What's Inside

Is US grocery on track to return to positive unit growth this year?

In this Data Dive, we review recent data and commentary on grocery CPG unit volume sales and provide our expectations on when we are likely to see an inflection point in growth.

Data in this research report include:

• Year-over-year changes in in-store unit sales at food retailers (four-week periods)
• Year-over-year changes in in-store unit sales at food, drug and mass retailers (four-week periods)

Companies mentioned in this report are: Albertsons, Dollar General, Dollar Tree, Koninklijke Ahold Delhaize N.V., Kroger, Target, Walmart

Other relevant research:

• We provided an update to this report in our July 2024 report, US CPG Sales Tracker: Nonfood CPG Rebounds, with E-Commerce and In-Store Growth Accelerating 
• Previous reports in the Data Dive series
• Market Navigator: US CPG—Significant Growth Opportunities Amid a Dynamic Landscape
• US CPG—Retail 2024 Sector Outlook: Volume Growth To Turn Positive as Inflation Eases
• Analyst Corner: The Rise of Grocery Discounters with Sujeet Naik
• Five Ways AI Is Being Used in Grocery Retail
• Visit the Coresight Research Food, Grocery and CPG Retail Hub to explore sector data, reports and company profiles.