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Additional Reading from MarketBeat.com
The Grocery Shelf Battle Is Changing—Who Comes Out Ahead?Authored by Chris Markoch. Posted: 10/11/2026. 
Key Points
- Store brands now account for a record 23.8% of units sold, as national brand volumes fell while store brand volumes rose slightly.
- McCormick's quarterly earnings beat estimates, but shares fell because organic growth relied on price increases while consumer volume declined.
- Kroger and Walmart are expanding private-label lines like Private Selection and bettergoods to capture margin as shoppers shift away from national brands.
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Store-brand sales are growing as consumers look for ways to mitigate elevated food prices. Private-label sales in the United States reached $330 billion in 2025, according to Circana. That shift has continued into 2026. But there's a larger fight over shelf space that is reshaping packaged-food stocks. On the surface, national brands still look healthy. Their dollar sales grew 2.2% in the first half of 2026, while store-brand dollar sales were flat.
That sounds like the name brands are winning. They aren't. Look at units instead. Store-brand unit sales rose 0.2% over the same period, while national-brand units fell 0.5%. Store brands now account for a record 23.8% of all units sold. In other words, the major labels are growing revenue by charging more, not by selling more. But that pricing power isn't attracting value-seeking shoppers, who are voting with their dollars. For investors, it comes down to which side of the trade they want to own. In the just-finished earnings season, one retailer provided a clear example of the dominance of private labels. Two other retailers are taking the "if you can't beat them, join them" approach. McCormick Beat Estimates—But the Stock Still FellMcCormick (NYSE: MKC) reported fiscal third-quarter results on Oct. 1. On paper, it was a strong quarter. Net sales jumped 17.4% to $2.02 billion. Adjusted earnings per share (EPS) of 86 cents topped estimates of 76 cents, and gross margin expanded by 190 basis points. The details underneath tell a different story. Most of the sales increase came from the McCormick de Mexico acquisition. Organic growth was just 1.9%. Pricing added 2.2%, while volume and mix subtracted 0.3%. In the Consumer segment, volume and mix for the company's name-brand spices and seasonings fell 1.1%. Shares slid on the morning of the report. Although they have recovered since then, the initial selling reaction makes sense. Wall Street isn't grading McCormick on one quarter's margin. It's grading whether the company's pricing power will last. That means volume, or units, is the scorecard. Price Hikes Have a Shelf LifeFor three years, packaged-food companies operated from a similar playbook. Costs rose, so prices rose. Volumes dipped, but margins held. Investors mostly rewarded the companies with the most pricing power. That tolerance is fading. Store brands typically sell for about 20% less than national labels. Most shoppers now say the quality is similar or, in some cases, even better. Once a shopper switches and isn't disappointed, the habit tends to stick. That's what makes private-label gains so difficult to reverse. Each price increase on a brand-name product gives customers another reason to try the alternative. The industry is split into two camps. Some brands are cutting prices to win shoppers back. Others continue raising them to cover costs. Investors should know which camp their holdings fall into because the outcomes will diverge. 2 Retailers Are Playing a Different GameKroger (NYSE: KR) and Walmart (NASDAQ: WMT) see this shift from the other side of the transaction. To them, store brands are an engine for margin growth. Kroger's Our Brands outpaced national brands by 175 basis points in fiscal Q1. In Q2, private-label penetration rose by about half a percentage point. Private Selection sales jumped more than 14%, led by ready-to-eat meals. That doesn't make Kroger a clear winner. Its Q2 gross margin slipped to 22.7% because of pharmacy and freight headwinds. But its private-label business is one of the few levers working in its favor. Walmart is pushing upmarket, too. Its bettergoods line, launched in 2024, was its biggest private-food-brand debut in two decades. It targets shoppers who want better value than the company's Great Value brand without paying name-brand prices. The economics are simple: Retailers control the cost, the shelf placement and the margin. Every unit that moves from a national brand to a store brand improves their product mix. What Investors Should Watch NowThe perception is that packaged food is a safe, defensive corner of the market. The fundamentals say that defense now comes at a cost. Three signals matter most:
Unit volume, not just organic sales. Organic growth built only on price is borrowed time. Promotional spending. When brands discount to win shoppers back, margin gains usually reverse. Retailer commentary on private-label penetration. It's the clearest real-time read on where shoppers are heading. For McCormick, next quarter's consumer volume is the number that matters. Management expects volume to improve in Q4. The pending Unilever Foods combination adds another layer to the story. The grocery-store shelf isn't getting any bigger, so someone has to give up space. Right now, the data says it's the name brands. Investors should position themselves accordingly.
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