Reasons to Read

As part of our Market Navigator series, Coresight Research explores the US grocery market. Dive in today to understand how tariffs, demographics and digital disruption are reshaping the US grocery market in 2025 and beyond.

Read this report to discover answers to these and other questions:

• How will weak demand and a fragile macroeconomic backdrop shape grocery growth in 2025?
• Which grocery categories and supply chains are most at risk from tariffs?
• Why is food-at-home inflation expected to accelerate in the second half of 2025?
• How does the aging demographic profile of supermarket shoppers threaten traditional grocers?
• What advantages allow non-traditional players like Walmart, Costco, and Amazon to dominate the US grocery landscape?

Companies mentioned in this report include: Ahold Delhaize, Albertsons, Aldi, Amazon, Costco, Dollar General, Dollar Tree, Grocery Outlet, H-E-B, Kroger, Lidl, Natural Grocers, Publix, Save A Lot, Sprouts Farmers Market and Walmart.

Data in this report include: US grocery retail sales and growth; in-store CPG unit sales trends; grocery channel distribution; online grocery sales and e-commerce penetration; top food and beverage categories in online grocery; consumer grocery spending and inflation impacts; agricultural import values and sources; demographic shifts in household and shopper composition; food-at-home vs. food-away-from-home spending; retailer revenues, margins, and market share; store counts, gross square footage, sales per store and per square foot; and grocery store traffic patterns.