Reasons to Read

Discover how the US grocery retailing sector can navigate intensifying competition as scale, quick commerce, agentic AI and the growing divide between value and wellness reshape the market. Read this report to uncover answers to these and other questions:

• How are mass merchants, warehouse clubs, online marketplaces and discount operators changing the competitive landscape for traditional grocers?
• How can regional grocers defend customer loyalty as rapid delivery weakens the historic advantage of store proximity?
• How will AI shopping assistants transform product discovery, basket building, personalization and purchasing decisions?
• How should retailers respond to persistent value-seeking, private-label growth and pressure on household budgets?
• Where can retailers capture opportunities linked to health and wellness, GLP-1 adoption, fresh-food differentiation and omnichannel shopping?

Companies mentioned in this report include: Ahold Delhaize; Albertsons; Aldi; Amazon; Costco; Dollar General; Grocery Outlet; H-E-B; Kroger; Lidl; Publix; Sprouts Farmers Market; Target; Walmart; Wegmans; Whole Foods Market.

Data in this report include: US grocery market forecasts; online grocery sales and penetration trends; grocery channel and retailer market shares; retailer revenues, margins, store footprints and traffic; and consumer survey findings on rapid delivery, AI shopping assistants, online grocery preferences and health-focused purchasing.

• This report is a part of our 2026 series of Market Navigator reports, which provide deep dives on major retail sectors and on US retail overall. Click here to see more Market Navigators and check back as we publish more.