JLL：2026北美食品杂货零售追踪报告：高性价比、生鲜业态与便捷体验构筑行业赢家（英文版）（40页）.pdf

1、North AmericaGrocery winners are built for value,fresh-format and convenienceRGrocery Tracker 2026 2026 Jones Lang LaSalle IP,Inc.All rights reserved.2026 Jones Lang LaSalle IP,Inc.All rights reserved.Pg10Pg521.The rise of the barbellshopper2.The move toward value and fresh formatPg143.Grocery-ancho

2、red centers keep the advantagePg214.Grocery e-commerce growing but stores stay centralPg255.A sustained flight to asset qualityPg306.A look North:Canada confirms the broader shift to valuePg377.What to expect for the future of grocery retail 2026 Jones Lang LaSalle IP,Inc.All rights reserved.Key fin

3、dings31 1Private label growth is accelerating:In response to high prices,shoppers are increasingly opting for store brands.Private label sales grew 30%since 2021 to reach$282.8 billion,now accounting for over 21%of all grocery spending.Grocery Tracker 20262 2The grocery market is bifurcating:Traditi

4、onal grocers are losing market share to both value and fresh-format operators.This reflects a split between consumers who need to save money and those who can afford to prioritize health and wellness.3 3Shopping habits have changed:Consumers are making more frequent,shorter grocery trips to manage b

5、udgets,a trend confirmed by both foot traffic data and major retailers like Kroger.4 4Grocery-anchored centers outperform:These properties have a vacancy rate of just 4.0%,significantly lower than the 6.3%for non-anchored centers.This strength allows them to command a 4.4%rent premium.5 5Investor de

6、mand for grocery assets remains robust:Transaction volume for grocery-anchored centers has surged 42%over the past year,keeping cap rates compressed.This is fueled by growing interest from institutional investors.6 6The Canadian grocery market mirrors the U.S.shift to value:Canadas highly consolidat