Reasons to Read

Each Analyst Corner features highlights and insights from the respective week’s “Report of the Week”—our featured must-read research report. This week, our featured report was Market Navigator: US Convenience Store Retailing—Consolidation, Disruption and the Race to Redefine Convenience for Modern Consumers

Discover how the US convenience store sector is responding to declining tobacco sales, quick-commerce disruption, rising fuel costs and changing consumer habits—and identify the strategies that could unlock resilient growth. Read this report to uncover answers to these and other questions:

• How are shifting consumer habits reshaping the traditional convenience-store business model?
• How can operators use foodservice, private-label products, digital capabilities and store modernization to drive traffic and strengthen engagement?
• Why is industry consolidation likely to accelerate, and how could larger operators benefit from selective acquisitions?
• How are quick-commerce platforms challenging the sector’s traditional advantages of speed, location and accessibility?
• What factors matter most to consumers when choosing a convenience store, and how should retailers respond?

Companies mentioned in this report include: Seven & i Holdings; Alimentation Couche-Tard; Wawa; QuikTrip; Casey’s General Stores.

Other relevant research:

• All Analyst Corners