Reasons to Read

Discover how the US mass merchandisers, warehouse clubs and discount stores sector is evolving as value, convenience, private labels, quick commerce and shifting consumer priorities reshape competition.

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

• What factors are driving growth across mass merchandisers, warehouse clubs and discount stores, and which formats are best positioned to gain share?
• How are e-commerce and quick commerce changing the competitive landscape and strengthening retailers’ convenience propositions?
• How are inflation, SNAP policy changes and changing consumer spending patterns affecting retailers and category demand?
• How are cross-border platforms such as Temu, Shein and Amazon Haul intensifying competition for discount and discretionary spending?
• Which retailers are strengthening their positions through store expansion, traffic growth, private labels, technology and differentiated customer propositions?

Companies mentioned in this report include: Amazon.com; BJ’s Wholesale Club; Costco Wholesale; Dollar General; Dollar Tree; Five Below; Ollie’s Bargain Outlet; Sam’s Club; Shein; Target; Temu; Walmart.

Data in this report include: Sector sales and growth trends; sales breakdown by retail format; online sales trends; retailer revenues and operating margins; store counts and store traffic; and consumer data on retailer usage, product categories purchased, shopper sentiment and spending.

• This report is a part of our 2026 series of Market Navigator reports, which provide deep dives on major retail sectors and on US retail overall. Click here to see more Market Navigators and check back as we publish more.