Market Navigators/Market OutlookMarket Navigator: US Convenience Store Retailing—Consolidation, Disruption and the Race to Redefine Convenience for Modern Consumers Sujeet Naik, Analyst Sector Lead: John Mercer, Head of Global Research July 20, 2026 Reasons to ReadDiscover how US convenience store retailing can adapt to disruption from EV adoption, GLP-1, quick commerce and market consolidation. Read this report to uncover answers to these and other questions: What structural headwinds—like tobacco decline, rising EV adoption and quick-commerce disruption—are shaping the future of US convenience stores? How are operators diversifying into foodservice, digital capabilities and store modernization to protect traffic and engage consumers? Which opportunities exist for larger players to expand while smaller operators navigate mounting challenges? How are leading companies like Seven & i Holdings and Alimentation Couche-Tard leveraging strategic acquisitions and store optimization to drive growth? What do in-store merchandise sales trends and market performance data reveal about the sector’s short- and long-term prospects? Companies mentioned in this report include: Seven & i Holdings; Alimentation Couche-Tard Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Purchase this report. Buy Now This document was generated for
