Discount Decades—US Grocery Discounters: Poised for Growth Amid Inflation and Economic Uncertainty

What's Inside

As part of our new, forward-looking Discount Decades series, we discuss the future of the main players operating in the US grocery discounter landscape, namely Aldi US, Save A Lot, Grocery Outlet and Lidl US. We discuss their revenues, profitability, store expansion, demographic profiles and success strategies, and assess their potential for future growth.

Data in this research report include:

• Aldi US, Save A Lot, Grocery Outlet and Lidl US’s annual sales 2018–2022 and forecast annual sales 2027
• Aldi US’s, Grocery Outlet’s, Lidl’s and Save A Lot’s total US store counts and store maps
• Proprietary survey data on proportions of consumers who purchased food products at selected retailers, broken down by age and income

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

Other relevant research:

• Discount Decades—Introduction: Charting the Expansion of US Value Retailing
• US Grocery Discounters: Price Competition Intensifies
• Who Shops Where for Groceries: US Shopper Demographics
• How US Consumers Are Shopping for Groceries: Analyzing Ticket, Traffic, Channels and Pricing