Market Overview: US Grocery Retailers—Surge in Online Demand To Scale Up Automation in Fulfillment

What's Inside

In this Market Overview, we explore the current US grocery market and its future outlook, including the competitive landscape and the impact of the coronavirus pandemic on market growth and online sales.

We also discuss the following key themes:

• High Covid-19 costs for grocery retailers
• Amazon’s moves into brick-and-mortar grocery retail
• A shift from food service to food retail amid the pandemic
• Centralized fulfillment versus micro-fulfillment
• The advancement of dark stores
• The winning streak of discounters—including Aldi US, Grocery Outlet and Lidl US

This report includes highlights from selected US grocery retailers such as Ahold Delhaize, Albertsons, Costco, Kroger, Target and Walmart, in addition to technology innovators in the market—including Ocado Technology and Takeoff Technologies.

Also in this series are our Market Overviews for apparel, luxury and e-commerce platforms.