Deep Dive 16 minutes PremiumTariff Anxiety Hits the Supermarket: US Consumers Turn Cautious When Shopping for Groceries Sujeet Naik, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research May 8, 2025 What's InsideWe explore the evolving landscape of US grocery retailing, shaped by economic pressures and evolving consumer priorities. As shopper behavior transforms, retailers must navigate new challenges—and seize emerging opportunities. Dive into our comprehensive, data-driven analysis to understand shifts in US consumers’ food shopping behavior and discover AI (artificial intelligence)-powered strategies for grocery retailers to adapt and improve efficiency. From the rise of private label to the importance of AI-powered demand forecasting, this forward-looking research report offers critical insights and actionable takeaways to help grocery brands and retailers stay competitive in a rapidly changing market. Data in this research report include: Weekly grocery store visits and average dwell time, late February–early April 2025 Year-over-year in-store dollar and unit sales growth in food and nonfood, late February–early April 2025 Year-over-year in-store dollar and unit sales growth in US food and beverage private-label and name brands, 2021–2025 US in-store food and beverage sales—breakdown by name-brand and private-label sales, 2020–2025 Companies mentioned in this report include: Afresh Technologies, Albertsons, Aldi, Costco, Fresh Thyme Market, Grocery Outlet, Kroger, Puzl, RELEX Other relevant research: Listen to highlights from this report in our free Retaili$tic podcast episode, Inflation Bites: How Americans Are Rethinking Grocery Shopping (S5.EP18) US Grocery—Retail 2025 Sector Outlook: Volume Growth Headwinds To Continue Last year’s report in this annual series: How US Consumers Are Shopping for Groceries: Revealing Opportunities in Promotions and Private Label Visit the Coresight Research Food, Grocery and CPG Retail Hub to explore sector data, reports and company profiles. The Coresight Research and Circana monthly US CPG Sales Tracker provides our data-driven insights into online sales trends in the US CPG industry, including food & beverages.All our coverage of tariffs More research reports on AI in retail The Coresight Research US Consumer Survey Databank provides additional insight into US consumer behaviors from our weekly surveys. Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for Other research you may be interested in: Analyst Corner: Three Key Predictions for India Retail in 2025, with Sujeet NaikWeekly US and UK Store Openings and Closures Tracker 2025, Week 7: Aldi and Skechers USA Announce Store Expansion Plans; Joann To Close 500 StoresEarnings Insights 1Q25, Week 1: Mixed Results from LVMH, Nestlé, P&G and Others Amid Heightened Tariff Concerns—InfographicMass Merchandiser and Warehouse Club Shopping in Focus—Walmart Leads; High Purchase Rates for Daily Essentials: US Consumer Survey Insights