擴張
    • 快速商務與即時配送細分市場的成長率 (%)
    • 數位化決策完成率與線上轉換率 (%)
    • 網路和智慧型手機普及率驅動的採用率 (%)
    • 消費者生活方式的改變和對便利性的需求(都市化和勞動成長)
  • PESTLE 分析分析
  • 波特五力分析
    • 供應商議價能力
    • 買方議價能力
    • 替代品威脅
    • 新進入者威脅
    • 競爭強度
  • 市場成長與展望
    • 市場收入估計與預測(2020-2035)
    • 依實施法劃分的定價分析
  • 市場吸引力分析
    • 依實施法劃分
  • 實務見解(分析師建議)

第四章 競爭格局概覽

  • 市場集中度
  • 公司佔有率分析(基於價值,2025)
  • 競爭格局分析基準分析

第五章 線上雜貨市場分析

第六章 北美線上雜貨市場分析

第七章 歐洲線上雜貨市場分析

第八章 亞太地區線上雜貨市場分析

第九章 中東及非洲線上雜貨市場分析

第十章 南美洲線上雜貨市場分析

第11章 企業簡介

  • 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

第十二章附錄

簡介目錄
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