Each Analyst Corner features highlights and insights from the respective week’s “Report of the Week”—our featured must-read research report. This week, our featured report was Market Navigator: Inside the $1 Trillion US Value Retail Market.

Discover how US mass merchandisers, warehouse clubs and discount stores are reshaping the retail landscape as sector sales exceed $1 trillion, e-commerce accelerates and value-focused consumers change where and how they shop. Read this report to uncover answers to these and other questions:

• What is driving growth across US mass merchandisers, warehouse clubs and discount stores, and why are warehouse clubs expected to lead the sector through 2030?
• How will cross-border e-commerce platforms such as Shein, Temu and Amazon Haul intensify competition for dollar stores, particularly in discretionary and nonfood categories?
• How will changes to SNAP eligibility and state restrictions on eligible products affect grocery spending, basket composition and discretionary purchases?
• How can dollar stores respond to rising online competition through private labels, exclusive products, faster merchandise rotation and discovery-led shopping?

Companies mentioned in this report include: Amazon; BJ’s Wholesale; Costco; Shein; Sam’s Club; Target; Temu; Walmart.

Data in this report include: US mass merchandiser, warehouse club and discount store sales forecasts through 2030; warehouse club sales growth and CAGR estimates; global e-commerce growth for mass retailers; warehouse club sales trends from 2021 to 2025; and consumer sentiment toward leading US mass merchandisers and warehouse clubs.

Other relevant research:

• All Analyst Corners