INDUSTRY REPORT

Grocery industry Cyber 5 2025 insights

Grocery: High-intent stocking up drove profitable, full-price growth

Grocery brands benefited from a "mission-driven" shopper this year. While traffic growth was minimal, those who visited were highly motivated to buy, driving a strong lift in unit conversion on Cyber Monday as consumers likely restocked after the holiday weekend.

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  • How brands capitalized on the restocking necessity by holding firm on price
  • The category achieved positive margin expansion, a significant turnaround from the -6% erosion seen last year
  • Grocery doubled down on ad spend, dragging ROAS down -11%

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Key Takeaways

  • High-intent shopping compensated for minimal traffic growth during Cyber 5 2025
  • Grocery brands achieved rare positive margin expansion by refusing to discount
  • Cyber Monday confirmed its status as the primary revenue driver for grocery
  • Supply chain planning failed catastrophically on Cyber Monday
  • Brands sacrificed ad efficiency to capture high-intent traffic through retargeting
  • Browsing activity collapsed as shoppers abandoned discovery for direct searches

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