US Mass Merchandisers, Warehouse Clubs and Discount Stores—Retail 2024 Sector Outlook: Slower Growth; Stronger Focus on Essentials

Published – December 2023

The Coresight Research Retail 2024 series of reports looks ahead to the prospects for retail next year, exploring key trends by geography (namely, the US, the UK, China and India) and sector. We will also discuss trends in healthcare and technology.

This report, one of our Retail 2024 Sector Outlooks, presents directional market insights and themes to watch in US mass merchandise, warehouse club and discount store retailing.

Data in this research report include:

• US mass merchandisers, warehouse clubs and discount stores—sales and year-over-year growth, 2020–2024E
• E-commerce sales growth projections

Introduction

Retail 2024 Sector Outlook—US Mass Merchandisers, Warehouse Clubs and Discount Stores: Coresight Research Analysis

• Directional Outlook
• Tailwinds and Headwinds
• Three Themes To Watch in 2024

Notes

3-page PDF report

Aldi, Big Lots (NYSE: BIG), BJ’s Wholesale Club (NYSE: BJ), Costco (NASDAQ: COST), Dollar General (NYSE: DG), Dollar Tree (NASDAQ: DLTR), Grocery Outlet (NASDAQ: GO), Shein, Temu

US Mass Merchandisers, Warehouse Clubs and Discount Stores: Sales (Left Axis; USD Bil.) and YoY Change (Right Axis; %)