RI Report: Discount Value & Off-Price

Q3 2026 Discount & Off-Price: Transactions Rise as Value Competition Intensifies

Dollarama and TJX Canada reported strong transaction growth during Q3 2026 as value-oriented retail competition expanded. The report examines distinct discount models, store investment, pricing limits and digital challengers, while separating evidence of increased purchases from assumptions about widespread consumer trade-down.

Q2 2026 Canadian Discount, Value and Off-Price Retail: Shape of the Next Phase of Canadian Retail

Canadian value retail in Q2 2026 was defined by mainstream consumer adoption, discount grocery expansion, off-price growth, and value-oriented retailers increasingly shaping real estate and retail strategy.

Q1 2026 Value + Discount + Off-Price Retail Report: Value Gets Costlier To Deliver

Q1 2026 showed value retail is still winning trips, but it’s getting costlier to deliver. Expansion, discount formats, and real estate moves raised the stakes.
- Advertisement -