Every big grocer in America has spent the last year assuring shoppers and investors that it is not falling behind when it comes to grocery delivery. Walmart is touting delivery partnerships with Point Pickup, Skipcart, AxleHire and Roadie. Kroger is expanding its autonomous delivery service from city to city. Target has teamed up with Shipt.
Reality check: But experts watching food retail tell Axios that they have yet to see a clear demand signal for food delivery. Retailers may be running at this logistically difficult, extremely low-margin service for relatively little return.