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WITH DAVID GOODMAN

David Goodman | May 05, 2026 |

Sprouts Expands with Smaller Store Format

Sprouts Farmers Market is continuing its expansion using a smaller-format prototype of approximately 23,000 square feet. The concept is designed to improve efficiency while maintaining the brand’s focus on fresh, natural, and specialty products. The smaller footprint allows Sprouts to enter a wider range of markets, particularly dense suburban and infill locations where larger boxes […]

David Goodman | May 04, 2026 |

Amazon Refines Its Grocery Strategy

Amazon is continuing to recalibrate its grocery business, focusing on improving execution across both Whole Foods and its Amazon Fresh stores. Key areas of focus include pricing perception, store performance, and consistency across formats. After several years of experimentation, Amazon appears to be shifting toward a more disciplined approach, prioritizing profitability and operational clarity over […]

David Goodman | May 01, 2026 |

Aldi Bets Big on Brick-and-Mortar with Store Redesign and Expansion Push

Aldi is continuing to double down on its physical store presence in the U.S., pairing a significant expansion plan with a refreshed store format designed to improve the in-store experience. The company is planning to open approximately 180 new locations this year as it works toward a long-term goal of roughly 3,200 U.S. stores. At […]

David Goodman | Apr 27, 2026 |

Trader Joe's leads as grocery shopping habits shift

Specialty grocers are continuing to gain market share as consumers become more selective in how they spend on groceries. A new Consumer Edge report shows overall grocery spending declined 3% year-over-year, but shoppers are not simply cutting back—they are shifting toward retailers that offer either strong value or a differentiated experience. Trader Joe’s stands out […]

David Goodman | Apr 26, 2026 |

Restaurants losing ground to grocery stores

Grocery stores and convenience stores are increasingly taking share from traditional restaurants as consumer dining habits continue to shift. A new Tillster report highlights a more fragmented food landscape, with diners placing greater emphasis on convenience, speed, and overall experience. While restaurant visits are declining, 36% of consumers say they are going to grocery stores […]

David Goodman | Apr 22, 2026 |

Walmart Still Leads Grocery—But the Gap Is Shrinking

Walmart remains the dominant force in U.S. grocery with a 19.9% market share, but its lead is slowly eroding as competitors gain ground. Costco continues to climb, now at 8.2%, while Amazon/Whole Foods are seeing the fastest growth, reaching 8% of the CPG market. Meanwhile, traditional grocers like Kroger and Albertsons are losing share, signaling […]

David Goodman | Apr 07, 2026 |

Target shifting toward health-focused grocery

Target is shifting its grocery strategy toward a more curated, health-focused assortment—positioning itself closer to Trader Joe’s than traditional grocers like Walmart or Kroger. The goal is to drive store visits by offering differentiated, “better-for-you” products rather than competing solely on price and selection. Not everyone is convinced. Some experts argue that in today’s environment, […]

David Goodman | Mar 18, 2026 |

Target turns to grocery in turnaround plan

Target has outlined a multi-year strategy to address declining sales, with grocery playing a central role. The retailer plans to increase the size of its grocery departments and boost the number of new food and beverage products by nearly 50%. The company will invest an additional $1 billion in operations in 2026, including store updates, […]

David Goodman | Mar 18, 2026 |

Study reveals that Walmart may no longer have lowest grocery prices

A recent Consumer Reports study suggested that Walmart may no longer have the lowest grocery prices. Using Walmart as the benchmark, researchers found six retailers with lower overall prices. Costco ranked as the least expensive, with prices averaging 21.4% below Walmart. BJ’s Wholesale Club followed closely at 21% lower. Lidl and Aldi were 8.5% and […]

David Goodman | Mar 18, 2026 |

Grocery Outlet to close 36 stores including 10 in PA/NJ

Discount grocer Grocery Outlet plans to close 36 underperforming stores as it adjusts after a period of rapid growth. Roughly two-thirds of those closures—24 stores—are in the eastern U.S., representing about 30% of its locations in the region. And 10 of the stores are in Pennsylvania and New Jersey. CEO Jason Potter said the closures […]

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