The U.S. grocery slowdown is becoming harder to ignore.
Shoppers are buying fewer items than a year ago, and grocery sales are declining as weakening unit sales are now outweighing rising prices. That is according to new analysis from Bain & Company using NielsenIQ grocery data shared exclusively with CNBC.
Grocery units, which refer to individual items or products sold, fell 1.8% in June from a year earlier, a sharp reversal from the 0.1% year-over-year growth recorded in June 2025. While prices continue to rise about 2% to 3% year-over-year, that inflation cushion for the industry is no longer enough to keep overall sales growing.
In Canada we are spending like 120% of our income on groceries and it isnt just the inflation but the compounding shrinkflation with climate crisis causing inclement weather that means crop insecurity…
It aint looking good and at this point companies are going to have to realize they cant profit if nobody has any money to spend