Amazon reports sustained momentum in grocery and perishables, driven by broader selection, competitive pricing, and faster delivery, with same-day perishables now serving 2,300 U.S. cities. Fresh groceries have risen to become top sellers, and perishable customers show strong growth and higher basket intensity.
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What did management say about Grocery and perishables growth momentum?
Management described strong and improving momentum in Amazon’s grocery-related “everyday essentials” business, pointing to a combination of wider selection, low prices, and faster delivery as key drivers of customer consideration and shopping frequency. 1 They also highlighted that Whole Foods Market (a major part of Amazon’s grocery) continues to expand in geographies where Whole Foods locations are “significantly outpacing” comparable grocers, with profit trajectory also trending in the right direction. 1
Management further framed the growth as something they have been building toward through experiments, including new physical formats and perishables offerings in the grocery business. 1
Management provided multiple specific indicators suggesting that perishables growth momentum is currently strong, especially where perishables can be delivered same day:
Additional management commentary reinforced the same overall theme—perishables are increasingly showing up in what customers buy most:
Overall, management’s message is that grocery growth momentum is being sustained and amplified by two operating levers:
Management characterized this as changing the trajectory of the everyday essentials business by solving what customers want—mass brands plus perishables at fast delivery speeds. 12
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