US Retail Grocery and Food - PPC Market Share Analysis February 2026

Leveraging Adthena’s Whole Market View, this analysis explores recent trends in Google Ads for the US Grocery and Food category from the last month. Our Data Analyst, Ask Arlo provides commentary on key findings.

Grocery and Food – US

Google AI Overview visibility for Retail Grocery and Food US

See how often AIOs appear and how search intent is distributed across buying signals.

AIO Frequency

How often a Google AI overview appears on search terms relevant to this category.

Frequency Percentage
Frequency 32.3336156204
67.6663843796
32%

Complex Query Frequency

A complex query is a longer, more detailed search that often contains multiple keywords, specific conditions, or multi-part questions.

Frequency Percentage
Frequency 31
69
31%

Search Intent Distribution

Breakdown of search queries by their underlying goal.

Intent Distribution
Investigational 10%
Transactional 12%
Navigational 2%
Seasonal 2%
Local 6%
Problem Solving 13%

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Market Exposure

Share of Clicks for top 10 US Retail Grocery and Food brands

Here are the Top 10 competitors in the industry by Share of Clicks for the last month.

Share of Clicks - Last month
Share of Clicks - Last month
Domain Share of clicks
walmart.com 21.15
dollartree.com 8.12
starbucks.com 5.8
samsclub.com 5.13
instacart.com 4.87
dominos.com 4.72
wholefoodsmarket.com 4.43
target.com 2.81
kfc.com 1.42
doordash.com 1.39
others 40.16
  • walmart.com - 21.15%
  • dollartree.com - 8.12%
  • starbucks.com - 5.8%
  • samsclub.com - 5.13%
  • instacart.com - 4.87%
  • dominos.com - 4.72%
  • wholefoodsmarket.com - 4.43%
  • target.com - 2.81%
  • kfc.com - 1.42%
  • doordash.com - 1.39%
  • others - 40.16%

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Walmart leads with 21.15% click share, followed by Dollar Tree at 8.12%. Others dominate with 40.16%, highlighting diverse competition.

Market Exposure

Share of Spend for the top 10 US Retail Grocery and Food brands

Curious about your market position? Here you can see the Top 10 competitors in the industry by Share of Spend for the last month. 

Share of Spend - Last Month
Share of Spend - Last Month
Date walmart.com factor75.com instacart.com cookunity.com hellofresh.com hungryroot.com homechef.com target.com doordash.com wholefoodsmarket.com
2026/02/01 17.88% 5.39% 7.88% 7.92% 2.01% 3.14% 2.37% 2.4% 2.58% 1.4%
2026/02/02 22.51% 5.14% 8.1% 5.09% 2.64% 2.72% 1.71% 1.23% 2.82% 3.24%
2026/02/03 14.33% 5.29% 10.46% 7.59% 2.11% 5.55% 3.37% 2.69% 2.36% 1.29%
2026/02/04 13.03% 5.99% 8.82% 6.7% 3.45% 5.48% 3.65% 2.5% 2.74% 1.32%
2026/02/05 14.36% 5.49% 7.98% 6.57% 3.49% 4.71% 4.16% 2.42% 2.94% 2.27%
2026/02/06 10.59% 6.27% 8.23% 6.45% 3.25% 5.67% 3.45% 3.18% 3.41% 2.1%
2026/02/07 14.61% 5.83% 6.71% 6.65% 2.9% 5.75% 2.34% 3.83% 3.33% 1.5%
2026/02/08 14.1% 6.84% 6.72% 6.1% 3.3% 5.4% 3.12% 2.92% 3.04% 1.86%
2026/02/09 16.61% 6.33% 6.01% 6.36% 2.86% 4.76% 3.18% 2.42% 3.29% 2.85%
2026/02/10 19.16% 6.33% 6.19% 5.5% 2.48% 3.51% 3.88% 1.5% 2.76% 1.96%
2026/02/11 16.63% 6.41% 6.21% 5.92% 3.15% 3.01% 3.34% 1.62% 3.57% 2.24%
2026/02/12 14.22% 5.44% 7.91% 6.64% 3.46% 4.66% 4.14% 2.4% 2.95% 2.25%
2026/02/13 10.54% 6.24% 8.21% 6.42% 3.23% 5.65% 3.43% 3.18% 3.4% 2.09%
2026/02/14 14.47% 5.78% 6.66% 6.58% 2.88% 5.7% 2.31% 4.31% 3.31% 1.48%
2026/02/15 14.04% 6.81% 6.7% 6.08% 3.29% 5.38% 3.11% 2.91% 3.03% 1.85%
2026/02/16 16.56% 6.31% 5.99% 6.34% 2.85% 4.74% 3.17% 2.41% 3.28% 2.84%
2026/02/17 23.43% 6.07% 6.58% 4.58% 2.48% 2.65% 2.6% 1.53% 2.82% 2.85%
2026/02/18 26.74% 6.72% 7.26% 4.27% 2.91% 4.24% 2.48% 1.53% 2.01% 2.34%
2026/02/19 24.92% 6.65% 6.83% 5.02% 3.09% 6.14% 2.98% 1.43% 1.84% 2.89%
2026/02/20 24.17% 5.62% 7.31% 3.45% 3.14% 4.22% 2.46% 1.37% 2.63% 2.9%
2026/02/21 32.69% 3.91% 7.24% 3.24% 2.92% 3.19% 1.36% 1.2% 2.05% 2.16%
2026/02/22 21.21% 5.9% 8.17% 4.91% 3.99% 3.05% 1.91% 1.52% 2.63% 2.77%
2026/02/23 24.6% 5.04% 9.17% 3.23% 3.44% 2.51% 1.86% 1.07% 3.18% 3.07%
2026/02/24 22.44% 5.62% 9.65% 4.67% 3.27% 2.53% 2.61% 1.44% 3.08% 2.12%
2026/02/25 18.71% 5.58% 7.22% 6.47% 3.79% 3.77% 3.05% 1.7% 2.56% 2.95%
2026/02/26 24.95% 5.45% 7.35% 4.26% 2.94% 2.63% 2.73% 1.85% 1.74% 3.17%
2026/02/27 24.07% 5.23% 6.05% 4.06% 2.93% 2.65% 2.26% 2.04% 1.62% 2.8%
2026/02/28 18.77% 7.42% 5.62% 5.35% 4.35% 3.52% 3.42% 2.46% 1.72% 1.43%
  • walmart.com
  • factor75.com
  • instacart.com
  • cookunity.com
  • hellofresh.com
  • hungryroot.com
  • homechef.com
  • target.com
  • doordash.com
  • wholefoodsmarket.com

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Walmart’s PPC spend surged mid-February, peaking at 32.69% on the 21st. Factor75 and Instacart showed steady fluctuations, while CookUnity and HelloFresh experienced declines. Whole Foods saw a notable rise on the 26th.

Market Exposure

Competitor Count for US Retail Grocery and Food

Ever wondered how many competitors you’re up against in your industry? Well look no further, here we can see the number of advertisers bidding over the last month. 

Competitor Count - Last month
Competitor Count - Last month
Date Competitor Count
2026/02/01 2877
2026/02/02 2274
2026/02/03 3004
2026/02/04 2849
2026/02/05 2816
2026/02/06 2802
2026/02/07 2886
2026/02/08 2785
2026/02/09 2755
2026/02/10 2659
2026/02/11 2658
2026/02/12 2816
2026/02/13 2802
2026/02/14 2886
2026/02/15 2785
2026/02/16 2755
2026/02/17 2250
2026/02/18 2549
2026/02/19 2507
2026/02/20 2261
2026/02/21 2189
2026/02/22 2426
2026/02/23 2365
2026/02/24 2509
2026/02/25 2387
2026/02/26 2238
2026/02/27 2323
2026/02/28 2394

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February began with 2,877 advertisers, peaking at 3,004 on the 3rd. Mid-month saw a decline, reaching 2,189 on the 21st. The month concluded with 2,394 advertisers.

Campaign Efficiency

Market Loss & Market Gains for US Retail Grocery and Food

Here we’re looking at the Top 10 biggest industry movers by market share gains and losses for the last 30 days.

Market Loss & Market Gains - Last month
Market Loss & Market Gains - Last month
Name Market Trend
walmart.com 5.54%
starbucks.com 1.19%
wholefoodsmarket.com 0.97%
dollartree.com 0.86%
samsclub.com 0.67%
cookunity.com -0.42%
kroger.com -0.52%
doordash.com -0.56%
instacart.com -0.73%
target.com -1.46%

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Walmart.com surged with a 5.54% click share increase, while Target.com dropped by 1.46%. Starbucks.com and Wholefoodsmarket.com also saw positive gains, contrasting with declines for Instacart.com and Doordash.com.

Campaign Efficiency

US Retail Grocery and Food Share of Impressions

Take a look at the Top 10 competitors in the industry by Share of Impressions over the last month.

Date walmart.com instacart.com target.com samsclub.com dominos.com doordash.com dollartree.com starbucks.com wholefoodsmarket.com cookunity.com
2026/02/01 14.78% 7.68% 5.16% 2.85% 2.19% 2.48% 1.75% 1.68% 1.48% 2.14%
2026/02/02 16.67% 7.54% 2.95% 3.08% 3.34% 2.44% 3.34% 2.66% 3.31% 1.26%
2026/02/03 12.1% 10.86% 5.56% 1.58% 1.53% 2.43% 1.58% 1.33% 1.38% 2.44%
2026/02/04 10.86% 10.77% 5.76% 2.24% 2.23% 3% 2.02% 1.82% 1.41% 1.93%
2026/02/05 9.24% 8.4% 5.97% 2.02% 2.9% 3.16% 2.33% 1.87% 2.07% 2.06%
2026/02/06 7.18% 8.91% 8.05% 3.2% 2% 3.02% 2.39% 1.83% 1.76% 1.91%
2026/02/07 9.34% 6.34% 10.8% 3.28% 2.38% 3.02% 2.28% 2.16% 1.29% 1.86%
2026/02/08 10.24% 6.35% 7.77% 3.68% 2.79% 3.23% 2.51% 3.19% 1.58% 1.63%
2026/02/09 12.27% 5.39% 6.46% 3.57% 1.85% 3.14% 2.81% 4.01% 2.55% 1.67%
2026/02/10 14.73% 5.98% 4.09% 3.28% 2.7% 2.62% 2.72% 2.22% 2.01% 1.56%
2026/02/11 12.38% 6.92% 3.76% 2.99% 3.34% 3.66% 2.71% 2.56% 2.11% 1.54%
2026/02/12 9.24% 8.4% 5.97% 2.02% 2.9% 3.16% 2.33% 1.87% 2.07% 2.06%
2026/02/13 7.18% 8.91% 8.05% 3.2% 2% 3.02% 2.39% 1.83% 1.76% 1.91%
2026/02/14 9.34% 6.34% 10.8% 3.28% 2.38% 3.02% 2.28% 2.16% 1.29% 1.86%
2026/02/15 10.24% 6.35% 7.77% 3.68% 2.79% 3.23% 2.51% 3.19% 1.58% 1.63%
2026/02/16 12.27% 5.39% 6.46% 3.57% 1.85% 3.14% 2.81% 4.01% 2.55% 1.67%
2026/02/17 16.48% 5.56% 3.91% 3.54% 1.85% 2.66% 5.24% 3.65% 2.88% 1.22%
2026/02/18 19.7% 8.37% 4.04% 2.82% 3% 2.3% 2.26% 3.02% 2.88% 1.11%
2026/02/19 18.16% 9.05% 3.48% 3.21% 3.35% 2.24% 3.27% 2.94% 3.26% 1.26%
2026/02/20 18.74% 5.31% 2.94% 4.31% 5.59% 2.78% 3.74% 3.71% 3.15% 0.9%
2026/02/21 23.05% 5.71% 2.99% 2.98% 3.62% 1.81% 4.52% 5.19% 2.83% 0.89%
2026/02/22 17.59% 8.23% 3.66% 3.14% 3.53% 2.08% 3.27% 3.35% 2.34% 1.25%
2026/02/23 17.29% 10.42% 2.58% 2.94% 5.4% 3% 3.59% 3.73% 3.12% 0.86%
2026/02/24 16.02% 11.95% 3.44% 2.67% 3.03% 3.3% 2.27% 2.76% 2.5% 1.14%
2026/02/25 15.1% 6.8% 4.35% 3.69% 3.23% 2.76% 3.27% 2.14% 3.03% 1.46%
2026/02/26 18.35% 6.74% 4.02% 5.99% 3.47% 1.6% 3.54% 2.35% 3.93% 1.04%
2026/02/27 17.86% 4.28% 5.1% 3.72% 3.83% 2.26% 3.06% 2.71% 3.09% 1.01%
2026/02/28 14.68% 6.78% 5.33% 4.9% 4.66% 2.27% 2.01% 1.73% 1.64% 1.2%
  • walmart.com
  • instacart.com
  • target.com
  • samsclub.com
  • dominos.com
  • doordash.com
  • dollartree.com
  • starbucks.com
  • wholefoodsmarket.com
  • cookunity.com

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Walmart’s impression share fluctuated, peaking at 23.05% on February 21. Instacart saw a rise mid-month, while Target’s share dipped. Sam’s Club and Domino’s had modest gains. By month’s end, Walmart led, followed by Instacart.

Campaign Efficiency

Google Text Ad Copy Insights & Creative Trends for US Retail Grocery and Food

Ever wondered how your rivals’ ads are doing? Here we can see the top-performing ads in the industry over the last month.

Google Text Ad Copy Insights & Creative Trends for US Retail Grocery and Food - Last month
  1. 1
    Order Online At Instacart https://www.instacart.com

    Enjoy Fast Delivery — Browse an Extensive Assortment Of Grocery Items and Local Stores. Terms apply.

  2. 2
    Sam's Club https://www.samsclub.com

    Sam's Club® Official Site — Enjoy Low Prices On Groceries, New Appliances & Tech, Auto & Tire Parts & More. Shop Now! Shop...

  3. 3
    The Starbucks Coffee Company https://www.starbucks.com

    Order & Pick Up Today — The Starbucks beverage you love is ready. Order your favorite menu items today.

  4. 4
    Walmart.com https://www.walmart.com

    Shop Walmart Online — Out with the old, in with the new savings! Refresh your home & routine for 2026—for less. Happy new year savings! 1,000s of Rollbacks & more on everything you need. Free Store Pickup. Reorder Items.

  5. 5
    Whole Foods Market https://www.wholefoodsmarket.com

    For All Your Everyday Needs — From Vibrant Produce & Animal Welfare Certified Meat to Everyday Favorites and Essentials.

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In the competitive world of Google PPC, Instacart entices with fast delivery and a vast grocery selection. Sam’s Club highlights low prices across diverse categories. Starbucks offers convenience with ready-to-pick-up beverages. Walmart promotes savings and variety, while Whole Foods emphasizes quality and everyday essentials.

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