Retail Assessment 2025
The Retail Assessment analyzes 18 major retailers across six countries to assess how their policies and practices affect access to nutritious, affordable food through product healthiness, marketing, and pricing.
Introduction
Modern food retailers influence consumer diets through their product offerings, pricing, promotions, and store design. As they expand—especially in low- and middle-income countries—their impact on nutrition and public health continues to grow. The rise of supermarkets and convenience stores is driving increased consumption of highly processed foods and rapidly rising rates of obesity—already affecting almost half of the adult population in some countries—and diet-related non-communicable diseases.
ATNi’s Retail Assessment 2025 examines how 18 leading retailers across six countries affect access to nutritious, affordable food. Analyzing nearly 20,000 private-label products, the assessment looks at companies’ nutrition policies, promotions, pricing and the relative cost of healthier diets, as well as current government policies to improve food retail environments.
Using a four-component methodology, the assessment offers actionable insights for retailers, investors, and policymakers to support healthier, more affordable diets—especially in markets with a rapid increase in modern food retail.
Retailer Performance
This interactive dashboard shows the healthiness of private-label products, alongside Retailer Profile results and tailored recommendations for the top three retailers in each country. Results can be explored per category and by individual retailer. Use the controls in the bottom right corner to zoom in.
Key Findings
Cost of Healthier and Less Healthy Baskets
Healthier Diets Are More Expensive
- Healthier food baskets cost 10% to 60% more than less healthy ones, across all countries and retailers.
- In 2024, daily PPP-adjusted costs (USD) per person:
– Healthier baskets: USD 10.76–27.58
– Less healthy baskets: USD 8.74–20.84
Affordability Varies by Income Context
- In high-income countries, both healthier and less healthy baskets cost <10% of daily per capita income.
- In low- and middle-income countries (LMICs), healthier baskets cost 40–110% of daily per capita GNI.
- Even in wealthy nations, low-income and minority groups face barriers to accessing nutritious food, despite proximity to modern retailers.
Retail Structures Are Reshaping Food Environments
- In LMICs, modern retail is expanding rapidly, leading to a shift away from traditional diets towards more processed and packaged foods.
- Retailer strategies (pricing, placement, promotion) and urban lifestyles (time scarcity, dual-income households) drive this demand.
Private-Label Products Are Predominantly Unhealthy
Private-label products are already accounting for 20–40% of grocery spending in mature markets and expanding rapidly in emerging ones.
- Only 41% out of retailers’ private-label portfolios met the ‘healthier’ threshold (Health Star Rating ≥ 3.5).
- 86% of private-label products assessed were classified as unhealthy foods high in fat, sugar, or salt, and/or containing markers of ultra-processing (colours, flavours, or sweeteners)
Policies remain fragmented and largely voluntary
- High-income countries (HICs) assessed largely leaned toward voluntary measures and industry self-regulation.
- LMICs assessed are showing greater momentum, driven by the rising rates of diet-related NCDs, reflected in the introduction and development of regulations such as front-of-package labelling, taxes on sugar-sweetened beverages, and restrictions on the marketing of unhealthy foods.
Recommendations
Modern retailers have the power to shape consumer diets, yet current practices still favour unhealthy products. Healthier food remains costly, most items sold are unhealthy, and promotions often highlight less nutritious options. Regulatory efforts are fragmented and mostly voluntary.
Collaborative action is needed across sectors to improve access to healthier foods:
- Retailers should embed nutrition into business strategies—reformulate products, balance promotions, and report on product healthiness using uniform standards.
- Governments can create stronger policies—for example around mandatory front-of-pack labelling, regulations around product placement in stores, and restrictions around marketing unhealthy foods to children. Read the policy recommendations per country.
- Investors should demand transparency and treat nutrition as a material issue, requiring retailers to disclose nutrition related KPIs.
- Consumer groups can promote transparency and empower informed choices through tools like Open Food Facts.
Reports
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Company Scorecards
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Country Findings
Click a foldout to view the specific findings for each country.
- ATNi assessed three of the largest grocery retailers in the US: Walmart (~25–27% market share), Kroger (~6-8%), Ahold Delhaize USA / Food Lion (~2–4%).
- All three assessed retailers have identified nutrition as a material risk and have taken steps to embed nutrition within their strategies. However, the extent of these commitments varies considerably.
- Private labels account for ~20% of US grocery spend overall, and even higher for the three selected retailers: Walmart (20–25% sales); Kroger (~35%); Ahold Delhaize (targeting ~45% of sales by 2028).
- All three retailers use their own nutrient profiling models/labelling systems, however these are not-government endorsed. None of the retailers publicly disclose robust commitments to responsibly market to children.
- Of 7,687 products, the average HSR is 2.7, significantly below the Health Star Rating ‘healthier’ threshold of ≥ 3.5.
- For each retailer, the percentage of their private-label products that can be considered ‘healthier’ according to HSR was: 45% (Food Lion), 40% (Kroger), and 39% (Walmart).
- The majority of retailers’ private-label products are high in fat, sugar, or salt, and/or highly processed (containing colours/flavours/non-nutritive sweeteners as markers of ultra-processed foods), with 88% for Walmart and Kroger) and 84% for Food Lion.
- Retailers primarily promote unhealthy products, with healthy items only representing <20% of promotions in weekly flyers.
- Healthier food baskets cost more than less healthy baskets. While US baskets are among the most affordable across the six-countries sampled, affordability gaps remain significant for low-income households.
- Alfamart and Indomaret dominate modern grocery retail (>70% combined), representing over 90% of convenience store sales. The next five retail chains account for 7.2% of grocery sales, predominantly through supermarket and hypermarket chains, such as Super Indo.
- No publicly disclosed nutrition strategies were found for the two largest retailers: Alfamart or Indomaret. Furthermore, none of the three retailers assessed show evidence of public targets or policies to increase sales of healthier products, address shelf-space allocation, or commitments on responsible marketing to children. Super Indo, however, explicitly addresses nutrition in its sustainability strategy and has a store labelling system for signposting healthy and less healthy beverages.
- Of 178 private-label products across the three retailers, only 21% met the healthiness threshold of HSR ≥5, with an average HSR of 2.0. This is substantially lower than the average of 41% of products meeting the healthiness threshold of HSR ≥3.5 across the six-countries included in the Retail Assessment.
- The majority (93-98%) of private-label products were found to be high in fat, sugar, or salt, and/or contain markers of ultra-processing (colours, flavours, or non-nutritive sweeteners). This level is higher than the six-country average of 86%.
- Within weekly promotional flyers, retailers’ promotions were primarily for unhealthy food products. Only 32% of products promoted by Super Indo were considered ‘healthy’, followed by only 5% for Indomaret and 3% for Alfamart.
- Analysis of pricing data for Indomaret indicated that a healthier food basket is 10.8% more expensive than a less healthy one; for Alfamart the healthier basket is 28.8% more expensive. Furthermore, healthier baskets from Indomaret remain unaffordable for many, representing around 100% of daily per capita net income.
- SM Markets, Puregold, and Robinsons Retail collectively represent ~40% of modern grocery sales.
- Limited evidence was found of nutrition strategies by the assessed retailers. While some evidence of labelling activities was identified, none of the three retailers have published commitments on responsible marketing to children.
- Healthiness of private-label products sold by the selected retailers was low, with only 28% of products meeting the Health Star Rating healthiness threshold of ≥ 3.5, with an average score of 2.3 stars.
- The proportion of private-label products that were high in fat, sugar, or salt, and/or containing markers of ultra-processing (colours, flavours, or non-nutritive sweeteners) was very high across the retailers, with 94% for SM Supermarket, and 91% for Robinsons.
- Healthy items receive limited flyer share: Robinsons 20%, SM Supermarket 12%; unhealthy products dominate promotions (SM Supermarket unhealthy share: 62%).
- Pricing & affordability: Healthier baskets cost more at both retailers. At SM Supermarket, healthier ≈ 50% of daily per-capita GNI vs 35% for less healthy; at Robinsons, healthier ≈ >70% vs 44% for less healthy. Even in PPP terms, modern-retail diets are only marginally affordable.
- Three largest retailers—E.Leclerc, Carrefour, and Intermarché—control ~46% of France’s formal grocery market, reaching an estimated 49–51 million consumers.
- All three retailers integrate nutrition into their sustainability strategies. Carrefour demonstrates the most advanced approach with robust nutrition governance, reformulation targets, and nutrition-based loyalty incentives. E.Leclerc and Intermarché show more limited approaches, lacking public sales-weighted targets or transparent board-level oversight for nutrition.
- Only 25% out of over 8,000 private-label products assessed achieved the healthiest Nutri-Score grades (A or B). When considering markers of ultra-processing (colours, flavours, or non-nutritive sweeteners)and/or high fat, sugar, or salt content, 84% of private-label products were classified as unhealthy, indicating substantial room for portfolio reformulation.
- Less than 25% of retailer catalogue space is dedicated to healthy products across all three retailers. Unhealthy items, such as sweets, ice cream, and refined snacks, dominate promotions.
- Although French retailers offer some of the most affordable food baskets across the markets assessed, healthier baskets consistently cost more than less healthy alternatives. While E.Leclerc leads with the lowest pricing, there is limited evidence of pricing strategies designed to favour nutritious choices.
- Kenya’s grocery market is dominated by the informal sector, but the modern retail sector is expanding rapidly. Three largest retailers—Naivas, Quickmart, and Carrefour Kenya—cover ~36–42% of the modern grocery retail market in Kenya.
- Naivas and Quickmart show minimal evidence of proactive nutrition strategies. Carrefour Kenya shows some promising steps (e.g. “Choose Better” campaign to help consumers identify healthier products).
- Only 13% of the 232 assessed private-label products met the “healthier” threshold defined by the Kenya Nutrient Profile Model. 89% of private-label products were classified as unhealthy, being high in fat, sugar, or salt, and/or containing markers of ultra-processing (colours, flavours, or non-nutritive sweeteners).
- None of the three retailers has published a codified commitment or policy on responsible marketing to children that restricts the marketing of unhealthy products.
- A healthy retail food basket costs significantly more (64.6% of daily per capita net income) than a less healthy basket (48.8%). Naivas had the most expensive healthier food basket across all ten retailers included in the assessment.
- Modern grocery formats account for 80.2% of national grocery sales, with three major retailers—Shoprite (~33-35% share), Pick n Pay (~15-17%), and Spar (~15-17%)—collectively controlling over 66% of the market.
- Ultra-processed, nutrient-poor, packaged foods represented more than 60% of country’s packaged food sales in 2023.
- All three retailers include nutrition in broader ESG agendas, but none have set clear, time-bound nutrition targets or link executive remuneration to nutrition-related performance metrics.
- Only 30% out of 3,510 products assessed were classified as ‘healthier’ using the South African NPM. Hence, 70% of the products would be required to display at least one front-of-pack warning label.
- Less than 25% of flyer space is allocated to healthy products. Promotions are dominated by refined grains, snacks, sweets, and sugar-sweetened beverages.
- A healthier food basket at Pick n Pay is found to be 30.2% more expensive than a less healthy one, representing a substantial 44.7% of daily per capita Gross National Income (GNI).
Methodology
The Retail Assessment 2025 analyzes the top three grocery retailers in six countries using four research components:
- Retail environment mapping–Examines market structure and trends.
- Retail strategy and performance–Assesses nutrition policies, promotional practices, and private-label product healthiness.
- Pricing and affordability–Compares costs of healthier vs. less healthy retail food baskets across income levels.
- Policy and regulatory gaps–Reviews national regulations and identifies gaps to support healthier retail food environments.
Research was conducted between November 2024 and November 2025, drawing on secondary data (included Euromonitor International and Innova Market Insights), company disclosures, and national policy sources.
These were complemented by targeted primary online data collection across all countries and in-store data collection in Kenya,covering nearly 20,000 private-label products in total.
It’s the first multi-country analysis of retail food environments across diverse income settings, offering insights for retailers, investors, and policymakers. Developed with expert input and global frameworks, it builds on ATNi’s 13 years of benchmarking experience, expanding its scope from food manufacturers (Global Index) to the retail sector.
Acknowledgements and Disclaimers
The Retail Assessment 2025 was developed by ATNi’s project team: Sameea Sheikh (Project lead), Dr. Brenda de Kok (Research lead), Will Sharp, Freddie von Kaufmann, Elwina Meylentia, Rachel Nel, Daniela Hernández Morales (Researchers), Mark Wijne, Babs Ates (Research oversight); Eaindra Aye, Valda Rahima (Data analysts) and Aurélie Reynier (Data oversight); and Gulden Timur, Veronica Maxey (Communications officers), and Katherine Pittore (Communications and Policy lead); with overall support from Greg Garrett (Executive director). We also thank our colleagues Elena Schmider, Efi Chatzinikolaou (Investor engagement), Philip Eisenhart (Media and PR), and ATNi consultants Dr. Elizabeth Dunford (Product Profile), Kaitlyn Elavaza (Data collection), and Dr. Yinjie Zhu (Cost and Affordability).
The ATNi team drew on the expertise and advice of the ATNi Retail Assessment Advisory Group members: Prof. Adrian Cameron, Prof. Christina Vogel, Prof. Mary Story, Prof. Jessica Fanzo, Chris Holmes, and Prof. Poh Bee Koon. ATNi also thanks Dennis Petri for design support, WRENmedia for editing and proofreading, September Studio for web support, and 73Bit for setting up the data platform.
The information in this report is provided “as is”, without any express or implied warranties or representations. The findings in this report do not necessarily reflect the views of the group’s members or their institutions.
For the full disclaimer, please refer to the country reports.
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