Deep Dive 12 minutes PremiumWho Is Winning in US Grocery: Discount Stores or Warehouse Clubs? Coresight Research August 13, 2019 Executive SummaryIn this report, we review how discount formats and warehouse clubs are competing in the US grocery market. Warehouse clubs currently have a lead over discount stores in the online grocery market with a substantial investment in e-commerce and omnichannel capabilities. Discount stores are growing store numbers aggressively. Dollar General focuses on rural areas while both Dollar Tree and Family Dollar, with a combined strength of more than 30,000 stores, focus on urban and suburban areas targeting millennials. International hard discounters such as Aldi are investing to grow, too: Aldi plans to invest $5.3 billion to become the third largest grocer in the US by store count by 2022. Based on our research, discount stores currently have an edge over warehouse clubs in the areas of store openings, reach, operating and gross margin and overall impact on the sector. 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 Contact us to purchase this report. Contact us ✕ This document was generated for Other research you may be interested in: Three Data Points We’re Watching This Week, Week 11: US CPG E-Commerce LatestWeekly US Store Openings and Closures Tracker 2025, Week 13: Dollar Tree and Five Below Drive Store OpeningsEarnings Insights 4Q24, Week 1: Levi Strauss, P&G, Walgreens and Others Post Sales Growth, While Burberry and Kimberly-Clark Report DeclinesUS Online Grocery Survey 2025: Full-Basket Orders Increase as Delivery Retains Its Dominance—Infographic