> Our analysis of NielsenIQ grocery data shows a trend in negative unit growth starting in mid-2025, masked by steady price increases. But since February 2026, units have stepped down sharply enough to pull sales lower across the US. Prices are still climbing 2% to 3% year over year,

Seems pretty straightforward. They increased their price to try and make up for losses, which in turn mean less people purchasing, which they responded to by increasing prices. A lovely little circle.

Maybe some economists should investigate how prices effects demand, could be groundbreaking.

Yeah it's real rocket science at work here. Grocery bill keeps going up and less and lower quality food comes home. It's a real mystery.