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.



I went two years after I got laid off in 2019 having to pay for private health insurance. I got one of those ridiculous catastrophe-only policies with like a $7000 annual deductible and was still paying about $400 a month. I priced policies on the ACA marketplace, with the same shitty deductibles but three times the premium as what I was paying. I just don’t get why anyone would buy insurance there. Maybe the ACA policies are more likely to actually pay out in case of illness, I dunno.
One difference I know is the fact is that my private insurance did not allow me to get out of the mandated fine you supposedly had to pay if you didn’t have coverage, whereas the ACA policies do get you out of the fine. But for whatever reason, I never had to pay that fine.