What's Inside

The grocery sector remains one of the most resilient areas in retail, with stable consumer demand and high foot-traffic potential. Yet, shifts in store formats, consumer shopping habits and real estate investment patterns are creating winners and losers in the market. By understanding these shifts, businesses can position themselves for success in an increasingly competitive and complex grocery real estate environment.

From Amazon’s renewed push into physical grocery to the ways in which traditional grocers are lagging behind value and specialty retailers, dive into current grocery real estate trends in the US. Which grocery banners are expanding, and which retailers are consolidating their store footprints? How are store formats changing? Find out in this data-driven research report.

Building on our Market Navigator on US grocery retailing, we take a deeper dive into the sector’s real estate landscape, exploring retailers’ store portfolios, opening and closure strategies, and recent store traffic data.

Data in this research report include:

• US grocery retail market size, 2020–2029E
• Store counts, footprint CAGRs (compound annual growth rates) and year-over-year changes for major grocery retailers in the US, December 2020–December 2024
• Store traffic and year-over-year traffic changes for major US grocers, 2020–2024

Companies mentioned in this report include: Aldi, Amazon, BJ’s Wholesale Club, Blackstone, Costco, Dollar General, Dollar Tree, Sprouts Farmers Market, Trader Joe’s, Walmart

Other relevant research:

• Market Navigator: US Grocery Retailing—Igniting Unit Growth in a Low-Inflation Environment
• US Grocery—Retail 2025 Sector Outlook: Volume Growth Headwinds To Continue
• Head-to-Head in Global Discount Grocery Retailing: Aldi vs. Lidl
• Visit the Coresight Research Food, Grocery and CPG Retail Hub to explore sector data, reports and company profiles.