IMO, that growth makes sense given:

1. Lower friction because more stores offer free/cheap delivery with decent CX (maybe also wider SNAP acceptance?)

2. Higher opportunity cost for low-income shoppers because of labor market gains (maybe also higher gas prices?)

3. Lingering wariness of high-touch public spaces (not sure about this one, but I still see masks here in Seattle)

The pandemic created a big pull-forward in this demand, but it wouldn't surprise me to see the trend continue.