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.

  • Abyssian
    link
    fedilink
    arrow-up
    45
    ·
    13 hours ago

    Pressure on food companies? Loads of people not being able to afford much food seems like maybe those people are under some pressure too, and maybe that’s the more important part?

    • spaghettiwestern@sh.itjust.worksOP
      link
      fedilink
      arrow-up
      9
      ·
      edit-2
      9 hours ago

      Remember, companies are people. The GOP knows they are the most important people and are far more important than the people who are people.

    • modus
      link
      fedilink
      arrow-up
      14
      ·
      12 hours ago

      Yes, but are you considering the shareholders?