According to IGD’s most recent analysis, the discount channel is confirmed as the physical food retail segment with the strongest growth globally by 2030, reinforcing a positioning that in recent years has progressively evolved from a simple price lever to a highly competitive and innovative retail model. In fact, the “Global discount trends 2026” report shows that discounters will register a compound annual growth rate of 4.8%, almost one percentage point higher than the 4.0% expected for the overall grocery market, a sign of a structural dynamic that continues to reward efficient formats, streamlined assortments and a strong value orientation.
Underlying this expansion are several converging factors, including persistent consumer demand for convenience, expanding sales networks, and a growing capacity for innovation in both product and operating models. As Dan Butler, insight partner at IGD, points out, discounters are no longer perceived as…
In this scenario, operators such as Aldi and Lidl will continue to play a dominant role, with combined sales estimated at $334 billion by the end of the decade, supported by private label investments, international expansion and advanced pricing and loyalty models. In parallel, the report points to even faster growth for so-called variety discounters, such as Action and Dollar Tree, which could reach a CAGR of 6.3% due to strong demand for low-priced non-food products and increased impulse buying…

