Analyst CornerAnalyst Corner: US Discount Retailers Set for Market-Share Gains as Value Shopping Expands, with Sujeet Naik Sujeet Naik, Analyst Sector Lead: John Mercer, Head of Global Research and Managing Director of Retail Research November 15, 2026 Reasons to ReadEach Analyst Corner features highlights and insights from the respective week’s “Report of the Week”—our featured must-read research report. This week, our featured report was Discount Decades: US Dollar and Discount Stores—Reshaping Retail Through Store Expansion and Value-Led Shopping. Discover how US discount retailers are reshaping mass retail through store expansion, consumer appeal and intensifying category competition. Read this report to discover answers to these and other questions: How will dollar and discount stores change their position in the US mass retail market through the rest of the decade? What role do physical store expansion and value-focused shopping play in the growth prospects of major discount chains? Which grocery, drugstore, off-price and beauty retailers face greater competitive overlap with expanding discount store networks? How do shopping patterns differ by age and household income across Dollar General, Dollar Tree, Family Dollar and Five Below? What do recent struggles and closures at discount chains reveal about the risks of competing primarily on low prices? How can conventional retailers respond to discount store expansion while protecting their merchandise differentiation and profitability? Companies mentioned in this report include: Dollar General, Dollar Tree, Five Below, Ollie’s Bargain Outlet, Family Dollar, Kroger, Ahold Delhaize (Food Lion), Ross Dress for Less, Bath & Body Works, Ulta Beauty, Big Lots and 99 Cents Only Stores. Other relevant research: US Dollar and Discount Stores—Reshaping Retail Through Store Expansion and Value-Led Shopping (Discount Decades series). Other relevant research: All Analyst Corners This document was generated for
