« Back to store Discount Decades: US Grocery Discounters—Disrupting Mainstream Grocery Retail Through Value and Aggressive Expansion $2,000.00 Add to Cart Checkout Added to cart What's Inside Table of Contents Companies Covered List of Graphs/Tables Published – November 2026 In our five-part Discount Decades series, uncover the demographic, financial, and economic forces set to continue fueling US discount across apparel and footwear, cross-border e-commerce platforms, dollar stores (and similar formats) and grocery. Discover how US grocery discounters are disrupting mainstream retail through aggressive expansion and compelling value. Uncover strategies to defend market share, strengthen customer loyalty and compete beyond price. Read this report to uncover answers to these and other questions: Which US grocery discounters are positioned to gain market share through 2030, and how do their growth prospects compare with traditional grocers? How are discounters’ store expansion strategies and proximity to Walmart, Target and other rivals reshaping local competition? What do Aldi’s shopper demographics reveal about its appeal among younger consumers and its reach beyond lower-income households? How do private-label dominance, lean operations and opportunistic sourcing support low prices—and why have Save A Lot and Grocery Outlet faced setbacks? How can traditional grocers use e-commerce, loyalty programs and differentiated private-label offerings to retain shoppers and counter discounters’ competitive advantages? Introduction Market Scale and Opportunity Discount Decades—Food and Grocery Discounters: Coresight Research Analysis Quantifying Discounter Gains Physical Expansion Proximity Analysis Who Shops at the Discounter Strategies for Success What We Think Implications for Traditional Grocers Implications for Real Estate Firms Notes and Methodology Ahold Delhaize; Aldi; Albertsons Companies; Dollar General; Grocery Outlet; Kroger; Lidl; Publix; Save A Lot; Target; Walmart. US Food and Beverage Retailers: Total Sales (Left Axis; USD Bil.) and Sales Growth (Right Axis; YoY % Change) Aldi US, Save A Lot, Grocery Outlet and Lidl US: Annual Sales 2021–2025, Forecast Annual Sales 2030 (USD Bil.) Aldi US, Save A Lot, Grocery Outlet, Lidl US and Selected Peers: Annual Sales Growth 2021–2025, Forecast CAGR 2025–2030 (%) Aldi US, Save A Lot, Grocery Outlet and Lidl US: Estimated Share of US Food and Beverage Retailers’ Sales (%) Aldi US, Grocery Outlet, Lidl and Save A Lot: Total US Store Count Aldi US Store Map Save A Lot Store Map Grocery Outlet Store Map Lidl US Store Map Top 15 Competing Retailer Stores Near Aldi US Locations Top 15 Competing Retailer Stores Near Save A Lot Locations Top 15 Competing Retailer Stores Near Grocery Outlet Locations Top 15 Competing Retailer Stores Near Lidl US Locations All Respondents: Proportions Who Purchased Food Products at Selected Retailers, by Age (% of Respondents) All Respondents: Proportions Who Purchased Food Products at Selected Retailers, by Household Income (% of Respondents) Add to Cart Checkout Added to cart $2,000.00 Add to Cart Checkout Added to cart
