根据Placer.ai最新研究报告显示，美国达乐公司和美元树公司在扩大门店规模的同时，均保持了积极的可比门店客流量增长趋势。该机构指出，这一趋势反映出折扣零售品类需求的整体扩张，而非此消彼长的零和竞争。
数据显示，美国达乐公司已成为众多家庭日常采购食品杂货的主要选择。去年9月至今年1月期间，其可比门店客流量实现了中高个位数百分比增长。与此同时，美元树公司在过去一年新增300余家门店的背景下，仍维持了持平至小幅增长的可比门店客流趋势。
分析认为，随着价格敏感型消费者愈发注重性价比，一元店业态的整体需求正在形成规模性扩张，而非单纯在不同品牌间流转。美国达乐公司计划于本周四公布第四季度业绩，美元树公司则预计在3月16日发布季度财报。
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