Discount Decades—Introduction: Charting the Expansion of US Value Retailing

What's Inside

In this introduction to our new, forward-looking Discount Decades series, we examine the past and promising future of discount retailing, outlining the US discounter landscape and key factors supporting the future growth of these retailers. We also discuss our proprietary survey data, which suggest positive prospects for US value retailing.

Data in this research report include:

• Proprietary survey data on which retailers US consumers purchase food and noonfood products from
• US income classes, as defined by share of population and aggregate household income: 1971 and 2021
• Proportion of total Federal student loan portfolio outstanding, by borrower age: 1Q 2020 to 3Q 2023
• Average annual US homeownership rates 1994–2023, by age

Companies mentioned in this report include: Ahold Delhaize, Albertsons, Aldi, Amazon, Costco, Dollar General, Dollar Tree/Family Dollar, Kroger, Publix, Sam’s Club, Target, Trader Joe’s, Walmart, Whole Foods Market