德国零售商阿尔迪（Aldi）正推进其价值 90 亿美元的美国扩张计划，计划在五年内新增约 800 家门店 [1]。该战略通过在纽约曼哈顿等密集城市中心开设新店来巩固地位，其中部分店铺选址于豪华公寓的地下停车场以应对高昂租金 [1]。尽管面临每平方英尺 350 至 700 美元的昂贵租赁成本及物流挑战，阿尔迪仍利用精简商品种类（SKU）和自有品牌模式维持低价优势，迎合高通胀背景下中产阶级对廉价商品的需求 [1]。
在市场份额方面，阿尔迪目前占据美国杂货市场约 2.9% 的份额，而沃尔玛（Walmart）则占据了约 20% 的市场 [1]。数据分析公司 Placer.ai 显示，位于曼哈顿的新店吸引了家庭年收入介于 75,000 至 125,000 美元的中高收入群体 [1]。尽管阿尔迪被视为对沃尔玛等巨头构成威胁的“潜艇”，但分析师认为其难以撼动沃尔玛的市场主导地位；相比之下，沃尔玛每年投入超过 200 亿美元用于技术、自动化和供应链建设 [1][1]。
German supermarket chain Aldi is executing a $9 billion expansion plan in the United States over five years to open approximately 800 new stores [1]. As part of this strategy, the retailer has opened new locations in dense urban centers such as Manhattan, New York City [1]. One specific store in Manhattan occupies space within an underground parking garage beneath luxury apartments, a location that commands high rent costs ranging from $350 to $700 per square foot [1]. Despite these elevated operating expenses and logistical challenges associated with city-center locations, Aldi maintains its competitive edge by utilizing a streamlined product selection (SKU) model and private-label goods to keep prices low [1]. This approach capitalizes on the demand for affordable products among middle-class consumers facing high inflation; data from Placer.ai indicates that Aldi attracts households with annual incomes between $75,000 and $125,000 in these urban areas [1]. Currently, Aldi holds a 2.9% share of the US grocery market compared to Walmart's approximately 20% share [1]. While analysts view Aldi as an emerging threat capable of challenging established retailers like Walmart, they note that it is unlikely to displace Walmart's dominant market position given that Walmart invests over $20 billion annually in technology, automation, and supply chain infrastructure [1].