The US Grocery Slowdown Is Real
Summary
Bain Insights analyzes NielsenIQ data showing US grocery units fell year over year starting mid-2025, with prices rising and inflation masking weaker demand. The slowdown is driven by SNAP reductions, higher gas prices, and broader inflation, leading to weaker consumer demand. The article highlights how grocers can win on value through promotions, loyalty programs, and private brands while consumer budgets remain constrained.