Reasons to Read

This report concludes our five-part Discount Decades series, which uncovers 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 discounters’ store expansion, revenue growth and consumer appeal are reshaping competition across US retail through 2030.

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

• How much market share will US discount retailers gain by 2030, and what will drive growth across the mass retail sector?
• Which discount chains will lead revenue growth through 2030, and how will their profitability compare with major retail rivals?
• Where do Dollar General, Dollar Tree, Five Below and Ollie’s see opportunities to expand their physical store networks?
• How does proximity to grocers, drugstores, beauty retailers and off-price chains change the competitive threat posed by discounters?
• Which age and income groups shop at discount chains, and what shopping strategies encourage customers to return?
• What do the struggles of Big Lots, Family Dollar and 99 Cents Only reveal about discount retailing risks?

Data in this research report include: US mass retail sector sales and forecasts (2021–2030); discount chains’ revenues, growth rates, market shares and operating margins; store counts and US location maps; proximity comparisons; and shopper age and income profiles.

Companies mentioned in this report include: Dollar General, Dollar Tree, Family Dollar, Five Below, Ollie’s Bargain Outlet, Big Lots, Walmart, Target, Costco, BJ’s Wholesale and Sam’s Club.

The other reports in the Discount Decades series:

• Discount Decades: A Shrinking Middle Class Reshapes US Retail
• Discount Decades: Tariffs Reshape Apparel and Footwear as Off-Price Retailers Extend Their Lead
• Discount Decades: What US De Minimis Removal Means for Shein, Temu, Amazon Haul and AliExpress
• Discount Decades: US Grocery Discounters—Disrupting Mainstream Grocery Retail Through Value and Aggressive Expansion