The Retail Rundown: Retail Focus Turns to Lent Promotions

This week in retail, attention is focused on Lent and the broader economic landscape, with inflation back in the spotlight following the latest Consumer Price Index (CPI) release. Although overall inflation showed signs of cooling, food costs continue to edge higher on a monthly basis, keeping value messaging front and center as grocers work to attract price-sensitive consumers.

With the Christian Lenten season now underway, retailers are pivoting quickly. The 40-day period of fasting and reduced meat consumption among Catholics is traditionally a tailwind for seafood, and grocers are leaning into features and promotional pricing to capture traffic...

FMI Statement on January CPI Food Price Numbers

Today, FMI – The Food Industry Association commented on the January Consumer Price Index (CPI) numbers from the U.S. Bureau of Labor Statistics (BLS), which show a 0.2% rise in food-at-home prices for January and a 2.1% increase over the last 12 months. FMI Vice President of Tax, Trade, Sustainability and Policy Development Andy Harig offered the following statement.  

“Today’s CPI data is welcome news from the spike we saw in December and suggests that food price inflation continues to moderate, albeit on an uneven path toward the Federal Reserve’s 2% target. While categories like cereals and bakery products, animal...

The Retail Rundown: Beef Leads Valentine’s Protein Features as Lobster Prices Ease

Beef tops protein feature volume this week, accounting for 25.1% of ad space. Seafood follows at 23.6%, with pork at 23.1% and chicken at 22.1%. Egg promotions fell to just 2% of total protein ads, down four points from the prior week amid softening retail demand.

Steaks dominate Valentine’s beef promotions, representing 40% of all beef features. Ribeyes, T-bones, and boneless strip filets lead the lineup, and all at sizable premiums compared to last year.

According to Expana’s US Valentine’s Day Index, tenderloin prices have eased month-over-month...

The Retail Rundown: Retail Posts Late-Year Gains, but Food Inflation Heats Up

Early 2026 opens with a mixed picture for the food and broader retail sectors.

Retail sales closed out 2025 with solid momentum, as CNBC/NRF data showed holiday sales from Nov. 1 through Dec. 31 rising 4.1% from the year prior. Food and beverage stores also ended the year strong, posting a 0.33% month-over-month gain on a seasonally adjusted basis and a 2.85% increase from a year earlier.

That strength now faces challenges as the industry moves into its usual post-holiday slowdown, amplified by...

Study Finds 61% of US Consumers are Scaling Back on Restaurants, Spending Less on Groceries 

As tariffs and inflation continue to impact consumers, Americans are spending less on food. According to Popmenu, which currently serves over 10,000 restaurants, 67% of consumers are scaling back their budgets.  

The nationwide study tracked the dining and spending habits of 1,000 people 21 and older from June 16 to June 17, 2025. When asked to name the areas where they are cutting back the most, restaurants landed the number one spot, with 61% saying they are eating out less and staying in...