Competitive Landscape
Dollar General Expands Digital Reach as Rivals Retreat
The competitive landscape within general merchandise stores in the US is highly concentrated, with market consolidation accelerating between 2020 and 2025. Dollar General holds a commanding position, increasing its value share to 29% in 2025, up two percentage points from the previous year.
Exit of 99 Cents Only Stores Creates a Power Vacuum
The turbulence in the competitive landscape is most visible in the variety stores channel, where significant share shifts are explained by structural exits and consolidation. The closure of 99 Cents Only Stores in 2025, following sustained financial and operational pressures, including rising inflation and the inability to compete against larger rivals, has left the channel without one of its former key players.
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Overview:
Understand the latest market trends and future growth opportunities for the General Merchandise Stores industry in USA with research from Euromonitor International's team of in-country analysts – experts by industry and geographic specialisation.
Key trends are clearly and succinctly summarised alongside the most current research data available. Understand and assess competitive threats and plan corporate strategy with our qualitative analysis, insight and confident growth projections.
If you're in the General Merchandise Stores industry in USA, our research will help you to make informed, intelligent decisions; to recognise and profit from opportunity, or to offer resilience amidst market uncertainty.
The General Merchandise Stores in USA report includes:
- Analysis of key supply-side and demand trends
- Detailed segmentation of international and local products
- Historic volume and value sizes, company and brand market shares
- Five year forecasts of market trends and market growth
- Robust and transparent research methodology, conducted in-country
This report answers:
- What is the market size of General Merchandise Stores in USA?
- Which are the leading retailers in General Merchandise Stores in USA?
- How is the rise of e-commerce and the expansion of modern grocery retail impacting traditional retail?
- How has the impact of COVID-19 and national lockdown impacted consumer demand?
- Which formats have benefited the most from stockpiling and enforced home seclusion?
- How will the wider economic impact of COVID-19 shape the retail landscape in the future?
- Where is future growth expected to be most dynamic?
General Merchandise Stores in the US - Category analysis
Key Data Insights
Saks Accelerates Consolidation as Department Stores Face Mounting Pressure
Saks Accelerates Consolidation as Department Stores Face Mounting Pressure
Dollar General Leverages Delivery Partnerships to Expand Reach
Dollar Tree Draws Affluent Shoppers as Price Tiers Expand
Nordstrom’S Privatisation Enables Bold Reinvention but Challenges Remain
Dollar General Expands Digital Reach as Rivals Retreat
Exit of 99 Cents Only Stores Creates a Power Vacuum
Retail in the US - Industry Overview
Retail E-Commerce Wins Share as More Offline Stores Close
Key Data Insights
Retail E-Commerce Wins Share as More Offline Stores Close
Walmart and Marketplaces Capture Spend as Discounters Surge
Shopify and Openai Partnership Redefines Shopping Journeys
Generative Ai and Social Platforms Are Reshaping Discovery and Loyalty
Private Label Expansion and Value-Led Discovery Could Disrupt Established Players
Amazon and Walmart Extend Lead as Agentic Ai Reshapes Discovery
Informal Retail
Opening Hours for Physical Retail
Seasonality
Christmas
Back to School
Prime Day/Christmas in July
Mother’s Day
Country Reports Disclaimer
The following categories and subcategories are included:
General Merchandise Stores
- Department Stores
- Variety Stores
General Merchandise Stores
The aggregation of department stores and variety stores.
See all of our definitionsWhy buy this report?
- Gain competitive intelligence about market leaders
- Track key industry trends, opportunities and threats
- Inform your marketing, brand, strategy and market development, sales and supply functions
This report originates from Passport, our General Merchandise Stores research and analysis database.
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