Reasons to Read

Despite the collapse of the Kroger-Albertsons merger, market concentration in the US grocery sector is likely to rise over the coming years, especially among regional chains. Dive into the reasons behind this and other major themes in the US grocery market, as well as the technologies and innovators set to shake up the space. Ahead of our 2025 Market Navigator on US grocery retailing, we explore the key trends and themes we are watching in the space, our blue-sky thinking and the retail innovators we are watching.

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

• In what ways will major retailers evolve into full-stack grocery platforms by 2030?
• How will demographic shifts—such as an aging population and rising diversity—transform grocery demand and store formats?
• What is driving Amazon’s renewed push into the grocery sector, and how will it compete on price and convenience?
• Why are grocery discounters and dollar stores intensifying sector-wide margin pressure, and how are traditional grocers responding?
• What will be the impact of recent changes to the Supplemental Nutrition Assistance Program (SNAP)?

Data in this report include: US grocery discount channel and total grocery market sales and sales projections; private-label versus name brand grocery sales growth and penetration rates; selected retailers’ store counts over time; demographic and household composition forecasts; competitive positioning of grocery discounters; in-store retail media adoption and capabilities.

Companies mentioned in this report include: Ahold Delhaize, Albertsons, Aldi, Amazon, Dollar General, Kroger, Lidl, Publix, Save A Lot, Sprouts Farmers Market and Walmart.

Other relevant research:

• Market Navigator: US Grocery Retailing—Igniting Unit Growth in a Low-Inflation Environment
• Grocery Retailing—US Real Estate Insights: Value and Specialty Grocers Lead Store Expansion as Traditional Retailers Lag Behind
• US Grocery—Retail 2025 Sector Outlook: Volume Growth Headwinds To Continue
• Visit the Coresight Research Food, Grocery and CPG Retail Hub to explore sector data, reports and company profiles.