Reasons to Read

In our five-part Discount Decades series, uncover the demographic, financial, and economic forces set to continue fueling US discount across apparel and footwear, cross-border e-commerce platforms, dollar stores (and similar formats) and grocery.

Discover how US grocery discounters are disrupting mainstream retail through aggressive expansion and compelling value. Uncover strategies to defend market share, strengthen customer loyalty and compete beyond price.

Read this report to uncover answers to these and other questions:

• Which US grocery discounters are positioned to gain market share through 2030, and how do their growth prospects compare with traditional grocers?
• How are discounters’ store expansion strategies and proximity to Walmart, Target and other rivals reshaping local competition?
• What do Aldi’s shopper demographics reveal about its appeal among younger consumers and its reach beyond lower-income households?
• How do private-label dominance, lean operations and opportunistic sourcing support low prices—and why have Save A Lot and Grocery Outlet faced setbacks?
• How can traditional grocers use e-commerce, loyalty programs and differentiated private-label offerings to retain shoppers and counter discounters’ competitive advantages?

Companies mentioned in this report include: Ahold Delhaize; Aldi; Albertsons Companies; Dollar General; Grocery Outlet; Kroger; Lidl; Publix; Save A Lot; Target; Walmart.

Related research:

• Discount Decades: A Shrinking Middle Class Reshapes US Retail
• Discount Decades: Tariffs Reshape Apparel and Footwear as Off-Price Retailers Extend Their Lead
• Discount Decades: What US De Minimis Removal Means for Shein, Temu, Amazon Haul and AliExpress