Private Label vs. National Brand Growth
Store brands took a record quarter of U.S. grocery spending in 2024 — and the striking part of the data is how little of it they give back when inflation cools.
Henrik Larsen · February 23, 2026
Coverage of retailing as a business: store estates and closures, online fulfillment costs, assortment decisions, own-brand ranges, and the real depth of a promotion. Figures come from company filings and price tracking. Read by category managers, suppliers negotiating terms, and analysts covering the sector.
Store brands took a record quarter of U.S. grocery spending in 2024 — and the striking part of the data is how little of it they give back when inflation cools.
Henrik Larsen · February 23, 2026
"Shrink" bundles theft with clerk error and damaged goods, which is why the industry's $100-billion crime headline deserves a careful read before it becomes policy.
Henrik Larsen · January 31, 2026
The Census Bureau's ratio of stock to sales is the sector's simplest stress gauge — and its post-pandemic swings showed how costly the wrong inventory level is on both sides.
Henrik Larsen · January 8, 2026