Market Outlook: US Grocery Retailers—Shifting Demand and Changing Behaviors

What's Inside

The US grocery market had a strong 2020 compared to discretionary sectors, supported by significant e-commerce spending growth. We present our outlook for the trajectory of the US grocery market and key factors impacting growth, as well as the market’s competitive landscape, retail innovators and themes we are watching in 2021 and beyond.

Click here to read about the impact of the summer 2021 restaurant boom on US grocery.

For our US online grocery survey 2021 findings, click here.

Contents (Click to navigate)

What’s the Story?

Total US Grocery Market Performance and Outlook

Market Driver: Pandemic-Induced Stickiness Will Continue To Fuel Food-at-Home Demand

Market Challenge: A Return to On-Premise Consumption

US Online Food and Beverage Market Performance and Outlook

Competitive Landscape

Retail Innovators

• Fabric

• Position Imaging

• Precima

Themes We Are Watching

1 Amazon Is Ramping Up Its Offline Grocery Footprint

2 Momentum in Grocery Discounters’ Real Estate Expansion

3 Dark Stores: Accommodating Growth in Online Grocery Shopping

What We Think

Implications for Retailers

Implications for Technology Vendors