U.S. Grocery Market Shifts in 2024-2025: Cyberattacks, Acquisitions, and Changing Market Share
The U.S. grocery landscape has seen significant changes in 2024 and 2025. Royal Ahold Delhaize USA faced a cyberattack, while Aldi's U.S. sales surged by 14%. Meanwhile, mid-sized regionals like Raley's and Bashas' have gained strength through consolidation. Kantar's Top 100 Retailers 2025 list reveals shifts in market share.
Royal Ahold Delhaize USA suffered a cyberattack in late 2024, causing temporary disruption. Meanwhile, Aldi's U.S. sales grew by 14% from 2023 to 2024, following strategic acquisitions and sales of Winn-Dixie and Harveys Supermarket. Mid-sized regionals, such as Raley's and Bashas', have improved their procurement positions through consolidation, gaining synergies.
The Kantar's Top 100 Retailers 2025 list shows Kroger leading the grocery category, followed by Albertsons, Publix, Royal Ahold Delhaize USA, Aldi, and H.E. Butt Grocery. Notably, Southeastern Grocers, which acquired and later sold Winn-Dixie and Harveys Supermarket, is listed as a Power Player. Smaller independents and community-focused grocers have also seen growth in the past year. The list, ranking retailers by U.S. sales, is topped by Walmart. In June 2025, United Natural Foods Inc. faced a cyberattack that halted deliveries to over 30,000 North American grocery stores.
The U.S. grocery market in 2024 and 2025 has been marked by cyberattacks, strategic acquisitions, and shifts in market share. While giants like Kroger and Walmart maintain their dominance, mid-sized regionals and smaller independents have shown resilience and growth. The future of the industry remains dynamic, with potential acquisitions and technological challenges on the horizon.
