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Numbers

What the show said, with receipts

Every figure the hosts put on the record for Trader Joe's, with its source and the date it was captured. Trader Joe's does not file public audited statements, so these are the numbers on record.

3 figures3 sources0 current or recent

Freshness

0

Current (≤6 mo)

0

Recent (≤18 mo)

3

Older

Freshness is measured from each figure’s capture date, not from the episode date. An older figure is not wrong; it is a figure that has had time to move.

Reported figures

SKUs stocked

3 yr

~4,000

vs ~50,000 at a conventional supermarket; each SKU is evaluated on sales-per-square-foot, not vendor relationship

[Acquired Trader Joe's episode] · as of 2024

  • David:Trader Joe's stocks roughly 4,000 SKUs. Whole Foods stocks around 40,000. Costco stocks 4,000. But Costco sells everything in bulk at lower margins. Trader Joe's sells curated, private-label products at grocery prices and makes the same margin as a luxury store.
    [Acquired Trader Joe's, ch. SKU discipline]

Private-label product share

3 yr

~80%

vs ~25% industry average; the private label removes the power of branded manufacturers and captures the full gross margin

[Acquired Trader Joe's episode] · as of 2024

Estimated sales per square foot

3 yr

~$2,000+/yr

vs ~$400-500 for a conventional supermarket; the SKU density and private-label margin make the small footprint highly profitable

[Industry estimates + Acquired episode] · as of 2024