Jones Lang LaSalle’s 2026 Grocery Tracker report says the U.S. grocery market is splitting as inflation-hit shoppers gravitate to value grocers while higher-income consumers boost fresh-format and specialty chains. JLL highlights rapid expansion by discounters such as Aldi and Grocery Outlet and rising visits at Trader Joe’s and Whole Foods, squeezing traditional supermarkets. The firm says grocery-anchored retail centers are benefiting, with lower vacancy and rent premiums, while investor demand is rising as transaction volume for grocery-anchored centers jumped 42% to nearly $11 billion.

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