The short version
- Online food buying is large and growing fast: US online grocery sales passed $128.6 billion in 2025, up 32.9%, and reached 19% of weekly grocery spending in December, per Brick Meets Click and Mercatus data reported by Talk Business & Politics (opens in a new tab).
- Grocery shoppers use AI for food decisions: in a January 2026 FMI (opens in a new tab) survey of 1,518 shoppers, 53% had used AI tools for at least one food need such as recipes, meal planning or shopping lists, and only 18% always verified what AI told them.
- Meal plans can now become orders in the chat: Instacart’s app in ChatGPT (opens in a new tab) builds a shopping list from a recipe and checks out without leaving the conversation, and Walmart (opens in a new tab) announced that customers could plan meals and buy through ChatGPT.
- Diet questions drive demand: in the IFIC 2025 Food & Health Survey (opens in a new tab), 57% of Americans tried a specific diet in the past year, and high-protein was the most followed at 23%.
- Repeat orders are where food brands make money: at HelloFresh (opens in a new tab), most orders by the end of 2025 came from customers who had already ordered 50 or more boxes.
Who buys food online, and what is a customer worth?
A household shopper who orders often, so the value of a customer comes from repeat baskets, not one sale.
Food ecommerce covers three kinds of business: online grocers and delivery platforms (Walmart, Amazon, Kroger, Instacart), direct-to-consumer food brands such as meal kits, specialty pantry, snack, coffee, meat and seafood companies, and the packaged-food brands whose products fill online carts at those retailers.
The channel is now mainstream. Brick Meets Click and Mercatus report December 2025 online grocery sales of a record $12.7 billion, with active users completing an average of 2.9 orders that month. Retailers dominate: Walmart held 31.6% and Amazon 22.6% of online grocery sales in 2025, according to the same report. Over the 2025 holidays alone, Adobe (opens in a new tab) counted $23.7 billion in online grocery spending, up 10.2%.
What a customer is worth depends on frequency. HelloFresh, a public meal kit company, reported an average order value in North America of €78.3 in 2025 and said a majority of its orders now come from long-tenured customers. Its newer customers also became more valuable: net revenue per conversion after 20 weeks was 21% higher in the second half of 2025 than two years earlier. For a food brand, acquiring a customer who reorders for months matters far more than any single basket. Our guide for subscription brands winning new subscribers looks at that model across categories.
Where does AI already sit in food shopping?
Before the cart: in recipes, meal plans, diet questions and the shopping list itself.
The strongest evidence comes from the grocery industry’s own trade association. FMI found that 68% of grocery shoppers have used AI tools such as ChatGPT and 26% are regular users. They use them for recipes, best prices or promotions, ingredient or nutrition facts, meal or menu planning, grocery lists and diet or nutrition advice. Only 18% always verify AI-generated information, and 35% rarely or never do.
Seasonal surveys point the same way. In a November 2025 Qlik (opens in a new tab) survey, 54% of respondents said they used an AI tool like ChatGPT or Copilot to help plan, prep or cook a holiday meal, and 31% said they would lean on AI more than family to make the shopping list. Qlik sells data software, so treat the survey as directional.
Grocers and delivery apps are now building the purchase step into their AI tools. Instacart says it was the first app in ChatGPT to offer checkout inside the chat, and it automates a shopping list from a recipe for the user to approve and pay for. Walmart’s announcement describes customers who are “planning meals, restocking household essentials, or finding something new” and can “simply chat and buy.” Supermarket News reports that Albertsons has launched its own AI shopping assistant and that Kroger is adding AI features with Instacart.
There is one caution in the data. Early in 2025, Adobe (opens in a new tab) found conversion from AI-referred traffic was lowest in the apparel, home goods and grocery categories. Retail-wide, AI traffic later converted 42% better than other traffic by March 2026, according to Adobe data reported by TechCrunch (opens in a new tab), but no grocery-specific update was published. We infer that food sales from AI arrive more often through a planned list or an in-chat checkout than through a click to a brand page.
What do food shoppers ask AI before they buy?
Mostly meal and diet questions, with products appearing as ingredients, swaps or delivery options.
These prompts are illustrative, written by us to show the patterns. They are not captured from real shoppers, and we do not claim what any assistant returns for them.
| Need | Illustrative prompt |
|---|---|
| Meal plan | “Plan five high-protein dinners for two and give me a shopping list” |
| Diet fit | “Gluten-free pasta that holds up in a baked dish” |
| Delivery | “Where can I order good-quality steaks delivered in Ohio?” |
| Subscription | “Best meal kit for a vegetarian couple on a budget” |
| Swap | “A lower-sugar alternative to my usual granola” |
| Gift | “Food gift box for a coworker who loves hot sauce” |
The pattern matters for revenue. Many of these answers turn into lists of ingredients, and an ingredient can be listed generically (“Greek yogurt”) or as a specific product. We infer that a brand gets named when the assistant has a reason to name it: a recipe that calls for it, reviews that single it out, or a retailer catalog that offers it clearly for the stated diet and budget. Home decor brands face a similar gap when shoppers ask for a look rather than a product, as our guide on decor discovery in AI answers explains.
How does an AI meal plan turn into a sale?
Through a named product or list item, a cart at a retailer or brand, and then repeat orders.
- Planned. The shopper asks for a meal plan, a diet-friendly swap or a gift idea.
- Listed. The assistant names dishes and ingredients, sometimes specific brands or stores.
- Carted. The list moves into a retailer cart, such as Instacart’s app inside ChatGPT, or the shopper clicks to a brand’s own site.
- Repeated. A product that works becomes part of the weekly basket or a subscription. HelloFresh’s results show why this step carries the value.
OpenAI has explained how products and merchants are surfaced. When it launched Instant Checkout (opens in a new tab) in September 2025, it said product results were “organic and unsponsored, ranked purely on relevance to the user,” and that when several merchants sold the same item, ChatGPT considered “availability, price, quality, whether a merchant is the primary seller, and whether Instant Checkout is enabled.” OpenAI scaled the feature back in March 2026, according to FashionUnited (opens in a new tab), though its help page still describes it for some eligible merchants. For food brands that sell through retailers, accurate listings at those retailers are part of being bought, not just being named.
What decides which food products an assistant names?
Product facts, reviews and independent food coverage, filtered by diet, budget and availability.
Documented by the platform. OpenAI says ChatGPT’s product results (opens in a new tab) draw on structured information such as price and product description from first-party and third-party providers, other third-party content, and its safety standards and product policies. It also says review summaries are generated from public websites and are not verified by OpenAI, and that price updates can lag.
Observed in studies.
- In a test of soft-drink recommendations, ChatGPT relied heavily on Wikipedia, about 19.7% of its citations, and on a small set of consumer-review and food sites such as Tasting Table and Sporked (Chen and colleagues (opens in a new tab)). Our guide on how drinks brands get recommended covers that category in depth.
- In a product-ranking test of three AI systems, product facts such as rating, price and reviews explained 82.4% of how products were ranked (Chu and Hou (opens in a new tab)). We explain what that means in what actually drives AI product recommendations.
- When we logged the searches ChatGPT runs behind the scenes in our hidden-searches study, it searched for reviews or ratings on 46.2% of the buyer questions we tested.
Our inference for food. The trust signals likely to matter are complete nutrition and ingredient data, clear allergen and diet labels, ratings at the retailers that supply carts, coverage in food publications and recipe sites, and claims that a shopper, or an assistant, can check.
What is the cost of being missing, or described wrongly?
A missed place in weekly baskets, and the risk that an assistant repeats a wrong or unsupported claim.
No food company has published how many orders it gains or loses through AI answers, so the cost cannot be measured precisely. The mechanism is clear enough: if an assistant builds a high-protein meal plan and lists a rival’s yogurt or a generic one, your product is not in that cart, and possibly not in the habits that follow. Pet food brands face the same repeat-order stakes, covered in how pet product brands get recommended.
Accuracy is the sharper risk. FMI found 35% of shoppers who use AI rarely or never verify what it tells them, so a wrong allergen, price or nutrition detail can reach the order unchecked. Claims also have rules. The FDA (opens in a new tab) says health claims describe a relationship between a food substance and reduced risk of a disease, and are subject to FDA oversight; terms such as “high” and “low” must meet FDA definitions, and “healthy” is itself a regulated, implied nutrient content claim. A brand that publishes loose health language risks having it repeated in AI answers, which is a regulatory and a trust problem, not a growth tactic. Baby product brands carry similar safety-detail stakes, as our guide on what parents ask AI before buying shows.
Answers also shift over time. In our consistency study, only 25.2% of the brands ChatGPT named for a question appeared in all five repeats, so one good test result proves little.
How does GEO work for a food ecommerce brand?
Generative engine optimization (GEO) makes your food products easy for assistants to find, match to a meal and describe correctly.
For food ecommerce, the work usually includes:
- Complete product data everywhere. Ingredients, allergens, nutrition per serving, pack sizes, storage, price, delivery area and diet labels that meet their definitions, identical on your site, retailer catalogs and product feeds. Our review of the product content AI shopping assistants prefer shows which fields matter most.
- Recipes that use your products. Plain, useful recipes and meal plans that name your product as an ingredient, organized around the diets people follow, such as high-protein or gluten-free.
- Claims you can support. Factual statements such as grams of protein per serving rather than health promises; keep any regulated claim within FDA rules.
- Retailer and marketplace presence. Accurate listings and genuine ratings at the grocers whose carts assistants fill, since that is where many AI orders will close.
- Independent coverage. Reviews and taste tests from food publications, recipe creators and community threads, earned rather than bought.
- Measurement across assistants. Ask a fixed set of meal-plan, diet and delivery questions in ChatGPT, Gemini, Perplexity and Google’s AI features, repeat them, and track whether you are named and described correctly. Our guide to why analytics miss AI visibility explains why traffic reports alone undercount this.
None of this guarantees that an assistant puts your product in a basket. It raises the chance that, when an assistant looks, your facts are the clearest and most trusted available.
What does the evidence not tell food brands yet?
How many grocery orders start in an AI answer, and how in-chat grocery apps choose brands.
- No food-specific AI conversion data. Adobe’s grocery finding predates the latest retail-wide improvement, and Brick Meets Click does not break out AI-originated orders.
- Surveys measure self-reports. FMI and Qlik asked shoppers what they do; Qlik sells data software.
- In-chat grocery apps are new. Instacart and Walmart describe what their ChatGPT experiences do, not how they choose between brands for a generic list item.
- Studies are adjacent. The citation finding comes from soft drinks, and the ranking test used skincare.
Where should a food ecommerce brand start?
Start by asking AI the meal and diet questions your customers ask, and seeing whose products fill the list.
Run your core meal-plan, diet, delivery and gift questions in the assistants and in-chat grocery apps your shoppers use, several times each. Record whether your products are named, whether nutrition, allergen and price details are right, and which sources the answers draw on. That baseline shows whether the gap is product data, retailer listings, recipe content or independent coverage.
If more orders and longer subscriptions are the goal, we can map this for your pantry or meal brand. We will show where your products appear when shoppers ask AI to plan meals and build lists, why other brands appear instead, and which fixes are most likely to put your products into more carts. The steady work behind those fixes, such as matching nutrition and allergen data across retailers and recipes built around your products, is set out on our generative engine optimization service page.
Frequently asked questions
Do grocery shoppers really use ChatGPT to plan meals?
Many do. FMI’s January 2026 survey found 68% of grocery shoppers have used AI tools like ChatGPT, and 53% have used them for food needs such as recipes, meal planning or shopping lists.
Can shoppers buy groceries inside ChatGPT?
Yes, in some cases. Instacart launched a ChatGPT app that turns a recipe into a shopping list and checks out in the chat, and Walmart announced shopping through ChatGPT with Instant Checkout in 2025. FashionUnited reports that OpenAI cut back that checkout feature in March 2026, while OpenAI’s help page still lists it for some eligible merchants.
Should food brands add health claims to get recommended?
No. No evidence shows health claims help, and FDA rules govern health and nutrient content claims. Clear, accurate nutrition facts are a safer basis for being described correctly.
Does selling through Instacart or Walmart replace a brand’s own GEO work?
No. Retailer listings help a product get bought, but assistants also draw on reviews and food publications, and OpenAI says review summaries come from public websites.
Sources
- Talk Business & Politics (2026-02), The Supply Side: Online grocery sales surge more than 32% in December (opens in a new tab)
- Blue Book Services (2026-01-23), U.S. eGrocery sales surge 32% YOY to a record in December 2025 (opens in a new tab)
- FMI – The Food Industry Association (2026-01-29), From Smartphones to AI: How Shoppers Use Technology to Feed Their Families (opens in a new tab)
- Qlik (2025-11-11), Qlik Survey: Family Still Rules the Kitchen, but AI Joins the Thanksgiving Table (opens in a new tab)
- FoodNavigator-USA (2026-01-21), What ‘healthy’ means to Americans is changing, and so should marketing (opens in a new tab)
- Supermarket News (2025-12), Instacart launches end-to-end shopping app on ChatGPT (opens in a new tab)
- Walmart (2025-10-14), Walmart Partners with OpenAI to Create AI-First Shopping Experiences (opens in a new tab)
- HelloFresh SE via EQS (2026-03-18), FY 2025: HelloFresh SE continues to show strong AEBITDA performance while efficiency program progresses meaningfully (opens in a new tab)
- Adobe (2026-01-07), Holiday Shopping Season Drove a Record $257.8 Billion Online with Consumers Embracing Generative AI Tools (opens in a new tab)
- Adobe (2025-03-17), Adobe Analytics: Traffic to U.S. retail websites from generative AI sources jumps 1,200 percent (opens in a new tab)
- TechCrunch (2026-04-16), AI traffic to US retailers rose 393% in Q1, and it’s boosting their revenue too (opens in a new tab)
- OpenAI (2025-09-29), Buy it in ChatGPT: Instant Checkout and the Agentic Commerce Protocol (opens in a new tab)
- FashionUnited (2026-09-29), US consumers would let AI agents buy clothes, but not without a say (opens in a new tab)
- OpenAI (2026), Shopping with ChatGPT Search (opens in a new tab)
- U.S. Food and Drug Administration, Label Claims for Conventional Foods and Dietary Supplements (opens in a new tab)
- Chen and colleagues (2025), Generative Engine Optimization: How to Dominate AI Search (opens in a new tab)
- Chu and Hou (2026), Incumbent Advantage: Brand Bias and Cognitive Manipulation Dynamics in LLM Recommendation Systems (opens in a new tab)
- Underneath (2026), The hidden searches AI assistants run before they answer
- Underneath (2026), Ask an AI the same question 5 times: do the brands change?