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.


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.