麦肯锡：2026年北美食品杂货业现状报告：全新竞争赛道与头部企业差异化壁垒构建（英文版）（64页）.pdf

1、June 2026Retail PracticeThe State of Grocery North America 2026North American grocery is opening new battlegroundsand the game is getting more sophisticated,with winners building hard-to-copy models they can own.Table of contentsAbout the authors 2Acknowledgments 2Foreword 3Key themes at a glance 4F

2、rom levers to systems:The new grocery advantage 6Value remains the central battleground 9Private brands are entering a new phase of growth 15THEME ONETHEME TWOTHEME THREETHEME FOURFresh is changing how stores operate 21Wellness is reshaping the grocery basket 27THEME FIVETHEME SIXE-commerce is being

3、 reshaped by delivery and the quest for profitability 33Retail media is changing how grocers make money 41AI is set to shape how grocery is shopped and operated 47THEME SEVENFive imperatives for grocers to stop managing levers and start building systems 56The next advantage will come from coherence

4、601The State of Grocery North America 2026Tom Kilroy is a senior partner in McKinseys Chicago office and is the global colead of the food,drug,and mass sector.Bill Aull is a partner in McKinseys Charlotte office and is the North America lead of grocery retail.Joshua Reuben is an associate partner in

5、 McKinseys New York office and is a leader in the North America grocery retail sector.Sayantan Sanyal is a consultant in McKinseys Seattle office.Ashley Hernandez is a consultant in McKinseys Newark office.Eric Marohn is a capabilities and insights expert in McKinseys Chicago office.Karina Huerta is

6、 a capabilities and insights team leader in McKinseys Mexico City office.AcknowledgmentsThe authors wish to thank the following people for their contributions to this report:Alexandra Kuzmanovic,Andrs Monge,Angus McOuat,Ashima Khanna,Courtney Buzzell,Dymfke Kuijpers,Eli Stein,Elizabeth Silliman,Emil