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US Grocery Retailing—Themes, Concepts and Innovators: Opportunities Ahead Amid Increased Market Concentration

Building on our Market Navigator on US grocery retailing, we explore the key trends and themes we are watching in the space, such as increased consolidation and the impact of recent changes to the Supplemental Nutrition Assistance Program (SNAP) program. We also showcase our blue-sky thinking for the sector through 2030 and the retail innovators we are watching.

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Analyst Corner: The Shifting “Friction Gap” Between Stores and E-Commerce Is Benefitting Digital Channels, with John Mercer

In this week’s Analyst Corner, John Mercer, Head of Global Research and Managing Director of Data-Driven Research, discusses the “push and pull” effect we are witnessing, whereby digital channels are adding greater convenience as physical stores lose some of their competitive edge around convenience, service and immediacy.

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