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@lemmy.world
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    3 days 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?

  • boydster@sh.itjust.works
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    4 days ago

    Food is famously a luxury good so it makes sense people would pull back in order to spend their money on necessities like bombs to drop on foreign elementary schools and shit

  • Melobol@lemmy.ml
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    4 days ago

    I like the headline:
    “It’s a problem for the food companies that the customer don’t have money”

  • cheers_queers@lemmy.zip
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    4 days ago

    this should be the true economic indicator, not the fucking DOW. idc if the DOW is fifty million, if people cant afford food we have a major fucking problem.

    • aarch0x40@piefed.social
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      4 days ago

      DJIA is not an economic indicator. The index highlights half of the relation between Industrials and Transports (DJTA). The S&P 500 is closer to an economic indicator but still not really. The Dow is usually referenced as a distraction from real indicators like the Capitalization to GDP ratio (aka Buffett Indicator). If one looks at the real indicators, we’ve been in some real economy ending doom for quite a while now.

      • manxu@piefed.social
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        4 days ago

        But Pam Bondi said that all that matters is that the Dow is at 50k, not these Epstein files!

    • It’s a true economic indicator for the top 10%, those that have assets. It doesn’t say anything about the bottom 90%. But these days the top 10% drive so much of consumption they’re the ones that count for leadership.

  • mctoasterson@reddthat.com
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    2 days ago

    My go-to “relatively easy, quick and cheap” meal is some kind of grilled meat with a side salad.

    Well meat is expensive as hell, and salad components are widely contaminated. FML I guess.

  • Gammelfisch@lemmy.world
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    3 days ago

    The same greedy bastard would charge us for oxygen if they could. I am middle of the middle class and my grocery shopping has changed dramatically thanks to the shareholders and executives making life more difficult.

  • rozodru@piefed.world
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    3 days ago

    I suck at math but even I know that stagnation of wages + increase in cost of rent + increase in cost of food = bad times.

    Wages continue to stagnate or people are being laid off left right and center and these knuckleheads are all shocked pikachu face that no one is buying while continuing to raise prices?

  • NoForwadSlashS@piefed.social
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    3 days ago

    People can’t afford to buy food? Please think about poor Nestlé, they might make slightly less profit this year.

  • inclementimmigrant@lemmy.world
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    3 days ago

    You mean those same food companies that literally were found guilty of price fixing and then got a slap on the wrist, which was the best that we could do under the law, for manufacturing scarcity and screwing Americans over?

    Pressure on those food companies?

  • The Velour Fog @lemmy.world
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    3 days ago

    We have scaled back significantly on our grocery purchases within the past month. No snacks, only stuff that’s on sale, beef products very rarely (because it’s fucking expensive now) and fewer items overall. Even after all that it comes to around $80 per trip. But we are now losing money due to our power and water bills getting jacked up so we are looking into cutting back even more.

    • ChickenLadyLovesLife@lemmy.world
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      3 days ago

      beef products very rarely (because it’s fucking expensive now)

      I was in Acme a few days ago looking through the steak section. There was a porterhouse close to expiration on sale for … $54 fucking dollars. It was a little over one pound. I’d be astonished to pay that much for a steak at a fucking steakhouse, cooked and brought to my table with sides and drinks.

      If I want the taste of steak these days, I buy bottom round and flatten the shit out of it with a tenderizing mallet.

      • Tinks@lemmy.world
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        3 days ago

        My husband wanted a special German stew this week and I went to price out chuck roast for it and it was $10/lb! It would cost us $20 in meat to make a pot of simple freakin stew. Round wasn’t even cheaper either! I quickly decided we weren’t having that stew right now. The price of beef is insane. Beef roast and stew was the poor meal when I was growing up - the thing my parents made to stretch the budget because you just buy a super cheap cut and cook it all day to make it edible, along with cheap veggies. Now those meals are damn near a delicacy considering the cost of the meat. Chicken isn’t much better either at the moment. Grocery shopping has become exhausting.

        • ChickenLadyLovesLife@lemmy.world
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          3 days ago

          My local Shop-Rite still has cheap-ass chicken, at least. They’ve always had these packs of chicken (breast, legs or thighs) of about 6 or 7 pounds that cost $10 total. Thank god I like hot dogs, too – stores still damn near give those away.

    • Tollana1234567@lemmy.today
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      3 days ago

      power/gas /water isnt telling its customers that the rates are going up because of AI datacenters, i saw our parents rates increase as well.

    • Jo Miran@lemmy.ml
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      4 days ago

      When your entire focus is one fiscal quarter long, you never think of the long term repercussions of your choices.

  • jtrek@startrek.website
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    4 days ago

    I’d buy a lot more food if my job paid me more. Instead, rice and beans baby. Maybe a splurge on champagne every time a key republican dies, but that’s it.

    • lonefighter@sh.itjust.works
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      4 days ago

      Rice and beans are pretty good though, especially if you add in a little salsa or some grape tomatoes and a sprinkle of shredded cheese.

      • jtrek@startrek.website
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        4 days ago

        Oh yeah. I throw anything in there. I sincerely enjoy it, in addition to it being cheap. But I used to buy a lot of other stuff too.

        • dbtng@sh.itjust.works
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          3 days ago

          Ya. I’m cooking some ground pork to throw in the leftover beans from yesterday.
          Gonna dump that slop on top of a nuked potato. That will fill the plate.
          Tomorrow I’ll do a fresh batch of beans. Or rice. Or both. So much variety!
          And fuk, I still eat pretty good. It’s just not very exciting.