Infographic2026 Sector Outlook: US Grocery Retailing—Volume Growth To Remain Constrained amid Cautious Consumer Spending Sujeet Naik, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research December 15, 2025 Reasons to ReadOur 2026 Sector Outlook data graphics provide forward-looking data, insights and conclusions for US retail sectors. Across the series of 10 snapshots, we cover US retail (overall); apparel and footwear; beauty; consumer packaged goods (CPG); department stores; drugstores; grocery; home and home improvement; luxury; and mass merchandisers, warehouse clubs and discount stores. Discover how value, health, and AI are reshaping the US grocery sector in 2026. Read this report to discover answers to these and other questions: How are alternative grocery channels, like mass merchandisers and discount stores, impacting traditional grocers’ market share? Why is private-label growth becoming a key driver of retailer success, enhancing margins and consumer loyalty? How will AI, data and automation improve pricing, supply chain efficiency and labor scheduling for grocery retailers? What’s the influence of health-driven consumer trends, such as the rise of GLP-1 medications, on grocery product demand? How will ongoing tariff challenges affect grocery pricing and sourcing in 2026? Companies mentioned in this report include: Amazon, Walmart, Aldi and Fresh Thyme. Data in this report include: US grocery retail market size and growth forecasts, consumer behavior shifts due to inflation. 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 19: China and US Consumer Sentiment in FocusFinancial Confidence Reaches Five-Month High: Weekly US Consumer Sentiment, Week 26, 2025—InfographicAnalyst Corner—DeepSeek Opens the Door for AI Democratization: The AI Opportunity, with Charlie PoonAnalyst Corner: Holiday Spirit, Bigger Budgets: US Consumers’ Plans for the Fourth of July, Labor Day and the Holiday Season, with Aditya Kaushik
