Infographic2026 Sector Outlook: US Mass Merchandisers, Warehouse Clubs and Discount Retailers—Warehouse Clubs To Lead Growth amid Sustained Value-Seeking Behavior Sujeet Naik, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research December 17, 2025 Reasons to ReadOur 2026 Sector Outlook data graphics provide forward-looking data, insights and conclusions for US retail sectors. Across the series of 10 snapshots, we cover US retail (overall); apparel and footwear; beauty; consumer packaged goods (CPG); department stores; drugstores; grocery; home and home improvement; luxury; and mass merchandisers, warehouse clubs and discount stores. Understand the key forces reshaping the US mass retail landscape in 2026 and beyond. Read this report to discover answers to these and other questions: What growth is forecast for the sector, and which retail format is expected to lead in 2026? How are macroeconomic pressures and evolving consumer behaviors shaping the challenges and opportunities for value-focused retailers? What three themes are defining the strategic priorities for mass merchandisers, warehouse clubs and discount retailers in the coming year? Why is the influx of affluent shoppers into discount stores a potential game-changer for the sector? How are scale, technology and private-label strategies positioning mass retailers to consolidate share and outpace sector specialists? Companies mentioned in this report include: Walmart, Target, BJ’s Wholesale, Costco, Sam’s Club, Big Lots, Dollar General, Dollar Tree, Family Dollar, Five Below, Ollie’s Bargain Outlet, Amazon, Shein and Temu. Data in this report include: Forecasted year-over-year growth and sector size; retailer-reported category sales trends; store expansion plans; survey data on AI adoption in shopping. Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for Other research you may be interested in: US CPG Sales Tracker: Homecare and Health Dominate at the Start of 2025Analyst Corner: Wayfair Turns a Profit for the First Time in Four Years—Four Drivers of Its Performance, with Madhav PitaliyaAnalyst Corner: Chinese Consumers Still Embrace International Brands—If Those Brands Deliver: Three Key Findings from a New Study, with John HarmonAmazon Prime Day 2025 Wrap-Up: US Purchase Rate Jumps as Retail Rivalry Heats Up—Exclusive Data Insights
