Reasons to Read

Welcome to Analyst Corner! Every Sunday, a member of the Coresight Research team discusses upcoming or recent research and their thoughts on interesting topics in their area of expertise.

This week, Sujeet Naik, Analyst, discusses the US grocery real estate market, which is becoming increasingly polarized—while value-focused and specialty grocers are seeing footprint growth, traditional grocers are witnessing stagnating or contracting store footprints.

• For a more in-depth look at grocery retailers’ expanding and contracting footprints, keep an eye out for our upcoming report on the US grocery real estate market, detailing key dynamics and trends.

Analyst Corner also highlights our key research from the past week and upcoming reports to look out for, so you don’t miss out.

Companies mentioned in this report include: Aldi, Albertsons, Kroger, Lidl, Sprouts Farmers Market, Trader Joe’s

Other relevant research:

• All our coverage of the grocery sector in the US and beyond.
• Visit the Coresight Research Food, Grocery and CPG Retail Hub to explore sector data, reports and company profiles.
• Read previous Analyst Corner reports, including last week’s report, which discussed how agentic AI will change how we shop and how retailers will need to respond.