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Dive Brief:

The number of grocery products sold in the U.S. dropped by nearly 2% year over year in June, marking the fifth month in a row where the industry recorded negative unit growth, according to an analysis from Bain & Company and NielsenIQ released Thursday. Bain compiled the report using NielsenIQ data.

The trend was strongest in the West, where unit sales were down 3% last month. The decline was least pronounced in the Northeast, where unit sales moved down 1.3%.

While the grocery industry has seen negative unit growth in most months since March 2025, the trend has picked up momentum in 2026 as shopper pullback has outpaced pricing growth and inflation, Bain reported.