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.



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.
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.
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.