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The US grocery slowdown is real

bain.com

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Re: The US grocery slowdown is real

#91
post #41

Earlier quoted context omitted.

Consumers are the last group I would blame. https://www.usda.gov/about-food/food-safety/food-loss-and-wa... > food waste is estimated at ... 133 billion pounds ... in 2010. USA population in 2010 was 311M. 133B / 311M = 427 pounds per person. I sincerely doubt the average consumer throws away 427 pounds of fresh food in a year.

When I got married our food waste probably tripled. My food waste as a single guy was significantly less than married. When I had kids it probably tripled again. Much like a horse to water, you cannot explain to a 3 year old that if they don't eat all the banannas before tomorrow, they will go bad. We probably throw out 1-2 lbs of fruit a week, which is ~100 lbs a year right there. The kid might have ate 2 lbs of blu…

I'm a person who will definitely not eat a banana that is past its prime. I completely understand the option to just throw it out since bananas are inexpensive and widely available.

I have a solution that we have instituted here at home if you would like to cut waste on bananas and other perishable fruits and vegetables. We bought a food dehydrator. I was initially skeptical about the utility of the device but after several years of ownership I find it is one of the most useful tools for anyone who cooks at home.

Bananas, even those that are well past the point where I won't eat them, are ridiculously delicious when sliced and dried. The flavor concentrates so that a single banana chip can be like the old Lays Potato Chip slogan - no one can eat just one.

This also works great for berries like blueberries, raspberries, blackberries, goji berries, kiwi fruit, apples, plums, peaches, nectarines, cherries, etc.

We buy them fresh or grow them here and before they reach the toss stage, we dry them for future use. Some of the things are also great frozen. I have several pounds of berries from this year's crop in the freezer now and quite a few available for adding to granolas that we make here at home.

We have made fruit leathers in the past using strawberries and the flavor is better than the store-bought products.

I grow and dry vegetables too. Some of them are also freezer items.

Good luck with the grocery bill.

Re: The US grocery slowdown is real

#92

Trump put a little orange thumb on the scale by choosing Walmart to be the winner on beef prices. Did they weigh for government interference? https://www.usatoday.com/story/grocery/2026/07/08/walmart-ro...

From your own article:

>The Walmart price reductions "looks less like a turning point on food inflation and more like an aggressive summer promotion," David Ortega, a food economist and professor at Michigan State University

Also the your claim that "Trump put a little orange thumb on the scale by choosing Walmart to be the winner on beef prices" doesn't make any sense. This isn't the soviet union. The government doesn't control enough production to be able to offer walmart sweetheart deals. The best they can do is browbeat walmart into lowering prices, but that's not the same as "choosing Walmart to be the winner".

Re: The US grocery slowdown is real

#93

Earlier quoted context omitted.

We buy a side of beef at a time from a farm down the street for $6/lb, up from $4 a few years ago. Can’t buy beef any other way.

That’s before or after trimming? Because you could do crazy arbitrage at those prices. I get trimmed beef for $14/lb at the farm down the street.

I believe that’s hanging weight, so after the butcher it’s probably closer to $9, but still a bargain and a half compared to what I see at wal mart, which is the only place we buy groceries because of cost.

Re: The US grocery slowdown is real

#94
post #87

Earlier quoted context omitted.

Meat is like $30/lb. What a joke, I see almost no one at the butcher counter in grocery stores anymore.

>Meat is like $30/lb. ??? Maybe if you're buying organic grass fed steaks every day, but chicken/pork is still available for less than $5, especially on sale. Kroger's weekly ad for Dallas, TX shows: 1. beef for $6.97/lb 2. pork for $1.99/lb 3. chicken breasts for $3.99/lb, or organic for $6.99/lb https://www.kroger.com/weeklyad

Yeah my local Safeway has been having whole chickens, leg quarters, thighs or drumsticks for 0.99 per pound. Still that price as of today.

Re: The US grocery slowdown is real

#95

They should just lead with people don't have any money to buy things because wages aren't increasing to match living expenses. It cuts back some of the fig leaves

The article is from Bain Capital. Of course they're going to ignore the obvious reason and blame something else. They raised prices more than people are willing to pay. Unlimited profit growth can't exist.

Re: The US grocery slowdown is real

#96
Not sure a cut of $186m between 2025 and 2034 warrants the cavalier description -- "benefits were scaled back" -- of changes to SNAP in the BBB.

In the immediate term, "Approximately 4 million people in a typical month will lose some or all of their SNAP food benefits once the changes are fully implemented, based on Congressional Budget Office (CBO) estimates." according to the Center on Policy and Budget Priorities. [1] I'm not sure what is going to happen in my community (rural Virginia with a good portion of federal and federal-adjacent retirees living here full-time) as people continue to be kicked off SNAP. Food pantries are serving more people than at the beginning of 2025. I've not investigated the status of donations. But anecdotally, friends are giving fewer food items to emergency pantries.

But as is the case with other aid programs, there is a public benefit to public benefits: "Here’s the remarkable thing about SNAP: it’s one of the highest return investments the government makes. According to USDA Economic Research Service data, every $1 in SNAP benefits generates approximately $1.50 to $1.80 in economic activity. During the Great Recession, that multiplier reached $1.84." The question is, with the reduction in people served coupled with work requirements, will the follow-on economic benefits be realized between now and 2034? How will low-income households fare?

[1] https://www.cbpp.org/research/food-assistance/many-low-incom... [2] https://polimetrics.substack.com/p/the-hidden-economic-engin...

Re: The US grocery slowdown is real

#97
post #81

They should just lead with people don't have any money to buy things because wages aren't increasing to match living expenses. It cuts back some of the fig leaves

By living expenses, you mean rent. You should just say rent. It cuts back on another fig leaf. Rent is the only part of our economy in which money is forcibly taken at gunpoint by someone who never did any work to earn it. The groceries at the grocery store are expensive because of the grocery store's rent, too.

[deleted]

Re: The US grocery slowdown is real

#98
post #81

They should just lead with people don't have any money to buy things because wages aren't increasing to match living expenses. It cuts back some of the fig leaves

By living expenses, you mean rent. You should just say rent. It cuts back on another fig leaf. Rent is the only part of our economy in which money is forcibly taken at gunpoint by someone who never did any work to earn it. The groceries at the grocery store are expensive because of the grocery store's rent, too.

We seemingly have very different experiences with rent. All rent I've paid was agreed upon prior to me being charged it, and guns were never involved. The people I rented from did the work of owning/managing the building and providing it for my use. Maybe this isn't a noble way to earn money, but I found it to be a really useful service, and it seems not dramatically different than most services I pay for (how much incremental work is Netflix doing for my behalf? what work is the bank doing to earn my loan?).

Re: The US grocery slowdown is real

#99
post #81

Earlier quoted context omitted.

By living expenses, you mean rent. You should just say rent. It cuts back on another fig leaf. Rent is the only part of our economy in which money is forcibly taken at gunpoint by someone who never did any work to earn it. The groceries at the grocery store are expensive because of the grocery store's rent, too.

We seemingly have very different experiences with rent. All rent I've paid was agreed upon prior to me being charged it, and guns were never involved. The people I rented from did the work of owning/managing the building and providing it for my use. Maybe this isn't a noble way to earn money, but I found it to be a really useful service, and it seems not dramatically different than most services I pay for (how much i…

Some people think society owes them.

Re: The US grocery slowdown is real

#100

They should just lead with people don't have any money to buy things because wages aren't increasing to match living expenses. It cuts back some of the fig leaves

Can't ignore the GLP-1 choice though. If a customer spends, say $200 month on a GLP-1, and saves that much by not buying groceries, that also results in a grocery slow down.
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