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USA: DRC and Santander make the case for discount retail as a global investment theme
At the 2026 Global Consumer & Retail Conference in Manhattan on October 8, DRC and Santander discussed how discount grocers are reshaping food retail worldwide, and why investors are paying attention. The deal flow is clear. This year, Aldi Süd took a minority stake in Philippine hard discounter Dali, which has grown to more than 1,300 stores since 2020. In 2024, Mexico’s Tiendas 3B raised close to $600 million in its NYSE listing. Strategic investors and public markets are n
Oct 101 min read


USA: Dollar General CEO says consumers making $100,000 a year don’t feel like high-income shoppers anymore as high gas prices and inflation reshape habits
Discount Variety Retail Chain Dollar General`s CEO Todd Vasos says that a six-figure annual salary used to be a milestone for career success and financial security, but it isn’t what it used to be. The era of elevated inflation that began during the COVID pandemic has eroded the value of $100,000 to the point that Americans earning that much are hunting for bargains like everyone else. Walmart has previously noted that more affluent customers are shopping at the discount chai
Sep 233 min read


USA: ALDI's move into ready-made meals: assortment discipline
Discount Retail Chain ALDI US is entering a category it has spent five decades deliberately staying out of. Starting in October, the discounter will roll out its first own-brand line of ready-made meals under the ALDI master brand — seven items in total, five single-serve options under $8 and two family-size trays under $15 — with national availability by January, according to the company's own announcement. On the surface, it reads as a routine assortment addition. Look at i
Sep 234 min read


USA: Is Aldi Pulling Walmart’s Core Budget Shoppers Away?
Discount Retail Chain Aldi USA is striking a cord with consumers actively tightening their belts, shows new analytics. Data from Big Chalk Analytics’ newly launched Trade-Off Consumer Dashboard reveals that one-third of U.S. households are adopting permanent value-seeking behaviors. Aldi is becoming a primary target for Walmart’s value seekers. 24% of Walmart trade-off shoppers are visiting Aldi more often (compared to 18% of overall Walmart shoppers). 48% of these budget-foc
Sep 171 min read


USA: Lidl US rolls out employee discount
Discount Retail Chain Lidl US has introduced a 10% discount for its workers that it stacks on top of loyalty program offers. Lidl US has introduced a 10% discount to all of its workers, a company spokesperson confirmed to Grocery Dive. The discount can be combined with deals from the grocer’s new loyalty program. With the new offering, Lidl joins other major grocery retailers in providing a discount as a workplace perk. Lidl said that the discount not only helps provide fina
Sep 22 min read


USA: Grocery Outlet’s expansion appears to be back on track
Discount Retail Chain Grocery Outlet is back opening stores, The Emeryville, Calif.-based retailer plans to open several locations in California after announcing 36 store closures earlier this year due to expanding in the wrong markets, according to multiple reports. A store in Ontario Ranch will open next week, and the company has scheduled more openings in Ramona, San Francisco, Clovis and Petaluma. Grocery Outlet plans to open 30 to 33 new stores this year. During its firs
Jul 212 min read


USA: Aldi brings Low Prices to Midtown Manhattan with latest NYC store
Discount Retail Chain Aldi USA is making an aggressive, high-stakes branding play in the heart of New York City, taking a page straight out of the expansion playbook Trader Joe’s used two decades ago. With its grand opening on June 19, 2026, at 311 W. 42nd St. (situated on the ground floor of The Ellery residential building in Midtown Manhattan), the hard discounter is planting its flag in one of the most expensive real estate markets in the world. This launch marks Aldi’s
Jun 163 min read


USA: Aldi Taps Into 'Blind Box' Trend With Free Grocery Giveaways
Discount Retail Chain Aldi USA is offering 'blind boxes' in four themes: snack, protein, fiber, and mystery. Aldi is tapping into blind box culture with a limited-time promotion that will allow shoppers to claim one of four product-themed boxes to be released daily via a special website. From June 22 through June 25, a new Aldi Blind Box will be released at 12 p.m. Eastern time, which can be claimed by visiting Aldiblindbox.com. Winning boxes, which are free, will be shipped
Jun 162 min read


USA: Dollar General's Classic Strategy Is Working Again
Discount Variety Retail Chain Dollar General is finding success with its original price point as the Goodlettsville, Tenn.-based discount retailer makes serious traction with its $1 items. Value Valley, which comprises more than 500 rotating items priced at $1, outperformed the chain average in the first quarter with a comparable sales increase of 18.4% year over year. Health and beauty performed particularly well. Dollar General also introduced several new $1 private label i
Jun 152 min read


USA: Dollar Tree reports higher first-quarter sales, raises fiscal 2026 outlook
Discount Variety Retail Chain Dollar Tree reported stronger first-quarter earnings and sales growth Thursday, driven by higher customer spending and improved merchandise margins, as the discount retailer raised its outlook for fiscal 2026. Dollar Tree said net sales for the quarter ended May 2 rose 7.2% to $5 billion from a year earlier. Comparable-store sales increased 3.5%, fueled by a 4.5% increase in average ticket size, though customer traffic declined 1%. Results reflec
Jun 92 min read


USA: Save A Lot now has a Fresh Cut Meat campaign
Discount Retail Chain Save A Lot announced the launch of its new Fresh Cut Meat campaign, spotlighting the retailer’s commitment to providing customers with fresh, quality meat cut in store at affordable prices. The campaign is anchored in a commercial that extends across social, in-store and other digital channels. It’s designed to highlight a key point of difference from other national grocery stores, which is that Save A Lot cuts meat fresh in-store. This differentiator al
Jun 42 min read


USA: Dollar General posts higher first-quarter sales and profit, raises operating performance
Discount Variety Retail Chain Dollar General Corp. outpaced initial expectations for the first quarter ending May 2, 2026, delivering solid growth despite severe winter weather and store closures. Net sales rose 3.4% to $10.8 billion, anchored by a 2% increase in same-store sales—driven by a 1.4% uptick in foot traffic and a slightly higher average ticket size. Growth was balanced across all core merchandise categories (consumables, apparel, seasonal, and home goods) alongsid
Jun 41 min read


USA: Visiting Ollie's Bargain Outlet: Does It Live Up to the Hype?
Discount Variety Retail Chain Ollie's Bargain Outlet may not be familiar to everyone — particularly on the West Coast and Midwest — but it has clearly cultivated a loyal following of bargain-hunters. The brand recently acquired 40 former Big Lots stores across the US in February, including four new locations in Wisconsin. Another indicator of the brand's staying power: as many brick-and-mortar stores downsize and struggle to stay afloat, Ollie's is one of the fastest-growing
Jun 34 min read


USA: Dollar Tree reports higher first-quarter sales, raises fiscal 2026 outlook
Discount Variety Retail Chain Dollar Tree reported stronger first-quarter earnings and sales growth Thursday, driven by higher customer spending and improved merchandise margins, as the discount retailer raised its outlook for fiscal 2026. The company said net sales for the quarter ended May 2 rose 7.2% to $5 billion from a year earlier. Comparable-store sales increased 3.5%, fueled by a 4.5% increase in average ticket size, though customer traffic declined 1%. Results reflec
Jun 32 min read


USA: Aldi's refreshed packaging designs hitting stores
Discount Retail Chain Aldi USA's new packaging design is now rolling into stores. Eight months after announcing a major overhaul of its branding and product packaging designs, Aldi is “making great progress” in its multiyear packaging refresh, Kristy Reitz, the grocer’s director of brand and design, told Store Brands. To date, Reitz said Aldi has finalized and shared about 60% of new product artwork with its product suppliers. She added that the results in stores are meeting
May 152 min read


USA: The "ALDI" Revolution - From Store Brand to Global Power Brand
Discount Retail Chain ALDI USA has just announced its largest packaging refresh to date, marking a historic shift in its global strategy. The lines between "retailer" and "brand" are officially blurring. While many retailers hide behind dozens of "phantom" private labels, ALDI is doing the opposite: It is putting its own name front and center. ALDI US: The Bold "Namesake" Move In the US, ALDI is launching its first-ever namesake brand. The "ALDI" Stamp: Thousands of products
Apr 242 min read


USA: ALDI Bans 44 Artificial Ingredients From Its Own Private Label Products
Discount Retail Chain ALDI U.S. is sharpening its edge in private label as the category continues to soar in popularity. The discount grocer has announced it is expanding its ingredient standards by removing an additional 44 ingredients from its own food, vitamin and supplement products, including select artificial preservatives, colours, flavours and sweeteners. More than a decade ago, ALDI removed 13 ingredients and became one of the first national grocers to remove certif
Apr 243 min read


USA: Save A Lot revamps its Hispanic private-label range
Discount Retail chain Save A Lot announced Monday it is relaunching and expanding its private-label Hispanic brand under a new name, La Tierra de Sabores. The brand features vibrant colors and patterns designed to reflect a more authentic, modern look and consolidates Save A Lot’s assortment of Hispanic items previously sold under the Tio Santi and Caracara brands and includes items like tortillas, seasonings and queso. All items are transitioning to La Tierra de Sabores an
Apr 161 min read
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