The grocery industry stands at a pivotal moment. Inflation continues to reshape basket composition, forcing consumers to make trade-offs and retailers to rethink value perception. Shoppers are becoming more price-sensitive, private label share continues to rise, and the era of “just-in-case” inventory has given way to “just-enough” precision.

At the same time, GLP-1 medications, like Ozempic and Wegovy, are quietly rewriting consumption patterns. With millions of consumers reducing caloric intake and making more deliberate choices, retailers are beginning to see shifts in demand across categories, from snacks and beverages to ready-to-eat meals. This isn’t a temporary trend; it’s a fundamental rewiring of how, when, and what people eat.