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市場調查報告書
商品編碼
1965916

線上雜貨市場－全球產業規模、佔有率、趨勢、機會和預測：按產品類型、配送類型、地區和競爭格局分類，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個工作天內

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簡介目錄

全球線上雜貨市場預計將從 2025 年的 661.5 億美元成長到 2031 年的 2,113.4 億美元，複合年成長率達到 21.36%。

該市場被定義為一個數位商業生態系統，消費者透過網路平台購買食品、飲料和日用品，並選擇送貨上門或到商店。該行業的成長主要受智慧型手機普及和都市區對便利性日益成長的需求所驅動，這從根本上擴大了目標市場。這些結構性因素促進了該行業的長期發展，與消費者購買習慣的暫時性波動截然不同。

市場概覽
預測期 2027-2031
市場規模：2025年 661.5億美元
市場規模：2031年 2113.4億美元
複合年成長率：2026-2031年 21.36%
成長最快的細分市場 即時出貨
最大的市場 北美洲

然而，該行業面臨巨大的盈利挑戰，主要原因是末端物流相關的營運成本高且庫存管理複雜。這些挑戰嚴重擠壓了零售利潤率，並阻礙了傳統零售商快速拓展業務版圖。根據食品雜貨分銷協會（Institute of Grocery Distribution）預測，2024年至2029年，全球線上食品雜貨分銷管道的複合年成長率（CAGR）預計將達到6.0%。這一成長軌跡表明，儘管營運困難持續存在，但該行業仍然具有強勁的投資潛力。

市場促進因素

快速商務和即時配送服務的興起，將產品配送時間從數天縮短至數分鐘，從根本上改變了消費者的預期。這種轉變迫使傳統零售商對其物流基礎設施進行現代化改造，促使他們採用暗店和微型倉配中心來實現更快的配送速度。這些發展凸顯了都市區消費者對即時滿足感的結構性轉變，要求企業除了價格和選擇之外，還要將「速度」作為其競爭優勢的基石。正如Zomato在2024年5月致股東信中所述，其快速商務部門Bringitt的訂單總額同比成長了97%，這凸顯了市場對這些快速履約模式的強勁需求。

消費者對便利省時解決方案日益成長的偏好是支撐市場穩定和客戶維繫的第二個關鍵驅動力。隨著職場人士精簡日程，定期訂閱生鮮食品和便捷的重新訂購介面等功能變得至關重要，使得線上生鮮購物從輔助選擇躍升為主要採購管道。根據美國食品和礦產工業協會 (FMI) 於 2024 年 5 月發布的《2024 年美國生鮮食品購買趨勢》報告，線上生鮮食品購買滲透率依然強勁，68% 的消費者至少偶爾會在線上購買生鮮食品。這種持續的使用正在推動平台活躍度的成長，光是 Instacart 在 2024 年第一季的總交易額 (GTV) 就高達 83.2 億美元，就足以證明這一點。

市場挑戰

阻礙全球在線生鮮市場擴張的最大營運障礙是末端物流的高昂成本以及複雜的庫存管理對盈利的巨大壓力。在傳統零售模式下，消費者承擔收貨的時間和成本，但在線上模式下，揀貨、包裝和出貨等繁重的工作都轉移到了零售商身上。這種轉移造成了成本結構的扭曲，難以與生鮮產業的低利潤率相協調，零售商往往被迫收取額外費用以彌補其無法承擔的營運成本。因此，這可能會阻礙以便利性為驅動力的市場需求。

這種財務脆弱性直接阻礙了零售商擴大營運規模或積極開拓新區域市場的能力。根據食品工業協會（FMI）預測，2024年食品零售商的平均淨利率僅1.7%。如此低的利潤率表明，數位化履約帶來的額外成本很容易損害盈利，甚至可能將大量的線上銷售額從資產轉化為負債。因此，現有雜貨店為了保護利潤，往往會限制數位化投資，從而有效地限制了其線上通路的整體成長潛力。

市場趨勢

零售媒體網路和生鮮平台上的數位廣告的擴張正迅速成為確保全球線上生鮮市場財務永續性的關鍵機制。由於履約成本持續擠壓履約空間，數位零售商正透過向消費品品牌出售定向廣告位，加速高流量平台的獲利化。這種結構性變革正將生鮮介面轉變為高利潤的媒體生態系統，使企業能夠抵銷營運成本，同時為品牌提供寶貴的閉合迴路績效數據，將廣告支出與交易直接關聯起來。例如，Instacart 於 2025 年 8 月發布的 2025 年第二季股東信顯示，其廣告和其他收入同比成長 12% 至 2.55 億美元，這印證了該行業依賴高利潤廣告收入來源以增強平台經濟的趨勢。

同時，採用永續且環保的末端物流解決方案正在推動配送網路的重組，以滿足環境法規和效率目標。零售商不再只專注於簡單的配送速度指標，而是優先考慮透過部署電動車車隊和先進的路線最佳化演算法來減少碳排放。這一趨勢使食品零售商能夠降低燃料消耗，實現嚴格的企業永續永續性目標，同時直接吸引日益成長的環保意識消費者群體。根據樂購（Tesco PLC）於2025年10月發布的“2025/26會計年度中期業績報告”，引入人工智慧驅動的配送規劃工具已使該公司配送網路的每週配送距離減少了約10萬英里。這充分展現了綠色物流技術能夠顯著提高營運效率和環境效益。

目錄

第1章概述

第2章：調查方法

第3章執行摘要

第4章：客戶心聲

第5章：全球線上食品雜貨市場展望

  • 市場規模及預測
    • 按金額
  • 市佔率及預測
    • 產品類型（生鮮食品、早餐及乳製品、點心及飲料、主食及烹飪必需品、其他）
    • 依配送方式（即時配送、預約配送）
    • 按地區
    • 按公司（2025 年）
  • 市場地圖

第6章：北美線上雜貨市場展望

  • 市場規模及預測
  • 市佔率及預測
  • 北美洲：國別分析
    • 美國
    • 加拿大
    • 墨西哥

第7章：歐洲線上食品雜貨市場展望

  • 市場規模及預測
  • 市佔率及預測
  • 歐洲：國別分析
    • 德國
    • 法國
    • 英國
    • 義大利
    • 西班牙

第8章：亞太地區線上食品市場展望

  • 市場規模及預測
  • 市佔率及預測
  • 亞太地區：國別分析
    • 中國
    • 印度
    • 日本
    • 韓國
    • 澳洲

第9章：中東和非洲線上雜貨市場展望

  • 市場規模及預測
  • 市佔率及預測
  • 中東與非洲：國別分析
    • 沙烏地阿拉伯
    • 阿拉伯聯合大公國
    • 南非

第10章：南美洲線上雜貨市場展望

  • 市場規模及預測
  • 市佔率及預測
  • 南美洲：國別分析
    • 巴西
    • 哥倫比亞
    • 阿根廷

第11章 市場動態

  • 促進因素
  • 任務

第12章 市場趨勢與發展

  • 併購
  • 產品發布
  • 近期趨勢

第13章：全球線上雜貨市場：SWOT分析

第14章：波特五力分析

  • 產業競爭
  • 新進入者的潛力
  • 供應商的議價能力
  • 顧客權力
  • 替代品的威脅

第15章 競爭格局

  • 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16章 策略建議

第17章：關於研究公司及免責聲明

簡介目錄
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