Grocery Delivery Services: AI Market Discovery Index

Tracking how AI platforms recommend grocery delivery services. This public AI Market Discovery Index is updated monthly since July 2026.

Mark Huntley, J.D.
By Mark Huntley, J.D.Growth Strategist & AI Discovery Analyst
5 minutes read

Benchmark Summary

Amazon led the category with 61.4% valid recommendation coverage in August 2026, tied with Instacart at 61.4%, leaving no gap between the top two brands. July 2026 coverage for both brands was higher, with Amazon at 67.3% and Instacart at 65.7%.

The largest coverage decline belonged to Shipt, falling from 43.7% in July 2026 to 33.6% in August 2026, a move beyond normal month-to-month variation. FreshDirect recorded the second-largest decline, dropping from 31.9% in July 2026 to 22.9% in August 2026. Seven of ten tracked brands declined beyond normal variation in August 2026. Walmart Pet Care was the only brand to record a coverage increase, rising from 8.3% in July 2026 to 9.1% in August 2026, though this move was within normal month-to-month variation.

The benchmark began with 800 prompt-surface observations in each month and produced 533 qualified observations in July 2026 and 541 qualified observations in August 2026 after qualification.

AI recommendation trend

valid recommendation coverage, Jul 2026 to Aug 2026

  • Amazon-5.9% · beyond normal variation
    Jul 202667.3%
    Aug 202661.4%
  • Instacart-4.3%
    Jul 202665.7%
    Aug 202661.4%
  • Shipt-10.1% · beyond normal variation
    Jul 202643.7%
    Aug 202633.6%
  • Thrive Market-7.6% · beyond normal variation
    Jul 202639.6%
    Aug 202632.0%
  • Misfits Market-7.5% · beyond normal variation
    Jul 202631.9%
    Aug 202624.4%
  • FreshDirect-9.0% · beyond normal variation
    Jul 202631.9%
    Aug 202622.9%
  • Gopuff-8.6% · beyond normal variation
    Jul 202622.5%
    Aug 202613.9%
  • Kroger Delivery-3.2%
    Jul 202614.1%
    Aug 202610.9%
  • Walmart Pet Care+0.8%
    Jul 20268.3%
    Aug 20269.1%
  • Imperfect Foods-4.1% · beyond normal variation
    Jul 202610.9%
    Aug 20266.8%

Current Benchmark at a Glance

Measure

Jul 2026

Aug 2026

Movement

Qualified benchmark observations

533

541

Up 8

Tracked brands

10

10

No change

Qualified surface breadth

6

6

No change

Recommendation-shaped answer share

35.8%

40.7%

Up 4.9 points

Valid recommendation shortlist share

71.9%

62.8%

Down 9.0 points

Leader by valid recommendation coverage

Amazon (67.3%)

Amazon (61.4%)

Down 5.9 points

Qualified surface breadth counts the canonical AI surface families with at least one qualified observation: ChatGPT, Copilot, Gemini, Perplexity, AI Overviews, and AI Mode.

For the strategic interpretation of this benchmark, read CiteWorks Studio's analysis of How AI Search Is Recommending Grocery Delivery Services

Research Scope and Qualification

Research stage

Jul 2026

Aug 2026

What it represents

Source prompt-surface observations

800

800

Total raw prompt-surface observations collected

Unique questions

538

592

Distinct questions in the raw collection

Brand / competitor mentions

800

800

Observations mentioning at least one tracked brand

Relevant observations

652

650

Observations relevant to the category

Irrelevant observations

148

150

Observations screened out as irrelevant

Qualified benchmark observations

533

541

Public denominator after reservation

Brand-level percentages use the qualified observations as the public denominator, not the raw collection. AI Market Discovery Methodology

Current Brand Standings

Brand

Presence rate

Valid recommendation coverage

Top-three rate

Rank-one rate

Net sentiment

Amazon

93.2%

61.4%

44.0%

4.2%

0.8

Instacart

96.1%

61.4%

46.2%

29.0%

0.7

Shipt

59.7%

33.6%

8.1%

0.5%

0.7

Thrive Market

43.1%

32.0%

6.7%

2.0%

0.9

Misfits Market

32.2%

24.4%

7.0%

0.9%

0.9

FreshDirect

31.4%

22.9%

11.7%

3.0%

0.8

Gopuff

27.4%

13.9%

4.1%

0.7%

0.6

Kroger Delivery

19.4%

10.9%

3.0%

0.4%

0.7

Walmart Pet Care

11.7%

9.1%

7.0%

3.3%

0.8

Imperfect Foods

10.0%

6.8%

2.0%

0.0%

0.9

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How to Read the Standings

  • Presence rate: share of qualified observations where the brand is mentioned at all
  • Valid recommendation coverage: share of qualified observations where the brand appears in a valid recommendation shortlist
  • Top-three rate: share of qualified observations where the brand appears in the top three recommended positions
  • Rank-one rate: share of qualified observations where the brand is the first recommendation
  • Net sentiment: positive mentions minus negative mentions divided by total mentions

For formulas and denominator rules, see AI Market Discovery Metric Definitions.

Recommendation Coverage Movement

Brand

Jul 2026

Aug 2026

Movement since baseline

Amazon

67.3%

61.4%

Down 5.9 points

Instacart

65.7%

61.4%

Down 4.3 points

Shipt

43.7%

33.6%

Down 10.1 points

Thrive Market

39.6%

32.0%

Down 7.6 points

Misfits Market

31.9%

24.4%

Down 7.5 points

FreshDirect

31.9%

22.9%

Down 9.0 points

Gopuff

22.5%

13.9%

Down 8.6 points

Kroger Delivery

14.1%

10.9%

Down 3.2 points

Walmart Pet Care

8.3%

9.1%

Up 0.8 points

Imperfect Foods

10.9%

6.8%

Down 4.1 points

Largest Decline: Shipt

Shipt recorded the largest coverage decline, from 43.7% in July 2026 to 33.6% in August 2026, a drop of 10.1 points beyond normal month-to-month variation. Presence also fell from 66.6% in July 2026 to 59.7% in August 2026, and the top-three rate declined from 12.4% to 8.1%.

Category Leader: Amazon

Amazon led the category with 61.4% valid recommendation coverage in August 2026, tied with Instacart at 61.4%. Amazon's coverage declined from 67.3% in July 2026, a move beyond normal variation. The top-three rate fell from 53.7% in July 2026 to 44.0% in August 2026, and the rank-one rate declined from 7.1% to 4.2%. Presence remained effectively flat at 93.2% in August 2026, up from 92.3% in July 2026.

Instacart's coverage held steady but its first-choice preference weakened, with the top-three rate declining from 56.3% to 46.2% and the rank-one rate from 35.8% to 29.0%.

Recommendation Placement Snapshot

Coverage alone does not show how prominently a brand is recommended. Instacart and Amazon both reached 61.4% coverage in August 2026, but their placement profiles differed sharply. Nearly identical coverage hides very different first-position rates: Instacart was ranked first in 29.0% of qualified observations in August 2026, while Amazon was ranked first in 4.2%.

Brand

Aug 2026 top-three rate

Aug 2026 rank-one rate

Jul 2026 top-three rate

Jul 2026 rank-one rate

Instacart

46.2%

29.0%

56.3%

35.8%

Amazon

44.0%

4.2%

53.7%

7.1%

FreshDirect

11.7%

3.0%

10.5%

5.2%

Buyer-Intent Distribution

All qualified observations in both months fell into the Brand Recommendation class.

Buyer-intent class

Jul 2026

Aug 2026

Brand Recommendation

533

541

Pricing & Value

0

0

Multi-Brand Comparison

0

0

Total qualified observations

533

541

The current public series measures brand recommendation discovery and does not yet contain qualified observations in the Pricing & Value or Multi-Brand Comparison classes.

Historical Measurement Record

Measurement

Qualified observations

Coverage leader

Leader coverage

Largest coverage movement

Jul 2026

533

Amazon

67.3%

Shipt down 10.1 points

Aug 2026

541

Amazon

61.4%

Shipt down 10.1 points

Evidence and Source Layer

The benchmark is built from prompt-level observations that retain the query, AI/search surface, answer, brand outcome, recommendation placement, sentiment, and, where exposed, citations or attributable evidence sources. Source presence is evidence about the information environment, not automatically proof that the source caused the recommendation.

Scope Boundaries

This public benchmark does not measure market share, attributable sales, every possible AI response, organic-search ranking, social mention volume, private or sponsored channels, or causality from a metric movement alone.

About This Benchmark

The LLM Authority Index AI Market Discovery Index tracks how often and how prominently brands are recommended across major AI chat and search surfaces. The index is built from a structured, repeatable research protocol designed for comparability across months and categories.

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The paid deep-dive adds competitor threat profiles, the gap matrix, citation failure map, platform-by-platform recovery roadmap, and client-specific economic modeling.