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.
All I know is, I’m 43, when I was a kid in the 90s we’d go grocery shopping and have an overflowing cart that was around $100. Now, the same cart $100 isn’t enough to cover the wire mesh at the bottom of the cart. It’s absolutely insane. I bet it would be $400 to fill the cart. That’s not inflation thats a scam.
It is absolutely a scam. Remember the egg shortage? Eggs were going for $7+ a dozen in SoCal and a few miles across the border the prices had only risen slightly to maybe $2.50/dozen.
And now there’s this:
Forcing U.S. egg producers to pay a minuscule 0.37% fine on $1.22 billion in excess profits sends an unmistakable message to businesses everywhere. With Trump in charge they can fleece Americans without the slightest fear of consequences and they are doing just that.
I genuinely don’t know how families are doing it. I spend as much on food as a single person as my parents did with a family in the early 2000s. Granted, we didn’t eat much, but we didn’t starve, and I don’t eat much either. I rarely eat meat, I don’t go to restaurants, and maybe once every month or two I’ll “treat” myself to a gas station meal or a bagel sandwich from a coffee shop. I’m so glad I don’t have children to try to feed.
Im close to your age, I worked in a grocery store when I was a kid. I recall one repeat customer who had several children, and would fill two carts. I remember being blown away that this woman was spending $200 on groceries.
Now I have one kid living with me, and my grocery bill approaches $200 if I’m not very careful on what I buy.
old man here. I am not exaggerating to say you could have large paper grocery bags full of food using a 20 and get change back. Those paper grocery bags held more than twice the standard plastic ones from today. I keep complaining that places still have signs saying they won’t take over a 20 when that was what everything would take when I was a kid. Nobody had signs saying they won’t take anything over a 5 or 10.