El sector comercial anclado en abarrotes prospera con arrendatarios sólidos y un apetito robusto de inversionistas
Perspectivas e investigación
18 febrero 2025
Reporte de Abarrotes 2025
| Notable merger & acquisition activity in 2024 | ||||
|---|---|---|---|---|
| Type | Announced | Status | Significance | |
| Kroger – Albertsons | Update | Dec. 2024 | Blocked | Would have united Kroger and Albertson Co.’s under one banner, significantly increasing their market share across the U.S |
| SpartanNash – Fresh Encounter Inc. | New | Oct. 2024 | Completed | Acquisition of 49 supermarkets in Kentucky, Indiana, and Ohio after acquiring Metcalfe Market – a 3-store grocery chain in Wisconsin |
| Jim Pattison Group – Save Mart | New | June 2024 | Completed | Canadian conglomerate expanded its presence in the U.S. by purchasing the West Coast regional grocer (over 190 stores) |
| Hy-Vee – Strack & Van Til | New | Apr. 2024 | Completed | Expansion into Indiana – ninth state – through acquisition of the Northwest Indiana 22-store grocery chain |
| Aldi - Southeastern Grocers | Update | Mar. 2024 | Completed | Aldi plans to open 800 new stores by 2028, through a combination of organic new store openings and conversions of 220 Winn-Dixie and Harveys Supermarkets in the Southeast |
| Grocery Outlet – United Grocery Outlet | New | Feb. 2024 | Completed | Expanded presence in the Southeast with the acquisition of the 40-store discount grocery chain (United Grocery Outlet) |
| New private-label brand launches in 2024 | |||
|---|---|---|---|
| Grocer | Brand | Category | Announced |
| Sprouts | Real Root | Personal care | October |
| Albertsons | Bee Lightly | Wine | September |
| Albertsons | Overjoyed | Treats, gifts, décor | September |
| Amazon | Amazon Saver | Grocery essentials | September |
| Grocery Outlet | Go Brands:SimplyGo | Grocery and baking basics | September |
| Grocery Outlet | Go Brands: Go Home & Haven | Household and personal care | September |
| Grocery Outlet | Go Brands: Go Paw & Pamper | Pet supplies | September |
| Kroger | Field & Vine | Produce | July |
| Giant Food Holdings | New Coast Foraging Company | Grocery basics | February |
| SpartanNash | Finest Reserve | Pizzas, pastas, spices & wine | February |
| Recent SNAP integration and innovations by third-party platforms | ||
|---|---|---|
| Announced | Significance | |
| Instacart | Nov. 2024 | First online grocery platform to launch a SNAP eligibility screener after SNAP acceptance in 2023. |
| GoPuff | Nov 2024 | First and only instant commerce retailer to gain USDA approval for accepting SNAP EBT. |
| Uber Eats | Oct. 2024 | Now accepting SNAP nationwide at select grocers under Albertsons Companies. |
| Shipt | Jun. 2024 | Can now use SNAP EBT as payment for grocery deliveries from Target and Meijer. |
| Thrive Market | Feb. 2024 | First online-only retailer to receive USDA approval to accept SNAP EBT. |
| DoorDash ramps up partnership with grocers for grocery delivery | ||||
|---|---|---|---|---|
| Grocer | Partnership | Service | New or Expansion | Month Announced |
| Fresh Encounter | DoorDash | On-demand delivery | New | November |
| Wegmans | DoorDash | On-demand delivery | Expansion | October |
| H Mart | DoorDash | On-demand delivery | New | September |
| Save A Lot | DoorDash | On-demand delivery | New | July |
| Wakefern Food Corporation | DoorDash | On-demand delivery | New | April |
| Vallarta Markets | DoorDash | On-demand delivery | New | April |
| Giant Eagle | DoorDash | On-demand delivery | Expansion | March |
| Rouses Markets | DoorDash | On-demand delivery | New | March |
| Ahold Delhaize USA | DoorDash | On-demand delivery | New | February |
| La Michoacana Meat Market | DoorDash | On-demand delivery | New | January |
| Albertsons | Instacart | Albertsons Rapid | Expansion | July |
| Food Lion | Instacart | Food Lion Home Delivery | Expansion | May |
| Hy-Vee | Instacart | Instacart fulfillment | Expansion | February |
| Save A Lot | Uber Eats | On-demand delivery | New | June |
| Weis Markets | Uber Eats | On-demand delivery | New | March |
| Fresh Market | Shipt | On-demand delivery | New | November |
| Albertsons | Grubhub | On-demand delivery | New | June |
| Save Mart Co. - Lucky Supermarkets | Amazon | On-demand delivery | New | May |
| Grocer | Partner | Service/Purpose | Announced |
| Albertsons Co. | The Trade Desk | Tool to measure incremental sales | Jan. 2025 |
| Kroger Co. | TransUnion | API to measure performance | Jan. 2025 |
| Albertsons Co. | None | Collective TV | June 2024 |
| Kroger Co. | Yahoo Advertising | Deliver meaningful messages to targeted audiences | May 2024 |
| Albertsons Co. | Rokt | Expand ad partners and capabilities | May 2024 |
| Albertson Co. | Criteo | Demand and supply-side advertising capabilities | Jan. 2024 |
| Albertson Co. | Capgemini | Intelligent process automation and gen. AI | Jan. 2024 |
| New retail media network launches or enhancements in 2024 | |||
|---|---|---|---|
| Grocer | Partner | Investment | Announced |
| Hy-Vee | Grocery TV | Digital screens | December |
| Save A Lot | Retail Fluent Media | Digital screens | November |
| Ahold Delhaize | Vibenomics | In-store audio strategies | October |
| ShopRite | Grocery TV | Digital Screens – select pharmacies | August |
| Homeland | Quad/Graphics Inc. | In-Store Connect | July |
| Northeast Grocer | Inmar Intelligence | Wakefern Media Exchange | July |
| Ahold Delhaize | Placements.io | Enhance efficiencies of AD Retail Media | June |
| Harp Food Stores | Grocery TV | Digital screens | June |
| Save Mart Co. | Quad/Graphics Inc. | In-Store Connect | April |
| Wakefern Food Corp. | Inmar Intelligence | Northeast Grocery Shopper Link | March |
| Dierbergs | Swifly | App | March |
| Save A Lot | Swiftly | Retail media network | February |
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