Deep DiveUS CPG: Why Unit Growth Has Stalled—and the Industry’s Path Forward Sujeet Naik, Analyst Sector Lead: John Mercer, Head of Global Research and Managing Director of Data-Driven Research March 31, 2026 Reasons to ReadDiscover how the US consumer packaged goods (CPG) sector can navigate challenges like inflation fatigue, changing consumer habits and geopolitical pressures, and set the stage for potential volume recovery. Read this report to uncover answers to these and other questions: What factors are contributing to the stagnation of unit growth in the US CPG sector, and how are they impacting consumer behavior and sales trends? How can CPG companies adapt their pricing strategies and portfolios to recover volumes and align with shifting consumer preferences? What opportunities exist for CPG brands to capitalize on the growing adoption of GLP-1 medications and the rising demand for healthier, high-protein products? What role will AI-driven tools and dynamic pricing optimization play in driving future growth for CPG companies? Companies mentioned in this report include: Campbell’s Company, Danone, General Mills, Hershey Company, Kraft Heinz, Mondelez International, Nestlé, PepsiCo and Walmart. Data in this report include: Total CPG unit sales and dollar sales growth for four-week periods, edible CPG unit sales and dollar sales growth for four-week periods, average weekly grocery spending trends, the impact of GLP-1 medications on consumer eating habits, US food and beverage category sales performance and financial sentiment surveys among lower-income households. 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: From Models to Markets—The Accelerating Shift Toward AI Applications, with Charlie PoonWeekly US Store Openings and Closures Tracker 2025, Week 50: Dollar General To Open More Than 450 Stores in 2026Singles’ Day 2025: Three Trends To Look For as AI Moves Center StageResilience Now: Turn Tariff Uncertainty into Opportunity Using AI