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Aldi, Lidl and Grocery Outlet: Impacts in US Grocery

Discounters make an outsized dent in the US grocery market, given the channel’s small size relative to other grocery retail channels and maintained strong growth momentum amid the pandemic. In this report, we discuss the developments of grocery discounters in the US and their impact on traditional grocery retailers, covering Aldi, Lidl and Grocery Outlet.

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Playbook: Inclusivity in Retail

Inclusivity is a movement that is being propelled by societal forces. It is a thread that runs through every part of an organization. In this Playbook, we present five strategies for brands and retailers to align inclusivity goals across their products and operations.

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Wholesale vs. DTC: Implications for US Department Stores as Apparel Brands Go Direct

Department stores have traditionally relied on the wholesale model to sell brands. This is now changing due to a rise in digital sales, brands choosing to sell through their own channels and a rise in direct-to-consumer (DTC) brands. We explore these interconnected factors and their implications for US department stores. We analyze the selling models of major retailers Kohl’s, Macy’s and Nordstrom.

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US Consumer Tracker Extra, June 2021: Lower-Income Consumers Boost Discretionary Spending

Aggregating data from our weekly surveys, our monthly US Consumer Tracker Extra series reveals longer-term trends in consumer behavior. We dive deeper into demographic factors behind changes in spending and social habits and project how these changes will impact the retail landscape over the next few months. In this report, we also consider the differences in shopping behaviors between Amazon and Walmart shoppers.

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